Birla Sun Life
Birla Sun Life Fixed Term Plan - Series Y - INSTITUTIONAL 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 | +1.35% | +6.99% | -5.65 | 6 / 763 | Q1 |
| 1W | +1.29% | +6.38% | -5.08 | 28 / 722 | Q1 |
| 2W | +1.45% | +6.63% | -5.18 | 33 / 725 | Q1 |
| 1M | +1.83% | +6.29% | -4.46 | 51 / 752 | Q1 |
| 3M | +3.19% | +7.87% | -4.67 | 57 / 728 | Q1 |
| 6M | +5.37% | +9.67% | -4.30 | 100 / 642 | Q1 |
| YTD | +6.28% | +8.47% | -2.20 | 110 / 666 | Q1 |
| 1Y | +10.09% | +13.70% | -3.61 | 58 / 591 | Q1 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +10.09% | -3.28% | +13.37 | 66 / 797 | 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 | +6.28% | -5.54% | +11.82 | 83 / 250 |
| 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.
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 |
|---|---|
| 7 Aug 2008 | ₹11.0000 |
| 6 Aug 2008 | ₹10.8538 |
| 5 Aug 2008 | ₹10.8708 |
| 4 Aug 2008 | ₹10.8683 |
| 1 Aug 2008 | ₹10.8616 |
| 31 Jul 2008 | ₹10.8596 |
| 30 Jul 2008 | ₹10.8573 |
| 29 Jul 2008 | ₹10.8550 |
| 28 Jul 2008 | ₹10.8526 |
| 25 Jul 2008 | ₹10.8449 |
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)