Question 1

Which funds are similar to Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth?

Accepted Answer

Funds similar to Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth in the Debt: Fixed Maturity category include SBI Fixed Maturity Plan - Series 67 (1467 Days) Direct-Growth, HDFC FMP 1861D March 2022 Direct-Growth, and ICICI Prudential Fixed Maturity Plan - Series 85 10 Years Plan I Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth is ranked 29 out of 35 funds in the Debt: Fixed Maturity category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth has an expense ratio of 0.04%. The peers SBI Fixed Maturity Plan - Series 67 (1467 Days) Direct-Growth has an expense ratio of 0.17% and HDFC FMP 1861D March 2022 Direct-Growth has 0.08%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth's AUM compare to similar funds?

Accepted Answer

Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth has an AUM of ₹27.74 crore. The peers SBI Fixed Maturity Plan - Series 67 (1467 Days) Direct-Growth has an AUM of ₹626.93 crore and HDFC FMP 1861D March 2022 Direct-Growth has ₹504.6 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Debt: Fixed Maturity?

Accepted Answer

The top performing fund in the Debt: Fixed Maturity category on a 3-year basis is Nippon India Fixed Maturity Plan XLV - Series 5 Direct-Growth with a CAGR of 8.73% as of 16 Jul 2026. Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth has delivered 7.26% CAGR over the same period, ranking 29 out of 35 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 Days) Direct-Growth has a Sharpe ratio of 2.02 compared to the Debt: Fixed Maturity average of 1.67 as of 16 Jul 2026. It ranks 4 out of 37 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+5.77%	5.77%	22 / 36
3Y Return	+7.26%	7.49%	29 / 35
5Y Return	—	6.90%	—

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

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