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Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹59 Cr

Lock In Period

N/A

Expense Ratio

0.25

Benchmark

CRISIL Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Fixed Term Plan - Series SA Growth include a ₹12.6478 NAV as of Apr 11,2022 and returns since inception of 23.11%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series SA Growth AUM is ₹59 Cr, with a lock-in of N/A years, expense ratio of 0.25%, and benchmark CRISIL Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.30% returns, against a category average of -1.68% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.30-1.684.54
6M1.840.2712.55
1Y4.022.5516.20
3Y7.188.5036.71

Portfolio Analysis

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

1. Clearing Corporation of India Limited26.07%
2. Reverse Repo13.11%
3. Bajaj Finance Limited (05/04/2022) (ZCB)11.79%
4. Bharat Petroleum Corporation Limited (08/04/2022)10.13%
5. 8.40% Housing & Urban Development Corporation Limited (11/04/2022)9.30%
6. Indian Oil Corporation Limited (04/04/2022)8.44%
7. Bajaj Housing Finance Limited (05/04/2022) (ZCB)8.29%
8. Net Receivables / (Payables)0.64%

1. HDB Financial Services Limited (05/04/2022) (ZCB)12.23%

About Fund

Aditya Birla Sun Life Fixed Term Plan - Series SA Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹59 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
This FundFranklin India FMP Series 5 - Plan C Growth041.25 CR0.35
This FundAditya Birla Sun Life Fixed Term Plan - Series SA Growth059.21 CR0.25
Fund Name1Y3Y
This FundFranklin India FMP Series 5 - Plan C Growth3.904523.1113
This FundAditya Birla Sun Life Fixed Term Plan - Series SA Growth4.022623.1145

FAQs

Aditya Birla Sun Life Fixed Term Plan - Series SA 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 SA 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 SA Growth’s fund performance is as follows:
  • 1 Month : 0.30%
  • 6 Months : 1.84%
  • 1 Year : 4.02%
  • 3 Years : 7.18%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series SA Growth are updated daily based on NAV of ₹ 12.6478 as on Apr 11,2022. Since inception, the return has been 23.11%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series SA 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 SA Growth is ₹59 crore. It changes based on market performance, inflows, and outflows.

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