Expense ratio, exit load and tax
Expense ratio: 0.52%
Inclusive of GST
Exit load
0.5% for redemption within 90 Days
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.
Fund management
Education
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.
Managed Schemes
Aditya Birla Sun Life Mid Cap Direct Fund Growth
Kotak Bluechip Fund Direct Growth
Aditya Birla Sun Life Flexi Cap Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Manufacturing Equity Fund Direct Growth
Kotak Infrastructure and Economic Reform Fund Direct Growth
Kotak India Growth Fund Series 5 Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Pioneer Fund Direct Growth
Aditya Birla Sun Life Business Cycle Fund Direct Growth
Kotak Manufacture in India Fund Direct Growth
Education
Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.
Managed Schemes
Aditya Birla Sun Life Small Cap Fund Direct Growth
Aditya Birla Sun Life Focused Fund Direct Growth
Aditya Birla Sun Life MNC Fund Direct Growth
Aditya Birla Sun Life Pure Value Direct Fund Growth
Aditya Birla Sun Life Digital India Fund Direct Growth
Aditya Birla Sun Life Asset Allocator FoF Direct Growth
Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth
Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct Growth