ABAditya Birla SL MFDirect · Growth

ING Financial Planning - Cautious Plan - Growth - Direct Plan

Debt OrientedFoFs (Domestic) - Debt OrientedBenchmark: CRISIL Composite Bond Index
NAV · 09 Oct 2014₹13.24-0.06%
AUM₹1 Crfrom this fund's primary plan
Expense Ratio0.74%
CAGR
Exit Load0.50% on or before 6M, Nil after 6M
Min SIP₹1,000from this fund's primary plan
Launched2013

Investment Objective

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Manager Investment process, as per the riskreturn profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.

Fund Mandate

Debt other than Liquid Funds & MMI23%–37%
Liquid Funds & MMI63%–77%
MMI0%–14%
Fund Managers
SK
Shravan Kumar Sreenivasula
Fund Manager
Key Information
0.74%
₹1,000from this fund's primary plan
₹5,000
0.50% on or before 6M, Nil after 6M
3 years
Inception01 Jan 2013
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.06%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.74%
0.50% on or before 6M, Nil after 6M
3 years
₹1,000from this fund's primary plan
₹5,000
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