Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Regular Growth
DebtFixed Maturity Intermediate-Term BondModerate Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF209KB12B0
Minimum SIP
-
Exit Load
No Charges
Inception Date
09 Sep 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 September 2021
Additional Scheme Details
ISIN INF209KB12B0 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 3 years 6 months | Lumpsum Minimum ₹1,000 | Fund Status Unlisted Closed End Investment Company | Benchmark CRISIL Medium to Long Term Debt 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 Intermediate-Term Bond Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Fixed Maturity Plan (FMP) - Series 72 (1239Days) Direct Growth Low to Moderate Risk | - | - | ₹327.80 Cr | 7.7% |
| SBI Fixed Maturity Plan (FMP) - Series 72 (1239Days) Regular Growth Low to Moderate Risk | - | - | ₹327.80 Cr | 7.6% |
| SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) Direct Growth Low to Moderate Risk | - | 0.0% | ₹330.81 Cr | 8.4% |
| SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) Regular Growth Low to Moderate Risk | - | 0.0% | ₹330.81 Cr | 8.3% |
| Invesco India Fixed Maturity Plan Series 35 Plan A Direct Growth Moderate Risk | - | 0.0% | - | - |
| Invesco India Fixed Maturity Plan Series 35 Plan A Regular Growth Moderate Risk | - | 0.0% | - | - |
| SBI Fixed Maturity Plan Series 55 1849 Days Direct Growth Low to Moderate Risk | - | - | ₹250.55 Cr | 8.3% |
| SBI Fixed Maturity Plan Series 55 1849 Days Regular Growth Low to Moderate Risk | - | - | ₹250.55 Cr | 8.2% |
| Nippon India Fixed Horizon Fund XLI Series 8 Direct Growth Moderate Risk | - | 0.0% | ₹63.75 Cr | 9.2% |
| Nippon India Fixed Horizon Fund XLI Series 8 Regular Growth Moderate Risk | - | 0.0% | ₹63.75 Cr | 8.9% |
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹3,75,807 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
Take control of your wealth
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Still got questions?
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Who manages the Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Regular Growth?
- Mohit Sharma
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Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Regular Growth
DebtFixed Maturity Intermediate-Term BondModerate Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF209KB12B0
Minimum SIP
-
Exit Load
No Charges
Inception Date
09 Sep 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 September 2021
Additional Scheme Details
ISIN INF209KB12B0 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 3 years 6 months | Lumpsum Minimum ₹1,000 | Fund Status Unlisted Closed End Investment Company | Benchmark CRISIL Medium to Long Term Debt 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 Intermediate-Term Bond Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Fixed Maturity Plan (FMP) - Series 72 (1239Days) Direct Growth Low to Moderate Risk | - | - | ₹327.80 Cr | 7.7% |
| SBI Fixed Maturity Plan (FMP) - Series 72 (1239Days) Regular Growth Low to Moderate Risk | - | - | ₹327.80 Cr | 7.6% |
| SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) Direct Growth Low to Moderate Risk | - | 0.0% | ₹330.81 Cr | 8.4% |
| SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) Regular Growth Low to Moderate Risk | - | 0.0% | ₹330.81 Cr | 8.3% |
| Invesco India Fixed Maturity Plan Series 35 Plan A Direct Growth Moderate Risk | - | 0.0% | - | - |
| Invesco India Fixed Maturity Plan Series 35 Plan A Regular Growth Moderate Risk | - | 0.0% | - | - |
| SBI Fixed Maturity Plan Series 55 1849 Days Direct Growth Low to Moderate Risk | - | - | ₹250.55 Cr | 8.3% |
| SBI Fixed Maturity Plan Series 55 1849 Days Regular Growth Low to Moderate Risk | - | - | ₹250.55 Cr | 8.2% |
| Nippon India Fixed Horizon Fund XLI Series 8 Direct Growth Moderate Risk | - | 0.0% | ₹63.75 Cr | 9.2% |
| Nippon India Fixed Horizon Fund XLI Series 8 Regular Growth Moderate Risk | - | 0.0% | ₹63.75 Cr | 8.9% |
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹3,75,807 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 TL (1839 days) Regular 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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