Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 8.21 | 5.38 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 8.20 | 5.03 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Bonus | 0 yrs | 3.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
CRISIL Credit Risk Debt Index |
Credit risk funds are the debt funds which majorly lend money to low rated companies. The companies have to pay higher interest for their low rating which makes the fund more riskier as compared to other debt funds.
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Debt
Others
Holdings
10.13 %
Holdings
6.95 %
Holdings
5.44 %
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
90
Total AUM
₹ 3,75,465.30 Cr.
Sunaina da Cunha
AUM: ₹60,328.52 Cr.
|
Exp: 7yrs
Mohit Sharma
AUM: ₹73,266.58 Cr.
|
Exp: 10yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category