• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Tax Pln fund (RIDCW-A)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Tax Pln fund (RIDCW-A)

EquityTax Saving

89.52

NAV (Apr 12)

3.3%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
1.55
Launched (25y ago)
Feb 16, 1999
AUM in Crores
314.601
ISIN
INF209K01CM8
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
15.6
Standard Deviation (5yr)
19.2
Beta (3yr)
0.88
Beta (5yr)
0.9
Sharpe Ratio (3yr)
0.702
Sharpe Ratio (5yr)
0.019
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Tax Pln fund (RIDCW-A)70%7,92,538 59,9263.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-04-12

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 372,004 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.9%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Tax Pln fund (RIDCW-A) Review

Aditya Birla Sun Life Tax Pln fund (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 16.6% over a period of 25 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null.

Nav of Aditya Birla Sun Life Tax Pln fund (RIDCW-A) as of 4/12/2023 is ₹89.52 with the total AUM as of 6/21/2024 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 (RIDCW-A) was launched on Feb 16, 1999. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Tax Pln fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 0 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 (RIDCW-A).

Frequently Asked Questions

What is Aditya Birla Sun Life Tax Pln fund (RIDCW-A)?

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

How to invest in Aditya Birla Sun Life Tax Pln fund (RIDCW-A)?

You can invest in Aditya Birla Sun Life Tax Pln fund (RIDCW-A) 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 (RIDCW-A)?

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

Is Aditya Birla Sun Life Tax Pln fund (RIDCW-A) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Tax Pln fund (RIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Tax Pln fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the Aditya Birla Sun Life Tax Pln fund (RIDCW-A) is 1.55% for regular plan.