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Aditya Birla Sun Life Tax Relief 96 Direct Growth

Equity
ELSS
4.0 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

(5.0%)

Aditya Birla Sun Life Tax Plan Direct Growth

(3.7%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500Not Supported-
Expense Ratio0.91%1.85%-
NAV₹34.0 (29-Sep-2020)₹41.7 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹11,001Cr₹525Cr-
Returns
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1Y
5.0%
3.7%
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3Y
4.3%
3.3%
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5Y
9.6%
8.9%
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Pros & Cons
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Pros
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
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
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 low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.87%
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Holding Analysis

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

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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%
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Fund Manager
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Name
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
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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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