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Value Research Rating
Analyst’s Choice
Riskometer
Low to Moderate
₹12.5426
As on 20-Apr-2021
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan
|
|
Low to Moderate
|
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-- |
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|
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Low
|
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0.35 |
|||
|
|
Low to Moderate
|
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0.20 |
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|
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Low to Moderate
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0.32 |
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|
|
Low to Moderate
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0.32 |
₹257 Cr
--
1,000
--
--
--
Investment Strategy
The scheme seeks to generate income by investing in a portfolio of fixed income securities maturing on or before the duration of the scheme.
Suitability
"Fixed Maturity Plans, as the name suggests, are funds that have a fixed tenure which can vary from three months to five years or even more. Upon the completion of the stated tenure, the fund is wound up and investors' money is returned to them along with accumulated gains. Therefore, they are similar to bank fixed deposits except that they do not offer guaranteed returns even though they aim to better what an FD can fetch.
However, retail investors can avoid these funds altogether. There are far too many kinds of debt funds with a highly nuanced classification based on the type or duration of bonds they can invest in. We believe that so many fund categories add to complexity which is easily avoidable. Retail investors can simply invest in Liquid funds for an investment horizon of up to one year and Short Duration funds for the fixed income allocation (which should be 100 per cent for an investment horizon of up to three years) in their longer-term portfolios."
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan is ₹12.5426 as of 21-Apr-2025.
The AUM of Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan Fund is ₹257 Cr as of 31-Mar-2021
The riskometer level of Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan is Low to Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
Bajaj Housing Finance Ltd SR-2 Bonds/NCD 06/04/2021 |
12.39
|
|
Indian Oil Corporation Ltd CP 69-D 15/04/2021 |
11.26
|
|
Power Finance Corporation Ltd SR-175 Debenture 7.75 15/04/2021 |
9.73
|
|
Housing & Urban Development Corporation Ltd SR-D Debenture 7.73 15/04/2021 |
9.54
|
|
GOI CGL 7.80 11/04/2021 |
5.00
|
As of 31-Mar-2021, Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan had invested 60.53% in Debt and 39.47% in Cash & Cash Eq. See More
Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan is 7 years 1 months old. It has delivered -- returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
--
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--
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--
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--
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--
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--
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No, There is no lock in period in Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan.
The expense ratio of Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 Days) - Regular Plan is --.
