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

  • Regular
  • Direct
Category : Fixed Maturity Plans - Debt
Close Ended Fund. New investments not allowed in this fund.

Returns (NAV as on 03rd April, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 27-Mar-20 10018.30 0.18% - 0.20% 466/709
1 Month 03-Mar-20 10083.10 0.83% - 0.34% 2/705
3 Month 03-Jan-20 10205.20 2.05% - 1.79% 150/702
6 Month 03-Oct-19 10383.60 3.84% - 3.93% 466/693
YTD 01-Jan-20 10211.70 2.12% - 1.97% 219/702
1 Year 03-Apr-19 10913.30 9.13% 9.11% 7.95% 226/662
2 Year 03-Apr-18 11441.40 14.41% 6.95% 7.45% 240/280
3 Year 03-Apr-17 12343.40 23.43% 7.26% 7.38% 61/92
Since Inception 31-Mar-17 12359.20 23.59% 7.29% 8.46% 425/525

SIP Returns (NAV as on 03rd April, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 03-Apr-19 12000 12525.79 4.38 % 8.18 %
2 Year 03-Apr-18 24000 26064.21 8.6 % 8.13 %
3 Year 03-Apr-17 36000 40342.33 12.06 % 7.53 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.06% 0.83% 2.05% 3.84% 2.16% 9.11% 6.95% 7.26% 0.00%
Nifty 50 -2.06% -28.48% -33.88% -28.55% -33.57% -30.51% -11.16% -4.35% -1.20%
Benchmark: CRISIL 10 Year Gilt Index -1.14% 0.91% 3.16% 4.35% 3.52% 12.70% 9.76% 6.33% 7.80%
Category Average 0.03% 0.34% 1.79% 3.93% 1.97% 7.95% 7.45% 7.38% 8.30%
Category Rank 102/483 2/705 150/702 466/693 219/702 226/662 240/280 61/92 0/0
Best in Category 0.13% 0.91% 3.37% 5.92% 3.56% 13.51% 9.53% 8.51% 9.47%
Worst in Category -0.57% -0.98% -3.72% -1.81% -3.60% -10.76% -2.72% 3.10% 7.74%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2019 2.98% 1.68% 4.99% 0.72%
Q1 - 2019 2.64% 6.96% 0.42% 1.9%
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% 0.54%
Q2 - 2020 0.07% -2.06% -1.11% 0.02%
Q3 - 2018 -0.20% 3.29% 1.43% 0.51%

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