MonitorPlan n/a · Option n/a
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days)
Aditya Birla Sun Life Mutual FundClose Ended Schemes(Income3.7 years
- NAV
- 12.581
- 22 Apr 2026
- 1Y
- +6.0%
- Trailing CAGR
- AUM
- ₹4.46 Cr
- 30 Jun 2026
- Volatility
- Low
- 0.8% annualized
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
- 1Y+6.0%
- 3Y+7.0%
- 5Yn/a
- 10Yn/a
- SI+7.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.7%
- 3Y+6.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.1%
- Calendar-day CAGR
- Excess 1Y
- -1.0%
- Category median, same plan and option
- 3Y win rate
- +99%
- Windows beating the median
- 3Y percentile
- 5
- Vs comparable share classes
- Worst rolling 3Y
- +7.0%
- 78 daily-ending windows
- Median rolling 3Y
- +7.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 89 recovered episodes
- Longest recovery
- 19 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +26%
- NAV observations
3 Feb 2023 – 13 Mar 2023
Trough 22 Feb 2023 · recovered in 19 days
-0.4%
19 Jan 2023 – 1 Feb 2023
Trough 30 Jan 2023 · recovered in 2 days
-0.3%
25 Sept 2023 – 12 Oct 2023
Trough 6 Oct 2023 · recovered in 6 days
-0.2%
6 Jun 2023 – 26 Jun 2023
Trough 8 Jun 2023 · recovered in 18 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
5
Vs category
44
Consistency
81
Risk-adjusted
100
Drawdown
99
Mean
66
What changed
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Term Plan - Series UB (1224 days) to Aditya Birla Sun Life Fixed Term Plan - Series UF (180 days).
29 Aug 2023
RENAME
Aditya Birla Sun Life Fixed Term Plan - Series UB (1224 days) renamed to Aditya Birla Sun Life Fixed Term Plan - Series UF (180 days)
29 Aug 2023
RENAME
Aditya Birla Sun Life Fixed Term Plan - Series UF (180 days) renamed to Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days)
9 Apr 2026
RENAME
Scheme renamed from Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) to Aditya Birla Sun Life Fixed Term Plan - Series UB (1224 days).
22 Apr 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 22 Apr 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 99% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Fixed Maturity Plan - Series 80 - 1150 Days Plan N
ICICI Prudential Mutual Fund
- 1Y
- +8.4%
- 3Y
- +7.9%
- Vol
- 0.8%
- Max DD
- -0.4%
- Sharpe
- 3.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Fixed Maturity Plan - Series 80 - 1125 Days Plan S
ICICI Prudential Mutual Fund
- 1Y
- +8.4%
- 3Y
- +8.0%
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 3.39
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Fixed Maturity Plan - Series 77 - 1134 Days Plan H
ICICI Prudential Mutual Fund
- 1Y
- +6.9%
- 3Y
- +8.0%
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 3.79
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Fixed Maturity Plan- Series 77 - 1105 Days Plan N
ICICI Prudential Mutual Fund
- 1Y
- +7.0%
- 3Y
- +7.9%
- Vol
- 0.7%
- Max DD
- -0.4%
- Sharpe
- 3.51
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Fixed Maturity Plan-Series 72-366 Days Plan T
ICICI Prudential Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.0%
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 5.74
- 3Y win
- +24%
- Lower volatility
- Shallower drawdown
- Higher trailing returns