How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.74 | 7.34 | 3.07 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 7.18 | 2.93 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
CRISIL Medium to Long Term Debt Index |
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Income Fund(IDCW-Reinv) | 2.68% | -0.77% | 2.62% |
ICICI Pru Bond Fund(H-IDCW) | 1.25% | 0.67% | 0.85% |
Kotak Bond Fund(IDCW) | 10.36% | 6.59% | 1.98% |
SBI Magnum Income Fund(Q-IDCW Payout) | 9.49% | 6.73% | 4.94% |
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
Debt
Others
Holdings
20.64 %
Holdings
10.24 %
Holdings
7.62 %
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
₹ 3,76,017.52 Cr.
Bhupesh Bameta
AUM: ₹15,036.56 Cr.
|
Exp: 10yrs
B.Tech (IIT Kanpur), CFA
Mr. Bhupesh Bameta has an overall experience of more than 10 years in the financial services industry. He joinedABSLAMC in December 2017 as an Analyst, Fixed Income. He has been working closely with other Fund Managers and team members in the investment team. Prior to joining ABSLAMC he was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets.
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%