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Aditya Birla Sun Life Fixed Term Plan - Series UF (180 days) - Direct Plan - Growth Option

Aditya Birla Sun Life · Sectoral
Very High
₹10.37
Current NAV
29 Aug 2023
36.1%
1Y Return
13.1%
3Y CAGR
20.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.11).
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
1.11
Sharpe Ratio
1.31
Beta
5.11
Alpha
1.23
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹9660 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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