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

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹250 Cr

Lock In Period

N/A

Expense Ratio

0.2

Exit Load

Nil

Benchmark

CRISIL Low Duration Debt Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth NAV is ₹10.184 as of 16 May, 2026. Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth is ₹250 Cr. The expense ratio of the fund is 0.2%, and its benchmark is CRISIL Low Duration Debt Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth has delivered 0.57% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.57-1.634.54
6M0.000.3112.55
1Y0.002.5316.20
3Y0.008.6536.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2024-02-29
View allocation % by

1. Axis Bank Limited (11/03/2024)9.97%
2. HDFC Bank Limited (11/03/2024)9.97%
3. Bank of Baroda (12/03/2024)9.97%
4. Larsen & Toubro Limited (12/03/2024)9.97%
5. Bajaj Financial Securities Limited (12/03/2024)9.97%
6. Godrej Properties Limited (12/03/2024)9.17%
7. ICICI Securities Limited (12/03/2024)9.17%
8. Union Bank of India (05/03/2024)7.99%
9. Indian Bank (05/03/2024)7.99%
10. REC Limited (01/03/2024)7.99%
11. Redington (India) Limited (12/03/2024)7.58%
12. Clearing Corporation of India Limited0.25%
13. Net Receivables / (Payables)0.00%

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

Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹250 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt Index while maintaining an expense ratio of 0.2. 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
ICICI Prudential FMP S 63 - 3 Year Plan M Growth0192.12 CR0.6
Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth0250.19 CR0.2
Fund Name1Y3Y
This FundICICI Prudential FMP S 63 - 3 Year Plan M Growth
This FundAditya Birla Sun Life Fixed Term Plan - Series UQ Growth00

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

Aditya Birla Sun Life Fixed Term Plan - Series UQ 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 UQ Growth is 0.2. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth’s fund performance is as follows:
  • 1 Month : 0.57%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series UQ Growth are updated daily based on NAV of ₹ 10.184 as on Mar 12,2024. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series UQ 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 UQ Growth is ₹250 crore. It changes based on market performance, inflows, and outflows.

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