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Aditya Birla Sun Life Tax Plan Direct Growth+0.60%

17.18%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Tax Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.85%
NAV₹50.62 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size551 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.2%
6.1%
14.3%
15.6%
Category Average
19.4%
6.5%
14.3%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 17.2% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.87%

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity8.8%
Honeywell Automation India Ltd.EngineeringEquity8.3%
Pfizer Ltd.HealthcareEquity7.6%
Kotak Mahindra Bank Ltd.FinancialEquity6.7%
Bayer CropScience Ltd.HealthcareEquity5.9%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity4.6%
Gillette India Ltd.FMCGEquity4.1%
Larsen & Toubro Ltd.ConstructionEquity3.9%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.6%
ICICI Bank Ltd.FinancialEquity3.4%
See All

Aditya Birla Sun Life Tax Plan Direct Growth Details

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 01 Jan 2013. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Tax Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹551 Cr and the Latest NAV as of 20 Jan 2021 is ₹50.62.

The Aditya Birla Sun Life Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.

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.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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