Aditya Birla Sun Life Tax Plan - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -7.08 1.20 -7.25 10.42 14.92 18.92
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -4.79 4.56 6.99 14.84 10.67 13.11

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option Feb 14, 1999 -7.25 10.42 14.92 2.40 646.88
Edelweiss Tax Advantage Fund - Regular Plan - Growth Option Jan 27, 2009 -6.86 8.56 10.21 2.39 9.41
ICICI Prudential R.I.G.H.T. Fund Growth Sep 26, 2009 -3.83 13.09 14.43 1.41 46.56
Quant Tax Plan-Growth Mar 31, 2000 -1.81 10.46 17.07 2.48 9.70
Quantum Tax Saving Fund - Regular Plan Growth Option Dec 23, 2008 1.45 10.77 11.36 1.28 79.83
Taurus Tax Shield- Regular Plan - Growth Option Mar 31, 1996 -2.30 13.81 11.47 2.45 66.55

Fund Holdings as on 30-April-2019

  • Reliance Industries Limited

  • Honeywell Automation India Limited

  • Gillette India Limited

  • Housing Development Finance Corporation Limited

  • Bayer Cropscience Limited

  • Pfizer Limited

  • Thomas Cook (India) Limited

  • Larsen & Toubro Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Kotak Mahindra Bank Limited

  • IDFC First Bank Limited

  • Sundaram Clayton Limited

  • Shoppers Stop Limited

  • Johnson Controls – Hitachi Air Conditioning India Limited

  • HDFC Bank Limited

  • Biocon Limited

  • Shree Cement Limited

  • Tata Consultancy Services Limited

  • Zee Entertainment Enterprises Limited

  • Bosch Limited

  • ICRA Limited

  • Bata India Limited

  • Kansai Nerolac Paints Limited

  • ICICI Bank Limited

  • Century Textiles & Industries Limited

  • IndusInd Bank Limited

  • Axis Bank Limited

  • MRF Limited

  • Clearing Corporation of India Limited

  • Maruti Suzuki India Limited

  • Infosys Limited

  • Hindustan Unilever Limited

  • Titan Company Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Grasim Industries Limited

  • Yes Bank Limited

  • Tata Motors Limited

  • Cummins India Limited

  • Sun Pharmaceutical Industries Limited

  • Bharat Financial Inclusion Limited

  • ITC Limited

  • Aditya Birla Capital Limited

  • Container Corporation of India Limited

  • Mahindra & Mahindra Limited

  • Vedanta Limited

  • Bharat Bijlee Limited

  • United Breweries (Holdings) Limited ** #

  • Magnasound (I) Limited ** #

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Refineries

  • Consumer Durables - Electronics

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Travel Services

  • Auto Ancillary

  • Retailing

  • Engineering - Construction

  • Air Conditioners

  • IT - Software

  • Diversified

  • Cement & Construction Materials

  • TV Broadcasting & Software Production

  • Ratings

  • Paints

  • Tyres & Allied

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • Finance - NBFC

  • Cigarettes/Tobacco

  • Logistics

  • Metal - Non Ferrous

  • Electric Equipment

  • Unspecified

  • Trading

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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 ₹646.88 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 ₹0.43(1.16%)yesterday to ₹37.63.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, Honeywell Automation India 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
connect@birlasunlife.com
022-43568110/ 8111

Fund Manager

  • Cash

  • Equity

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