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 |
---|---|---|
0.20 | 7.18 | 5.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.10 | 3.24 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty SDL Apr 2027 Index |
Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Nifty SDL Apr 2027 Index Fund(IDCW) | 8.16% | — | 6.02% |
SBI Magnum Gilt Fund(IDCW-Payout) | 9.64% | 5.93% | 5.54% |
Bandhan CRISIL IBX Gilt June 2027 Index Fund(IDCW) | -2.85% | 0.08% | 1.15% |
ICICI Pru Gilt Fund(IDCW-Payout) | 5.31% | 3.22% | 3.11% |
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
4.04 %
Holdings
3.84 %
Holdings
3.75 %
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
₹ 3,59,868.56 Cr.
Bhupesh Bameta
AUM: ₹14,487.10 Cr.
|
Exp: 10yrs
Harshil Suvarnkar
AUM: ₹44,550.17 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