How to Invest in Aditya Birla Sun Life Tax Plan Direct IDCW?

You can easily invest in Aditya Birla Sun Life Tax Plan Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Aditya Birla Sun Life Tax Plan Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Aditya Birla Sun Life Tax Plan Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Tax Plan Direct IDCW provide?

The Aditya Birla Sun Life Tax Plan Direct IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is -3.63% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Tax Plan Direct IDCW?

The term Expense Ratio used for Aditya Birla Sun Life Tax Plan Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Aditya Birla Sun Life Tax Plan Direct IDCW is 0.95% as of 21 Dec 2024...

What is the AUM of Aditya Birla Sun Life Tax Plan Direct IDCW?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Tax Plan Direct IDCW is ₹314.60Cr as of 21 Dec 2024.

How to Redeem Aditya Birla Sun Life Tax Plan Direct IDCW?

If you want to sell your Aditya Birla Sun Life Tax Plan Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Tax Plan Direct IDCW?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Tax Plan Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Tax Plan Direct IDCW?

The NAV of Aditya Birla Sun Life Tax Plan Direct IDCW is ₹160.98 as of 13 Apr 2023.

What is the PE and PB ratio of Aditya Birla Sun Life Tax Plan Direct IDCW?

The PE ratio ratio of Aditya Birla Sun Life Tax Plan Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Aditya Birla Sun Life Tax Plan Direct IDCW - NAV, Mutual Fund Performance & Portfolio

