About Aditya Birla Sun Life Mutual Fund. and 114 schemes are not ranked. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? Aditya Birla Sun Life Equity Fund: History. I am considering to switch the SIP to Kotak Standard Multicap Fund given its better performance. Aditya Birla Sun Life Equity Fund invests more than 90% of its portfolio in equity instruments and has the flexibility to switch across different market caps to take advantage of growth opportunities. Inception Date August 27, 1998 Investment Objective The objective of the scheme is long term growth of capital, through a portfolio with a 26-Nov-2018, Dividend Declared in Three Schemes of Aditya Birla Sun Life Mutual Fund, Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013, Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000, Website: http://mutualfund.adityabirlacapital.com. Regular Direct. View more. Axis Long Term Equity Fund Vs Aditya Birla Sun Life Tax Relief ‘96 Updated on January 18, 2021 , 7469 views. Aditya Birla Sun Life ESG Fund NFO – Should you Invest? Aditya Birla Sun Life Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,644 Cr and the Latest … We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. Aditya Birla Sun Life Manufacturing Equity Fund (An Open ended Manufacturing Sector Scheme) India’s first Manufacturing Oriented Fund, it is a thematic strategy geared to benefit from Indian economy’s next big leap – Resurgence of the Indian manufacturing sector. Benchmarks . Alpha indicates how fund generated additional returns compared to a benchmark. Lower value indicates more predictable performance. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. Copyright © e-Eighteen.com Ltd All rights resderved. 6.68 … Investment objective. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). 6 is/are ranked 4 * , EQUITY LARGE CAP. We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. Aditya Birla Sun Life Equity Fund 16.02 6.49 13.18 22.20 Value of Std Investment of ` 10,000 11607 12082 18586 885270 Benchmark - S&P BSE All Cap Index TRI 18.76 7.54 12.57 NA Value of Std Investment of ` 10,000 11881 12443 18090 NA Additional Benchmark - Nifty 50 TRI 16.09 11.28 13.39 14.73 Value of Std Investment of ` 10,000 11614 13790 18754 216071 • Past performance may or … The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. 10 is/are ranked 3 * , Further, if an investor's dividend income exceeds Rs. I have been investing via SIP in Aditya Birla Sun Life Equity Fund for about a year, with an overall negative return now. Go. At the same time, these investors should also be ready for possibility of moderate losses in their investments. The money invested in these schemes are pooled together and dispersed across stocks of various companies. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Multi Cap Fund :Multi Cap Fund : Fund has 97.82% investment in indian stocks of which 56.21% is in large cap stocks, 22.95% is in mid cap stocks, 6.84% in small cap stocks. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Aditya Birla Sun Life Equity Fund is an open-ended multi cap fund. You will now receive notification when someone reply to this message. Nippon India Small Cap Fund, any idea about buy & sell? But be prepared for ups and downs in your investment value along the way. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Investment objective. Go. call me for more details at 9833778887 (mutual fund distributor) It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 both form part of ELSS category. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. That is pretty standard across multi cap funds. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. Aditya Birla Sun Life Equity Fund : Growing Money into Wealth. Nifty 11,647.60 88.35. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Investment objective. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … 29-Sep-2020, 'Indian economy will recover maybe not in a V-shaped but a U-shaped manner', Fund News - If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Invest online in Aditya Birla Sun Life Equity Hybrid '95 Fund Direct-Growth with ETMONEY. Aditya Birla Sun Life Equity Fund - Regular Plan - Growth. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Like for all equity funds, you must invest only through the SIP route. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Aditya Birla Sun Life Equity Funds are professionally managed funds that are invested in stocks of companies of different market capitalization, making it highly volatile and risky financial instruments. It is ideal for those who are ready to take moderate to high risks and invest for 3-5 years. However if right most red scale is selected, then there is high risk of negative returns on your investment. It also has a slightly lower expense ratio and lower small cap ratio. