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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 27th November, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Nov-20 10008.70 0.09% - 0.12% 461/571
1 Month 27-Oct-20 10034.30 0.34% - 0.60% 549/571
3 Month 27-Aug-20 10112.10 1.12% - 1.94% 561/571
6 Month 27-May-20 10278.60 2.79% - 4.37% 546/571
YTD 01-Jan-20 10660.50 6.60% - 8.62% 534/561
1 Year 27-Nov-19 10716.00 7.16% 7.14% 9.03% 530/559
2 Year 27-Nov-18 11903.40 19.03% 9.09% 9.18% 295/385
Since Inception 19-Dec-17 12478.40 24.78% 7.82% 9.41% 469/528

SIP Returns (NAV as on 27th November, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-Nov-19 12000 12428.54 3.57 % 6.63 %
2 Year 27-Nov-18 24000 26021.38 8.42 % 7.95 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.01% 0.34% 1.12% 2.79% 6.66% 7.14% 9.09% 0.00% 0.00%
Nifty 50 -0.14% 9.08% 12.20% 39.23% 6.58% 7.15% 10.15% 7.63% 10.29%
Benchmark: CRISIL 10 Year Gilt Index -0.25% 0.04% 3.23% 1.63% 8.54% 8.50% 11.13% 7.89% 8.03%
Category Average 0.01% 0.60% 1.94% 4.37% 8.62% 9.03% 9.18% 7.64% 9.50%
Category Rank 224/567 548/571 561/571 546/571 534/561 530/559 295/385 0/0 0/0
Best in Category 0.08% 1.30% 4.04% 7.75% 12.47% 13.09% 12.46% 9.24% 10.24%
Worst in Category -0.07% -0.03% -1.78% -0.33% 0.17% 0.32% -2.38% 3.88% 8.47%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2019 3.02% 6.96% 0.42% 1.96%
Q4 - 2018 3.00% -1.32% 5.99% 1.88%
Q2 - 2020 2.74% 24.82% 1.61% 2.24%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2018 -0.04% 4.36% -1.53% 0.48%
Q3 - 2020 1.23% 7.84% -0.21% 1.06%
Q4 - 2020 0.75% 13.59% 1.74% 1.26%

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