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Value Research Rating
Analyst’s Choice
Riskometer
Moderately High
₹35.7525 -0.22%
As on 09-Dec-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan
|
|
|
Moderately High
|
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0.68 |
|
 |
|
Moderate
|
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1.29 |
||
|
|
Moderate
|
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1.45 |
||
|
|
Moderate
|
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1.23 |
||
|
|
Moderately High
|
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0.52 |
₹10 Cr
0.25 (15)
100
1
100
6
Investment Strategy
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Suitability
"Dynamic Bond funds have the freedom to invest in bonds of any duration. Depending on where it expects to earn maximum returns, the fund management team actively decides whether to invest in bonds maturing in a few months or in the ones maturing several years later.
However, retail investors can avoid these funds altogether. There are far too many kinds of debt funds with a highly nuanced classification based on the type or duration of bonds they can invest in. We believe that so many fund categories add to complexity which is easily avoidable. Retail investors can simply invest in Liquid funds for an investment horizon of up to one year and Short Duration funds for the fixed income allocation (which should be 100 per cent for investment horizon of up to three years) in their longer-term portfolios."
Capital Gains Taxation
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
1 min read•By News Desk
Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan is a dynamic bond fund having the flexibility to invest in bonds of any duration. Depending on where it expects to earn maximum returns, the fund management team actively decides whether to invest in short maturity bonds or in those maturing several years later.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular 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 Active Debt Multi-Manager FoF Scheme - Regular Plan is ₹35.7525 as of 11-Dec-2024.
The AUM of Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan Fund is ₹10 Cr as of 30-Nov-2024
The riskometer level of Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan is Moderately High. See More
| Company | Percentage of Portfolio |
|---|---|
|
Aditya Birla SL CRISIL 10 Year Gilt ETF-G |
57.94
|
|
Aditya Birla SL Long Duration Direct-G |
11.54
|
|
Aditya Birla SL Government Securities Direct-G |
11.43
|
|
Aditya Birla SL Income Direct-G |
8.69
|
|
Aditya Birla SL Credit Risk Direct-G |
4.15
|
As of 30-Nov-2024, Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan had invested 91.67% in Debt, 7.99% in Cash & Cash Eq. and 0.34% in Real Estate See More
Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan is 17 years 11 months old. It has delivered 7.35% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
8.14%
|
5.80%
|
6.24%
|
6.36%
|
6.78%
|
7.35%
|
No, There is no lock in period in Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan.
The expense ratio of Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Regular Plan is 0.68.
