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Aditya Birla SL FTP-TI-1837D

Growth
12.140.02% (+0.00)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Insufficient Data

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Aditya Birla SL FTP-TI-1837D

Growth
DebtFixed Maturity Plans
Small-size FundAssets Under Mgmt: ₹ 300 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
12.140.02% (+0.00)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Insufficient Data

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

DebtFixed Maturity Plans
Small-size FundAssets Under Mgmt: ₹ 300 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
——6.77
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
——5.10

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs—
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
CRISIL Medium to Long Term Debt Index

About Fixed Maturity Plans

Fixed maturity plan funds are the debt funds. Investments in this funds can only be made during the new fund offering (NFO) as these funds are the close ended funds. They invest in debt instruments with the fixed maturity period.

Peers & Comparison

Comparing 3 mutual funds from 
DebtFixed Maturity Plans

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL FTP-TI-1837D8.72%5.89%6.03%
SBI FMP-41-1498D7.68%5.42%5.78%
DSP FMP 267-1246D8.54%—7.70%
HDFC FMP-Sr 46-1861D-Mar 20229.32%—6.34%

Price Comparison

Compare Aditya Birla SL FTP-TI-1837D with any MF, ETF, stock or index
Compare Aditya Birla SL FTP-TI-1837D with any MF, ETF, stock or index
Aditya Birla SL FTP-TI-1837D
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Cash & EquivalentsGovernment Securities1.86%98.14%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

Investment Banking & BrokerageOthersG-Sec0.36 %1.50 %98.14 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 2497.45%98.29%96.44%96.41%96.67%98.14%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • State Government Securities (09/03/2026)
    Sovereign
    3M change : -0.70 %|Sovereign

    Holdings

    34.09 %

    -0.70 %
  • State Government Securities (30/06/2026)
    Sovereign
    3M change : -0.26 %|Sovereign

    Holdings

    16.49 %

    -0.26 %
  • State Government Securities (15/06/2026)
    Sovereign
    3M change : -0.29 %|Sovereign

    Holdings

    15.27 %

    -0.29 %

AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    91

  • Total AUM

    ₹ 3,71,512.43 Cr.

Fund Manager Profile

Mohit Sharma

AUM:  ₹69,775.15 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

PGDCM - IIM (Calcutta), B. Tech IIT (Madras)

Past Experience

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).

Funds Managed (39)

Aditya Birla SL Credit Risk Fund

Growth
13.14%
9.44%
0.67%

Aditya Birla SL Credit Risk Fund

Growth
12.13%
8.48%
1.54%

Aditya Birla SL Inv Inc-QS I

Growth
7.55%
6.61%
0.02%

Aditya Birla SL Short Term Fund

Growth
8.99%
6.77%
0.38%

Aditya Birla SL Medium Term Plan

Growth
11.73%
14.41%
0.85%

Aditya Birla SL Dynamic Bond Fund

Growth
10.45%
7.71%
0.64%

Aditya Birla SL Low Duration Fund

Growth
8.05%
6.64%
0.42%

Aditya Birla SL Money Manager Fund

Growth
7.89%
6.58%
0.22%

Aditya Birla SL Dynamic Bond Fund-DAP

Growth
9.79%
7.07%
—

Aditya Birla SL Medium Term Plan

Growth
10.91%
13.59%
1.58%

Aditya Birla SL Inv Inc-QS I

Growth
7.45%
6.50%
0.07%

Aditya Birla SL Low Duration Fund

Growth
7.18%
5.78%
1.23%

Aditya Birla SL Money Manager Fund

Growth
7.75%
6.44%
0.35%

Aditya Birla SL Dynamic Bond Fund

Growth
9.80%
7.07%
1.23%

Aditya Birla SL Short Term Fund

Growth
8.30%
6.04%
1.01%

Aditya Birla SL FTP-TI-1837D

Growth
8.61%
5.79%
—

Aditya Birla SL FTP-TJ-1838D

Growth
8.79%
5.86%
—

Aditya Birla SL FTP-TJ-1838D

Growth
8.90%
5.96%
—

Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund

Growth
8.38%
5.58%
0.20%

Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund

Growth
8.21%
5.41%
0.36%

Aditya Birla SL FTP-TQ-1879D

Growth
9.13%
—
—

Aditya Birla SL FTP-TQ-1879D

Growth
9.02%
—
—

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund

Growth
7.58%
—
0.21%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund

Growth
8.63%
—
0.20%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund

Growth
8.41%
—
0.40%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund

Growth
7.43%
—
0.36%

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund

Growth
9.28%
—
0.20%

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund

Growth
9.11%
—
0.35%

Aditya Birla SL FTP-UB-1224D

Growth
8.40%
—
—

Aditya Birla SL FTP-UB-1224D

Growth
8.29%
—
—

Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund

Growth
10.75%
—
0.22%

Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund

Growth
10.38%
—
0.57%

Aditya Birla SL FTP-UJ-1110D

Growth
8.25%
—
—

Aditya Birla SL FTP-UJ-1110D

Growth
8.36%
—
—

Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund

Growth
—
—
—

Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund

Growth
—
—
—

Aditya Birla SL FTP-TI-1837D

Growth
8.72%
5.89%
—

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

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