ABAditya Birla SL MF

ING Contra Fund - Bonus

equityEquity - Contra FundBenchmark: BSE 200
NAV · 24 Feb 2012₹14.58-0.75%
AUM₹7 Crfrom this fund's primary plan
Expense Ratio2.50%
CAGR
Exit Load1% on or before 365D,Nil after 365D
Min SIP₹1,000from this fund's primary plan
Launched2006

Investment Objective

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments by investing in stocks of companies, which are fundamentally sound but are undervalued

Fund Mandate

Debt0%–25%
Equity75%–100%
MMI0%–25%
Others0%–25%
Fund Managers
AA
Ankur Arora
Fund Manager
Key Information
2.50%
₹1,000from this fund's primary plan
₹5,000
1% on or before 365D,Nil after 365D
Nil
Inception10 Mar 2006
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.75%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
1% on or before 365D,Nil after 365D
Nil
₹1,000from this fund's primary plan
₹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