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Aditya Birla SL Retirement Fund-50 Plus-Debt Plan
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.84 | 6.94 | 4.23 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 7.19 | 1.48 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 5 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Short Term Bond Index |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
OtherFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Retirement Fund-50 Plus-Debt Plan | 7.34% | 5.25% | 5.63% |
| Parag Parikh Flexi Cap Fund | 25.92% | 18.02% | 20.67% |
| HDFC Flexi Cap Fund | 27.13% | 26.44% | 17.47% |
| Kotak Flexicap Fund | 21.99% | 18.06% | 17.20% |
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
Debt
Others
- ConstituentHolding Weight3M Change
- Government of India (08/04/2026)3M change : 0.70 %|
Holdings
47.62 %
0.70 % - Government of India (05/12/2033)3M change : 0.38 %|
Holdings
18.76 %
0.38 % - Government of India (22/04/2064)3M change : 9.93 %|
Holdings
9.93 %
9.93 %
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
Harshil Suvarnkar
AUM: ₹45,642.51 Cr.
|
Exp: 10yrs
Qualification
Masters in ManagementStudies (Finance),Post Graduate Diploma inSecurities Law & B. Com.
Past Experience
Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.
Funds Managed (36)
Aditya Birla SL Retirement Fund-50 Plus-Debt Plan
Aditya Birla SL Retirement Fund-50
Aditya Birla SL Retirement Fund-50
Aditya Birla SL Retirement Fund-40
Aditya Birla SL Retirement Fund-40
Aditya Birla SL Bal Bhavishya Yojna
Aditya Birla SL Bal Bhavishya Yojna
Aditya Birla SL Retirement Fund-50 Plus-Debt Plan
Manager Performance (0)
Tax Implications
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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%