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Aditya Birla Sun Life Fixed Term Plan - Series TQ (1879 days) - Regular Plan - Growth Option is a debt scheme managed by Aditya Birla Sun Life Mutual Fund. Three-year compounded annual return is 7.18%, placing it in the 82nd percentile of Debt peers. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 0.15% on assets of ₹219Cr. The fund is currently managed by Mr. Mohit Sharma, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| State Government of Karnataka | Others | 21.66% |
| Clearing Corporation of India Limited | Others | 3.41% |
| 8.33% GOI MAT 090726 | Others | 2.73% |
| 7.64% State Government Securities | Others | 2.57% |
| Haryana State Govt - 2027 - Haryana | Others | 1.20% |
| 7.62% State Government Securities | Others | 1.17% |
| 7.87% State Government Securities | Others | 0.62% |
| 8.07% State Government Securities | Others | 0.60% |
| 7.59% State Government Securities | Others | 0.35% |
| State Government of Gujarat | Others | 0.22% |
| 7.71% State Government Securities | Others | 0.22% |
| 7.85% State Government Securities | Others | 0.13% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 34.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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| SBI Fixed Maturity Plan (FMP) - Series 55 (1849 Days) - Regular Plan - Growth | SBI Mutual Fund | ₹255 Cr | 0.23% | +7.09% | — | 3★ |
| Kotak FMP Series 304-Regular Plan-Growth Option | Kotak Mahindra Mutual Fund | ₹0 Cr | 0.10% | +7.07% | — | 2★ |
| Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Regular Plan - Growth Option | Aditya Birla Sun Life Mutual Fund | ₹317 Cr | 0.15% | +7.03% | — | 5★ |
| SBI Fixed Maturity Plan (FMP)-Series 81 (1157 Days) Regular Plan- Growth | SBI Mutual Fund | ₹411 Cr | 0.31% | +6.91% | — | 3★ |
| DSP FMP Series - 268 - 1281 Days - Regular - Growth | DSP Mutual Fund | ₹126 Cr | 0.25% | +6.82% | — | 3★ |
| DSP FMP Series - 267 - 1172 Days - Regular - Growth | DSP Mutual Fund | — | — | +6.60% | — | 2★ |
| UTI Annual Interval Fund - I - Regular Plan - Growth Option | UTI Mutual Fund | ₹22 Cr | 0.21% | +6.23% | +6.26% | 1★ |
| Axis Fixed Maturity Plan - Series 129 (108 Days) - Regular Plan - Growth | Axis Mutual Fund | ₹0 Cr | 0.21% | — | — | — |
| Axis Fixed Maturity Plan - Series 130 (92 Days) - Regular Plan - Growth | Axis Mutual Fund | ₹0 Cr | 0.21% | — | — | — |