Aditya Birla Sun Life Low Duration Regular Plan Growth
Medium
Risk
Debt
Low Duration Fund
+
5.19
%
5.19
%
3Y annualised
+
0.02
%
0.02
%
1D
1M
6M
1Y
3Y
All
Fund size
12059
NAV:
Mar 7, 2024
597.746
Sector
Tech
Type
Debt
Launched
May 1998
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.38% Govt Stock 2027
6.28
%
5.63% Govt Stock 2026
3.63
%
National Bank For Agriculture And Rural Development
2.51
%
Power Finance Corporation Limited
2.18
%
8.25% Govt Stock 2033
2.01
%
JM Financial Credit Solutions Limited
1.99
%
Belstar Investment And Finance Private Limited
1.86
%
National Bank For Agriculture And Rural Development
1.61
%
Punjab National Bank
1.55
%
Axis Bank Ltd.
1.55
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Low Duration Regular Plan Growth
More details
Investment objective
The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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