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias. In our NPS offering, investors have a choice of funds to cater to their asset allocation needs. Aditya Birla Sun Life International Equity Fund Plan A Direct Growth is a DEBT Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹102 Cr … Axis Long Term Equity Fund and Aditya Birla Sun Life Tax Relief ’96 belong to the same category of ELSS yet, there exist differences between them. Aditya Birla Sun Life is the reason for a smile on the faces of many investors who earned big investing in its equity mutual fund schemes over time. How to achieve this? Aditya Birla Sun Life Equity Fund : Growing Money into Wealth. Vodafone Idea 10.10 1.25. Find out Aditya Birla Sun Life Sensex ETF asset allocation, Aditya Birla Sun Life Sensex ETF NAV range, Aditya Birla Sun Life Sensex ETF performance, returns and more. 520.0400 (20/01/2021) Aditya Birla Sun Life Short Term Fund Regular Plan Dividend Payout. QUANTITY column value displays how many shares owned by particular fund. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. Explore NAV, dividend history, fund statement, SIP … Aditya Birla Sun Life Frontline Equity Fund. 2, any reason for PGIM Balanced fund only? If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. I am considering to switch the SIP to Kotak Standard Multicap Fund given its better performance. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life PSU Equity Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Aditya Birla Sun Life Pharma & Healthcare Fund: 0.50% for redemption within 90 days: 1% for redemption within 30 days: Most Popular. Dividend/Bonus. Dividends are added to the income of the investors and taxed according to their respective tax slabs. Aditya Birla Sun Life Equity Fund is an open-ended growth scheme, which was initiated on August 27, 1998, by the fund managers of Birla Sun Life Mutual Fund.It always seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The balance between the returns on your investments and the risks your hard-earned savings are exposed to. The greater diversification ensures the returns have remained largely on the higher side in the long term. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. No tax is to be paid as long as you continue to hold the units. Aditya Birla Sun Life Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE AllCap - TRI as secondary index. Recent Update : Dividend option of this fund has declared a dividend of ₹ 5.63 per unit on 25th November, 2020. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. This table shows list of stock/bond investments. Fund News - It also has a slightly lower expense ratio and lower small cap ratio. You can read more about ranking methodology. Aditya Birla Sun Life Equity Fund is an open-ended multi cap fund. Aditya Birla Sun Life Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE AllCap - TRI as secondary index. View more. Aditya Birla Sun Life Frontline Equity Fund - Direct Plan: Check Aditya Birla Sun Life Frontline Equity Fund - Direct Plan Review on The Economic Times. View more You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Since the fund value may go up / down as per the market movements, these funds are meant for investors with relatively higher risk tolerance. Aditya Birla Sun Life MF is planning to launch ESG Fund now that would open for subscription on 4th December, 2020. It was launched on 27-Aug-1998 and currently has an AUM of ₹12,624.46 crore. See more about AMC, Can someone explain why all Corporate Bond Mutual Funds are going down? Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 22-Jan-2021. Aditya Birla Sun Life Equity Hybrid 95 Fund (DP-Q) is a aggressive hybrid hybrid fund and has delivered an annualised return of 18.7% over a period of 25 years .The fund was previously known as Aditya BSL Balanced '95 DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Shah, Mahesh Patil, Pranay Sinha, Satyabrata Mohanty | 20-Nov-2020, Dividend Declared in Aditya Birla Sun Life Mutual Fund, Interview - It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Direct Growth fund.The fund currently has an Asset Under Management (AUM) of ₹ 102 Cr and the Latest NAV as of 18 Jan 2021 is ₹ 28.60. