Birla Sun Life
Birla Sun Life Fixed Maturity Plan - Quarterly Series II-Growth
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 | +0.71% | -9.99% | +10.69 | 23 / 1129 | Q1 |
| 1W | +0.82% | -13.04% | +13.85 | 55 / 1151 | Q1 |
| 2W | +1.03% | -13.18% | +14.21 | 45 / 1149 | Q1 |
| 1M | +1.55% | -13.26% | +14.81 | 52 / 1137 | Q1 |
| 3M | +3.53% | -13.15% | +16.67 | 37 / 1116 | Q1 |
| 6M | +6.08% | -15.45% | +21.53 | 52 / 906 | Q1 |
| YTD | +11.00% | -15.77% | +26.77 | 8 / 952 | Q1 |
| 1Y | +11.11% | -13.09% | +24.20 | 28 / 820 | Q1 |
| 2Y | +10.33% | -12.72% | +23.05 | 12 / 446 | Q1 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +9.61% | -13.63% | +23.24 | 96 / 1199 | Q1 |
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 | +11.00% | -2.02% | +13.02 | 23 / 380 |
| 2007 | +9.48% | +4.84% | +4.64 | 38 / 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 |
|---|---|
| 26 Dec 2008 | ₹14.0000 |
| 24 Dec 2008 | ₹13.9019 |
| 23 Dec 2008 | ₹13.8989 |
| 22 Dec 2008 | ₹13.8959 |
| 19 Dec 2008 | ₹13.8868 |
| 18 Dec 2008 | ₹13.8828 |
| 17 Dec 2008 | ₹13.8786 |
| 16 Dec 2008 | ₹13.8745 |
| 15 Dec 2008 | ₹13.8704 |
| 12 Dec 2008 | ₹13.8571 |
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.
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- 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)