Birla Sun Life
Birla Sun Life Fixed Term Plan - Series AL 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 | +0.32% | +6.99% | -6.68 | 22 / 763 | Q1 |
| 1W | +0.84% | +6.38% | -5.54 | 40 / 722 | Q1 |
| 2W | +1.78% | +6.63% | -4.85 | 27 / 725 | Q1 |
| 1M | +3.08% | +6.29% | -3.21 | 26 / 752 | Q1 |
| 3M | +1.21% | +7.87% | -6.66 | 274 / 728 | Q2 |
| 6M | +3.89% | +9.67% | -5.78 | 232 / 642 | Q2 |
| YTD | +2.10% | +8.47% | -6.37 | 251 / 666 | Q2 |
| 1Y | +7.74% | +13.70% | -5.96 | 242 / 591 | Q2 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +8.33% | -3.28% | +11.61 | 234 / 797 | 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 | +2.10% | -0.31% | +2.41 | 215 / 482 |
| 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 |
|---|---|
| 5 May 2009 | ₹11.0000 |
| 4 May 2009 | ₹10.9654 |
| 29 Apr 2009 | ₹10.9181 |
| 28 Apr 2009 | ₹10.9087 |
| 27 Apr 2009 | ₹10.8634 |
| 24 Apr 2009 | ₹10.8354 |
| 23 Apr 2009 | ₹10.8261 |
| 22 Apr 2009 | ₹10.8169 |
| 21 Apr 2009 | ₹10.8076 |
| 20 Apr 2009 | ₹10.7984 |
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
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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)