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Aditya Birla Sun Life Tax Relief 96 Growth

Returns (3yrs)
-0.57 %
Latest NAV
26.16

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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 of long term growth of capital through a portfolio with a target allocation of 80% equity,20% debt and money market securities

Fund Managers

  • profile-pic
    Ajay Garg
  • expense-ratio
    Expense Ratio
    1.47
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 9371.5 Crores
    ISIN
    ISIN
    INF209K01108
  • Category Risk:

    Moderately High risk

Holding Information

as on 26th of May, 06:48 PM

Top Holding

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

Top Sectors

Financial Services
21%
Healthcare
19%
Industrials
13%
Basic Materials
12%
Energy
10%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

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

About the Fund

Aditya Birla Sun Life Tax Relief 96 Growth is a Tax Saving EQUITY fund and has delivered an annualised return of -0.57% 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 of long term growth of capital through a portfolio with a target allocation of 80% equity,20% debt and money market securities The fund charges 1.47000%. The minimum SIP amount for this is ₹500. 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.