ABAditya Birla SL MFDirect · IDCW

Aditya Birla Sun Life Long Term Advantage Fund - Dividend - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 05 Feb 2016₹23.45+1.38%
AUM₹265 Crfrom this fund's primary plan
Expense Ratio1.50%
CAGR
Exit LoadNIL
Min SIP
Launched2013

Investment Objective

Aims at providing long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity-related securities.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
MP
Mahesh Patil
Fund Manager
Key Information
1.50%
₹5,000
NIL
Nil
Inception02 Jan 2013
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+1.38%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.50%
NIL
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