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

Aditya BSL Fixed Term Plan Series PD (Growth)

DebtFixed Maturity Plan

12.5986

NAV (Apr 29)

7.8%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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

12.5986

NAV (Apr 29)

Fund Returns

Last 1Y

5.7%

Last 3Y

7.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

7.4%

6 Month CAGR

1.7%

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 (5y ago)

Feb 09, 2018

AUM in Crores

509.388

ISIN

INF209KB1KZ6

Lock-in

No Lock-in

Benchmark

CRISIL Composite Bond Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

1.4

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 BSL Fixed Term Plan Series PD (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2021-04-29

Top Debt Holdings

See all holdings

Compare Aditya BSL Fixed Term Plan Series PD (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 261,822 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.6%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    Aditya BSL Fixed Term Plan Series PD (G) Review

    Aditya BSL Fixed Term Plan Series PD (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 7.4% over a period of 4 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null.

    Nav of Aditya BSL Fixed Term Plan Series PD (G) as of 4/29/2021 is ₹12.60 with the total AUM as of 1/27/2023 is ₹509.388. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya BSL Fixed Term Plan Series PD (G) was launched on Feb 09, 2018. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Aditya BSL Fixed Term Plan Series PD (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.

    Aditya BSL Fixed Term Plan Series PD (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Composite Bond Fund TR INR.

    Aditya BSL Fixed Term Plan Series PD (G) is rated as a 0 fund in Debt and delivered 5.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya BSL Fixed Term Plan Series PD (G).

    Frequently Asked Questions

    What is Aditya BSL Fixed Term Plan Series PD (G)?

    Aditya BSL Fixed Term Plan Series PD (G) is a Fixed Maturity Plan Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in Aditya BSL Fixed Term Plan Series PD (G)?

    You can invest in Aditya BSL Fixed Term Plan Series PD (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 BSL Fixed Term Plan Series PD (G)?

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

    Is Aditya BSL Fixed Term Plan Series PD (G) good to invest in?

    As per Scripbox experts, Aditya BSL Fixed Term Plan Series PD (G) is a Not Reviewed Yet fund. You can investAditya BSL Fixed Term Plan Series PD (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 BSL Fixed Term Plan Series PD (G)?

    The expense ratio of the Aditya BSL Fixed Term Plan Series PD (G) is % for regular plan.