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Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option

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NAV
₹ 48.7 ₹ -0.85 (-1.75 %)
as on 23-09-2022
Asset Size (AUM)
379.59 Cr
Launch Date
Feb 16, 1999
Investment 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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Feb 16, 1999
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10.41

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.18 %
Expense Ratio
2.55%
Volatility
13.32 %
Fund House
Aditya Birla Sun Life Mutual Fund
Fund Manager
Atul Penkar, Dhaval Gala
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 23-09-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 16-02-1999 -7.43 12.69 8.3 6.22 13.26
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 14.71 48.7 39.63 22.57 21.05
HDFC Taxsaver - Growth Plan 05-03-1996 6.36 31.53 15.64 9.26 13.09
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 4.37 26.82 22.33 0.0 0.0
Kotak Tax Saver-Scheme-Growth 01-11-2005 3.85 29.11 18.09 12.89 14.63
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 3.77 36.53 21.53 13.08 17.09
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 02-01-2013 2.71 30.88 18.49 10.99 15.97
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 2.25 27.66 17.62 10.71 13.6
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 2.07 31.16 18.07 12.07 0.0
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 1.97 27.47 15.32 11.27 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings