Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Direct Plan - Growth Option
As on 07 Nov 2024
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Direct Plan - Growth Option
OtherNAV
₹ 42.80
CAGR (3 Years)
13.42%
AUM (Cr)
₹ 37.68
Risk
High Risk
About Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Direct Plan - Growth Option
To generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Investment Process, as per the risk-return profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-r
Breakdown of this Fund
Debt Others
4.38%
Mutual Fund Units
191.30%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
1.76
Exit Load
1.00% - For redemption/switch-out of units within 365 days from the date of allo...
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.