Equity
Value
Very High
Investment Returns (CAGR)
1 yr.
25.99
3 yr.
27.83
5 yr.
14.3
Since Inception.
15.6%
Fund Size (Rs.)
4854 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF209K01WP9
Expense Ratio
1.05%
Minimum SIP (Rs.)
1000
Launch Date
02-Jan-2013
Fund House
Aditya Birla Sun Life Mutual Fund
Exit Load
1% for redemption within 90 days
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy i.e buying into stocks that are trading for less than their intrinsic value - stocks that the market is undervaluing. ;
Equity
Value
Very High
Fund Size (Rs.)
4854 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF209K01WP9
Expense Ratio
1.05%
Minimum SIP (Rs.)
1000
Launch Date
02-Jan-2013
Fund House
Aditya Birla Sun Life Mutual Fund
Exit Load
1% for redemption within 90 days
1 yr. 25.99
3 yr. 27.83
5 yr. 14.3
Since Inception. 15.6%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy i.e buying into stocks that are trading for less than their intrinsic value - stocks that the market is undervaluing. ;
