Aditya Birla Sun Life Tax Plan Growth-0.51%

4
-0.65%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Tax Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.52%
NAV36.88 (10 Jul 2020)
Fund Started03 Oct 2006
Fund Size508 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Tax Plan Growth
-0.7%
1.8%
6.2%
17.9%
Category Average
-16.6%
-3.7%
6.3%
-
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 -0.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.4%
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    Housing Development Finance Corpn. Ltd.FinancialEquity7.0%
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity5.3%
    Gillette India Ltd.FMCGEquity4.7%
    Kotak Mahindra Bank Ltd.FinancialEquity4.4%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    Johnson Controls - Hitachi Air Conditioning India Ltd.Cons DurableEquity3.3%
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    Aditya Birla Sun Life Tax Plan Growth Details

    Aditya Birla Sun Life Tax Plan Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 03 Oct 2006. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Tax Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹508 Cr and the Latest NAV as of 10 Jul 2020 is ₹36.88.

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

    Investment Objective

    The Scheme aims to provide growth along with tax benefits to investors.

    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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