Aditya Birla Sun Life Tax Plan - Growth - Direct Plan

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option -3.29 5.09 2.24 3.09 8.45 13.45
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI -3.72 7.89 -2.03 6.97 9.00 12.41

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 2.24 3.09 8.45 1.85 524.92
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 -2.63 6.22 9.20 0.89 21,904.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 3.59 4.10 9.19 0.91 11,000.67
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -12.43 -9.38 1.38 1.23 9,029.72
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 1.92 1.60 5.33 1.30 7,434.76
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -9.14 -2.71 4.38 1.36 6,849.51

Fund Holdings as on 31-August-2020

  • Honeywell Automation India Limited

  • Housing Development Finance Corporation Limited

  • Pfizer Limited

  • Bayer Cropscience Limited

  • Kotak Mahindra Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Reliance Industries Limited

  • Gillette India Limited

  • Clearing Corporation of India Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Kansai Nerolac Paints Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Shree Cement Limited

  • Biocon Limited

  • Tata Consultancy Services Limited

  • IDFC First Bank Limited

  • Hindustan Unilever Limited

  • Fortis Healthcare Limited

  • Sundaram Clayton Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • MRF Limited

  • ICRA Limited

  • Quess Corp Limited

  • Bata India Limited

  • Infosys Limited

  • Shoppers Stop Limited

  • Bosch Limited

  • Axis Bank Limited

  • Container Corporation of India Limited

  • UltraTech Cement Limited

  • Maruti Suzuki India Limited

  • Titan Company Limited

  • Thomas Cook (India) Limited

  • Bajaj Finance Limited

  • Century Textiles & Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Aditya Birla Capital Limited

  • Net Receivables / (Payables)

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  • Refineries

  • Cement & Construction Materials

  • Engineering - Construction

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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 ₹524.92 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 ₹0.63(1.56%)yesterday to ₹41.09.

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