Compare Aditya Birla Sun Life ELSS Tax Saver Direct Growth vs Aditya Birla Sun Life Tax Plan Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Aditya Birla Sun Life ELSS Tax Saver Direct GrowthEquity
ELSS
1.0
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Aditya Birla Sun Life Tax Plan Direct GrowthEquity
ELSS
NOT AVAILABLE
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Aditya Birla Sun Life ELSS Tax Saver Direct Growth

(36.0%)

Aditya Birla Sun Life Tax Plan Direct Growth

(-3.6%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	Not Supported	-
Expense Ratio	0.91%	0.95%	-
NAV	₹58.3 (25-Apr-2024)	₹51.8 (13-Apr-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹14,976Cr	₹315Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
36.0%
-3.6%
-
3Y
13.2%
14.9%
-
5Y
11.6%
4.4%
-

Pros & Cons

Pros
1. Exit load is zero2. Lower expense ratio: 0.91%
Found nothing so far.
-

Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Lock-in period: 3Y3. Low rating: 1
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
6.4%
Reliance Industries Ltd.
6.3%
HDFC Bank Ltd.
5.6%
Larsen & Toubro Ltd.
5.3%
Infosys Ltd.
5.0%
Bharti Airtel Ltd.
3.3%
Honeywell Automation India Ltd.
2.8%
Fortis Healthcare Ltd.
2.6%
State Bank of India
2.2%
Sun Pharmaceutical Industries Ltd.
2.1%
Name
Assets
ICICI Bank Ltd.
9.3%
Housing Development Finance Corporation Ltd.
6.3%
Honeywell Automation India Ltd.
6.1%
Infosys Ltd.
5.6%
Reliance Industries Ltd.
5.4%
HDFC Bank Ltd.
5.2%
Larsen & Toubro Ltd.
4.5%
Bayer CropScience Ltd.
4.2%
State Bank of India
3.7%
Axis Bank Ltd.
3.4%
-

Fund Manager

Name
Atul Penkar
Atul Penkar
-
Education
Mr.Penkar is a B.E. (Mechanical) and an MMS.
Mr.Penkar is a B.E. (Mechanical) and an MMS.
-
Experience
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
-

About Fund

Description
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.
-
Launch Date
23 Dec 1994
23 Dec 1994
-
Custodian
Citibank NA
NA
-
Registrar & Transfer Agent
Cams
Cams
-

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