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  • Aditya Birla Sun Life Fixed Term Plan - Series QO Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹99 Cr

Lock In Period

N/A

Expense Ratio

0.28

Benchmark

CRISIL Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Fixed Term Plan - Series QO Growth include a ₹12.2522 NAV as of Jul 23,2021 and returns since inception of --%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series QO Growth AUM is ₹99 Cr, with a lock-in of N/A years, expense ratio of 0.28%, and benchmark CRISIL Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.28% returns, against a category average of -1.68% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.28-1.684.54
6M1.710.2812.55
1Y3.612.5616.20
3Y0.008.5136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2021-07-15
View allocation % by

1. 91 DAY T-BILL 22JUL2153.35%
2. Clearing Corporation of India Limited25.14%
3. Sundaram Finance Limited (21/07/2021) (ZCB)8.05%
4. Net Receivables / (Payables)1.58%
5. 8.70% Reliance Industries Limited (16/07/2021)0.30%

1. 8.39% National Bank For Agriculture and Rural Development (19/07/2021)11.59%

About Fund

Aditya Birla Sun Life Fixed Term Plan - Series QO Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹99 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.28. 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
This FundICICI Prudential FMP S 63 - 3 Year Plan M Growth0192.12 CR0.6
This FundAditya Birla Sun Life Fixed Term Plan - Series QO Growth099.3 CR0.28
Fund Name1Y3Y
This FundICICI Prudential FMP S 63 - 3 Year Plan M Growth
This FundAditya Birla Sun Life Fixed Term Plan - Series QO Growth3.61360

FAQs

Aditya Birla Sun Life Fixed Term Plan - Series QO 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 QO Growth is 0.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series QO Growth’s fund performance is as follows:
  • 1 Month : 0.28%
  • 6 Months : 1.71%
  • 1 Year : 3.61%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series QO Growth are updated daily based on NAV of ₹ 12.2522 as on Jul 23,2021. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series QO 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 QO Growth is ₹99 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Fixed Term Plan - Series QO 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