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    • Aditya Birla Sun Life Tax Pln fund (Growth)
    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life Tax Pln fund (Growth)

    EquityTax Saving

    52.22

    NAV (Sep 15)

    11.7%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in tax saving.

    Click here to see our recommendations.

    Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    15 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    479 Cr. Medium within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

    Invest in this fund
    Explore a better alternative to this fund with a Scripbox plan.
    Tax Saver Plan

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax

    No single fund can achieve what a plan can. Learn why

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    Historical NAV

    52.22

    NAV (Sep 15)

    Fund Returns

    30.4%
    Last 1Y
    8.1%
    Last 3Y
    11.7%
    Last 5Y
    15%
    Last 10Y
    11.7%
    Since Inception
    info-icon-blue

    Scheme Information

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

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    Very High Risk

    Expense Ratio
    2.52 %
    Launched (15y ago)
    Oct 01, 2006
    AUM in Crores
    ₹ 479
    ISIN
    INF209K01348
    Lock-in
    3
    Benchmark
    S&P BSE SENSEX TR INR
    SIP Minimum
    ₹ 0
    Lumpsum Min.
    ₹ 500
    Fund Managers
    user-avatar

    Ajay Garg

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

    build-long-item-wealth-img

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • Inflation beating returns
      Inflation beating returns
    • Save Tax
      Save Tax
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    SBI Focused Equity Fund (G)

    SBI Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    17 Years

    Age

    5

    Track Record

    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    16 Years

    Age

    5

    Track Record

    UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    21 Years

    Age

    5

    Track Record

    HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    19 Years

    Age

    5

    Track Record

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    23 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 316,702 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 5,308 Cr

    Fund Size

    14.00%

    5 Year CAGR

    5 Y CAGR

    Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life Tax Pln fund (G)

    About Aditya Birla Sun Life Tax Pln fund (G)

    Aditya Birla Sun Life Tax Pln fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.7% over a period of 14 years. . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Ajay Garg

    Aditya Birla Sun Life Tax Pln fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Tax Pln fund (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Tax Pln fund (G) fund was launched on Oct 01, 2006. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-15 is ₹52.22. The total AUM (Asset Under Management) of the fund as of 16/09/2021 is ₹478.801. The category risk of the Aditya Birla Sun Life Tax Pln fund (G) fund is Very High Risk. The fund charges 2.52 % as expense ratio.

    Aditya Birla Sun Life Tax Pln fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , housing development finance corp ltd , pfizer ltd , honeywell automation india ltd , reliance industries limited , bayer cropscience ltd , kotak mahindra bank ltd , larsen & toubro ltd , icici bank ltd , glaxosmithkline pharmaceuticals ltd , gillette india ltd , kansai nerolac paints ltd , hdfc bank ltd , fortis healthcare ltd , shree cement ltd , johnson controls - hitachi air conditioning india ltd , quess corp ltd , sundaram clayton ltd , tata consultancy services ltd , idfc first bank ltd , procter & gamble hygiene and health care ltd , biocon ltd , container corporation of india ltd , infosys ltd , bata india ltd , icra ltd , shoppers stop ltd , mrf ltd , ultratech cement ltd , bajaj finance ltd , bosch ltd , hindustan unilever ltd , titan co ltd , thomas cook india ltd , century textiles & industries ltd , maruti suzuki india ltd , axis bank ltd , crompton greaves consumer electricals ltd , clearing corporation of india limited , sun pharmaceuticals industries ltd , aditya birla capital ltd , hcl technologies ltd , net receivables / (payables)

    Aditya Birla Sun Life Tax Pln fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    Aditya Birla Sun Life Tax Pln fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR

    Aditya Birla Sun Life Tax Pln fund (G) Review

    Aditya Birla Sun Life Tax Pln fund (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Tax Pln fund (G) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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