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Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
(Min ₹1000 for SIP, ₹1000 for one time investment)

Scheme Objective

The primary investment objective of the Scheme is to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.

Scheme Details

  • Fund manager(s)Dhaval Gala
  • Launch date – 14-Dec-2013
  • Expense ratio – 2.38% as declared on 30-Apr-2020 (category average is 2.43%)
  • Benchmark - Nifty Financial Services TRI
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹1000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Aditya Birla Sun Life AMC Ltd.
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Tel no.: 43568000
Fax no.: 43568110/ 8111
Website.: https://mutualfund.adityabirlacapital.com

Forum

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