ELSS Aditya Birla Sun Life Tax Relief 96 - Direct - Growth-0.28%

0.80%
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%5 star0.98%500
Franklin India Low Duration Fund - Direct - Growth30.0%5 star0.51%500

Description

Description

Purpose: To get better returns than FD (~10 PA ) and Tax Benefit

Ideal investment duration: 3 years

Rationale: 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 - Growth

2.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
0.8%
11.4% p.a
13.3% 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
    30
    with 0.8% 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
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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