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

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

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹73 Cr

Lock In Period

N/A

Expense Ratio

0.28

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series RL Growth NAV is ₹12.85 as of 2 Jun, 2026. Aditya Birla Sun Life Fixed Term Plan - Series RL Growth has delivered 21.62% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series RL Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series RL Growth is ₹73 Cr. The expense ratio of the fund is 0.28%, 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 RL Growth has delivered 0.32% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-1.684.54
6M1.770.2712.55
1Y3.822.5316.20
3Y6.748.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2022-03-31
View allocation % by

1. Clearing Corporation of India Limited62.70%
2. Reverse Repo13.22%
3. Indian Oil Corporation Limited (04/04/2022)10.89%
4. Bajaj Finance Limited (05/04/2022) (ZCB)9.14%
5. Bajaj Housing Finance Limited (05/04/2022) (ZCB)3.16%
6. Net Receivables / (Payables)0.90%

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

Aditya Birla Sun Life Fixed Term Plan - Series RL Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹73 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
UTI Fixed Term Income Fund Series XXXV - Plan II Growth0191.74 CR0.53
Aditya Birla Sun Life Fixed Term Plan - Series RL Growth073.43 CR0.28
Fund Name1Y3Y
This FundUTI Fixed Term Income Fund Series XXXV - Plan II Growth5.735321.6106
This FundAditya Birla Sun Life Fixed Term Plan - Series RL Growth3.819921.6234

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

Aditya Birla Sun Life Fixed Term Plan - Series RL 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 RL 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 RL Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 1.77%
  • 1 Year : 3.82%
  • 3 Years : 6.74%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series RL Growth are updated daily based on NAV of ₹ 12.85 as on Apr 05,2022. Since inception, the return has been 21.62%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series RL 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 RL Growth is ₹73 crore. It changes based on market performance, inflows, and outflows.

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