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

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  • 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 RD Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹26 Cr

Lock In Period

N/A

Expense Ratio

0.3

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series RD Growth NAV is ₹12.9738 as of 21 May, 2026. Aditya Birla Sun Life Fixed Term Plan - Series RD Growth has delivered 22.13% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series RD Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series RD Growth is ₹26 Cr. The expense ratio of the fund is 0.3%, and its benchmark is CRISIL Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Fixed Term Plan - Series RD Growth has delivered 0.34% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.34-1.684.54
6M1.860.2712.55
1Y3.982.5416.20
3Y6.898.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-03-31
View allocation % by

1. Clearing Corporation of India Limited52.49%
2. Reverse Repo15.60%
3. Bharat Petroleum Corporation Limited (08/04/2022)11.32%
4. Bajaj Finance Limited (05/04/2022) (ZCB)11.14%
5. Indian Oil Corporation Limited (04/04/2022)8.68%
6. Net Receivables / (Payables)0.77%

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

Aditya Birla Sun Life Fixed Term Plan - Series RD Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹26 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
SBI Fixed Maturity Plan (FMP) - Series 79 Growth086.92 CR0.33
ICICI Prudential FMP S 80 - 1227 Days Plan Q Growth0133.74 CR0.05
Aditya Birla Sun Life Fixed Term Plan - Series RD Growth026.49 CR0.3
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 79 Growth5.984122.1184
This FundICICI Prudential FMP S 80 - 1227 Days Plan Q Growth6.449522.1231
This FundAditya Birla Sun Life Fixed Term Plan - Series RD Growth3.979222.1339

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

Aditya Birla Sun Life Fixed Term Plan - Series RD 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 RD 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 RD Growth’s fund performance is as follows:
  • 1 Month : 0.34%
  • 6 Months : 1.86%
  • 1 Year : 3.98%
  • 3 Years : 6.89%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series RD Growth are updated daily based on NAV of ₹ 12.9738 as on Apr 08,2022. Since inception, the return has been 22.13%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series RD 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 RD Growth is ₹26 crore. It changes based on market performance, inflows, and outflows.

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