Aditya Birla Sun Life Capital Protection Oriented Fund - Series 14
Investment Objective
The scheme seeks to provide capital appreciation linked to equity market with downside protection at the end of tenure. • Fund expects to achieve down side protection by investing in debt securities with tenure comparable with the tenure of the Plan, subject to the credit risk. • Fund expects to achieve the market-linked appreciation (upside) by investing in premium of exchange traded options. • The Fund proposes to restrict its derivative exposure only to the extent of buying of call options. Hence the maximum loss could be equivalent to the premium paid, not any more. Moreover, the premium paid will be equal or lower to the coupon receivable from fixed income securities after providing for fund expenses
Fund Mandate
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.
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Risk metrics are not available for this fund.
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.