Aditya Birla SL Inter Equity - Plan B-Direct (G)

Aditya Birla SL Inter Equity - Plan B-Direct (G)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Vineet Maloo
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 80.46
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment.
Exit Load 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment.
Expense Ratio 2.23

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 3.66% 2.85%
3 Month 8.26% 8.38%
6 Month 3.71% 2.17%
1 Year 6.24% 9.98%
3 Year 9.43% 15.04%
5 Year 6.99% 9.11%
Since Inception 9.65% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others