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Aditya Birla Sun Life Fixed Term Plan - Series PB Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Fixed Term Plan - Series PB Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹633 Cr

Lock In Period

N/A

Expense Ratio

0.06

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series PB Growth NAV is ₹12.5907 as of 16 May, 2026. Aditya Birla Sun Life Fixed Term Plan - Series PB Growth has delivered 24.96% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series PB Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series PB Growth is ₹633 Cr. The expense ratio of the fund is 0.06%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Fixed Term Plan - Series PB Growth has delivered 0.31% returns.

Aditya Birla Sun Life Fixed Term Plan - Series PB Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.31-1.634.54
6M1.730.3112.55
1Y5.652.5316.20
3Y7.718.6536.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-04-15
View allocation % by

1. Clearing Corporation of India Limited65.08%
2. Axis Finance Limited (27/04/2021) (ZCB)11.16%
3. 7.60% REC Limited (17/04/2021)8.69%
4. Hindustan Petroleum Corporation Limited (22/04/2021)7.90%
5. Net Receivables / (Payables)1.91%
6. 364 DAYS T-BILL 22APR211.59%
7. Bank of Baroda (26/04/2021)1.33%
8. 8.1437% Sundaram Finance Limited (16/04/2021)1.25%
9. Export Import Bank of India (22/04/2021)0.66%
10. 91 DAYS T-BILL 22APR20210.27%

1. 8.13% Power Grid Corporation of India Limited (23/04/2021)0.16%

About Fund Aditya Birla Sun Life Fixed Term Plan - Series PB Growth

Aditya Birla Sun Life Fixed Term Plan - Series PB Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹633 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.06. 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.

Fund Managers

Mohit Sharma

Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Fixed Horizon Fund XXV - Series 35 Growth049.42 CR0.44
DSP Fixed Maturity Plan Series 235 - 36 Months Growth0428.76 CR0.36
Aditya Birla Sun Life Fixed Term Plan - Series PB Growth0632.82 CR0.06
Fund Name1Y3Y
This FundNippon India Fixed Horizon Fund XXV - Series 35 Growth6.860224.9621
This FundDSP Fixed Maturity Plan Series 235 - 36 Months Growth4.054824.964
This FundAditya Birla Sun Life Fixed Term Plan - Series PB Growth5.647124.9648

Aditya Birla Sun Life Fixed Term Plan - Series PB Growth FAQs

Aditya Birla Sun Life Fixed Term Plan - Series PB 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 PB Growth is 0.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series PB Growth’s fund performance is as follows:
  • 1 Month : 0.31%
  • 6 Months : 1.73%
  • 1 Year : 5.65%
  • 3 Years : 7.71%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series PB Growth are updated daily based on NAV of ₹ 12.5907 as on Apr 28,2021. Since inception, the return has been 24.96%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series PB 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 PB Growth is ₹633 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Fixed Term Plan - Series PB Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.