ABAditya Birla SL MFRegular · Growth

Aditya Birla Sun Life Fixed Maturity Plan - Series UR - 85 Days - Regular Plan - Growth

debtFixed Maturity PlansBenchmark: CRISIL Liquid Debt Index
NAV · 13 Mar 2024₹10.17+0.02%
AUM₹105 Cr
Expense Ratio
CAGR
Exit Load
Min SIP
Launched2023

Investment Objective

The Scheme seeks to generate income by investing in a portfolio of fixed income securities maturing on or before the tenure of the scheme.

Asset Allocation
Debt99.9%
Cash & Equivalents0.1%
Fund Managers
MS
Mohit Sharma
Fund Manager
Key Information
₹1,000
Nil
Inception20 Dec 2023
AMCAditya Birla SL MF
Top Holdings
1REC Limited (01/03/2024)11.43%
2Canara Bank (07/03/2024) #11.42%
3Axis Bank Limited (11/03/2024) ** #11.41%
4HDFC Bank Limited (11/03/2024) ** #11.41%
5National Bank For Agriculture and Rural Development (13/03/2024) ** #11.41%
6Indian Bank (05/03/2024) #9.52%
7Mahindra & Mahindra Financial Services Limited (06/03/2024)9.52%
8Punjab National Bank (07/03/2024) #9.52%
9ICICI Securities Limited (07/03/2024) **9.52%
10LIC Housing Finance Limited (12/03/2024) **4.75%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
Nil
₹1,000
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