Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Tax Relief 96 Direct Growth

Aditya Birla Sun Life Tax Relief 96 Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
14.78%
3Y annualised
-0.90% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹46.47
Min. SIP amount₹500
Rating2star
Fund size₹14,854.52 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns34.5%14.8%12.8%16.6%
Category average54.9%14.2%14.3%NA
Rank with in category383531NA
Understand termsinfo

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity8.7%
EngineeringEquity8.3%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE7.9%
HealthcareEquity7.1%
FinancialEquity6.2%
ChemicalsEquity5.3%
ConstructionEquity4.5%
FinancialEquity4.2%
HealthcareEquity3.8%
FMCGEquity3.7%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

Exit load is zero
Lower expense ratio: 0.91%
3Y annualised returns higher than category average by 0.91%
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Cons

1Y and 5Y annualised returns lower than category average
Lock-in period: 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.91%

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
Check past data

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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