- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Tax Pln fund (Growth)
Aditya Birla Sun Life Tax Pln fund (Growth)
₹ 47.55
NAV (Apr 12)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 47.55
NAV (Apr 12)
Fund Returns
Last 1Y | -4.4% |
Last 3Y | 13.9% |
Last 5Y | 3.8% |
Last 10Y | 13.1% |
Since Inception | 9.9% |
6 Month CAGR | -1.3% |
Scheme Information
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 | 1.55 |
Launched (17y ago) | Oct 01, 2006 |
AUM in Crores | 314.601 |
ISIN | INF209K01348 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 15.5 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 0.709 |
Sharpe Ratio (5yr) | 0.037 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Tax Pln fund (Growth) | 8,02,178 | 69,566 | 3.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.8% | ||
5.2% | 7.4% | ||
5% | 6.8% | ||
5.2% | 7.3% | ||
5% | 7.1% |
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 9.9% 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 4/12/2023 is ₹47.55 with the total AUM as of 6/4/2023 is ₹314.601. 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 -4.4% 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)?
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 1.55% for regular plan.