Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth
DebtFixed Maturity Short-Term BondModerate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF209KB1V67
Minimum SIP
-
Exit Load
No Charges
Inception Date
18 Mar 2021
About this fund
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Mohit Sharma
Since March 2021
Additional Scheme Details
ISIN INF209KB1V67 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 4 years 1 month | Lumpsum Minimum ₹1,000 | Fund Status Unlisted Closed End Investment Company | Benchmark CRISIL Composite Bond TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Fixed Maturity Short-Term Bond Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Debt Fund Series C 24 Regular Growth Low to Moderate Risk | - | 0.0% | - | 4.0% |
| Invesco India Fixed Maturity Plan Series 34 Plan C Regular Growth Moderate Risk | - | 0.0% | - | - |
| Invesco India Fixed Maturity Plan Series 34 Plan C Direct Growth Moderate Risk | - | 0.0% | - | - |
| SBI Debt Fund Series C 24 Direct Growth Low to Moderate Risk | - | 0.0% | - | 4.4% |
| Kotak Fixed Maturity Plan 1174 Days Series 268 Regular Growth Low to Moderate Risk | - | 0.0% | - | - |
| Kotak Fixed Maturity Plan 1174 Days Series 268 Direct Growth Low to Moderate Risk | - | 0.0% | - | - |
| Kotak FMP Series 308 - 1125 Days Direct Growth Moderately High risk | - | 0.0% | ₹94.00 Cr | 9.2% |
| Kotak FMP Series 308 - 1125 Days Regular Growth Moderately High risk | - | 0.0% | ₹94.00 Cr | 8.8% |
| Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Regular Growth Low to Moderate Risk | - | - | - | - |
| Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth Low to Moderate Risk | - | - | - | - |
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹3,67,306 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Risk Level
Your principal amount will be at Moderate Risk
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Still got questions?
We're here to help.
Who manages the Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth?
- Mohit Sharma
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Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth
DebtFixed Maturity Short-Term BondModerate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF209KB1V67
Minimum SIP
-
Exit Load
No Charges
Inception Date
18 Mar 2021
Risk Level
Your principal amount will be at Moderate Risk
About this fund
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Mohit Sharma
Since March 2021
Additional Scheme Details
ISIN INF209KB1V67 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 4 years 1 month | Lumpsum Minimum ₹1,000 | Fund Status Unlisted Closed End Investment Company | Benchmark CRISIL Composite Bond TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Fixed Maturity Short-Term Bond Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Debt Fund Series C 24 Regular Growth Low to Moderate Risk | - | 0.0% | - | 4.0% |
| Invesco India Fixed Maturity Plan Series 34 Plan C Regular Growth Moderate Risk | - | 0.0% | - | - |
| Invesco India Fixed Maturity Plan Series 34 Plan C Direct Growth Moderate Risk | - | 0.0% | - | - |
| SBI Debt Fund Series C 24 Direct Growth Low to Moderate Risk | - | 0.0% | - | 4.4% |
| Kotak Fixed Maturity Plan 1174 Days Series 268 Regular Growth Low to Moderate Risk | - | 0.0% | - | - |
| Kotak Fixed Maturity Plan 1174 Days Series 268 Direct Growth Low to Moderate Risk | - | 0.0% | - | - |
| Kotak FMP Series 308 - 1125 Days Direct Growth Moderately High risk | - | 0.0% | ₹94.00 Cr | 9.2% |
| Kotak FMP Series 308 - 1125 Days Regular Growth Moderately High risk | - | 0.0% | ₹94.00 Cr | 8.8% |
| Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Regular Growth Low to Moderate Risk | - | - | - | - |
| Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth Low to Moderate Risk | - | - | - | - |
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹3,67,306 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Related Articles
Still got questions?
We're here to help.
Who manages the Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth?
- Mohit Sharma
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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