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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹31 Cr

Lock In Period

N/A

Expense Ratio

0.25

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series RW Growth NAV is ₹12.8199 as of 2 Jun, 2026. Aditya Birla Sun Life Fixed Term Plan - Series RW Growth has delivered 23.82% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series RW Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series RW Growth is ₹31 Cr. The expense ratio of the fund is 0.25%, 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 RW Growth has delivered 0.29% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.29-1.684.54
6M1.820.2712.55
1Y4.032.5316.20
3Y7.388.4836.71

Portfolio Analysis

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

1. Clearing Corporation of India Limited43.19%
2. Reverse Repo18.87%
3. Bharat Petroleum Corporation Limited (08/04/2022)11.33%
4. 8.40% Housing & Urban Development Corporation Limited (11/04/2022)9.09%
5. Bajaj Housing Finance Limited (05/04/2022) (ZCB)4.86%
6. Net Receivables / (Payables)0.93%

1. HDB Financial Services Limited (05/04/2022) (ZCB)11.74%

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

Aditya Birla Sun Life Fixed Term Plan - Series RW Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹31 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.25. 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
Aditya Birla Sun Life Fixed Term Plan - Series SF Growth051.03 CR0.25
ICICI Prudential FMP S 84 - 1245 Days Plan N Growth0394.76 CR0.28
Aditya Birla Sun Life Fixed Term Plan - Series RW Growth030.86 CR0.25
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series SF Growth3.966123.7941
This FundICICI Prudential FMP S 84 - 1245 Days Plan N Growth3.922623.8185
This FundAditya Birla Sun Life Fixed Term Plan - Series RW Growth4.026423.8207

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

Aditya Birla Sun Life Fixed Term Plan - Series RW 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 RW Growth is 0.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series RW Growth’s fund performance is as follows:
  • 1 Month : 0.29%
  • 6 Months : 1.82%
  • 1 Year : 4.03%
  • 3 Years : 7.38%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series RW Growth are updated daily based on NAV of ₹ 12.8199 as on Apr 11,2022. Since inception, the return has been 23.82%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series RW 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 RW Growth is ₹31 crore. It changes based on market performance, inflows, and outflows.

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