6M
1Y
3Y
5Y
All
Fund Details
Aditya Birla Sun Life Tax Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.50% |
| NAV | ₹46.20 (22 Jan 2021) |
|---|---|
| Fund Started | 03 Oct 2006 |
| Fund Size | ₹551 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
5.2%
13.3%
11.3%
Category Average
19.1%
6.3%
14.2%
-
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 16.3% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 9.7% |
| Honeywell Automation India Ltd. | Engineering | Equity | 8.3% |
| Pfizer Ltd. | Healthcare | Equity | 7.3% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.8% |
| Bayer CropScience Ltd. | Healthcare | Equity | 5.7% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 5.4% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 4.6% |
| Gillette India Ltd. | FMCG | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.8% |
| ICICI Bank Ltd. | Financial | Equity | 3.7% |
See All
Fund Managers
Ajay Garg
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 ₹551 Cr and the Latest NAV as of 22 Jan 2021 is ₹46.20.
The Aditya Birla Sun Life Tax Plan 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
E-mail
connect@birlasunlife.comWebsite
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
enq_h@camsonline.comWebsite
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