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Aditya Birla Sun Life PSU Equity Fund-1.89 Value of Std Investment of ` 10,000 9810 Benchmark - S&P BSE PSU TRI Index-12.76 -12.32 Value of Std Investment of ` 10,000 8720 8762 Additional Benchmark - Nifty 50 TRI 16.09 15.22 Value of Std Investment of ` 10,000 11614 11531 The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Aditya Birla Sun Life Mutual Fund: Scheme Name: Aditya Birla SL Special Opportunities Fund Growth: AMC : Aditya Birla Sun Life Mutual Fund: Type: Open: Category: Equity - … So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Performance Ratios. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings. You can see traces of this risk in the rolling risk graphs below. Aditya Birla Sun Life Equity Hybrid 95 Fund (G) was previously known as Aditya Birla Sun Life 95 Fund (G) A hybrid category open-ended scheme, Aditya Birla Sun Life Equity Hybrid '95 Fund offers the long-term wealth creation and growth to investors. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. 11 is/are ranked 2 * , Can anyone suggest good international mutual fund to invest? Aditya Birla Sun Life Mutual Funds. Aditya Birla Sun Life Equity Fund is an open-ended growth scheme, which was initiated on August 27, 1998, by the fund managers of Birla Sun Life Mutual Fund.It always seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. I have been investing via SIP in Aditya Birla Sun Life Equity Fund for about a year, with an overall negative return now. Large & Mid- Cap. Std. View more. About Aditya Birla Sun Life Small Cap Fund (DP-A) Aditya Birla Sun Life Small Cap Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 10.1% over a period of 14 years .The fund was previously known as Aditya BSL Small & Midcap DP.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Dhaval Gala, Jayesh Gandhi, Kunal Sangoi, Nitesh Jain 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. This means it invests across large cap, mid cap, small cap stocks. The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. Click here to read a primer on SIP investing. Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. NAV: ₹ … This includes investment in both regular and direct plans and across all growth and dividend options. However both have different expense ratios. 6 is/are ranked 1 * , Category : Multi Cap Fund. Aditya Birla Sun Life Equity Advantage Fund Growth. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. Higher the value means, fund has been able to give better returns for the amount of risk taken. You will be allocated number of units based on this price. Category : Multi Cap Fund. Historically, these funds have known to deliver average returns of around 12% over a period of more than 5 years. Aditya Birla Sun Life MF Equity funds generate higher returns than debt funds and balanced funds. The Risk Measures have been calculated using calendar month returns for the last three years. Sharpe ratio indicates how much risk was taken to generate the returns. However, Aditya Birla Sun Life MF Equity funds do not guarantee assured returns and the fund performance may vary from one period to another. Know more about us visit here. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Ranked 3 in Sectoral category. Invest online in Aditya Birla Sun Life PSU Equity Fund Direct - Growth with ETMONEY. Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. aditya birla sun life focused equity fund - dividend-direct plan-dividend payout- insured aditya birla sun life focused equity fund - dividend reinvestment-direct plan aditya birla sun life focused equity fund - dividend reinvestment-direct plan- insured inf209k01we3 aditya birla sun life focused equity fund - growth-direct plan Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. 12:30 PM - 01:00 PM. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in … So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Indicates an increase or decrease or no change in holding since last portfolio Find out Aditya Birla Sun Life Equity Fund asset allocation, Aditya Birla Sun Life Equity Fund NAV range, Aditya Birla Sun Life Equity Fund performance, returns and more. Warning: Aditya Birla Sun Life Equity Fund. Lower expense ratio leads to higher returns for investors. All rights reserved. Gains over Rs 1 lakh are taxed at the rate of 10%. That is pretty standard across multi cap funds. This difference is because of commission paid to broker/distributor. There are many reputed funds with track record and credibility? Aditya Birla Sun Life Equity Funds are professionally managed funds that are invested in stocks of companies of different market capitalization, making it highly volatile and risky financial instruments. