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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.35 | 7.66 | 11.62 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.41 | 10.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Ultra Short Duration Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Savings Fund(W-IDCW) | 0.06% | -0.09% | 0.03% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.08% | 0.05% | 0.11% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.05% | 0.01% | 0.14% |
Kotak Savings Fund(M-IDCW) | 7.66% | 5.11% | 5.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
5.04 %
Holdings
3.70 %
Holdings
3.01 %
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
₹ 3,70,815.12 Cr.
Kaustubh Gupta
AUM: ₹1,61,099.49 Cr.
|
Exp: 5yrs
Sunaina da Cunha
AUM: ₹62,532.88 Cr.
|
Exp: 7yrs
Monika Gandhi
AUM: ₹15,097.98 Cr.
|
Exp: 16yrs
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 from 1st April 2023)
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%