Expense ratio, exit load and tax
Expense ratio: %
Inclusive of GST
Exit load
Nil
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. Mohanty is a B.Com (H), Chartered Accountant and CFA.
Experience
Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.
Managed Schemes
Aditya Birla Sun Life Equity Advantage Fund Direct Growth
Aditya Birla Sun Life Dividend Yield Fund Direct Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth
Aditya Birla Sun Life Regular Savings Fund Direct Growth
Aditya Birla Sun Life Banking & Financial Services Fund Direct Growth
Aditya Birla Sun Life Equity Savings Fund Direct Growth
Aditya Birla Sun Life Focused Equity Fund Series 6 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 1 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 2 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 6 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 7 Direct Growth
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
Education
Mr. Bafna is a B.E. (Chemical).
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd.
Managed Schemes
Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Direct Growth
Aditya Birla Sun Life Pure Value Direct Fund Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 3 Direct Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth
Aditya Birla Sun Life Global Excellence Equity FoF Direct Growth
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 6 Direct Growth
Aditya Birla Sun Life Resurgent India Fund Series 7 Direct Growth