ABAditya Birla SL MFRegular · Growth

Aditya Birla Sun Life Emerging Leaders Fund - Series 2 - Regular Plan - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE Mid-Cap
NAV · 05 Jun 2017₹16.980.00%
AUM₹237 Cr
Expense Ratio2.25%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of Small & Mid Cap companies.The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Fund Mandate

Cash, Money Market & Debt instruments0%–20%
Equity and Equity related securities80%–100%
Asset Allocation
Cash & Equivalents100.0%
Fund Managers
MP
Mahesh Patil
Fund Manager
Key Information
2.25%
₹5,000
Nil
Inception05 Jun 2014
AMCAditya Birla SL MF
Top Holdings
1Clearing Corporation of India Ltd96.28%
2Net Receivables / (Payables)3.72%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

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