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Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days) - Direct Plan - Payout of IDCW Option

Aditya Birla Sun Life · Sectoral
Very High
₹10.00
Current NAV
12 Mar 2024
38.9%
1Y Return
25.9%
3Y CAGR
22.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.39%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.39
Sharpe Ratio
0.99
Beta
0.39
Alpha
1.93
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹9440 Cr
Expense Ratio 0.39%
Min SIP ₹500
Min Lumpsum ₹1000
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