Funds has underperformed compared to its benchmark index
Less expense ratio implies better returns over the long term
Stocks in portfolio are not in ASM/GSM lists, not a lot of promoter holding is pledged, ratings of debt instruments is high and default probability is low
Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Expected growth rate
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.
₹ 2,56,166.08 Cr.