Home› Funds› Aditya Birla Sun Life Fixed Term Plan - Series TI

Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Direct Plan - Growth Option

Aditya Birla Sun Life · Sectoral
Very High
₹13.57
Current NAV
09 Jul 2026
5.7%
1Y Return
7.2%
3Y CAGR
6.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.20).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.70
Sharpe Ratio
0.40
Beta
6.20
Alpha
1.87
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹2750 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Sectoral
Franklin India Short-Term Income Plan-Institutional Plan - Growth
UTI
₹12430.00 192.0%
Nippon India Capital Builder Fund IV- Series C- Direct Plan-Dividend Payout Option
Nippon India
₹11.48 170.6%
Nippon India Capital Builder Fund IV- Series C- Direct Plan-Growth Option
Nippon India
₹11.48 170.6%
Nippon India Capital Builder Fund IV- Series C- Dividend Payout Option
Nippon India
₹11.17 169.3%