Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 701.04
Expense Ratio
1.9%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
13.72
(0.59 %)
NAV as on 2018-11-19
Returns
Fund
Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan
1 Year
-7.48%
3 Year
11.45%
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 365 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments in equity and equity related securities of companies engaged inmanufacturing sector
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,870
Portfolio Value
-130
Total Returns