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Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of

Aditya Birla Sun Life Mutual Fund

NAV
₹10.00
-25.94% 1D
as of 09 Jul 2026

NAV history

-21.77%CAGR
52-week rangePrev NAV 13.50
Latest 10.00
Low 10.000th percentile of its 52-week rangeHigh 13.50

Scorecard

Not rated
How this is computed

Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. Not rated — this fund has no full year of NAV history yet. A rating needs at least a 1-year return to rank its performance against peers.

Performance

Not enough Income peers to rank yet

Risk

Volatility not available yet

Cost

Expense ratio not available yet

ConsistencyHigh

96% of rolling 3Y windows were positive

Strengths & concerns

Generated from this fund's own numbers against its sub-category — each point names the figure behind it.

Strengths

  • Consistent — positive in 96% of rolling 3-year windows

Concerns

No significant concerns identified.

Key Metrics

Category 0.29%
Category
Category 0.55

Scheme Info

Definitions
Plan
Regular · IDCW
Exit Load
0.005%
SIP Inv.
Benchmark
01 Jul 2021

Period returns (<1Y, absolute — not annualized)

Definitions

Annualized returns (≥1Y — CAGR)

Definitions
Advanced metrics — risk

Risk (trailing 3Y)

Definitions
-25.94%

Benchmark ratios

Not shown for Income — a debt, arbitrage or cash-like fund isn't measured against an equity index, so alpha/beta vs one would be noise rather than signal.

Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.

Rolling returns

Return for every possible 1Y holding period, not just today’s

Average
+5.9%
Median
+7.2%
Best
+8.7%
Worst
-21.8%
Positive periods
98.0%

49 overlapping 1Y windows, sampled monthly across the fund’s history.

Worst falls, and the wait to get back

How far this fund has dropped from a high, and how long it took to reclaim it.

  • -25.9%08 Jul 202609 Jul 2026

    Still below that high — 1 day down, and no recovery yet.

Measured on this fund’s own NAV history, peak to trough to the day it regained the peak. Falls shallower than 5% are left out. A recovery date is when the NAV got back, not when any particular investor did — that depends on when they bought.

Calendar-year returns

What the fund actually returned in each year, not the smoothed average.

YearFund
2026part-23.86%
2025+7.34%
2024+7.96%
2023+7.14%
2022+2.41%
2021part+3.47%

January–December, from this fund's NAV history. Absolute return, not annualised. “part” marks a year the fund didn't run end to end — its first year, the current year so far, or one it stopped reporting in.

Fund size over time

Quarterly average AUM · AMFI
₹24.51L
April - June 2026
+1%
since January - March 2026

At or near its largest, ₹24.51L in April - June 2026. Size matters most where the mandate is narrow — a large small-cap or a very large flexi-cap book is harder to move without moving the price.

Backtest this fund

What a SIP or one-time investment would have grown to over this fund’s real NAV history.

Period
Invested
₹6.00L
Current value
₹5.27L
Absolute
-12.23%
XIRR
-5.29%
Value vs. invested

60 monthly installments of ₹10,000 into Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of, valued at the latest NAV. XIRR annualizes for each installment’s timing.

History points
1,216
Expense ratio
AUM
Portfolio turnover
Exit load

Taxation

Taxed as debt

This is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — every rupee of gain is added to your income and taxed at your income-tax slab rate, whatever the holding period.

Any holding period
30%
Short- and long-term alike

Your income-tax slab — no LTCG or indexation benefit

Your income-tax slab

Pick your slab to see the rate that applies to you.

Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.

Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.

About Debt funds

Debt funds lend to governments and companies and earn interest. They're generally steadier than equity funds and are used for shorter horizons and stability.

Frequently asked questions

What is the NAV of Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of?

As of 09 Jul 2026, the NAV of Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of is ₹10.00 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.

How risky is Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of?

It is rated moderate on SEBI's risk-o-meter and its worst peak-to-trough fall in our sample was -25.9%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.

How is Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of taxed?

Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Payout of is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — capital gains are added to your income and taxed at your income-tax slab rate regardless of how long you held the units.