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

Aditya Birla Sun Life Tax Pln fund (Growth)

EquityTax Saving

Top Ranked

48.7

NAV (Jun 18)

11.8%
5Year CAGR
Scripbox Opinion

Top Ranked

Aditya Birla Sun Life Tax Pln fund (Growth) is a good choice within tax saving mutual funds.

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

499 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

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

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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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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

risk-indicator-arrow.svg

Very High Risk

2.52 %

Expense Ratio

Oct 01, 2006

Launched (15y ago)

₹ 499

AUM in Crores

INF209K01348

ISIN

3

Lock-in

S&P BSE SENSEX TR INR

Benchmark

₹ 0

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
user-avatar

Ajay Garg

Fund Manager

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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.

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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 283,445 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.

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  • 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

    ₹ 4,858 Cr

    Fund Size

    13.30%

    5Year CAGR

    5Y CAGR

    Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 30,046 Cr

    Fund Size

    5.50%

    3Year CAGR

    3Y CAGR

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 30,046 Cr

    Fund Size

    5.50%

    3Year CAGR

    3Y CAGR

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 30,046 Cr

    Fund Size

    5.50%

    3Year CAGR

    3Y CAGR

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 30,046 Cr

    Fund Size

    5.60%

    3Year CAGR

    3Y 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

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 11.4% over a period of 15 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 as of 2021-06-18 is ₹ 48.7. The total AUM (Asset Under Management) of the fund as of 2021-06-21 is ₹ 498.443. 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 99.1% in this asset class. The top three holdings of the fund are housing development finance corp ltd,honeywell automation india ltd and reliance industries limited

    Aditya Birla Sun Life Tax Pln fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    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 4 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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