Aditya Birla Sun Life Regular Savings Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Aggressive
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 2846.70
Expense Ratio
0.95%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
39.5836
(0.1 %)
NAV as on 2018-11-14
Returns
Fund
Aditya Birla Sun Life Regular Savings Fund - Direct Plan
1 Year
-1.25%
3 Year
9.59%
5 Year
12.71%
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):
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
Moderately High
Exit Load
Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.
Suitability
This product is suitable for investors who are seeking
• regular income with capital growth over medium to long term
• investments in debt and money market instruments as well as equity and equity related securities [20-30%]
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,978
Portfolio Value
-22
Total Returns