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  • Aditya Birla Sun Life Fixed Term Plan - Series SO Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹25 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 SO Growth include a ₹12.2078 NAV as of May 23,2022 and returns since inception of 22.02%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series SO Growth AUM is ₹25 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 0.31% returns, against a category average of -0.94% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.31-0.944.54
6M1.801.0512.55
1Y3.833.3016.20
3Y6.868.7136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-05-15
View allocation % by

1. Clearing Corporation of India Limited98.62%
2. Net Receivables / (Payables)1.38%

About Fund

Aditya Birla Sun Life Fixed Term Plan - Series SO Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹25 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 FundAditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth08.34 CR0.15
This FundKotak FMP Series - 204 Growth080.89 CR0.33
This FundAditya Birla Sun Life Fixed Term Plan - Series SO Growth025.48 CR0.25
Fund Name1Y3Y
This FundAditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth5.963722.0205
This FundKotak FMP Series - 204 Growth6.465322.0208
This FundAditya Birla Sun Life Fixed Term Plan - Series SO Growth3.825522.0231

FAQs

Aditya Birla Sun Life Fixed Term Plan - Series SO 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 SO 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 SO Growth’s fund performance is as follows:
  • 1 Month : 0.31%
  • 6 Months : 1.80%
  • 1 Year : 3.83%
  • 3 Years : 6.86%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series SO Growth are updated daily based on NAV of ₹ 12.2078 as on May 23,2022. Since inception, the return has been 22.02%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series SO 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 SO Growth is ₹25 crore. It changes based on market performance, inflows, and outflows.

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