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 2.88 5.34 2.91 1.39 7.30 10.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 7.53 7.30 5.29 9.03 9.59 12.75

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 2.91 1.39 7.30 2.51 518.31
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 -0.86 6.21 8.84 1.72 21,835.55
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 3.95 2.20 7.98 1.89 11,122.53
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -9.67 -8.92 0.78 2.06 8,783.37
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 4.11 1.19 4.69 2.12 7,414.23
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated -6.04 -2.73 3.84 2.02 6,586.89

Fund Holdings as on 30-September-2020

  • Honeywell Automation India Limited

  • Pfizer Limited

  • Bayer Cropscience Limited

  • Housing Development Finance Corporation Limited

  • Reliance Industries Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Kotak Mahindra Bank Limited

  • Gillette India Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Biocon Limited

  • Kansai Nerolac Paints Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Shree Cement Limited

  • Tata Consultancy Services Limited

  • Clearing Corporation of India Limited

  • Hindustan Unilever Limited

  • IDFC First Bank Limited

  • Fortis Healthcare Limited

  • Sundaram Clayton Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Net Receivables / (Payables)

  • Quess Corp Limited

  • MRF Limited

  • ICRA Limited

  • Bata India Limited

  • Bosch Limited

  • Container Corporation of India Limited

  • Shoppers Stop Limited

  • UltraTech Cement Limited

  • Infosys Limited

  • Maruti Suzuki India Limited

  • Titan Company Limited

  • Axis Bank Limited

  • Century Textiles & Industries Limited

  • Bajaj Finance Limited

  • Thomas Cook (India) Limited

  • Sun Pharmaceutical Industries Limited

  • Aditya Birla Capital Limited

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  • Refineries

  • Cement & Construction Materials

  • Engineering - Construction

  • Paints

  • IT - Software

  • Air Conditioners

  • Auto Ancillary

  • Retailing

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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 ₹518.31 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 ₹-0.13(-0.33%)yesterday to ₹39.26.

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

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