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Aditya Birla Sun Life Fixed Term Plan - Series OX (1234) - Direct Plan - Growth

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

Returns (NAV as on 30th March, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 23-Mar-20 10122.90 1.23% - 1.52% 402/709
1 Month 28-Feb-20 10031.70 0.32% - 0.38% 299/705
3 Month 30-Dec-19 10168.60 1.69% - 1.93% 552/702
6 Month 30-Sep-19 10383.30 3.83% - 4.10% 523/693
YTD 01-Jan-20 10162.00 1.62% - 1.93% 552/702
1 Year 29-Mar-19 10881.70 8.82% 8.77% 8.19% 418/662
2 Year 28-Mar-18 11705.40 17.05% 8.16% 7.49% 103/280
Since Inception 19-Dec-17 11894.80 18.95% 7.91% 8.55% 446/619

SIP Returns (NAV as on 30th March, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 29-Mar-19 12000 12528.17 4.4 % 8.24 %
2 Year 28-Mar-18 24000 26301.86 9.59 % 9.07 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.08% 0.40% 1.75% 3.91% 1.75% 8.84% 8.19% 0.00% 0.00%
Nifty 50 3.82% -23.25% -29.34% -25.07% -29.34% -25.85% -7.76% -2.14% 0.25%
Benchmark: CRISIL 10 Year Gilt Index 0.54% 2.24% 4.68% 6.20% 4.68% 14.61% 10.65% 6.85% 8.06%
Category Average 0.09% 0.38% 1.93% 4.10% 1.93% 8.19% 7.49% 7.42% 8.30%
Category Rank 377/694 299/705 552/702 523/693 552/702 418/662 103/280 0/0 0/0
Best in Category 0.46% 0.93% 3.43% 6.05% 3.43% 13.63% 9.64% 8.56% 9.47%
Worst in Category 0.00% -0.97% -3.70% -1.83% -3.70% -10.66% -2.63% 3.16% 7.73%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2019 3.02% 6.96% 0.42% 1.9%
Q4 - 2018 3.00% -1.32% 5.99% 1.84%
Q3 - 2019 2.70% -3.30% 2.81% 1.47%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2020 1.62% -29.43% 4.17% 0.97%
Q2 - 2018 -0.04% 4.36% -1.53% 0.54%
Q3 - 2018 1.33% 3.29% 1.43% 0.51%

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