Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 46.62 | 2.35 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 49.57 | 2.55 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Special Opp Fund(IDCW-Reinv) | 34.09% | 11.68% | 22.38% |
ICICI Pru India Opp Fund(IDCW-Payout) | 32.30% | 20.02% | 19.97% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
6.94 %
Holdings
6.18 %
Holdings
4.58 %
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
89
Total AUM
₹ 3,78,205.14 Cr.
Chanchal Khandelwal
AUM: ₹18,698.28 Cr.
|
Exp: —
Data not available
Data not available
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Is the worst over for Indian Economy - Abhishek Singhal | @Groww Mutual fund
3 years ago•Groww Mutual fund
Aditya Birla Sun Life Special Opportunities Fund NFO REVIEW| ADITYA BITLA SUN LIFE MUTUAL FUNDS|
3 years ago•Invest Empires
NFO: ABSL Special Opportunities Fund - Abhishek Singhal | Groww | Mutual Fund
3 years ago•Groww Mutual fund
Returns
Other Funds in the same category are generating better returns