Birla Sun Life
Birla Sun Life Fixed Term Plan - Series AK RETAIL 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 | -0.77% | -7.11% | +6.33 | 534 / 732 | Q3 |
| 1W | -0.31% | -12.64% | +12.33 | 265 / 699 | Q2 |
| 2W | -0.19% | -12.71% | +12.52 | 263 / 712 | Q2 |
| 1M | +0.07% | -12.43% | +12.50 | 261 / 754 | Q2 |
| 3M | +1.91% | -11.47% | +13.38 | 174 / 740 | Q1 |
| 6M | +5.53% | -9.57% | +15.09 | 106 / 680 | Q1 |
| YTD | +2.43% | -9.94% | +12.38 | 237 / 704 | Q2 |
| 1Y | +7.97% | -7.10% | +15.08 | 225 / 627 | Q2 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +8.38% | -6.12% | +14.50 | 243 / 770 | Q2 |
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 | +2.43% | -9.70% | +12.13 | 250 / 552 |
| 2008 | — | — | — | — |
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 |
|---|---|
| 22 Apr 2009 | ₹11.0000 |
| 21 Apr 2009 | ₹11.0859 |
| 20 Apr 2009 | ₹11.0842 |
| 17 Apr 2009 | ₹11.0791 |
| 16 Apr 2009 | ₹11.0774 |
| 15 Apr 2009 | ₹11.0343 |
| 13 Apr 2009 | ₹11.0310 |
| 9 Apr 2009 | ₹11.0249 |
| 8 Apr 2009 | ₹11.0213 |
| 6 Apr 2009 | ₹11.0182 |
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 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)