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

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

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

Min. investment

SIP ₹ & Lump. ₹1000

AUM (Fund size)

₹37 Cr

Lock In Period

N/A

Expense Ratio

0.4

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.36-1.584.54
6M1.880.6012.55
1Y4.672.7016.20
3Y7.489.2136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-10-15
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About Fund Aditya Birla Sun Life Fixed Term Plan - Series QR Growth

Aditya Birla Sun Life Fixed Term Plan - Series QR Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹37 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.4. 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
SBI Fixed Maturity Plan (FMP) - Series 61 Growth0363 CR0.31
Nippon India Fixed Horizon Fund XXXX - Series 15 Growth052 CR0.28
Aditya Birla Sun Life Fixed Term Plan - Series QR Growth037 CR0.4
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 61 Growth6.033724.1594
This FundNippon India Fixed Horizon Fund XXXX - Series 15 Growth3.705724.1612
This FundAditya Birla Sun Life Fixed Term Plan - Series QR Growth4.673124.1663

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

Aditya Birla Sun Life Fixed Term Plan - Series QR 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 QR Growth is 0.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series QR Growth’s fund performance is as follows:
  • 1 Month : 0.36%
  • 6 Months : 1.88%
  • 1 Year : 4.67%
  • 3 Years : 7.48%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series QR Growth are updated daily based on NAV of ₹ 12.4987 as on Nov 03,2021. Since inception, the return has been 24.17%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series QR 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 QR Growth is ₹37 crore. It changes based on market performance, inflows, and outflows.

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