Insufficient historyDirect · GrowthToo thin to judge
Aditya Birla Sun Life Fixed Maturity Plan-Series VB (136 Days)
Aditya Birla Sun Life Mutual FundClose Ended Schemes(Income/Debt Oriented Schemes - Other Debt Scheme2.7 years
- NAV
- n/a
- NAV pending
- 1Y
- n/a
- Trailing CAGR
- AUM
- n/a
- Corpus
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
Stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
In three lines
Watch if · History is short. Lean on older peers or a low-cost index until more evidence lands.
Buy checklist
History depth
Fail
2.7 years - thin for judging consistency.
Engine status
n/a
History is short. Lean on older peers or a low-cost index until more evidence lands.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
n/a
Max drawdown not available.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Skip · see category peers
History or evidence is too thin for a confident buy stance on this desk.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SIn/a
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- n/a
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- n/a
- Worst peak-to-trough
- Current
- n/a
- At peak
- Current spell
- n/a
- Days below latest peak
- Time below peak
- n/a
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- n/a
- 0 recovered episodes
- Longest recovery
- n/a
- Trough to prior peak
No completed or open drawdown episodes in the current snapshots.
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
n/a
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Insufficient history
Buying stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
What changed
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan-Series VB (136 Days)
28 Oct 2026
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days) to Aditya Birla Sun Life Fixed Maturity Plan-Series VB (136 Days).
28 Oct 2026
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days)
18 Apr 2024
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days)
13 Mar 2024
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days)
12 Mar 2024
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days) to Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days).
18 Apr 2024
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days) to Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days).
13 Mar 2024
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days) to Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days).
12 Mar 2024
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days)
18 Apr 2024
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days)
13 Mar 2024
RENAME
Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days) renamed to Aditya Birla Sun Life Fixed Maturity Plan - Series UQ (92 days)
12 Mar 2024
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Maturity Plan - Series UR (85 days) to Aditya Birla Sun Life Fixed Maturity Plan - Series US (100 days).
18 Apr 2024