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%
Investment frequency
Monthly
One Time
Monthly Investment
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Expected growth rate
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Investment period
Invested
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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
134
Total AUM
₹ 2,56,166.08 Cr.
ReturnsNet Asset Value of Mutual Fund indicates its price and is based on the current prices of the stocks/assets in the fund. NAV is used in calculating returns from your Mutual Fund investments. Return over a period is calculated as the difference in sale date NAV and purchase date NAV upon purchase date NAV and converted to percentage.
Fund has been able to generate better returns than other funds in same sector