HomeMutual FundsAditya Birla Sun Life Fixed Term Plan Series RD Regular Quarterly Income Dist cum Cap Wdrl
INDProtect
Overview (as on 09 Apr 2021)
NAV
₹11.0916
1y returns
7.927%
Fund AUM
₹25 Cr
Expense Ratio
--
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
7.41% projected returns
₹0
7.16% projected returns
₹0
5.57% projected returns
₹0
6.82% projected returns
₹0
5.62% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Government
38.51%
Corporate
38.44%
Cash Equivalent
23.05%
Debt Credit Ratings
AAA
95.37%
AA
4.63%
Key Metrics
Modified Duration
NA
Average Maturity
NA
Yield to Maturity
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Andhra Bank
ICRA A1+
Debt
5.33%
8.72% Maharashtra SDL 2022
Sovereign
Debt
4.13%
Fund Details
Investment Objectives
"The scheme seeks to generate income by investing in a portfolio of fixed income securities maturing on or before the duration of the scheme. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemesu2019 objectives will be achieved."
Scheme Name
Aditya Birla Sun Life Fixed Term Plan Series RD Regular Quarterly Income Dist cum Cap Wdrl
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
23 September, 2018
Fund Manager
Mohit Sharma
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
Fund Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 0.00% | 8.26% | |
Direct | 0.00% | 8.26% | |
Direct | 0.00% | -- | |
Regular | 0.00% | 7.99% |
Peer Funds
Low to Moderate Risk
Fund Manager

Mohit Sharma
leader
Work Experience
"null"