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Aditya Birla Sun Life Fixed Term Plan - Series OJ (1136) - Direct Plan - Growth

  • Regular
  • Direct
Category : Fixed Maturity Plans - Debt
This scheme closed on 08-05-2020 & the data you are seeing is not latest data.

Returns (NAV as on 08th May, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 30-Apr-20 9796.50 -2.04% - 667/667
1 Month 08-Apr-20 9830.60 -1.69% - 669/670
3 Month 07-Feb-20 9959.30 -0.41% - 662/665
6 Month 08-Nov-19 10142.90 1.43% - 644/658
YTD 01-Jan-20 10047.90 0.48% - 649/663
1 Year 08-May-19 10603.60 6.04% 6.02% 582/633
2 Year 08-May-18 11246.30 12.46% 6.04% 228/257
3 Year 08-May-17 12072.20 20.72% 6.47% 70/76
Since Inception 31-Mar-17 12160.90 21.61% 6.50% 532/607

SIP Returns (NAV as on 08th May, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 08-May-19 12000 12221.9 1.85 % 3.44 %
2 Year 08-May-18 24000 25479.17 6.16 % 5.86 %
3 Year 08-May-17 36000 39413.84 9.48 % 5.97 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% -1.71% -0.51% 1.36% 0.52% 5.91% 6.13% 6.48% 0.00%
Nifty 50 -0.46% 0.93% -24.63% -22.81% -24.42% -18.33% -7.73% -0.73% 2.50%
Benchmark: CRISIL 10 Year Gilt Index 0.07% 2.98% 3.88% 6.45% 5.26% 14.78% 11.70% 7.28% 8.27%
Category Average 0.14% 1.34% 1.65% 4.04% 3.11% 9.36% 8.50% 8.28% 9.16%
Category Rank 0/0 0/0 0/0 0/0 0/0 0/0 0/0 0/0 0/0
Best in Category 0.31% 6.05% 4.31% 7.46% 5.84% 17.42% 11.67% 8.94% 10.14%
Worst in Category 0.01% -2.62% -5.38% -2.57% -3.91% -10.70% -5.03% 7.15% 7.64%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2019 2.98% 1.68% 4.99% 0.76%
Q1 - 2019 2.64% 6.96% 0.42% 1.96%
Q2 - 2017 2.36% 3.06% 1.80% 2.29%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2018 0.85% 4.36% -1.53% 0.47%
Q2 - 2020 -1.54% 24.82% 1.61% 2.25%
Q3 - 2018 -0.20% 3.29% 1.43% 0.38%

Forum

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