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Aditya Birla Sun Life Tax Plan Growth

Returns (3yrs)
-1.43 %
Latest NAV
32.00

Investment Calculator

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Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 26th of May, 06:48 PM

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.

Fund Managers

  • profile-pic
    Ajay Garg
  • expense-ratio
    Expense Ratio
    2.52
    benchmark
    Benchmark
    S&P BSE SENSEX TR INR
  • Aum image
    AUM
    ₹ 493.32 Crores
    ISIN
    ISIN
    INF209K01348
  • Category Risk:

    Moderately High risk

Holding Information

as on 26th of May, 06:48 PM

Top Holding

Reliance Industries Ltd
10%
Honeywell Automation India Ltd
9%
Pfizer Ltd
9%
Housing Development Finance Corp Ltd
8%
Bayer Cropscience Ltd
6%

Top Sectors

Financial Services
21%
Healthcare
19%
Industrials
14%
Basic Materials
12%
Energy
10%

Allocation

Equity
99%
Others
1%
Debt
0%

Investment Return Calculator

as on 26th of May, 06:48 PM
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  • Savings Bank
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  • Gold
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 26th of May, 06:48 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
500
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Aditya Birla Sun Life Tax Plan Growth is a Tax Saving EQUITY fund and has delivered an annualised return of -1.43% over a period of 3 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers names are Ajay Garg. 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. The fund charges 2.52000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.