Aditya Birla Sun Life Gold Fund - Direct Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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High

₹23.3470 0.60%

As on 04-Oct-2024

Returns

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Calculate SIP Returns of Aditya Birla Sun Life Gold Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Aditya Birla Sun Life Gold Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Aditya Birla Sun Life Gold Fund - Direct Plan

Assets info

₹371 Cr

Exit Load (Days) info

1.00 (15)

Min. Investment (₹)

100

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

100

Min. No of Cheques

6

Investment Strategy

The scheme seeks to provide returns that tracks returns provided by Birla Sun Life Gold ETF.

Suitability

"Gold funds provide returns that are closely in line with the returns provided by gold.

We do not think of gold as a good long-term investment avenue and therefore we believe that investors can avoid these funds altogether. Read this article to know why.

But for those retail investors who'd still prefer to invest in gold, we believe that the Sovereign Gold Bond Scheme offered by the Government of India is a better alternative. This scheme offers a guaranteed return of 2.5 per cent per year over and above the return provided by the price of gold, though the investment cannot be redeemed before a tenure of five years."

Capital Gains Taxation

  • If investment is made on or after 1 April, 2023 and sold up to 31 March, 2025: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Aditya Birla Sun Life Gold Fund - Direct Plan

Aditya Birla Sun Life Gold Fund - Direct Plan is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.

Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Gold Fund - Direct Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Aditya Birla Sun Life Gold Fund - Direct Plan is ₹23.3470 as of 05-Oct-2024.

The AUM of Aditya Birla Sun Life Gold Fund - Direct Plan Fund is ₹371 Cr as of 31-Aug-2024

The riskometer level of Aditya Birla Sun Life Gold Fund - Direct Plan is High. See More

As of 31-Aug-2024, Aditya Birla Sun Life Gold Fund - Direct Plan had invested 96.39% in Commodities and 3.61% in Cash & Cash Eq. See More

Aditya Birla Sun Life Gold Fund - Direct Plan is 11 years 9 months old. It has delivered 6.92% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
32.43%
16.74%
13.73%
13.57%
9.70%
6.92%

No, There is no lock in period in Aditya Birla Sun Life Gold Fund - Direct Plan.

The expense ratio of Aditya Birla Sun Life Gold Fund - Direct Plan is 0.15.