6M
1Y
3Y
5Y
All
Fund Details
Aditya Birla Sun Life Tax Plan Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.87% |
| NAV | ₹52.84 (21 Jun 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹498 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
37.8%
8.2%
12.8%
16.0%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 37.8% returns per annum
Comparison
Data not available
Pros
1. Exit load is zero
Cons
1. Higher expense ratio - 1.87%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
5. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.5% |
| Honeywell Automation India Ltd. | Engineering | Equity | 8.0% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 6.8% |
| Pfizer Ltd. | Healthcare | Equity | 6.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.0% |
| Bayer CropScience Ltd. | Healthcare | Equity | 5.7% |
| ICICI Bank Ltd. | Financial | Equity | 4.3% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.0% |
| Gillette India Ltd. | FMCG | Equity | 3.8% |
See All
Fund Managers
Ajay Garg
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 ₹498 Cr and the Latest NAV as of 21 Jun 2021 is ₹52.84.
The Aditya Birla Sun Life Tax Plan Direct Growth is rated Very 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
E-mail
[email protected]Website
NAAditya 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,
Email
[email protected]Website
www.camsonline.com