Aditya Birla Sun Life Tax Plan - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

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Fund Objective

An open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option -4.65 -6.06 -6.71 8.76 12.11 18.76
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -2.85 0.35 7.63 13.77 10.15 13.19

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option Feb 16, 1999 Unrated -6.71 8.76 12.11 2.40 620.64
Axis Long Term Equity Fund - Growth Dec 29, 2009 0.75 12.49 14.10 1.81 19,717.72
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -2.61 4.90 7.28 1.98 10,761.10
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -5.83 9.35 12.78 2.03 8,849.88
HDFC TaxSaver-Growth Plan Mar 31, 1996 2.11 9.68 7.84 1.98 7,514.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 1.59 6.74 8.22 1.94 7,068.14

Fund Holdings as on 30-June-2019

  • Honeywell Automation India Limited

  • Reliance Industries Limited

  • Gillette India Limited

  • Housing Development Finance Corporation Limited

  • Pfizer Limited

  • Bayer Cropscience Limited

  • Larsen & Toubro Limited

  • Thomas Cook (India) Limited

  • Kotak Mahindra Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Shoppers Stop Limited

  • IDFC First Bank Limited

  • HDFC Bank Limited

  • Johnson Controls – Hitachi Air Conditioning India Limited

  • Shree Cement Limited

  • Sundaram Clayton Limited

  • Kansai Nerolac Paints Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Biocon Limited

  • ICRA Limited

  • Bata India Limited

  • Bosch Limited

  • Century Textiles & Industries Limited

  • Axis Bank Limited

  • MRF Limited

  • Zee Entertainment Enterprises Limited

  • IndusInd Bank Limited

  • Titan Company Limited

  • Maruti Suzuki India Limited

  • Infosys Limited

  • Hindustan Unilever Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Grasim Industries Limited

  • Cummins India Limited

  • Yes Bank Limited

  • Clearing Corporation of India Limited

  • Tata Motors Limited

  • ITC Limited

  • Bharat Financial Inclusion Limited

  • Container Corporation of India Limited

  • Sun Pharmaceutical Industries Limited

  • Aditya Birla Capital Limited

  • Mahindra & Mahindra Limited

  • Vedanta Limited

  • Net Receivables / (Payables)

  • United Breweries (Holdings) Limited ** #

  • Magnasound (I) Limited ** #

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Refineries

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Retailing

  • Travel Services

  • Auto Ancillary

  • IT - Software

  • Air Conditioners

  • Cement & Construction Materials

  • Diversified

  • Paints

  • Ratings

  • Tyres & Allied

  • TV Broadcasting & Software Production

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Miscellaneous

  • Diesel Engines

  • Finance - NBFC

  • Automobiles-Trucks/Lcv

  • Cigarettes/Tobacco

  • Logistics

  • Metal - Non Ferrous

  • Trading

  • Unspecified

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About Aditya Birla Sun Life Tax Plan

Scheme Analysis

Aditya Birla Sun Life Tax Plan is a Equity - ELSS fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 03-Oct-2006 and currently has an AUM of ₹620.64 crore. Aditya Birla Sun Life Tax Plan is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Aditya Birla Sun Life Tax Plan ended up ₹0.18(0.48%)yesterday to ₹37.3.

Among its top 3 holdings the fund has exposure to Honeywell Automation India Limited, Reliance Industries Limited and Gillette India Limited

The Aditya Birla Sun Life Tax Plan is managed by Ajay Garg .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111

Fund Manager

  • Cash

  • Equity

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