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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

38 Cr

Lock In Period

N/A

Expense Ratio

0.15

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series SK Growth NAV is ₹12.4537 as of 2 Jun, 2026. Aditya Birla Sun Life Fixed Term Plan - Series SK Growth has delivered 24.01% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series SK Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series SK Growth is ₹38 Cr. The expense ratio of the fund is 0.15%, 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 SK Growth has delivered 0.32% returns.

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-1.684.54
6M1.810.2712.55
1Y3.942.5316.20
3Y7.448.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2022-04-15
View allocation % by

1. Clearing Corporation of India Limited87.03%
2. 7.87% Larsen & Toubro Limited (18/04/2022)10.92%
3. Net Receivables / (Payables)2.04%

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

Aditya Birla Sun Life Fixed Term Plan - Series SK Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹38 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.15. 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 Name1Y3Y
This FundHDFC FMP 1246D November 2018 - 1 Growth4.156124.0039
This FundAditya Birla Sun Life Fixed Term Plan - Series SK Growth3.936724.0137

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

Aditya Birla Sun Life Fixed Term Plan - Series SK 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 SK Growth is 0.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series SK Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 1.81%
  • 1 Year : 3.94%
  • 3 Years : 7.44%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series SK Growth are updated daily based on NAV of ₹ 12.4537 as on Apr 20,2022. Since inception, the return has been 24.01%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series SK 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 SK Growth is ₹38 crore. It changes based on market performance, inflows, and outflows.

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