ELSS Aditya Birla Sun Life Tax Relief 96 - Direct - Growth-0.63%

5Groww
9.06%
1 Year Return
Hybrid
ELSS
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Aditya Birla Sun Life Tax Relief 96 - Direct - Growth70.0%4 star1.06%500
Franklin India Low Duration Fund - Direct - Growth30.0%4 star0.48%500

Description

DescriptionPurpose: To get better returns than FD (~10 PA ) and Tax BenefitIdeal investment duration: 3 yearsRationale: Since this investment is for short-term (1-3 years) for Tax Saving, it is an all ELSS portfolio ( Equity 96.7% Cash 3.3% ) and ( Large Cap 39.5% Mid Cap 57.1%)Holding Analysis - 26-09-2018 51 Total Securities 31% - Top 5  , 77% -Top 20 - 63.91,P/E 9.93-P/B 1%Turnover 1 % 1.ELSS 70 %Aditya Birla Sun Life Tax Relief 96 - Direct - Growth2.Low duration 30 % Franklin India Low Duration Fund - Direct - Growth
Returns
Fund
1Y
3Y
5Y
ELSS Aditya Birla Sun Life Tax Relief 96 - Direct - Growth
9.1%
10.7% p.a
11.5% p.a
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.1% annual returns

    Other Details

    ELSS Aditya Birla Sun Life Tax Relief 96 - Direct - Growth

    RiskModerate
    Min SIP Amount₹1667
    Created ByStephen K
    Expense Ratio0.90%
    Min Lumpsum Amount₹33334
    Created On26 Sep 2018
    Invest Now
    Enter investment amount
    + ₹1,667
    + ₹8,335
    + ₹16,670
    ONE TIME
    MONTHLY SIP
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