There seems to be some Technical problem. | Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings. service is unavailable, please try after some time. Fund Overview . View more, Goood very nice best smutual fund to buy goos nav it has and good return, Nippon India ETF Nifty BeES: If you are looking for a consistent compounder better than a bank FD, look no further, this is the place to be. By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. India is a hub of mid-sized companies (mid-caps), and quite a few have the potential of becoming tomorrow’s top companies. Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. SBI Small Cap Fund Direct-Growth. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. You have exceeded the number of requests permitted. Aditya Birla Sun Life Small Cap Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. Regular funds have higher expense ratio and direct funds have lower expense ratio. We are sorry. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Sharpe ratio indicates how much risk was taken to generate the returns. The Aditya Birla Sun Life Equity Fund G falls under the ‘ Diversified Equity ’ category and makes an investment in the equity stocks of large-cap, mid-cap and small-cap companies in order to fetch the benefits of the whole equity market of mutual funds. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. FEATURED FUNDS ★★★ ★★ Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. 5Y Return. Total Schemes managed by {fundmanagername} is {fundmanagerfundcount}. 9833728368. The scheme would invest a substantial portion of its investible assets (over 65%) in Mid Cap companies. | It is eligible for individual investors whose age is 18 years and above but less than 51 years, at the time of the first investment. | - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. This difference is because of commission paid to broker/distributor. If you have an aggressive profile with an investment horizon of 10 years or more, this category is the right match for you. Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme. For submitting your details. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. In case of joint unit holders in the scheme, only the first unit holder would be eligible for the insurance cover. 5Y Return. Other investments are (since last 16 months) : L&T Hybrid Equity Fund (G) – Rs.2500 per month Add to watchlist. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Help us improve your experience by taking our short survey. 5Y Return. The Fund Benchmark is Nifty Midcap 100 TRI, (An open ended equity scheme predominantly investing in mid cap stocks). Aditya Birla Sun Life Focused Equity Fund, Aditya Birla Sun Life Frontline Equity Fund, Aditya Birla Sun Life Corporate Bond Fund, Aditya Birla Sun Life Banking & PSU Debt Fund, Aditya Birla Sun Life Special Opportunities Fund, Subscription / Switch-in (from other schemes/plans of the Mutual Fund), Redemption / Switch - out (to other schemes/plans of the Mutual Fund), Investments primarily in mid cap companies, Year 1 : 10 times the monthly Century SIP installment, Year 2 : 50 times the monthly Century SIP installment, Year 3 onwards : 100 times the monthly Century SIP installment, Investments in stocks with higher growth potential. The fund has a lock-in period of minimum five years or till retirement age, whichever is earlier. Passive Choices Many of our Gold-rated funds follow passive approaches. Gains over Rs 1 lakh are taxed at the rate of 10%. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. 7 is/are ranked 1 * , It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. Der SDAX (abgeleitet von Small-Cap-DAX) ist der Referenzindex für kleine bis mittelgroße deutsche Nebenwerte. Small Cap Fund : Small Cap Fund : Fund has 93.67% investment in indian stocks of which , 14.42% is in mid cap stocks, 71.56% in small cap stocks. AS A RETIREE , I DONT ADVISE YOU TO INVEST IN MF FULL. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. 60 Years and less than the current completed age of the investor. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Bei Vollmacht gemäß § 34 Abs. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada. 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