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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.31 | 60.78 | -0.05 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 42.78 | 1.43 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.05% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty India Defence - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Nifty India Defence Index Fund | — | — | — |
UTI Nifty 50 Index Fund | 18.49% | 12.98% | 13.55% |
HDFC Nifty 50 Index Fund | 18.44% | 12.94% | 13.68% |
ICICI Pru Nifty 50 Index Fund | 18.42% | 12.93% | 13.62% |
Actual
Target
Sep 2024
Nov 2024
Sep 2024
Nov 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
21.13 %
Holdings
20.28 %
Holdings
14.87 %
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
₹ 3,75,724.70 Cr.
Rupesh Gurav
AUM: ₹3,039.26 Cr.
|
Exp: 18yrs
B.Com
He has as an overall experience of around 18 years in Mutual Fund industry. He joined Aditya Birla Sun Life AMCLtd. in 2014 and was part of the Operations - Trades and Settlements Department. Prior to joining the ABSLAMC, he was associated with Citi Bank N.A. and Sahara Asset Management Company Pvt. Ltd.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%