Aditya Birla Sun Life Fixed Term Plan - Series Tj (1838 Days) - Direct Plan - Growth Option

Q: How to check the XIRR of Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.05

Risk: Low to Moderate

Income

Plan: Direct

Benchmark: CRISIL Medium to Long Term Debt Index

Inception: 12-07-2021

Exit Load: Nil

Fund Size:₹26.95 Cr

Performance

FundN/A

Cat. Avg.N/A

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10Y

FundN/A

Cat. Avg.N/A

Fund2.36%

Cat. Avg.2.53%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	State Government Securities (20/07/2026)	DEBT	SDL	Sovereign	5.88%	20.27	74.13%
2	Government of India (09/07/2026)	DEBT	G-Sec	Sovereign	5.66%	3.38	12.37%
3	State Government Securities (13/07/2026)	DEBT	SDL	Sovereign	5.80%	1.26	4.60%
4	Clearing Corporation of India Limited	CASH	CCIL	CCIL		0.56	2.05%
5	State Government Securities (29/06/2026)	DEBT	SDL	Sovereign	5.71%	0.50	1.84%
6	Government of India (08/04/2026)	DEBT	G-Sec	Sovereign	5.36%	0.50	1.83%
7	Net Receivables / (Payables)	CASH	Others	Others		0.46	1.69%
8	Government of India (12/04/2026)	DEBT	G-Sec	Sovereign	5.24%	0.31	1.14%
9	State Government Securities (15/06/2026)	DEBT	SDL	Sovereign	5.72%	0.10	0.37%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	25000	25268	+1.1%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Feb, 26	1 L.	1.02 L.	+2.4%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.