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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
1.0
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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

(-5.8%)

Aditya Birla Sun Life Tax Plan Direct Growth

(-6.9%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500Not Supported-
Expense Ratio0.91%2.00%-
NAV₹44.0 (23-Sep-2022)₹53.0 (23-Sep-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹13,738Cr₹372Cr-
Exit LoadNilNil-
Returns
1Y
-5.8%
-6.9%
-
3Y
10.1%
9.0%
-
5Y
8.1%
7.0%
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Pros & Cons
Pros
1. Exit load is zero
2. Lower expense ratio: 0.91%
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: 1
Found nothing so far.
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Holding Analysis

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

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.5%
Reliance Industries Ltd.
6.2%
Housing Development Finance Corpn. Ltd.
6.2%
Honeywell Automation India Ltd.
5.8%
Kotak Mahindra Bank Ltd.
5.0%
HDFC Bank Ltd.
4.9%
Infosys Ltd.
4.7%
Bayer CropScience Ltd.
4.3%
Larsen & Toubro Ltd.
3.6%
Gillette India Ltd.
3.4%
Name
Assets
ICICI Bank Ltd.
8.2%
Reliance Industries Ltd.
6.4%
Housing Development Finance Corpn. Ltd.
6.2%
Honeywell Automation India Ltd.
6.0%
Bayer CropScience Ltd.
4.7%
HDFC Bank Ltd.
4.3%
Infosys Ltd.
4.2%
Kotak Mahindra Bank Ltd.
3.7%
Gillette India Ltd.
3.5%
Fortis Healthcare Ltd.
3.4%
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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.
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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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