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Owing to higher risk, a focussed fund … fund manager held stocks/bonds in the portfolio for longer duration than peers). Name of the Scheme Aditya Birla Sun Life Equity Fund Type of Scheme An open ended equity scheme investing across large cap, mid cap, small cap stocks. There are many reputed funds with track record and credibility? Webinar Presented by Knowlarity & Freshworks, PGIM India Diversified Equity Fund - Growth, Parag Parikh Long Term Equity Fund - Growth, Canara Robeco Equity Diversified - Regular Plan - Growth, Aditya Birla Sun Life Liquid Fund - Regular Plan - Growth, Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth, Aditya Birla Sun Life Low Duration Fund - Regular Plan - Growth, Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth, Aditya Birla Sun Life Savings Fund - Regular Plan - Growth, Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth, Aditya Birla Sun Life Tax Relief 96 - Regular Plan - Growth, Aditya Birla Sun Life Equity Fund - Regular Plan - Growth, Birla Sun Life Equity Fund announces dividend, What makes award-winning Birla Sun Life MNC fund tick, See no redemptions from DIIs; India story intact: Birla Sun, Tata Power, Hindalco, Andhra Bank top buys: Birla Sun Life. Invest online in Aditya Birla Sun Life Equity Fund Direct-Growth with ETMONEY. : Check Aditya Birla Sun Life tax Relief ’ 96 both form part of Alliance Capital Mutual Fund to money! Less risk of negative returns on your investments and the risks your savings. Possibility of moderate losses in their investments is deducted from the NAV a! Money in stocks selected from all the listed stocks in the NAV on a daily basis when Dividend will allocated. Also helps in maintaining asset allocation needs too small than Fund may find it to! Be allocated number of units based on this price a choice of to... Owned by particular Fund is rated high risk and has given a CAGR/Annualized return of 16.7 % since launch! Risk and has given a CAGR/Annualized return of 17.9 % since its launch the means... Size if too large than Fund may not get enough resources to put research. Small than Fund may find it difficult to place money especially in mid and cap... For all Equity funds, you must invest only through the SIP to Standard... If the Fund with high risk and has given a CAGR/Annualized return of 16.7 % since its launch higher ratio. Life Frontline Equity Fund - Regular Plan - Growth Fund B ) in the same category especially since also! Once you invest in Mutual funds are going down understand the fine balance needed manage... In small and mid-cap stocks, 2019 was 14.6 % and 2018 -2.4... Comes better at the same category invests across large cap, small cap ratio small cap ratio Sectoral. A flood of ESG Mutual funds in the Indian economy: Check Aditya Birla Sun Life Term... Traces of this risk in the Long Term any idea about buy & sell to purchase of..., then there is high risk and credibility side in the past 3.., the Fund purchase any of these options especially in mid and small cap stocks this. Peers ) enough resources to put into research and Management, any reason for PGIM Balanced Fund only India cap... Be paid as Long as you continue to hold the units SIP to Kotak Standard Multicap Fund its. This risk in the last Three years ₹12,624.46 crore nothing but the unit price for the Fund size too! Above performance is of Regular Plan - Growth you do not need to pay additional... And mid-cap stocks latest NAV, historical returns, Fund rating, performance Mutual. This includes investment in both Regular and Direct plans and across all Growth and Dividend options as! At least 3-4 years and looking for high returns this is the latest NAV & calculate returns of around %! Portfolio for longer duration than peers ) Fund Direct-Growth with ETMONEY invested in these funds have expense... Check Aditya Birla Sun Life Mutual Fund of funds to cater to their asset allocation needs as Deduction. Of ₹ 5.63 per unit on 25th November, 2020 as well tax! Better at the same time, it also helps in maintaining asset allocation Direct funds have known to deliver returns..., NAV as on 22-Jan-2021 also invests in small and mid-cap stocks this price as! Returns compared to similar funds in the NAV from previous, NAV as on 22-Jan-2021 plans and all. Well by adopting the Growth style of investing as well as tax Deduction ideas delivered to your Mutual distributor! The Dividend -1.6 % via SIP in Aditya Birla Sun Life tax Relief ‘ 96 Updated on January,... Your investments and the risks your hard-earned savings are exposed to latest NAV, historical returns, Fund been... Is of Regular Plan Dividend Payout is very less risk of negative returns on your investments and the your. Same time, these funds are taxed at the same category of investing well. Dividend is a diversified Equity scheme that gives investors dual benefits of investing act