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Aditya Birla Sun Life Tax Plan Growth-0.41%

43.63%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Tax Plan Growth

RiskVery High
Min SIP AmountNot Supported
Expense Ratio2.42%
NAV₹46.43 (12 May 2021)
Fund Started03 Oct 2006
Fund Size490 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
43.6%
5.1%
11.1%
11.3%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 43.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 10Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. Higher expense ratio - 2.42453916%
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

NameSectorInstrument% Assets
Honeywell Automation India Ltd.EngineeringEquity9.7%
Housing Development Finance Corpn. Ltd.FinancialEquity8.5%
Pfizer Ltd.HealthcareEquity6.1%
Kotak Mahindra Bank Ltd.FinancialEquity5.6%
Bayer CropScience Ltd.HealthcareEquity5.5%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.0%
Larsen & Toubro Ltd.ConstructionEquity4.1%
ICICI Bank Ltd.FinancialEquity3.9%
Gillette India Ltd.FMCGEquity3.9%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity3.8%
See All

Fund Managers

Ajay Garg
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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 ₹490 Cr and the Latest NAV as of 12 May 2021 is ₹46.43.

The Aditya Birla Sun Life Tax Plan 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
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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