| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.92% |
| NAV | ₹228.86 (07 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹10,101 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.1% |
| Honeywell Automation India Ltd. | Engineering | Equity | 9.0% |
| Bayer CropScience Ltd. | Healthcare | Equity | 7.9% |
| Pfizer Ltd. | Healthcare | Equity | 7.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.8% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 5.3% |
| Gillette India Ltd. | FMCG | Equity | 4.4% |
| Shree Cement Ltd. | Construction | Equity | 3.0% |
| HDFC Bank Ltd. | Financial | Equity | 3.0% |
Aditya Birla Sun Life Tax Relief 96 Direct Dividend 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 Relief 96 Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹10,101 Cr and the Latest NAV as of 07 Aug 2020 is ₹228.86.
The Aditya Birla Sun Life Tax Relief 96 Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.