Aditya Birla Sun Life Index Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Index Funds
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 132.8
Expense Ratio
0.5%
Scheme Class
Equity
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
No Exit load, if redeemed after 0 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An Open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments in stocks in line with Nifty 50 and / or in exchange traded derivatives on the Nifty 50 to generate comparable returns, subject to tracking errors.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,051
Portfolio Value
₹51
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.