Aditya Birla Sun Life International Equity Fund - Plan B - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 89.53
Expense Ratio
2.51%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
18.1427
(-0.01 %)
NAV as on 2018-11-14
Returns
Fund
Aditya Birla Sun Life International Equity Fund - Plan B - Direct Plan
1 Year
-1.52%
3 Year
9.59%
5 Year
11.19%
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 Flr, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road Mumbai 400013
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
High
Exit Load
Exit load of 1% if redeemed within 1 year. Same for SIP.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments in equity and equity related securities in the domestic market (65 to 75%) and in international markets (25 to 35%)
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,973
Portfolio Value
-27
Total Returns