Home>Mutual Funds>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
Aditya Birla Sun Life Tax Relief 96 Direct Growth
Equity
ELSS
2.0
INVEST NOW
Aditya Birla Sun Life Tax Plan Direct Growth
Equity
ELSS
NOT AVAILABLE
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Aditya Birla Sun Life Tax Relief 96 Direct Growth
(-0.7%)
Aditya Birla Sun Life Tax Plan Direct Growth
(-1.4%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | Not Supported | - |
| Expense Ratio | 0.94% | 2.11% | - |
| NAV | ₹40.8 (17-May-2022) | ₹49.5 (17-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹13,860Cr | ₹392Cr | - |
| Exit Load | Nil | Nil | - |
Returns
1Y
-0.7%
-1.4%
-
3Y
8.3%
7.3%
-
5Y
7.8%
7.0%
-
Pros & Cons
Pros
1. Exit load is zero
2. Lower expense ratio: 0.94%
Found nothing so far.
-
Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lock-in period: 3Y
3. Low rating: 2
Found nothing so far.
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Holding Analysis
Top 5
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-
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Top 20
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-
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P/E
-
-
-
P/B
-
-
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Turnover
-
-
-
Equity
-
-
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Cash
-
-
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Top Holdings
Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
8.9%
Honeywell Automation India Ltd.
7.1%
Housing Development Finance Corpn. Ltd.
6.4%
Kotak Mahindra Bank Ltd.
5.5%
ICICI Bank Ltd.
5.2%
Pfizer Ltd.
4.9%
Bayer CropScience Ltd.
4.7%
Glaxosmithkline Pharmaceuticals Ltd.
4.2%
Larsen & Toubro Ltd.
4.1%
HDFC Bank Ltd.
3.9%
Name
Assets
Reliance Industries Ltd.
8.8%
Honeywell Automation India Ltd.
7.8%
Housing Development Finance Corpn. Ltd.
6.7%
ICICI Bank Ltd.
6.3%
Bayer CropScience Ltd.
5.8%
Kotak Mahindra Bank Ltd.
5.0%
Pfizer Ltd.
4.4%
Larsen & Toubro Ltd.
3.7%
HDFC Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.3%
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Fund Manager
Name
Atul Penkar
Atul Penkar
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Education
Mr.Penkar is a B.E. (Mechanical) and an MMS.
Mr.Penkar is a B.E. (Mechanical) and an MMS.
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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.
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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.
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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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