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Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days) - Direct Plan - Growth Option

Aditya Birla Sun Life · Sectoral
Very High
₹10.21
Current NAV
18 Apr 2024
34.8%
1Y Return
21.8%
3Y CAGR
18.8%
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 0.88%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.98).
  • Very large asset base (AUM: ₹23,530 Cr) indicating high investor trust and liquidity.
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
0.98
Sharpe Ratio
0.58
Beta
5.98
Alpha
1.25
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹23530 Cr
Expense Ratio 0.88%
Min SIP ₹500
Min Lumpsum ₹1000
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