Holdings (3)
Name | Sector | Instrument | Assets |
---|---|---|---|
Orient Cement Ltd. | Construction | Equity | 1.93056443% |
Honeywell Automation India Ltd. | Engineering | Equity | 1.5181059% |
G R Infraprojects Ltd. | Construction | Equity | 0.81265754% |
Returns and rankings
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund Returns | 43.93% | 1.12% | NA% | -1.50% |
Category Average | 48.85% | 24.54% | NA% | NA% |
Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: %
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
Experience
Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.
Managed Schemes
Aditya Birla Sun Life Focused Equity Fund Series 6 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 1 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 2 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 6 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 7 Direct Growth
Education
Mr. Bafna is a B.E. (Chemical).
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd.