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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.20 | 6.91 | 5.28 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 6.95 | 4.02 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028 |
Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund | 8.91% | — | 8.36% |
SBI Magnum Gilt Fund | 10.05% | 7.32% | 9.32% |
Bandhan CRISIL IBX Gilt June 2027 Index Fund | 8.46% | 5.60% | 5.90% |
ICICI Pru Gilt Fund | 8.94% | 6.80% | 8.65% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
25.59 %
Holdings
23.12 %
Holdings
14.87 %
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
₹ 3,73,941.35 Cr.
Mohit Sharma
AUM: ₹73,185.41 Cr.
|
Exp: 10yrs
Sanjay Godambe
AUM: ₹1,949.31 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%