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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.15 | 12.91 | 1.72 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.49 | 14.08 | 1.62 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Gold-India |
FoFs - Gold invest in different mutual funds which are primarily trading in gold securities. They have the portfolios of gold trading companies or mutual funds involved in gold securities.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Gold Fund | 26.79% | 17.03% | 7.06% |
HDFC Gold Fund | 24.92% | 16.02% | 6.88% |
SBI Gold | 24.92% | 16.30% | 6.90% |
Nippon India Gold Savings Fund | 25.08% | 15.95% | 6.71% |
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
Others
Holdings
99.17 %
Holdings
1.62 %
Holdings
-0.79 %
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
₹ 3,81,454.67 Cr.
Haresh Mehta
AUM: ₹2,962.01 Cr.
|
Exp: —
Data not available
Data not available
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%