ABAditya Birla SL MFDirect · IDCW

Aditya Birla Sun Life Asset Allocation Fund - Aggressive Plan - Dividend - Direct Plan

Equity OrientedFoFs (Domestic) - Equity OrientedBenchmark: NIFTY 50
NAV · 05 Feb 2016₹46.14+0.39%
AUM₹10 Crfrom this fund's primary plan
Expense Ratio0.02%
CAGR
Exit LoadNIL
Min SIP
Launched2013

Investment Objective

The primary objective of the scheme is to provide income and capital appreciation along with diversification by investing in a basket of debt and equity mutual fund schemes in line with the risk profile of the investors.

Fund Mandate

Debt mutual fund schemes20%–25%
Equity mutual fund schemes75%–80%
Fund Managers
SK
Shravan Kumar Sreenivasula
Fund Manager
Key Information
0.02%
₹5,000
NIL
Nil
Inception01 Jan 2013
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.39%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.02%
NIL
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme