Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 7.25 | 2.20 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 7.13 | 2.00 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY Long Duration Debt Index |
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Long Duration Fund(IDCW Reinvest) | 2.40% | — | 6.10% |
Nippon India Nivesh Lakshya Fund(H-IDCW) | 1.03% | 2.08% | 3.77% |
HDFC Long Duration Debt Fund(IDCW Reinvest) | 4.19% | — | 4.51% |
SBI Long Duration Fund(IDCW Payout) | 11.27% | — | 10.44% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Debt
Others
Holdings
36.16 %
Holdings
12.71 %
Holdings
10.05 %
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
88
Total AUM
₹ 3,63,902.08 Cr.
Harshil Suvarnkar
AUM: ₹44,768.00 Cr.
|
Exp: 10yrs
Bhupesh Bameta
AUM: ₹14,466.40 Cr.
|
Exp: 10yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Insufficient Data