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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹258 Cr

Lock In Period

N/A

Expense Ratio

0.06

Exit Load

Nil

Benchmark

N/A

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-1.494.54
6M1.770.3712.55
1Y6.052.7416.20
3Y7.688.3636.71

Portfolio Analysis

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

1. Clearing Corporation of India Limited95.50%
2. Bank of Baroda (16/04/2021)2.62%
3. Net Receivables / (Payables)1.30%
4. 7.60% REC Limited (17/04/2021)0.58%

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

Aditya Birla Sun Life Fixed Term Plan - Series PJ Growth managed by ,is a Debt - FMPscheme with Assets Under Management of ₹258 Crore. The fund benchmarks its performance against the 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
Aditya Birla Sun Life Fixed Term Plan - Series PJ Growth0257.65 CR0.06
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series PJ Growth6.048824.8654

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

Aditya Birla Sun Life Fixed Term Plan - Series PJ 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 PJ 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 PJ Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 1.77%
  • 1 Year : 6.05%
  • 3 Years : 7.68%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series PJ Growth are updated daily based on NAV of ₹ 12.5426 as on Apr 20,2021. Since inception, the return has been 24.87%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series PJ 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 PJ Growth is ₹258 crore. It changes based on market performance, inflows, and outflows.

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