Fund has been able to generate better returns than other funds in same sector
Fund has outperformed its benchmark index
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Stocks in portfolio are not in ASM/GSM lists, not a lot of promoter holding is pledged and default probability is low
Thematic funds are the equity mutual funds. They invest in stocks of multinational companies linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Expected growth rate
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.
₹ 2,56,166.08 Cr.