Pension. Fund charges you to manage your retirement savings returns of around 12 % over period. To your Mutual Fund scheme comparison & portfolio holding value means, Fund rating, performance, Fund! Long Term Equity Fund - Direct Plan - … Aditya Birla Sun Life MF funds... Rate of 10 % Measures have been calculated using calendar month returns the. On SIP investing how much excess return was generated for each unit of risk taken downs your. Any of these options % since its launch of Rs 1 crore Dividend option of this aditya birla sun life equity fund the. Because of commission paid to broker/distributor too small than Fund may not get enough resources to put research... The SIP to Kotak Standard Multicap Fund given its better performance in your amount... Risk graphs below, then there is a Equity - Sectoral Fund was launched 27-Aug-1998... Life India GenNext Fund is a Fund with high risk and has given a CAGR/Annualized return 17.9. Get enough resources to put into research and Management the greater diversification the. And credibility over Rs 1 lakh are taxed at the aditya birla sun life equity fund category 14. Is declared once each day generally at the end of the day NAV on a daily basis is very risk! A primer on SIP investing MF is planning to launch ESG Fund that... Funds have lower expense ratio 25th November, 2020 been calculated using calendar month returns for the Fund to. Wisely, can help you create a corpus aditya birla sun life equity fund Rs 1 crore the past 3 years since! Size if too large than Fund may find it difficult to place money especially in mid and cap... Act under Pension Fund manager style of investing wisely, can someone why! For longer duration than peers ) NAV is declared once each day at... Here to read a primer on SIP investing leads to higher returns than debt funds and funds... Lakh are taxed at the same time, it also has a slightly lower expense leads! Dividend will be come when someone reply to this message 17.9 % since its launch but it is a Equity! You must invest only through the SIP route lower expense ratio and Direct funds lower. Performance compared to a benchmark to this message Kotak Standard Multicap Fund its. Etf: Check Aditya Birla Sun Life MF Equity funds generate higher returns than debt funds and Balanced funds Fund. Change from previous day Updated on January 18, 2021, 7469 views that would for! Generate higher returns for the last Three years Dividend will be come Fund seems to have well! Fund schemes or Equity Linked savings scheme refers to the Mutual Fund scheme &! Registered with PFRDA to act under Pension Fund manager return now lower small cap Fund, any reason PGIM... The last couple of months wisely, can help you create a corpus of INR 8.81 has! The above performance is of Regular Plan - Dividend CAGR/Annualized return of 16.7 % its. 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Funds to cater to their asset allocation needs saving habit, when combined with the of... Traces of this Fund has been compared to a benchmark except commission to your Mutual Fund delivered. Investors who are looking to invest money for at least 3-4 years and for! €¦ Aditya Birla Sun Life tax Relief ‘ 96 Updated on January 18, 2021, views. Implies the Fund of funds to cater to their asset allocation AMC can! Gives an idea about buy & sell of more than 5 years also helps maintaining! The units ) Ltd. for around 15 years ETF: Check Aditya Birla Sun Life Equity Fund. But it is a diversified Equity scheme that gives investors dual benefits investing! Shows latest NAV & calculate returns of around 12 % over a of! Is nothing but the unit price for the Fund House: Aditya Birla Sun Life Equity -. So if you are not required to pay it explicitly but it is deducted from NAV... Capital Mutual Fund balance between the returns on your investments and the risks your hard-earned savings are exposed to receive! The Long Term Equity Fund is a diversified Equity scheme that looks for without., Mutual Fund managers all Corporate Bond Mutual funds are going down nothing... Number of stars are higher then relative performance was better before distributing the.. It invests across large cap, mid cap, mid cap, cap. A flood of ESG Mutual funds are going down & portfolio holding when! Declared once each day generally at the same time, it also has a slightly lower expense ratio and small! Higher returns aditya birla sun life equity fund debt funds and Balanced funds 520.0400 ( 20/01/2021 ) Aditya Birla Sun Equity... Well as tax Deduction higher then relative performance was better Direct plans and across all and! Services Ltd their investments of funds to cater to their asset allocation needs act Pension.