Aditya Birla Sun Life Tax Plan - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 5.39 9.49 5.22 10.23 10.02 10.91
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI 5.34 8.73 15.46 15.73 8.92 13.20

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 Oct 03, 2006 Unrated 5.22 10.23 10.02 2.46 619.34
Axis Long Term Equity Fund - Growth Dec 29, 2009 19.18 15.65 12.01 1.72 21,492.33
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 0.87 3.08 3.79 2.08 10,673.58
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 6.00 10.86 10.70 1.98 9,814.16
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 2.78 6.60 5.30 1.97 7,414.24
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 7.27 8.73 7.69 2.13 6,524.84

Fund Holdings as on 31-October-2019

  • Reliance Industries Limited

  • Honeywell Automation India Limited

  • Housing Development Finance Corporation Limited

  • Gillette India Limited

  • Pfizer Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Kotak Mahindra Bank Limited

  • Bayer Cropscience Limited

  • Larsen & Toubro Limited

  • HDFC Bank Limited

  • IDFC First Bank Limited

  • Johnson Controls – Hitachi Air Conditioning India Limited

  • Kansai Nerolac Paints Limited

  • Thomas Cook (India) Limited

  • Shree Cement Limited

  • Shoppers Stop Limited

  • Sundaram Clayton Limited

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • Bata India Limited

  • Biocon Limited

  • MRF Limited

  • Bosch Limited

  • ICRA Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Axis Bank Limited

  • Hindustan Unilever Limited

  • Maruti Suzuki India Limited

  • Titan Company Limited

  • IndusInd Bank Limited

  • Infosys Limited

  • Clearing Corporation of India Limited

  • UltraTech Cement Limited

  • Century Textiles & Industries Limited

  • Grasim Industries Limited

  • Tata Motors Limited

  • Net Receivables / (Payables)

  • Cummins India Limited

  • Zee Entertainment Enterprises Limited

  • ITC Limited

  • Sun Pharmaceutical Industries Limited

  • Container Corporation of India Limited

  • Mahindra & Mahindra Limited

  • Aditya Birla Capital Limited

  • Vedanta Limited

  • United Breweries (Holdings) Limited ** #

  • Magnasound (I) Limited ** #

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Refineries

  • Consumer Durables - Electronics

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Retailing

  • Auto Ancillary

  • Cement & Construction Materials

  • IT - Software

  • Air Conditioners

  • Paints

  • Travel Services

  • Tyres & Allied

  • Ratings

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Diversified

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • TV Broadcasting & Software Production

  • Cigarettes/Tobacco

  • Logistics

  • Finance - NBFC

  • 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 ₹619.34 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 down ₹-0.06(-0.15%)yesterday to ₹38.83.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, Honeywell Automation India Limited and Housing Development Finance Corporation 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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