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Aditya Birla Sun Life Fixed Term Plan - Series PU (1463) - Regular Plan - Growth

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

Returns (NAV as on 29th May, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 22-May-20 10005.80 0.06% - 0.11% 492/646
1 Month 29-Apr-20 10152.60 1.53% - 1.41% 296/647
3 Month 28-Feb-20 10287.50 2.88% - 2.23% 31/640
6 Month 29-Nov-19 10494.50 4.95% - 4.16% 51/635
YTD 01-Jan-20 10463.90 4.64% - 3.82% 53/637
1 Year 29-May-19 11091.20 10.91% 10.88% 8.68% 34/611
2 Year 29-May-18 12259.00 22.59% 10.71% 8.56% 5/245
Since Inception 16-May-18 12284.40 22.84% 10.62% 8.74% 143/591

SIP Returns (NAV as on 29th May, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 29-May-19 12000 12705.57 5.88 % 11.07 %
2 Year 29-May-18 24000 26840.2 11.83 % 11.15 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.03% 1.47% 2.85% 4.92% 4.66% 10.66% 10.78% 0.00% 0.00%
Nifty 50 3.54% -0.34% -12.28% -18.50% -19.25% -17.50% -4.15% 0.72% 3.10%
Benchmark: CRISIL 10 Year Gilt Index -0.19% 1.05% 3.96% 6.33% 6.47% 12.77% 12.56% 7.16% 8.26%
Category Average 0.02% 1.41% 2.23% 4.16% 3.82% 8.68% 8.56% 7.11% 8.20%
Category Rank 579/641 320/647 33/640 52/635 59/637 34/611 6/249 0/0 0/0
Best in Category 0.13% 2.42% 4.48% 7.51% 6.80% 15.33% 11.89% 8.77% 9.88%
Worst in Category -0.33% -0.16% -4.90% -3.09% -3.14% -10.54% -4.81% 5.28% 7.29%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q4 - 2018 4.14% -1.32% 5.99% 2.99%
Q4 - 2018 3.94% -1.32% 5.99% 2.99%
Q1 - 2019 3.02% 6.96% 0.42% 2.65%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2018 1.32% 3.29% 1.43% 1.27%
Q4 - 2019 2.02% 7.12% 0.95% 2.1%
Q3 - 2018 1.32% 3.29% 1.43% 1.27%

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