• Home
  • Mutual Funds
  • Aditya Birla Sun Life Fixed Term Plan - Series UR Growth

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

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹105 Cr

Lock In Period

N/A

Expense Ratio

0.15

Exit Load

Nil

Benchmark

CRISIL Liquid Fund Index

Summary

Aditya Birla Sun Life Fixed Term Plan - Series UR Growth NAV is ₹10.1694 as of 3 Jun, 2026. Aditya Birla Sun Life Fixed Term Plan - Series UR Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Fixed Term Plan - Series UR Growth is ₹0. The AUM of Aditya Birla Sun Life Fixed Term Plan - Series UR Growth is ₹105 Cr. The expense ratio of the fund is 0.15%, and its benchmark is CRISIL Liquid Fund Index. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Fixed Term Plan - Series UR Growth has delivered 0.56% returns.

Aditya Birla Sun Life Fixed Term Plan - Series UR 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(%)
1M0.56-1.164.54
6M0.000.7012.55
1Y0.002.8716.20
3Y0.008.6636.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2024-02-29
View allocation % by

1. REC Limited (01/03/2024)11.43%
2. Canara Bank (07/03/2024)11.42%
3. Axis Bank Limited (11/03/2024)11.41%
4. HDFC Bank Limited (11/03/2024)11.41%
5. National Bank For Agriculture and Rural Development (13/03/2024)11.41%
6. Indian Bank (05/03/2024)9.52%
7. Punjab National Bank (07/03/2024)9.52%
8. Mahindra & Mahindra Financial Services Limited (06/03/2024)9.52%
9. ICICI Securities Limited (07/03/2024)9.52%
10. LIC Housing Finance Limited (12/03/2024)4.75%
11. Clearing Corporation of India Limited0.09%
12. Net Receivables / (Payables)0.00%

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

Aditya Birla Sun Life Fixed Term Plan - Series UR Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹105 Crore. The fund benchmarks its performance against the CRISIL Liquid 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 NameRatingsAUMExpense Ratio
SBI Fixed Maturity Plan (FMP) - Series 77 Growth0271.14 CR0.31
Aditya Birla Sun Life Fixed Term Plan - Series UR Growth0104.95 CR0.15
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 77 Growth00
This FundAditya Birla Sun Life Fixed Term Plan - Series UR Growth00

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

Aditya Birla Sun Life Fixed Term Plan - Series UR 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 UR 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 UR Growth’s fund performance is as follows:
  • 1 Month : 0.56%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series UR Growth are updated daily based on NAV of ₹ 10.1694 as on Mar 13,2024. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Fixed Term Plan - Series UR 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 UR Growth is ₹105 crore. It changes based on market performance, inflows, and outflows.

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