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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹80 Cr

Lock In Period

N/A

Expense Ratio

0.15

Exit Load

Nil

Benchmark

CRISIL Medium Term Debt Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth NAV is ₹12.317 as of 21 May, 2026. Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth has delivered 22.34% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth is ₹80 Cr. The expense ratio of the fund is 0.15%, and its benchmark is CRISIL Medium Term Debt Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth has delivered 0.44% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.44-1.684.54
6M2.690.2712.55
1Y6.082.5416.20
3Y6.958.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-03-31
View allocation % by

1. Government of India (08/04/2026)73.95%

1. Clearing Corporation of India Limited20.73%
2. Net Receivables / (Payables)5.31%

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

Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹80 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt 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 NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth079.52 CR0.15
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series UJ Growth6.079522.3393

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

Aditya Birla Sun Life Fixed Term Plan - Series UJ 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 UJ 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 UJ Growth’s fund performance is as follows:
  • 1 Month : 0.44%
  • 6 Months : 2.69%
  • 1 Year : 6.08%
  • 3 Years : 6.95%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series UJ Growth are updated daily based on NAV of ₹ 12.317 as on Apr 09,2026. Since inception, the return has been 22.34%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series UJ 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 UJ Growth is ₹80 crore. It changes based on market performance, inflows, and outflows.

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