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Aditya Birla Sun Life Tax Plan Direct Growth
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+14.88%
3Y annualised
-0.13% 1D
NAV: 13 Apr '23
₹51.83
Min. SIP amount
Not Supported
Fund size
₹314.60 Cr
Expense ratio
0.95%
Holdings (40)
| Name | Sector | Instruments | 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% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.9% | +4.4% | +14.1% | +12.4% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +7.81% | +23.97% | 32,608.80 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +8.31% | +22.58% | 448.30 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +12.09% | +21.73% | 17,163.37 | |
Quantum ELSS Tax Saver Fund Direct Growth | +6.49% | +17.80% | 227.26 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +6.99% | +17.76% | 5,914.69 | |
| Compare | ||||
About Aditya Birla Sun Life Tax Plan Direct Growth
Aditya Birla Sun Life Tax Plan Direct Growth 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. The fund currently has an Asset Under Management(AUM) of ₹4,30,736 Cr and the Latest NAV as of 13 Apr 2023 is ₹51.83.
The Aditya Birla Sun Life Tax Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500.
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Investment Objective
An 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
Fund house
Rank (total assets)#4 in India
Total AUM₹4,30,735.61 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,