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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.22 | 2.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.90 | 7.07 | 2.98 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Composite Debt Index |
Dynamic bond funds are the debt funds that can change allocation between long-term and short-term bonds on the basis of changing interest rates. The underlying securities can vary in terms of maturity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Dynamic Bond Fund(Q-IDCW) | 3.24% | 1.51% | -0.34% |
ICICI Pru All Seasons Bond Fund(Q-IDCW Payout) | 0.92% | 0.73% | 1.57% |
Nippon India Dynamic Bond Fund(Q-IDCW) | 2.34% | -0.06% | 0.22% |
SBI Dynamic Bond Fund(IDCW-Payout) | 10.47% | 7.49% | 5.18% |
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
34.42 %
Holdings
14.40 %
Holdings
11.61 %
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
92
Total AUM
₹ 3,71,484.25 Cr.
Mohit Sharma
AUM: ₹73,202.76 Cr.
|
Exp: 10yrs
Bhupesh Bameta
AUM: ₹15,124.48 Cr.
|
Exp: 10yrs
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%