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Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually)

Debt

Fixed Maturity Plan

₹ 11.75

NAV (OCT 20)

Scripbox Opinion

Not Reviewed Yet

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

1 Years

We’re yet to analyse this fund

Relative Size

35 Cr

We’re yet to analyse this fund

Impact of Interest Rate Changes

We’re yet to analyse this fund

Credit Quality Of Fund's Portfolio

We’re yet to analyse this fund

Short Term Money

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Historical NAV

11.75

NAV (OCT 20)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 6.25%
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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.

Low

Moderately Low

Moderate

Moderately High

High

Moderate Risk

0.0%

Expense Ratio

25th Mar, 2019

Launched (1y ago)

₹ 35

AUM in Crores

INF209KB1L69

No Lock-in

CRISIL Composite Bond Fund TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Mohit Sharma

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 21st October 2020

Top Stock Holdings

Bajaj Finance Limited

12%

Housing And Urban Development Corporation Limited (Hudco)

11%

National Bank For Agriculture And Rural Development

11%

Housing Development Finance Corporation Limited

11%

Reliance Industries Limited

11%
See all holdings
allocation by market cap

Comparison with Debt Funds

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Indicative returns of annually
  • Recommended Duration
  • No Lock-in
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 6.25%
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Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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Track Record

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Relative Size

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Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

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Track Record

We look at consistent and long historical performance for our analysis

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Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

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Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

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Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

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About Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually)

About Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually)

Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 10.73% over a period of 1 years. The fund was previously known as Aditya Birla Sun Life FTP Ser SK Reg DP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Mohit Sharma.

Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually) 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. However, there is no assurance that the objective of the scheme will be realized.

Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually) NAV, AUM and Risk

The fund was launched on 2019-03-25. The NAV of the fund as of 2020-10-20 is ₹ 11.75. The total AUM of the fund as of 2020-10-20 is ₹ 35 Cr. The category risk of the fund is Moderate Risk

The fund charges 0.0 % as expense ratio.

Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually) Holdings

The fund’s highest allocation is towards debt and has invested 95.6% in this asset class. The top three holdings of the fund are bajaj finance limited, housing and urban development corporation limited (hudco) and national bank for agriculture and rural development.

Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually) SIP

The minimum SIP(Systematic Investment Plan) amount for this 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.

Aditya BSL Fixed Term Plan Series SK (Dividend Payout - Annually) Investment volatility and Horizon

This fund 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.