Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Regular Dividend-0.23%

3Groww
12.50%
1 Year Return
Debt
FMP
3.0 star
6M
1Y
All

Fund Details

Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Regular Dividend

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.07%
NAV11.47 (20 Sep 2019)
Fund Started17 May 2018
Fund Size193 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Regular Dividend
12.5%
NA
NA
10.7%
Category Average
8.2%
7.7%
8.1%
-
Rank within category
11
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 12.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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    Uttar Pradesh StateOthersSDL18.9%
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    LIC Housing Finance Ltd.FinancialDebenture11.5%
    Rajasthan StateOthersSDL9.4%
    Tata Sons Ltd.FinancialDebenture7.7%
    REC Ltd.FinancialBonds7.6%
    Larsen & Toubro Ltd.ConstructionNCD3.7%
    REC Ltd.FinancialDebenture2.6%
    HDB Financial Services Ltd.FinancialNCD2.4%
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    Fund Managers

    addMohit Sharma
    Education
    Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
    Experience
    He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
    Funds Managed

    Other Details

    Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Regular Dividend is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 17 May 2018. Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹193 Cr and the Latest NAV as of 20 Sep 2019 is ₹11.47.

    The Aditya Birla Sun Life Fixed Term Plan Series PV (1462 Days) Regular Dividend is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    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 schemesâ?? objectives will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹0
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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