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otherLow risk9 years oldSteady vs its 3-year pace

Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth

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 Dec 2017.

Latest price per unit
₹12.6631
▲ 0.01% today
As of 29 Apr 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.06 L
▲ ₹5.6k gain · 5.6% / year
Invested 3 years ago
₹1.25 L
▲ ₹25.2k gain · 7.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.00 L
Gain / loss+₹20.2k
XIRR (annualised)7.07%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.01 L
Projected gain*+₹21.1k
*at this fund's historical rate of 7.07% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
5.62%median 4.49% (+1.14%)
Rank #205 of 501Beats 53% of peers
3-year return
7.78%median 6.00% (+1.78%)
Rank #84 of 501Beats 61% of peers
Bumpiness (3Y)
1.10%median 5.00% (-3.90%)
Rank #100 of 501Less risky than 80% of peers
Worst-ever drop
-1.41%median -6.85% (+5.44%)
Rank #371 of 501Less risky than 26% of peers

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. 4 of last 5 years were positive.

-0%
2017
+6%
2018
+10%
2019
+7%
2020
+1%
2021
Best year
2019 · 10.22%
Worst year
2017 · -0.14%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
1.1%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-1.41%

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 Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year5.62%
CAGR — 3 years7.78%
CAGR — 5 years—
CAGR — since launch7.26%
Volatility — 1 year (annualised)0.39%
Volatility — 3 years (annualised)1.10%
Max drawdown — 1 year-0.05%
Max drawdown — 3 years-1.28%
Sharpe ratio — 1 year (rf=6%)-0.91
Sharpe ratio — 3 years (rf=6%)1.64

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
142079
First price on record
19 Dec 2017 · 811 daily prices

About Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth

Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth is a Income offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Growth option. It has approximately 9 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 Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth is ₹12.6631 (as of 29 Apr 2021). Historically, it has delivered 5.62% over the last year, 7.78% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 1.1% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 1.4%. 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 Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth?+

The latest NAV of Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth is ₹12.6631 as of 29 Apr 2021, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth?+

Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth has delivered 1-year return 5.62%, 3-year CAGR 7.78%, since-inception CAGR 7.26%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth belong to?+

Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth?+

Based on its 3-year annualised volatility of 1.1%, Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth a direct plan?+

Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth?+

Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) - Direct Plan-Growth has NAV history available from 19 Dec 2017 — approximately 9 years of track record and 811 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.