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Aditya Birla Sun Life Fixed Term Plan - Series OY (1218) - 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 10146.60 1.47% - 1.52% 298/709
1 Month 28-Feb-20 10029.50 0.30% - 0.38% 331/705
3 Month 30-Dec-19 10166.80 1.67% - 1.93% 555/702
6 Month 30-Sep-19 10394.50 3.95% - 4.10% 442/693
YTD 01-Jan-20 10161.30 1.61% - 1.93% 555/702
1 Year 29-Mar-19 10898.80 8.99% 8.94% 8.19% 360/662
2 Year 28-Mar-18 11711.30 17.11% 8.18% 7.49% 87/280
Since Inception 28-Dec-17 11916.10 19.16% 8.09% 8.55% 431/619

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 12539.08 4.49 % 8.41 %
2 Year 28-Mar-18 24000 26347.43 9.78 % 9.24 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 0.38% 1.70% 3.94% 1.74% 9.01% 8.22% 0.00% 0.00%
Nifty 50 -4.00% -26.32% -32.25% -27.34% -32.17% -29.20% -9.60% -3.45% -0.79%
Benchmark: CRISIL 10 Year Gilt Index 0.00% 2.22% 4.27% 5.92% 4.68% 14.63% 10.65% 6.85% 8.06%
Category Average 0.02% 0.38% 1.87% 4.03% 1.94% 8.19% 7.49% 7.42% 8.30%
Category Rank 0/0 332/705 563/702 459/693 561/702 359/662 87/280 0/0 0/0
Best in Category 0.02% 0.93% 3.37% 5.98% 3.43% 13.63% 9.64% 8.56% 9.47%
Worst in Category 0.00% -0.97% -3.74% -1.82% -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 3.21% 6.96% 0.42% 1.9%
Q4 - 2018 3.04% -1.32% 5.99% 1.84%
Q3 - 2019 2.81% -3.30% 2.81% 1.47%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2020 1.70% -29.43% 4.17% 0.97%
Q2 - 2018 -0.11% 4.36% -1.53% 0.54%
Q3 - 2018 1.05% 3.29% 1.43% 0.51%

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