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

Aditya Birla Sun Life Tax Pln fund (Growth)

EquityTax Saving

51.4

NAV (Dec 02)

6.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

51.4

NAV (Dec 2)

Fund Returns

Last 1Y

1.7%

Last 3Y

8.9%

Last 5Y

6.1%

Last 10Y

13.2%

Since Inception

10.7%

6 Month CAGR

10.5%

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.

Expense Ratio

2.52

Launched (16y ago)

Oct 01, 2006

AUM in Crores

366.705

ISIN

INF209K01348

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Standard Deviation (3yr)

20.1

Standard Deviation (5yr)

18

Beta (3yr)

0.86

Beta (5yr)

0.88

Sharpe Ratio (3yr)

0.317

Sharpe Ratio (5yr)

0.135

YTM

0

Fund Managers

Dhaval Gala

Fund Manager

Atul Penkar

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

8.7%
8.7%

reliance industries ltd

5.9%
5.9%

honeywell automation india ltd

5.6%
5.6%

housing development finance corp ltd

5.1%
5.1%

infosys ltd

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

31.3%
31.3%

consumer cyclical

14.4%
14.4%

basic materials

12%
12%

industrials

11.3%
11.3%

healthcare

10.9%
10.9%
See all sectors

Compare Aditya Birla Sun Life Tax Pln fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    Aditya Birla Sun Life Tax Pln fund (G) Review

    Aditya Birla Sun Life Tax Pln fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 10.7% over a period of 16 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Atul Penkar, Dhaval Gala.

    Nav of Aditya Birla Sun Life Tax Pln fund (G) as of 12/2/2022 is ₹51.40 with the total AUM as of 12/3/2022 is ₹366.705. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Tax Pln fund (G) was launched on Oct 01, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Tax Pln fund (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Tax Pln fund (G) 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 IISL Nifty 500 TR INR.

    Aditya Birla Sun Life Tax Pln fund (G) is rated as a 1 fund in Equity and delivered 1.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Tax Pln fund (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Tax Pln fund (G)?

    Aditya Birla Sun Life Tax Pln fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Tax Pln fund (G)?

    You can invest in Aditya Birla Sun Life Tax Pln fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life Tax Pln fund (G)?

    The minimum sip amount for Aditya Birla Sun Life Tax Pln fund (G) is ₹0. You can invest in multiples of ₹500.

    Is Aditya Birla Sun Life Tax Pln fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Tax Pln fund (G) is a Not Recommended fund. You can investAditya Birla Sun Life Tax Pln fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life Tax Pln fund (G)?

    The expense ratio of the Aditya Birla Sun Life Tax Pln fund (G) is 2.52% for regular plan.