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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.37 | — | 1.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | — | 1.38 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Financial Planning FOF Aggressive Plan(IDCW) | 24.11% | 16.62% | 13.53% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 20.96% | 15.70% | 17.43% |
Mirae Asset Equity Allocator FoF(IDCW) | 24.65% | 16.21% | 24.29% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 43.01% | 20.05% | 18.97% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Others
Holdings
15.67 %
Holdings
15.06 %
Holdings
14.91 %
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
93
Total AUM
₹ 3,72,677.65 Cr.
Vinod Narayan Bhat
AUM: ₹476.77 Cr.
|
Exp: 18yrs
CFA (USA), MBA Finance, M.S. Industrial Engineering, B.Tech & Mechanical Engineering - IIT Bombay
Mr. Bhat has an overall experience of 18 years with over 12 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018 as Head of Investor Communications (Investments - Equity). Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate Investment Banking. He was also an Associate - Investment Banking with Credit Suisse (USA).
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 before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
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 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%