Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend
A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 19 Jul 2013.
Vs 500 other funds in Income
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 1 of last 2 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 122946
- First price on record
- 19 Jul 2013 · 240 daily prices
About Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend
Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend is a Income offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Dividend option. It has approximately 13 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend is ₹10.0000 (as of 17 Jul 2014). Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 6.5% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 6.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend?+
The latest NAV of Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend is ₹10.0000 as of 17 Jul 2014, down 5.77% from the previous day. NAV is updated once a business day after the market close.
What category does Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend belong to?+
Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend?+
Based on its 3-year annualised volatility of 6.5%, Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend a direct plan?+
Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend?+
Birla Sun Life Fixed Term Plan - Series HB (366 days) - Direct Plan-Quarterly Dividend has NAV history available from 19 Jul 2013 — approximately 13 years of track record and 240 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.