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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Investment Objective
The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.
This product is suitable for investors who are seeking
- Dual objective of income & growth through active management of balanced portfolio of Mutual Funds.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Capital gains:
- If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation
- If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- No tax is to be paid as long as you continue to hold the units.
Fund Details
- Fund Type - Open-Ended
- Category - Other-FOF
- Sub-Category - FoF-Domestic-
- Min Investment - Rs. 100/- and in multiples of Rs 1/- therea fter. Additional Purchase (Incl Switch-in): Minimum of Rs. 100/- and in multiples of Rs.1/- therea er
- Fund Manager - Mr. Vinod Bhat & Mr. Dhaval Joshi
- Latest NAV - 51.067 (as on 05-Jul-2024)
- Inception Date - May 09, 2011
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Fund Performance
Trailing Return
Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.
*Annualized returns are displayed for 1 year and above.
Annualized Returns
| Investment Performance - Regular Plan - Growth | NAV as on December 30, 2010: Rs. 548.79 |
| Date of Inception: Aug 27,1998 | NAV Per Unit. * (Rs) |
Birla Sun Life Equity Fund (%) |
S&P BSE 200 # (%) | Nifty 50 ## (%) | Value of Standard Investment of Rs 10000 in | ||
|---|---|---|---|---|---|---|---|
| Birla Sun Life Equity Fund (Rs) |
S&P BSE 200 # (Rs) |
Nifty 50 ## (Rs) |
|||||
| Since inception till December 30, 2016 (CAGR) | 10.00 | 24.38 | 14.12 | 12.94 | 548790 | 113041 | 93291 |
| December 31, 2015 to December 30, 2016 (Absolute) | 476.32 | 15.21 | 3.95 | 3.01 | 11521 | 10395 | 10301 |
| December 31,2014 to December 31,2015 (Absolute) | 462.75 | 2.93 | -1.48 | -4.06 | 10293 | 9852 | 9594 |
| December 31,2013 to December 31,2014 (Absolute) | 295.48 | 56.61 | 35.47 | 31.39 | 15661 | 13547 | 13139 |
# Scheme Benchmark, ## Additional Benchmark, *As on start of period considered above.
Past performance may or may not be sustained in future. Returns for dividend option would assume reinvestment of tax free dividends declared at the then prevailing NAV. Load and Taxes are not considered for computation of returns. Total Schemes managed by Anil Shah is 7. Refer annexure on page no. 67 of Empower to know more on performance of schemes managed by Fund Managers. ‘Direct Plan’ is only for investors who purchase /subscribe Units in a Scheme directly with the Mutual Fund and is not available for investors who route their investments through a Distributor. For further details, Investors are advised to refer to Addendum no. 44/2012 dated December 27, 2012 available on our website www.birlasunlife.com.
Fund Management
-
Mr. Vinod Bhat
Total Experience : 20 Years
View Full ProfileVinod Bhat is a Portfolio Manager and Equity Strategist at Aditya Birla Sun Life AMC Limited (ABSLAMC). Vinod comes with an overall experience of two decades with close to 15 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018.
Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. Previously he was an Investment Banker at Credit Suisse and Ocean Park Advisors in the USA.
Vinod is a CFA (USA) and has done his MBA in Finance from The Wharton School, University of Pennsylvania (USA). He holds an M.S. in Industrial Engineering from Pennsylvania State University (USA) and B.Tech in Mechanical Engineering from IIT Bombay. -
Mr. Dhaval Joshi
Total Experience : 15 years
View Full ProfileDhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.
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Your Investment Summary
- Investment AmountRs 5000
- Initial units per month 29.5
- Current valueRs 50,000
- Current NAV value 260
- Current Units 30
-
XIRR
5.10%
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
-
Benchmark XIRR
8%
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Fund Summary
Entry Load
Exit Load
Load Comments
NIL
1%
Exit load - 1% for redemption within 365 days and 0.00% if redeemed after 1 Year
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Aditya Birla Sun Life Financial Planning FoF - Aggressive Plan
(An open ended fund of funds scheme investing in a portfolio of mutual fund schemes predominantly in Equity Funds)
This product is suitable for investors who are seeking*
- capital appreciation through strategic asset allocation which is based on satisfying the needs to a specific risk return profile (Aggressive) of investors in the long term
- investment in portfolio of mutual fund schemes (predominantly in equity funds)
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
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Disclaimer
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.