Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme Fund Direct Growth

Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Kaustubh Gupta, Harshil Suvarnkar. This fund gives you the benefit of diversification.

1. Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme Fund Direct Growth has ₹11 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.4.
   

Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme Fund Direct Growth has given a CAGR return of 7.67% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.67%, 7.86% and 6.83% respectively.

Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Government, Basic Materials, Energy, Industrial, Cash Equivalent, Consumer Cyclical, Tech, Consumer Defensive, Communication, Health, Utilities, Real Estate.

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary objective of the Scheme is to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the ABSLAMC process. There can be no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 1000.00. Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme Fund Direct Growth has no lock in period.