Birla Sun Life
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND
Category
Income
Plan type
Dividend
Structure
Close-ended
AMFI Scheme Code
104734
ISIN (Growth)
—
ISIN (Dividend)
—
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | -0.60% | -9.99% | +9.39 | 816 / 1129 | Q3 |
| 1W | -0.46% | -13.04% | +12.58 | 490 / 1151 | Q2 |
| 2W | -0.30% | -13.18% | +12.88 | 451 / 1149 | Q2 |
| 1M | -0.35% | -13.26% | +12.91 | 476 / 1137 | Q2 |
| 3M | -0.71% | -13.15% | +12.44 | 743 / 1116 | Q3 |
| 6M | — | — | — | — | — |
| YTD | -0.12% | -15.77% | +15.65 | 466 / 952 | Q2 |
| 1Y | +0.00% | -13.09% | +13.09 | 461 / 820 | Q3 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.03% | -13.63% | +13.60 | 607 / 1199 | Q3 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2008 YTD | -0.12% | -2.02% | +1.90 | 202 / 380 |
| 2007 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
1-Year rolling
+0.11%
3 windows
min -0.1% · max 0.2%
67% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
—
Insufficient history
5-Year rolling
—
Insufficient history
7-Year rolling
—
Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 6 May 2008 | ₹10.0000 |
| 5 May 2008 | ₹10.0603 |
| 2 May 2008 | ₹10.0534 |
| 30 Apr 2008 | ₹10.0487 |
| 29 Apr 2008 | ₹10.0464 |
| 28 Apr 2008 | ₹10.0441 |
| 25 Apr 2008 | ₹10.0372 |
| 24 Apr 2008 | ₹10.0348 |
| 23 Apr 2008 | ₹10.0325 |
| 22 Apr 2008 | ₹10.0302 |
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Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND is a Income from Birla Sun Life (Unknown plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND has NAV history starting from 17 Jan 2007, a track record of about 19 years 4 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND is managed by Birla Sun Life. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND has delivered a absolute return of 0.00% — +13.09 pp ahead of the Income category average of -13.09%. The fund ranks #461 of 820 in its category — the third (Q3) quartile.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.
We don't have enough NAV history yet to simulate a SIP on BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND. The fund typically needs 12+ months for a 1-year SIP backtest.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND doesn't have a computed drawdown figure yet.
Consistency stats for BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.
We don't yet have a completed calendar-year return for BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND.
BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.
We don't give personal investment advice. BIRLA FIXED TERM PLAN QUARTERLY SERIES 5-DIVIDEND is suitable for an investor whose:
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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