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Aditya Birla SL Multi-Index FoF(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.30 | — | 1.43 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.53 | — | 1.12 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About FoFs (Domestic) - Equity Oriented
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Peers & Comparison
OtherFoFs (Domestic) - Equity Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Multi-Index FoF(IDCW) | 22.30% | — | 20.89% |
| ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 16.20% | 15.74% | 16.32% |
| Mirae Asset Equity Allocator FoF(IDCW) | 18.78% | 16.37% | 22.83% |
| Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 35.35% | 20.08% | 17.70% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- ZERODHA NIFTY 1D RATE LIQUID ETF3M change : 13.22 %
Holdings
19.08 %
13.22 % - NIPPON INDIA ETF GOLD BEES3M change : 4.27 %
Holdings
12.56 %
4.27 % - ABSL NIFTY MIDCAP 150 INDEX FUND-DR-GR3M change : -2.30 %
Holdings
11.54 %
-2.30 %
AMC Profile
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
94
Total AUM
₹ 3,70,857.82 Cr.
Fund Manager Profile
Vinod Narayan Bhat
AUM: ₹476.77 Cr.
|
Exp: 18yrs
Dhaval Joshi
AUM: ₹67,071.37 Cr.
|
Exp: 15yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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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 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%