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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.03 | 36.92 | 1.27 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.48 | 34.80 | 1.57 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Value funds are the equity funds. They invest in the stocks of companies which are undervalued but have a potential to grow.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Pure Value Fund(IDCW) | 19.76% | 16.09% | 14.81% |
ICICI Pru Value Discovery Fund(IDCW-Payout) | 24.95% | 19.07% | 15.27% |
HSBC Value Fund(IDCW-Payout) | 26.24% | 19.14% | 16.06% |
UTI Value Fund(IDCW) | 34.86% | 21.38% | 12.20% |
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
Equity
Others
Holdings
3.89 %
Holdings
3.71 %
Holdings
3.34 %
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.
Kunal Sangoi
AUM: ₹19,191.03 Cr.
|
Exp: 7yrs
C.A, B. Com
He has overall experience of around 7 years in the Financial markets. Prior to joining BSLAMC, he has worked with Edelweiss Financial Services Limited.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%