Aditya Birla Sun Life Tax Plan - Growth - Direct Plan

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 2.50 9.26 5.13 13.06 11.06 15.68
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A

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 - Direct Plan - Growth Option Jan 01, 2013 Unrated 5.13 13.06 11.06 1.81 613.49
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 14.29 17.42 12.78 0.92 21,159.93
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 1.44 4.72 4.41 1.28 10,666.57
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 6.21 13.87 11.67 1.06 9,997.63
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 5.41 8.38 6.08 1.39 7,449.38
SBI MAGNUM TAXGAIN SCHEME 1993 - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 5.31 8.38 6.88 1.30 7,376.39

Fund Holdings as on 30-November-2019

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • Honeywell Automation India Limited

  • Pfizer Limited

  • Gillette India Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Bayer Cropscience Limited

  • Kotak Mahindra Bank Limited

  • Larsen & Toubro Limited

  • HDFC Bank Limited

  • IDFC First Bank Limited

  • Thomas Cook (India) Limited

  • Shree Cement Limited

  • Johnson Controls – Hitachi Air Conditioning India Limited

  • Kansai Nerolac Paints Limited

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Biocon Limited

  • Sundaram Clayton Limited

  • Shoppers Stop Limited

  • Tata Consultancy Services Limited

  • ICRA Limited

  • MRF Limited

  • Bata India Limited

  • Axis Bank Limited

  • IndusInd Bank Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Bosch Limited

  • Infosys Limited

  • Titan Company Limited

  • Hindustan Unilever Limited

  • Maruti Suzuki India Limited

  • UltraTech Cement Limited

  • Century Textiles & Industries Limited

  • Grasim Industries Limited

  • Bajaj Finance Limited

  • Tata Motors Limited

  • Cummins India Limited

  • ITC Limited

  • Sun Pharmaceutical Industries Limited

  • Aditya Birla Capital Limited

  • Container Corporation of India Limited

  • Vedanta Limited

  • Mahindra & Mahindra Limited

  • United Breweries (Holdings) Limited ** #

  • Magnasound (I) Limited ** #

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Refineries

  • Household & Personal Products

  • Finance - Housing

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Cement & Construction Materials

  • Retailing

  • Auto Ancillary

  • Travel Services

  • IT - Software

  • Air Conditioners

  • Paints

  • Miscellaneous

  • Ratings

  • Tyres & Allied

  • Diversified

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Finance - NBFC

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • Cigarettes/Tobacco

  • Logistics

  • Metal - Non Ferrous

  • 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 01-Jan-2013 and currently has an AUM of ₹613.49 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 ₹0.42(1%)yesterday to ₹42.61.

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