Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not 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 |
---|---|---|
0.34 | 7.69 | 10.84 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 7.43 | 9.76 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Ultra Short Duration Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Savings Fund(W-IDCW) | 0.02% | -0.09% | 0.03% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.03% | -0.12% | 0.10% |
SBI Magnum Ultra Short Duration Fund(W-IDCW Payout) | -0.10% | 3.33% | 1.43% |
Kotak Savings Fund(M-IDCW) | 7.34% | 4.54% | 5.17% |
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
5.67 %
Holdings
3.46 %
Holdings
3.31 %
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.
Kaustubh Gupta
AUM: ₹1,52,581.82 Cr.
|
Exp: 5yrs
Sunaina da Cunha
AUM: ₹60,047.81 Cr.
|
Exp: 7yrs
Monika Gandhi
AUM: ₹14,453.67 Cr.
|
Exp: 16yrs
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
₹—
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Returns
Other Funds in the same category are generating better returns