• Home
  • Mutual Funds
  • Aditya Birla Sun Life Fixed Term Plan - Series QX Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹66 Cr

Lock In Period

N/A

Expense Ratio

0.3

Benchmark

CRISIL Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Fixed Term Plan - Series QX Growth include a ₹12.3383 NAV as of Aug 30,2021 and returns since inception of 23.37%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series QX Growth AUM is ₹66 Cr, with a lock-in of N/A years, expense ratio of 0.3%, and benchmark CRISIL Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.27% returns, against a category average of -0.94% and a category best of 4.54%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.27-0.944.54
6M1.741.0512.55
1Y3.703.3016.20
3Y7.258.7136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-08-15
View allocation % by

1. Clearing Corporation of India Limited49.97%
2. Reverse Repo19.37%
3. Indian Oil Corporation Limited (17/08/2021)11.34%
4. 91 DAYS T-BILL - 26AUG202110.57%
5. Net Receivables / (Payables)1.19%

1. 7.50% Power Finance Corporation Limited (16/08/2021)7.56%

About Fund

Aditya Birla Sun Life Fixed Term Plan - Series QX Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹66 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.3. 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 FundAditya Birla Sun Life Fixed Term Plan - Series QX Growth066.15 CR0.3
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series QX Growth3.62940

FAQs

Aditya Birla Sun Life Fixed Term Plan - Series QX 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 QX Growth is 0.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series QX Growth’s fund performance is as follows:
  • 1 Month : 0.27%
  • 6 Months : 1.74%
  • 1 Year : 3.70%
  • 3 Years : 7.25%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series QX Growth are updated daily based on NAV of ₹ 12.3383 as on Aug 30,2021. Since inception, the return has been 23.37%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series QX 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 QX Growth is ₹66 crore. It changes based on market performance, inflows, and outflows.

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