Formerly Aditya Birla Sun Life FTP Ser SG Reg Gr
₹ 12.6243
NAV (Apr 20)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.6243
NAV (Apr 20)
Last 1Y | 4% |
Last 3Y | 7.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.6% |
6 Month CAGR | 1.9% |
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 19, 2019 |
AUM in Crores | 254.247 |
ISIN | INF209KB1H57 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya BSL Fixed Term Plan Series SG (Growth) | 8,76,332 | 1,43,720 | 7.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 52,980 cr | ||
₹ 14,765 cr | ||
₹ 13,853 cr | ||
₹ 12,705 cr | ||
₹ 9,602 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.6% | 7.4% | ||
5.7% | 6.8% | ||
5.6% | 7.3% | ||
5.7% | 7.1% |
Aditya BSL Fixed Term Plan Series SG (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 7.6% over a period of 5 years. The fund was previously known as Aditya Birla Sun Life FTP Ser SG Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Mohit Sharma.
Nav of Aditya BSL Fixed Term Plan Series SG (G) as of 4/20/2022 is ₹12.62 with the total AUM as of 3/19/2024 is ₹254.247. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya BSL Fixed Term Plan Series SG (G) was launched on Feb 19, 2019. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Aditya BSL Fixed Term Plan Series SG (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 SG (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 SG (G) is rated as a 0 fund in Debt and delivered 4% 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 SG (G).
What is Aditya BSL Fixed Term Plan Series SG (G)?
How to invest in Aditya BSL Fixed Term Plan Series SG (G)?
You can invest in Aditya BSL Fixed Term Plan Series SG (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 SG (G)?
The minimum sip amount for Aditya BSL Fixed Term Plan Series SG (G) is ₹0. You can invest in multiples of ₹5000.
Is Aditya BSL Fixed Term Plan Series SG (G) good to invest in?
As per Scripbox experts, Aditya BSL Fixed Term Plan Series SG (G) is a Not Reviewed Yet fund. You can investAditya BSL Fixed Term Plan Series SG (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 SG (G)?
The expense ratio of the Aditya BSL Fixed Term Plan Series SG (G) is % for regular plan.