Aditya Birla Sun Life Tax Plan - Growth - Direct Plan

  • Previous Nav

  • Net Change on 15-10-2019

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 2.21 0.33 1.42 8.03 11.85 14.95
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI 3.00 -0.64 11.83 13.01 9.30 13.04

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 1.42 8.03 11.85 1.82 590.87
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 17.66 13.53 14.33 0.92 20,425.31
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -3.11 0.24 4.49 1.29 9,826.57
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 2.46 8.68 12.49 1.07 9,128.92
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 1.28 6.05 6.66 1.40 7,130.72
SBI MAGNUM TAXGAIN SCHEME 1993 - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 4.06 4.36 6.90 1.33 7,019.69

Fund Holdings as on 30-September-2019

  • Honeywell Automation India Limited

  • Reliance Industries Limited

  • Gillette India Limited

  • Housing Development Finance Corporation Limited

  • Pfizer Limited

  • Kotak Mahindra Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Bayer Cropscience Limited

  • Larsen & Toubro Limited

  • HDFC Bank Limited

  • IDFC First Bank Limited

  • Thomas Cook (India) Limited

  • Kansai Nerolac Paints Limited

  • Johnson Controls – Hitachi Air Conditioning India Limited

  • Shoppers Stop Limited

  • Shree Cement Limited

  • Clearing Corporation of India Limited

  • Sundaram Clayton Limited

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • Bata India Limited

  • Biocon Limited

  • ICRA Limited

  • MRF Limited

  • IndusInd Bank Limited

  • Bosch Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Century Textiles & Industries Limited

  • Axis Bank Limited

  • Hindustan Unilever Limited

  • Infosys Limited

  • Maruti Suzuki India Limited

  • Titan Company Limited

  • Zee Entertainment Enterprises Limited

  • Grasim Industries Limited

  • Cummins India Limited

  • Tata Motors Limited

  • ITC Limited

  • Container Corporation of India Limited

  • Sun Pharmaceutical Industries Limited

  • Aditya Birla Capital Limited

  • Vedanta Limited

  • Mahindra & Mahindra Limited

  • United Breweries (Holdings) Limited ** #

  • Magnasound (I) Limited ** #

  • Net Receivables / (Payables)

View More
  • Bank - Private

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Refineries

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Retailing

  • Auto Ancillary

  • IT - Software

  • Travel Services

  • Paints

  • Air Conditioners

  • Cement & Construction Materials

  • Diversified

  • Miscellaneous

  • Ratings

  • Tyres & Allied

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • TV Broadcasting & Software Production

  • Diesel Engines

  • Automobiles-Trucks/Lcv

  • Cigarettes/Tobacco

  • Logistics

  • Finance - NBFC

  • Metal - Non Ferrous

  • Trading

  • Unspecified

View More

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 ₹590.87 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 ₹0.17(0.43%)yesterday to ₹39.86.

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

View More