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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹39 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 RV Growth NAV is ₹12.8335 as of 16 May, 2026. Aditya Birla Sun Life Fixed Term Plan - Series RV Growth has delivered 23.84% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series RV Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series RV Growth is ₹39 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 RV Growth has delivered 0.30% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.30-1.634.54
6M1.820.3112.55
1Y3.842.5316.20
3Y7.398.6536.71

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2022-04-15
View allocation % by

1. Clearing Corporation of India Limited56.68%
2. 7.87% Larsen & Toubro Limited (18/04/2022)8.45%
3. IndusInd Bank Limited (25/04/2022)8.05%
4. Reverse Repo7.22%
5. Net Receivables / (Payables)3.72%
6. 7.00% Larsen & Toubro Limited (25/04/2022)3.33%

1. 7.95% Small Industries Development Bank of India (26/04/2022)11.79%
2. 7.90% National Bank For Agriculture and Rural Development (18/04/2022)0.77%

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

Aditya Birla Sun Life Fixed Term Plan - Series RV Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹39 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
Nippon India Fixed Maturity Plan - XLIV - Series 1 Growth079.2 CR0.37
SBI Fixed Maturity Plan (FMP) - Series 60 Growth0264.17 CR0.22
Aditya Birla Sun Life Fixed Term Plan - Series RV Growth039.07 CR0.3
Fund Name1Y3Y
This FundNippon India Fixed Maturity Plan - XLIV - Series 1 Growth5.855223.8316
This FundSBI Fixed Maturity Plan (FMP) - Series 60 Growth6.116623.8369
This FundAditya Birla Sun Life Fixed Term Plan - Series RV Growth3.835123.8372

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

Aditya Birla Sun Life Fixed Term Plan - Series RV 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 RV 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 RV Growth’s fund performance is as follows:
  • 1 Month : 0.30%
  • 6 Months : 1.82%
  • 1 Year : 3.84%
  • 3 Years : 7.39%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series RV Growth are updated daily based on NAV of ₹ 12.8335 as on Apr 26,2022. Since inception, the return has been 23.84%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series RV 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 RV Growth is ₹39 crore. It changes based on market performance, inflows, and outflows.

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