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Aditya Birla Sun Life Tax Plan Direct IDCW
Equity
Tax Planning
Very High Risk
Payout
3Y Lock In
14.88%
3Y annualised
-0.13% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 13 Apr 2023₹160.98
Min. SIP amountNot Supported
RatingNA
Fund size₹314.60Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Tax Planning
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.6%14.9%4.4%12.4%
Category average23.1%17.9%19.2%NA
Rank with in categoryNANANANA
Understand terms
Holdings (40)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.28%
Housing Development Finance Corporation Ltd.
FinancialEquity6.27%
Honeywell Automation India Ltd.
Capital GoodsEquity6.09%
Infosys Ltd.
TechnologyEquity5.64%
Reliance Industries Ltd.
EnergyEquity5.43%
HDFC Bank Ltd.
FinancialEquity5.23%
Larsen & Toubro Ltd.
ConstructionEquity4.47%
Bayer CropScience Ltd.
ChemicalsEquity4.17%
State Bank of India
FinancialEquity3.66%
Axis Bank Ltd.
FinancialEquity3.42%
Gillette India Ltd.
Consumer StaplesEquity3.36%
Fortis Healthcare Ltd.
HealthcareEquity3.15%
Shoppers Stop Ltd.
ServicesEquity2.95%
Tata Consultancy Services Ltd.
TechnologyEquity2.68%
Sundaram-Clayton Ltd.
AutomobileEquity2.38%
Shree Cement Ltd.
ConstructionEquity2.05%
Pfizer Ltd.
HealthcareEquity1.86%
Kansai Nerolac Paints Ltd.
ChemicalsEquity1.68%
Hindustan Unilever Ltd.
Consumer StaplesEquity1.55%
ICRA Ltd.
ServicesEquity1.43%
Titan Company Ltd.
Consumer DiscretionaryEquity1.42%
Container Corporation Of India Ltd.
ServicesEquity1.41%
Hindalco Industries Ltd.
Metals & MiningEquity1.35%
Bata India Ltd.
Consumer StaplesEquity1.35%
Ultratech Cement Ltd.
ConstructionEquity1.33%
Maruti Suzuki India Ltd.
AutomobileEquity1.33%
Johnson Controls - Hitachi Air Conditioning India Ltd.
Consumer DiscretionaryEquity1.30%
Biocon Ltd.
HealthcareEquity1.27%
Thomas Cook (India) Ltd.
ServicesEquity1.13%
Glaxosmithkline Pharmaceuticals Ltd.
HealthcareEquity1.13%
Mphasis Ltd.
TechnologyEquity1.11%
NTPC Ltd.
EnergyEquity1.08%
Bharti Airtel Ltd.
CommunicationEquity1.07%
Kotak Mahindra Bank Ltd.
FinancialEquity1.03%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity0.97%
Mahindra & Mahindra Ltd.
AutomobileEquity0.93%
Century Textiles & Industries Ltd.
Consumer StaplesEquity0.92%
Sundaram Clayton Limited
AutomobilePref. Shares0.79%
Bajaj Finance Ltd.
FinancialEquity0.79%
Aditya Birla Capital Ltd.
FinancialEquity0.54%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2023 - Present
0.95%
28 Feb 2023 - 31 Mar 2023
0.95%
31 Jan 2023 - 28 Feb 2023
0.95%
31 Dec 2022 - 31 Jan 2023
0.95%
31 Dec 2022 - 31 Dec 2022
0.95%
30 Nov 2022 - 31 Dec 2022
0.95%
30 Nov 2022 - 30 Nov 2022
0.95%
30 Nov 2022 - 30 Nov 2022
0.95%
30 Nov 2022 - 30 Nov 2022
0.95%
31 Oct 2022 - 30 Nov 2022
1.97%
31 Oct 2022 - 31 Oct 2022
1.97%
31 Oct 2022 - 31 Oct 2022
1.97%
31 Oct 2022 - 31 Oct 2022
1.97%
30 Sep 2022 - 31 Oct 2022
1.97%
30 Sep 2022 - 30 Sep 2022
1.97%
30 Sep 2022 - 30 Sep 2022
1.97%
30 Sep 2022 - 30 Sep 2022
1.97%
31 Aug 2022 - 30 Sep 2022
2.00%
31 Aug 2022 - 31 Aug 2022
2.00%
31 Aug 2022 - 31 Aug 2022
2.00%
31 Jul 2022 - 31 Aug 2022
2.00%
31 Jul 2022 - 31 Jul 2022
2.00%
31 Jul 2022 - 31 Jul 2022
2.00%
31 Jul 2022 - 31 Jul 2022
2.00%
30 Jun 2022 - 31 Jul 2022
2.11%
30 Jun 2022 - 30 Jun 2022
2.11%
30 Jun 2022 - 30 Jun 2022
2.11%
31 May 2022 - 30 Jun 2022
2.11%
31 May 2022 - 31 May 2022
2.11%
31 May 2022 - 31 May 2022
2.11%
30 Apr 2022 - 31 May 2022
2.11%
30 Apr 2022 - 30 Apr 2022
2.11%
30 Apr 2022 - 30 Apr 2022
2.11%
31 Mar 2022 - 30 Apr 2022
2.11%
31 Mar 2022 - 31 Mar 2022
2.11%
31 Mar 2022 - 31 Mar 2022
2.11%
28 Feb 2022 - 31 Mar 2022
2.10%
28 Feb 2022 - 28 Feb 2022
2.10%
28 Feb 2022 - 28 Feb 2022
2.10%
31 Jan 2022 - 28 Feb 2022
2.10%
31 Jan 2022 - 31 Jan 2022
2.10%
31 Dec 2021 - 31 Jan 2022
1.99%
31 Dec 2021 - 31 Dec 2021
1.99%
30 Nov 2021 - 31 Dec 2021
1.99%
31 Oct 2021 - 30 Nov 2021
1.87%
30 Sep 2021 - 31 Oct 2021
1.87%
31 Aug 2021 - 30 Sep 2021
1.87%
31 Jul 2021 - 31 Aug 2021
1.87%
30 Jun 2021 - 31 Jul 2021
1.87%
31 May 2021 - 30 Jun 2021
1.87%
30 Apr 2021 - 31 May 2021
1.87%
31 Mar 2021 - 30 Apr 2021
1.86%
28 Feb 2021 - 31 Mar 2021
1.85%
31 Jan 2021 - 28 Feb 2021
1.87%
31 Dec 2020 - 31 Jan 2021
1.85%
30 Nov 2020 - 31 Dec 2020
1.85%
31 Oct 2020 - 30 Nov 2020
1.86%
30 Sep 2020 - 31 Oct 2020
1.86%
31 Aug 2020 - 30 Sep 2020
1.85%
31 Jul 2020 - 31 Aug 2020
1.86%
30 Jun 2020 - 31 Jul 2020
1.86%
31 May 2020 - 30 Jun 2020
1.87%
30 Apr 2020 - 31 May 2020
1.87%
31 Mar 2020 - 30 Apr 2020
1.87%
29 Feb 2020 - 31 Mar 2020
1.83%
31 Jan 2020 - 29 Feb 2020
1.82%
31 Dec 2019 - 31 Jan 2020
1.82%
30 Nov 2019 - 31 Dec 2019
1.81%
31 Oct 2019 - 30 Nov 2019
1.81%
30 Sep 2019 - 31 Oct 2019
1.82%
31 Aug 2019 - 30 Sep 2019
1.83%
31 Jul 2019 - 31 Aug 2019
1.53%
30 Jun 2019 - 31 Jul 2019
1.51%
31 May 2019 - 30 Jun 2019
1.50%
30 Apr 2019 - 31 May 2019
1.50%
31 Mar 2019 - 30 Apr 2019
1.49%
28 Feb 2019 - 31 Mar 2019
1.51%
31 Jan 2019 - 28 Feb 2019
1.50%
31 Dec 2018 - 31 Jan 2019
1.49%
30 Nov 2018 - 31 Dec 2018
1.46%
31 Oct 2018 - 30 Nov 2018
1.07%
30 Sep 2018 - 31 Oct 2018
1.48%
31 Aug 2018 - 30 Sep 2018
1.47%
31 Jul 2018 - 31 Aug 2018
1.49%
30 Jun 2018 - 31 Jul 2018
1.50%
31 May 2018 - 30 Jun 2018
1.27%
30 Apr 2018 - 31 May 2018
1.26%
31 Mar 2018 - 30 Apr 2018
1.22%
28 Feb 2018 - 31 Mar 2018
1.29%
31 Jan 2018 - 28 Feb 2018
1.48%
31 Dec 2017 - 31 Jan 2018
1.49%
30 Nov 2017 - 31 Dec 2017
1.49%
31 Oct 2017 - 30 Nov 2017
1.50%
Expense ratio, exit load and taxExpense ratio: 0.95%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAtul Penkar
Dec 2021 - Present
View details
Education
Mr.Penkar is a B.E. (Mechanical) and an MMS.
Experience
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
Also manages these schemes
Aditya Birla Sun Life Equity Advantage Fund Direct  Growth
Aditya Birla Sun Life ELSS Tax Saver Direct Growth
Aditya Birla Sun Life Tax Plan Direct Growth
Aditya Birla Sun Life Equity Savings Fund Direct Growth
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
Dhaval Gala
Apr 2022 - Present
View details
Education
Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Also manages these schemes
Aditya Birla Sun Life Dividend Yield Fund Direct Growth
Aditya Birla Sun Life ELSS Tax Saver Direct Growth
Aditya Birla Sun Life Small Cap Fund Direct Growth
Aditya Birla Sun Life Tax Plan Direct Growth
Aditya Birla Sun Life Banking & Financial Services Fund Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life Special Opportunities Fund Direct Growth
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
Aditya Birla Sun Life Business Cycle Fund Direct Growth
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹3,59,537.40Cr
Date of Incorporation23 Dec 1994
    Aditya Birla Sun Life Tax Plan Direct IDCW is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.     This scheme was made available to investors on 23 Dec 1994.     Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Tax Plan Direct IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹3,59,537 Cr and     the Latest NAV as of 13 Apr 2023 is ₹160.98.  

