Aditya Birla Sun Life Arbitrage Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Arbitrage Fund
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 3832.83
Expense Ratio
0.34%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
19.297
(-0.04 %)
NAV as on 2019-01-15
Returns
Fund
Aditya Birla Sun Life Arbitrage Fund Direct Plan
1 Year
6.5%
3 Year
6.7%
5 Year
7.31%
AMC Details
amc launch date
Launch Date
23 Dec 1994
amc sponsor
Sponsor
NA
amc email
Email
connect@birlasunlife.com
amc phone
Phone
022 - 43568000
amc address
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 (0-30) days. No Exit load, if redeemed after 30 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures).
Suitability
This product is suitable for investors who are seeking
• income over short term
• investments in equity and equity related securities including derivatives for taking advantage from the price differentials/mis-pricing prevailing for stock/index in various segments (Cash & Futures)
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,115
Portfolio Value
115
Total Returns