Birla Sun Life
Birla Sun Life Fixed Maturity Plan - Annual Series 3-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 | -0.74% | -9.99% | +9.25 | 829 / 1129 | Q3 |
| 1W | -0.64% | -13.04% | +12.40 | 529 / 1151 | Q2 |
| 2W | -0.52% | -13.18% | +12.66 | 500 / 1149 | Q2 |
| 1M | -0.24% | -13.26% | +13.02 | 455 / 1137 | Q2 |
| 3M | +0.30% | -13.15% | +13.44 | 361 / 1116 | Q2 |
| 6M | +0.23% | -15.45% | +15.69 | 426 / 906 | Q2 |
| YTD | -0.74% | -15.77% | +15.04 | 548 / 952 | Q3 |
| 1Y | +0.11% | -13.09% | +13.19 | 429 / 820 | Q3 |
| 2Y | -0.44% | -12.72% | +12.28 | 328 / 446 | Q3 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.77% | -13.63% | +12.87 | 979 / 1199 | Q4 |
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 |
|---|---|---|---|---|
| 2009 YTD | -0.74% | -12.86% | +12.12 | 433 / 713 |
| 2008 | +0.83% | -2.02% | +2.86 | 165 / 380 |
| 2007 | -0.96% | +4.84% | -5.80 | 134 / 142 |
| 2006 | — | — | — | — |
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.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Recent NAVs
| Date | NAV |
|---|---|
| 2 Jan 2009 | ₹10.0000 |
| 1 Jan 2009 | ₹10.0741 |
| 31 Dec 2008 | ₹10.0726 |
| 30 Dec 2008 | ₹10.0709 |
| 29 Dec 2008 | ₹10.0692 |
| 26 Dec 2008 | ₹10.0640 |
| 24 Dec 2008 | ₹10.0604 |
| 23 Dec 2008 | ₹10.0586 |
| 22 Dec 2008 | ₹10.0567 |
| 19 Dec 2008 | ₹10.0522 |
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.
- 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.
More from Birla Sun Life
- Birla Sun Life 95 Fund-Plan A (Dividend)
- Birla Sun Life 95 Fund-Plan B(Growth)
- Birla Sun Life Advantage Fund-Plan A (Dividend)
- Birla Sun Life Advantage Fund-Plan B (Growth)
- Birla Sun Life Cash Manager-Plan A(Institutional Daily Dividend)
- Birla Sun Life Cash Manager-Plan B(Growth)
- Birla Sun Life Cash Manager-Plan C(Institutional Growth)
- Birla Sun Life Cash Manager-Plan D(Weekly Dividend)