InvestVerdict
Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days)
· · Mutual fund · Scheme code 149018
Fund houseAditya Birla Sun Life Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History5.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -26.02 | -25.35 | -24.30 | -22.14 | -3.13 | 0.05 | — | — | 0.03 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 11.8% | -0.81 | -0.82 | — | — | -26.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 195 | 1.1% | 7.4% | 8.7% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.