| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.86% |
| NAV | ₹41.65 (29 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹518 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Honeywell Automation India Ltd. | Engineering | Equity | 8.9% |
| Pfizer Ltd. | Healthcare | Equity | 8.1% |
| Bayer CropScience Ltd. | Healthcare | Equity | 7.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.3% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 5.2% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 5.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.7% |
| Gillette India Ltd. | FMCG | Equity | 4.2% |
| Reliance Industries Ltd. | Energy | Equity | 3.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.2% |
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.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.