Aditya Birla Sun Life Dynamic Bond Fund Retail Direct Plan
Scheme Type
Open-ended
Scheme Category
Dynamic Bond
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 5125.29
Expense Ratio
1.01%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
23 Dec 1994
Sponsor
NA
Email
connect@birlasunlife.com
Phone
022 - 43568000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 0%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.
Suitability
This product is suitable for investors who are seeking
• income with capital growth over short term
• investments in actively managed portfolio of high quality debt and money market instruments including government securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,108
Portfolio Value
₹108
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.