3 Year return

0
Launched on July 2022 (2 years)

Investment Details

₹500

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹123.26 Cr.

Expense Ratio

0.43% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

HS

Harshil Suvarnkar

Fund Manager since Jul 2022

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹332,579.31 Cr.
No. of Schemes 226
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Long Duration Fund Direct Growth

Aditya Birla Sun Life Long Duration Fund Direct Growth is a debt fund managed by Aditya Birla Sun Life Mutual Fund. It is a long duration debt fund, which means that it invests in debt securities with a longer maturity. This is an open-ended fund that provides the investor with an opportunity to buy or sell fund units at any time. The expense ratio of Aditya Birla Sun Life Long Duration Fund Direct Growth is higher compared to its category average.

Investment Objectives of the Scheme

The investment objective of Aditya Birla Sun Life Long Duration Fund Direct Growth is to generate income by investing in a diversified portfolio of long-duration debt and money market securities.

Key Features of The Fund

5-year return NA
Expense Ratio 0.43%
Fund Manager Harshil Suvarnkar
Fund Size ₹123.26 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

This fund is suitable for investors who are looking for regular income and who are comfortable with the risk of interest rate volatility. This fund is a good option for investors who are willing to invest for at least 5 years. It is important to remember that all investments carry some risk, and you should always do your own research before investing. However, talk to your financial advisor and ensure that you are considering your investment objectives and risk appetite.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Combat Inflation with SIP Investments

Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.

FAQs

What is today's NAV of Aditya Birla Sun Life Long Duration Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Long Duration Fund Jun 12 2024 is 11.8197

What is the AUM of Aditya Birla Sun Life Long Duration Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Long Duration Fund is 123.26 crore.

What is the expense ratio of Aditya Birla Sun Life Long Duration Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Long Duration Fund is 0.43%

What are the returns of Aditya Birla Sun Life Long Duration Fund since inception?

The Aditya Birla Sun Life Long Duration Fund was launched on Jul 22 2022. The fund has delivered a CAGR of 9.49 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Long Duration Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Long Duration Fund is 500.

How do I invest in Aditya Birla Sun Life Long Duration Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Long Duration Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Long Duration Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Long Duration Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.