    The Aditya Birla Sun Life Tax Plan Direct IDCW is rated Very High risk.     Minimum SIP Investment is set to ₹1,000.          
  ;
Investment ObjectiveAn Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment. 
 
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
E-mail
NA
Website
mutualfund.adityabirlacapital.com
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Aditya Birla Sun Life Tax Plan Direct IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	-3.6%	14.9%	4.4%	12.4%
Category average	23.1%	17.9%	19.2%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.28%
Housing Development Finance Corporation Ltd.	Financial	Equity	6.27%
Honeywell Automation India Ltd.	Capital Goods	Equity	6.09%
Infosys Ltd.	Technology	Equity	5.64%
Reliance Industries Ltd.	Energy	Equity	5.43%
HDFC Bank Ltd.	Financial	Equity	5.23%
Larsen & Toubro Ltd.	Construction	Equity	4.47%
Bayer CropScience Ltd.	Chemicals	Equity	4.17%
State Bank of India	Financial	Equity	3.66%
Axis Bank Ltd.	Financial	Equity	3.42%
Gillette India Ltd.	Consumer Staples	Equity	3.36%
Fortis Healthcare Ltd.	Healthcare	Equity	3.15%
Shoppers Stop Ltd.	Services	Equity	2.95%
Tata Consultancy Services Ltd.	Technology	Equity	2.68%
Sundaram-Clayton Ltd.	Automobile	Equity	2.38%
Shree Cement Ltd.	Construction	Equity	2.05%
Pfizer Ltd.	Healthcare	Equity	1.86%
Kansai Nerolac Paints Ltd.	Chemicals	Equity	1.68%
Hindustan Unilever Ltd.	Consumer Staples	Equity	1.55%
ICRA Ltd.	Services	Equity	1.43%
Titan Company Ltd.	Consumer Discretionary	Equity	1.42%
Container Corporation Of India Ltd.	Services	Equity	1.41%
Hindalco Industries Ltd.	Metals & Mining	Equity	1.35%
Bata India Ltd.	Consumer Staples	Equity	1.35%
Ultratech Cement Ltd.	Construction	Equity	1.33%
Maruti Suzuki India Ltd.	Automobile	Equity	1.33%
Johnson Controls - Hitachi Air Conditioning India Ltd.	Consumer Discretionary	Equity	1.30%
Biocon Ltd.	Healthcare	Equity	1.27%
Thomas Cook (India) Ltd.	Services	Equity	1.13%
Glaxosmithkline Pharmaceuticals Ltd.	Healthcare	Equity	1.13%
Mphasis Ltd.	Technology	Equity	1.11%
NTPC Ltd.	Energy	Equity	1.08%
Bharti Airtel Ltd.	Communication	Equity	1.07%
Kotak Mahindra Bank Ltd.	Financial	Equity	1.03%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	0.97%
Mahindra & Mahindra Ltd.	Automobile	Equity	0.93%
Century Textiles & Industries Ltd.	Consumer Staples	Equity	0.92%
Sundaram Clayton Limited	Automobile	Pref. Shares	0.79%
Bajaj Finance Ltd.	Financial	Equity	0.79%
Aditya Birla Capital Ltd.	Financial	Equity	0.54%

Rank (total assets)	#4 in India
Total AUM	₹3,59,537.40Cr

Date of Incorporation	23 Dec 1994

Fund benchmark	NIFTY 500 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹314.60Cr

Aditya Birla Sun Life Tax Plan Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (40)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.95%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Atul PenkarDec 2021 - PresentView details

Dhaval GalaApr 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Atul Penkar
Dec 2021 - Present
View details

Dhaval Gala
Apr 2022 - Present
View details