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Aditya Birla SL Long Duration Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.43 | 7.20 | 3.24 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.61 | 7.10 | 2.72 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY Long Duration Debt Index |
About Long Duration Fund
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Peers & Comparison
DebtLong Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Long Duration Fund | 12.72% | — | 10.00% |
| Nippon India Nivesh Lakshya Fund | 13.14% | 7.08% | 9.19% |
| HDFC Long Duration Debt Fund | 13.88% | — | 10.04% |
| SBI Long Duration Fund | 13.62% | — | 10.24% |
Price Comparison
Compare Aditya Birla SL Long Duration Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- Government of India (22/04/2064)3M change : 16.27 %|
Holdings
23.79 %
16.27 % - Government of India (19/06/2053)3M change : -10.50 %|
Holdings
18.77 %
-10.50 % - Government of India (06/11/2073)3M change : 2.27 %|
Holdings
10.29 %
2.27 %
AMC Profile
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
₹ 3,70,815.12 Cr.
Fund Manager Profile
Harshil Suvarnkar
AUM: ₹45,601.19 Cr.
|
Exp: 10yrs
Bhupesh Bameta
AUM: ₹15,013.24 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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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%