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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 51.77 | 1.22 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 51.65 | 1.57 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Equity Advantage Fund(IDCW-Reinv) | 15.66% | 3.05% | 8.63% |
Mirae Asset Large & Midcap Fund(IDCW) | 26.46% | 6.27% | 17.79% |
SBI Large & Midcap Fund(IDCW-Payout) | 29.15% | 19.29% | 16.28% |
Kotak Equity Opp Fund(IDCW-Payout) | 34.24% | 22.21% | 13.02% |
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
Equity
Others
Holdings
4.28 %
Holdings
3.93 %
Holdings
3.41 %
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.
Vishal Gajwani
AUM: ₹11,886.53 Cr.
|
Exp: 15yrs
Dhaval Joshi
AUM: ₹67,049.29 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%