Aditya Birla Sun Life Tax Plan Direct Growth-0.57%

-0.31%
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 Ratio1.86%
NAV41.65 (29 Oct 2020)
Fund Started01 Jan 2013
Fund Size518 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Tax Plan Direct Growth
-0.3%
1.6%
8.4%
13.4%
Category Average
-0.1%
1.4%
7.3%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -0.3% annual returns

    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
    Honeywell Automation India Ltd.EngineeringEquity8.9%
    Pfizer Ltd.HealthcareEquity8.1%
    Bayer CropScience Ltd.HealthcareEquity7.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.3%
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.2%
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity5.2%
    Kotak Mahindra Bank Ltd.FinancialEquity4.7%
    Gillette India Ltd.FMCGEquity4.2%
    Reliance Industries Ltd.EnergyEquity3.6%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    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 ₹518 Cr and the Latest NAV as of 29 Oct 2020 is ₹41.65.

    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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