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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹1000
AUM (Fund size)
₹536 Cr
Lock In Period
N/A
Expense Ratio
0.07
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Fixed Term Plan - Series OY Growth include a ₹12.6529 NAV as of Apr 28,2021 and returns since inception of 25.27%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series OY Growth AUM is ₹536 Cr, with a lock-in of N/A years, expense ratio of 0.07%, and benchmark Crisil Composite Bond Fund 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%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2021-04-15
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About Fund
Aditya Birla Sun Life Fixed Term Plan - Series OY Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹536 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.07. 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 FundNippon India Fixed Horizon Fund XXXVIII - Series 3 Growth | 0 | 85.43 CR | 0.29 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series OY Growth | 0 | 535.89 CR | 0.07 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Fixed Horizon Fund XXXVIII - Series 3 Growth | 4.2361 | 25.2679 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series OY Growth | 6.056 | 25.2713 |
FAQs
Aditya Birla Sun Life Fixed Term Plan - Series OY 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 OY Growth is 0.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Fixed Term Plan - Series OY 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 OY 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 OY Growth is ₹536 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Fixed Term Plan - Series OY 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