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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | — | 1.80 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 4.21 | 1.17 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
Nasdaq-100 - TRI |
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL NASDAQ 100 FOF(IDCW Reinvest) | 37.59% | 15.02% | 13.94% |
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW) | 39.39% | 10.02% | 18.20% |
SBI International Access-US Equity FoF(IDCW-Payout) | 36.66% | 14.55% | 16.61% |
DSP Global Innovation FoF(IDCW Reinvst) | 33.96% | — | 16.63% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
99.70 %
Holdings
0.24 %
Holdings
0.06 %
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
₹ 3,70,952.35 Cr.
Dhaval Joshi
AUM: ₹66,998.26 Cr.
|
Exp: 15yrs
MBA (Finance), M.Com
He has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMCLimited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as aresearch analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%