• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Fixed Term Plan Series OH (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Fixed Term Plan Series OH (Growth)

Short TermShort Term

12.3989

NAV (Apr 03)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.3989

NAV (Apr 3)

Fund Returns

Last 1Y
7.1%
Last 3Y
7.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
7.3%
6 Month CAGR
2.8%

Scheme Information

Investment Objective

The scheme seeks to generate income by investing in a portfolio of fixed income securities maturing on or before the duration of the scheme. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Expense Ratio
0
Launched (7y ago)
Mar 15, 2017
AUM in Crores
137.479
ISIN
INF209KB1EB0
Lock-in
No Lock-in
Benchmark
CRISIL Composite Bond Fund TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
1.2
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Fixed Term Plan Series OH (Growth)70%8,69,819 1,37,2077.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2020-04-03

Top Stock Holdings

See all holdings

Comparison with Short Term Funds

Fund NameFund Size

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 352,983 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.6%

5.6%

7.4%

5.7%

6.8%

5.6%

7.3%

5.7%

7.1%

Aditya Birla Sun Life Fixed Term Plan Series OH (G) Review

Aditya Birla Sun Life Fixed Term Plan Series OH (G) is a Short Term Short Term fund and has delivered an annualised return of 7.3% over a period of 7 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null.

Nav of Aditya Birla Sun Life Fixed Term Plan Series OH (G) as of 4/3/2020 is ₹12.40 with the total AUM as of 3/19/2024 is ₹137.479. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Fixed Term Plan Series OH (G) was launched on Mar 15, 2017. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Fixed Term Plan Series OH (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Aditya Birla Sun Life Fixed Term Plan Series OH (G)?

Aditya Birla Sun Life Fixed Term Plan Series OH (G) is a Short Term Short Term scheme predominantly investing across Short Term instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Fixed Term Plan Series OH (G)?

You can invest in Aditya Birla Sun Life Fixed Term Plan Series OH (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Fixed Term Plan Series OH (G)?

The minimum sip amount for Aditya Birla Sun Life Fixed Term Plan Series OH (G) is ₹0. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Fixed Term Plan Series OH (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Fixed Term Plan Series OH (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Fixed Term Plan Series OH (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Fixed Term Plan Series OH (G)?

The expense ratio of the Aditya Birla Sun Life Fixed Term Plan Series OH (G) is % for regular plan.