Compare Aditya Birla Sun Life Tax Relief 96 Direct Growth vs Aditya Birla Sun Life Tax Plan Direct Growth

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
cancelAditya Birla Sun Life Tax Relief 96 Direct GrowthEquity
ELSS
4.0 star
INVEST NOW
cancelAditya Birla Sun Life Tax Plan Direct GrowthEquity
ELSS
4.0 star
NOT AVAILABLE
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Aditya Birla Sun Life Tax Relief 96 Direct Growth

(5.0%)

Aditya Birla Sun Life Tax Plan Direct Growth

(3.7%)

Fund Details

Risk	Moderately High	Moderately High	-
Min SIP Amount	₹500	Not Supported	-
Expense Ratio	0.91%	1.85%	-
NAV	₹34.0 (29-Sep-2020)	₹41.7 (29-Sep-2020)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹11,001Cr	₹525Cr	-

Returns

1Y
5.0%
3.7%
-
3Y
4.3%
3.3%
-
5Y
9.6%
8.9%
-

Pros & Cons

Pros
1. 1Y Returns are higher than the category average returns2. 3Y Returns are higher than the category average returns3. 5Y Returns are higher than the category average returns4. Exit load is zero
1. 1Y Returns are higher than the category average returns2. 3Y Returns are higher than the category average returns3. 5Y Returns are higher than the category average returns4. Exit load is zero
-

Cons
1. Risk-adjusted returns are lower compared to the category
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low2. Risk-adjusted returns are lower compared to the category3. Higher expense ratio - 1.87%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Honeywell Automation India Ltd.
9.0%
Housing Development Finance Corpn. Ltd.
8.2%
Pfizer Ltd.
7.7%
Bayer CropScience Ltd.
7.1%
Kotak Mahindra Bank Ltd.
5.5%
Glaxosmithkline Pharmaceuticals Ltd.
5.2%
Reliance Industries Ltd - Partly Paid Equity
4.5%
Gillette India Ltd.
4.4%
Larsen & Toubro Ltd.
3.4%
Reliance Industries Ltd.
3.4%
Name
Assets
Honeywell Automation India Ltd.
8.8%
Housing Development Finance Corpn. Ltd.
7.9%
Pfizer Ltd.
7.5%
Bayer CropScience Ltd.
7.2%
Kotak Mahindra Bank Ltd.
5.6%
Glaxosmithkline Pharmaceuticals Ltd.
5.1%
Reliance Industries Ltd - Partly Paid Equity
4.5%
Gillette India Ltd.
4.3%
Reliance Industries Ltd.
3.5%
Larsen & Toubro Ltd.
3.3%
-

Fund Manager

Name
Ajay Garg
Ajay Garg
-
Education
Mr. Garg is B.E (Electronics) and MBA (Finance).
Mr. Garg is B.E (Electronics) and MBA (Finance).
-
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.
-

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
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-

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