CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
ABAditya Birla SL MFRegular · Growth

Aditya Birla Sun Life Emerging Leaders Fund - Series 5 - Regular Plan - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE Mid-Cap
NAV · 02 Jan 2018₹18.32+0.05%
AUM₹85 Cr
Expense Ratio2.50%
CAGR—
Exit Load—
Min SIP—
Launched2015

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
JG
Jayesh Gandhi
Fund Manager
Key Information
2.50%
—
₹5,000
—
Nil
Inception01 Jan 2015
AMCAditya Birla SL MF
Top Holdings
1Net Receivables / (Payables)60.45%
2Clearing Corporation of India Ltd39.55%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.05%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
—
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