Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹26 Cr
Lock In Period
N/A
Expense Ratio
0.15
Benchmark
CRISIL Medium Term Debt Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Fixed Term Plan - Series UB Growth include a ₹12.4318 NAV as of Feb 20,2026 and returns since inception of 23.58%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series UB Growth AUM is ₹26 Cr, with a lock-in of N/A years, expense ratio of 0.15%, and benchmark CRISIL Medium Term Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
View allocation % by
About Fund
Aditya Birla Sun Life Fixed Term Plan - Series UB Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹26 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.15. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC FMP 1133D February 2019 - 1 Growth | 0 | 297.17 CR | 0.07 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series UB Growth | 0 | 26.31 CR | 0.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC FMP 1133D February 2019 - 1 Growth | 4.1124 | 23.578 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series UB Growth | 6.709 | 23.583 |
FAQs
Aditya Birla Sun Life Fixed Term Plan - Series UB Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Fixed Term Plan - Series UB Growth is 0.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Fixed Term Plan - Series UB Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Aditya Birla Sun Life Fixed Term Plan - Series UB Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Fixed Term Plan - Series UB Growth is ₹26 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Fixed Term Plan - Series UB Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500