Home>Mutual Funds>Compare>Compare Aditya Birla Sun Life Tax Relief 96 Direct Growth with Aditya Birla Sun Life Tax Plan Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Aditya Birla Sun Life Tax Relief 96 Direct Growth
Equity
ELSS
3.0 star
INVEST NOW
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Aditya Birla Sun Life Tax Plan Direct Growth
Equity
ELSS
4.0 star
NOT AVAILABLE
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Aditya Birla Sun Life Tax Relief 96 Direct Growth
(18.4%)
Aditya Birla Sun Life Tax Plan Direct Growth
(16.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | Not Supported | - |
| Expense Ratio | 0.93% | 1.85% | - |
| NAV | ₹41.3 (21-Jan-2021) | ₹50.5 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹13,037Cr | ₹551Cr | - |
Returns
keyboard_arrow_up1Y
18.4%
16.9%
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3Y
7.0%
6.0%
-
5Y
15.2%
14.3%
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Pros & Cons
keyboard_arrow_upPros
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
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Cons
Found nothing so far.
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.87%
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
-
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Cash
-
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Housing Development Finance Corpn. Ltd.
9.2%
Honeywell Automation India Ltd.
8.0%
Pfizer Ltd.
7.9%
Kotak Mahindra Bank Ltd.
7.0%
Bayer CropScience Ltd.
5.8%
Glaxosmithkline Pharmaceuticals Ltd.
4.7%
Gillette India Ltd.
4.4%
Reliance Industries Ltd - Partly Paid Equity
3.7%
Larsen & Toubro Ltd.
3.7%
ICICI Bank Ltd.
3.5%
Name
Assets
Housing Development Finance Corpn. Ltd.
8.8%
Honeywell Automation India Ltd.
8.3%
Pfizer Ltd.
7.6%
Kotak Mahindra Bank Ltd.
6.7%
Bayer CropScience Ltd.
5.9%
Glaxosmithkline Pharmaceuticals Ltd.
4.6%
Gillette India Ltd.
4.1%
Larsen & Toubro Ltd.
3.9%
Reliance Industries Ltd - Partly Paid Equity
3.6%
ICICI Bank Ltd.
3.4%
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Fund Manager
keyboard_arrow_upName
Ajay Garg
Ajay Garg
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Education
Mr. Garg is B.E (Electronics) and MBA (Finance).
Mr. Garg is B.E (Electronics) and MBA (Finance).
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Experience
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
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About Fund
keyboard_arrow_upDescription
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
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Launch Date
23 Dec 1994
23 Dec 1994
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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