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

Aditya Birla Sun Life · Sectoral
Very High
₹10.00
Current NAV
12 Mar 2024
19.2%
1Y Return
26.2%
3Y CAGR
18.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹22,470 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.22%) which can affect compounding over long horizons.
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
0.92
Sharpe Ratio
1.42
Beta
0.42
Alpha
1.12
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹22470 Cr
Expense Ratio 2.22%
Min SIP ₹500
Min Lumpsum ₹1000
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