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

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

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹381 Cr

Lock In Period

N/A

Expense Ratio

0.13

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth NAV is ₹12.5679 as of 16 May, 2026. Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth has delivered 24.51% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth is ₹381 Cr. The expense ratio of the fund is 0.13%, 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 SJ Growth has delivered 0.33% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.33-1.634.54
6M1.880.3112.55
1Y4.072.5316.20
3Y7.588.6536.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-04-15
View allocation % by

1. Clearing Corporation of India Limited78.47%
2. 7.87% Larsen & Toubro Limited (18/04/2022)10.25%
3. Net Receivables / (Payables)2.56%

1. 7.90% National Bank For Agriculture and Rural Development (18/04/2022)8.72%

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

Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹381 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.13. 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 SJ Growth0380.67 CR0.13
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series SJ Growth4.065624.5123

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

Aditya Birla Sun Life Fixed Term Plan - Series SJ 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 SJ Growth is 0.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth’s fund performance is as follows:
  • 1 Month : 0.33%
  • 6 Months : 1.88%
  • 1 Year : 4.07%
  • 3 Years : 7.58%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series SJ Growth are updated daily based on NAV of ₹ 12.5679 as on Apr 20,2022. Since inception, the return has been 24.51%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series SJ 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 SJ Growth is ₹381 crore. It changes based on market performance, inflows, and outflows.

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