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Aditya Birla Sun Life Tax Relief 96 Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
34.36%
1Y return
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹43.80
Min. SIP Amount₹500
Rating3star
Fund Size₹14,044.14 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns34.4%9.1%12.5%16.3%
Category average54.9%14.2%14.3%NA
Rank with in category373424NA
Understand termsinfo

Holdings (38)

NameSectorInstrumentAssets
Housing Development Finance Corpn. Ltd.FinancialEquity8.4%
Honeywell Automation India Ltd.EngineeringEquity8.1%
Pfizer Ltd.HealthcareEquity7.6%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE6.9%
Bayer CropScience Ltd.ChemicalsEquity6.4%
Kotak Mahindra Bank Ltd.FinancialEquity5.6%
Larsen & Toubro Ltd.ConstructionEquity4.2%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity4.0%
ICICI Bank Ltd.FinancialEquity4.0%
Gillette India Ltd.FMCGEquity3.8%
See All

Pros and cons

Category: Equity ELSS

Pros

  • Exit load is zero

Cons

  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.89%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Ajay Garg
Jan 2013 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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