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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Investment Objective
The primary objective of the Scheme is to generate capital appreciation by
investing in passively managed instruments such as ETFs and Index Funds of
equity and equity related instruments (domestic index funds & ETFs as well as
overseas ETFs), fixed income securities, Gold / Silver.
The Scheme does not guarantee/indicate any returns. There can be no
assurance or guarantee that the investment objective of the Scheme will be
achieved.
This product is suitable for investors who are seeking
- Long term capital appreciation
- Investment in passively managed instruments such as ETFs and Index Funds of equity and equity related instruments (domestic index funds & ETFs as well as overseas ETFs), fixed income securities, Gold / Silver
Fund Details
- Fund Type - (An Open ended Equity Scheme)
- Category - Other-FOF
- Sub-Category - FoF-Domestic-
- Min Investment - Rs. 500/-
- Fund Manager - Mr. Dhaval Joshi & Mr. Vinod Bhat & Mr. Haresh Mehta
- Latest NAV - 13.832 (as on 08-May-2024)
- Inception Date - Oct 14, 2022
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Fund Management
-
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. -
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. Haresh Mehta
Total Experience : 15 Years
View Full ProfileMr. Haresh Mehta has a total work experience of around 15 years in dealing related activities. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Baroda BNP Paribas Asset Management India Pvt. Ltd for over 4 years as a Dealer and Investment Support. He has also worked for over 11 years as a Trader in Institutional equities with First Global Stockbroking Pvt. 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.
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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
For redemption / switch-out of units on or before 15 days from the date of allotment: 0.5% of applicable NAV.
For redemption / switch-out of units after 15 days from the date of allotment – Nil
Highlights
- Multiple needs of an Investor
- Multiple Dilemmas
- One solution to multiple problems
Multi-asset Passive Fund - An all-weather investment solution!
Multiple needs of an Investor
Investors look for – reasonable & consistent returns, risk management, investing convenience, low cost of investment, tax efficiency etc.Multiple Dilemmas
Where to invest? How much to invest? Timing of investment? How to optimise returns? How & when to rebalance investment portfolio? etc.Aditya Birla Sun Multi-Index Fund of Funds - One solution to multiple problems
Invests in passively managed instruments scheme with an aim to achieve portfolio diversification while ensuring tax efficiency.
- Diversification :
Invests in Index funds & ETFs across asset classes - domestic & international equity for long term capital growth; debt for relative stability and gold/silver for risk management. - Rule-based model for Asset Allocation:
Aims to achieve dynamic asset allocation to capitalise on evolving market cycles while still managing downside risk. - Professional Management – Research, Monitoring & Rebalancing:
Managed by expert and professional fund managers. - Tax Efficiency:
Save tax costs on constant portfolio churns by investing in a single fund. - Low-Cost Investing:
Being a passive fund, this fund has significantly lower expense ratios translating to better returns for investors. - Flexible Investing Modes :
Investors can start investing in this fund with as little as Rs.500 through the SIP/STP route. .
Aditya Birla Sun Life Multi - Index Fund of Funds
(An open-ended fund of funds scheme investing in Exchange Traded Funds and Index Funds)
This product is specially designed for investors seeking*
- Long term capital appreciation
- Investment in passively managed instruments such as ETFs and Index Funds of equity and equity related instruments (domestic index funds & ETFs as well as overseas ETFs), fixed income securities, Gold / Silver
*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.