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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | — | 2.11 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 48.56 | 2.08 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 5 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Retirement Fund-40(IDCW-Reinv) | 10.06% | 7.01% | 9.88% |
HDFC Flexi Cap Fund(IDCW) | 31.67% | 13.60% | 6.71% |
Kotak Flexicap Fund(IDCW-Payout) | 33.45% | 15.67% | 13.68% |
UTI Flexi Cap Fund(IDCW) | 26.22% | 5.53% | 12.46% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
6.66 %
Holdings
5.49 %
Holdings
4.82 %
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
91
Total AUM
₹ 3,81,454.67 Cr.
Chanchal Khandelwal
AUM: ₹20,584.82 Cr.
|
Exp: —
Harshil Suvarnkar
AUM: ₹45,971.02 Cr.
|
Exp: 10yrs
Dhaval Joshi
AUM: ₹71,040.09 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
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%