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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹ & Lump. ₹1000

AUM (Fund size)

₹49 Cr

Lock In Period

N/A

Expense Ratio

-3.7

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.34-1.704.54
6M3.670.2612.55
1Y7.552.5216.20
3Y5.748.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-06-30
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About Fund Aditya Birla Sun Life Fixed Term Plan - Series QH Growth

Aditya Birla Sun Life Fixed Term Plan - Series QH Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹49 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of -3.7. 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 Interval Fund - Monthly Series 2 Growth03 CR1
Aditya Birla Sun Life Fixed Term Plan - Series QH Growth049 CR-3.7
Fund Name1Y3Y
This FundNippon India Interval Fund - Monthly Series 2 Growth5.607318.1272
This FundAditya Birla Sun Life Fixed Term Plan - Series QH Growth7.549318.2233

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

Aditya Birla Sun Life Fixed Term Plan - Series QH 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 QH Growth is -3.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series QH Growth’s fund performance is as follows:
  • 1 Month : 0.34%
  • 6 Months : 3.67%
  • 1 Year : 7.55%
  • 3 Years : 5.74%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series QH Growth are updated daily based on NAV of ₹ 11.8273 as on Jun 30,2021. Since inception, the return has been 18.22%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series QH 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 QH Growth is ₹49 crore. It changes based on market performance, inflows, and outflows.

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