Formerly Aditya BSL ELSS Tax Relief 96 Gr
₹ 51.07
NAV (Mar 28)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 51.07
NAV (Mar 28)
Last 1Y | 35.7% |
Last 3Y | 10.4% |
Last 5Y | 10.1% |
Last 10Y | 14.2% |
Since Inception | 10.7% |
6 Month CAGR | 12.8% |
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.
Expense Ratio | 1.69 |
Launched (16y ago) | Mar 06, 2008 |
AUM in Crores | 15006.224 |
ISIN | INF209K01108 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 11.7 |
Standard Deviation (5yr) | 16.9 |
Beta (3yr) | 0.85 |
Beta (5yr) | 0.86 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life ELSS Tax Saver fund (Growth) | 9,37,888 | 2,05,276 | 10.1% | |
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.
reliance industries ltd
6.2%icici bank ltd
6.1%infosys ltd
5.8%hdfc bank ltd
5.4%larsen & toubro ltd
4.9%financial services
24.2%consumer cyclical
18.7%industrials
11.2%technology
8.9%energy
8.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 21,301 cr | ||
₹ 16,756 cr | ||
₹ 14,147 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.7% | 7.4% | ||
5.8% | 6.8% | ||
5.7% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life ELSS Tax Saver fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 10.7% over a period of 16 years. The fund was previously known as Aditya BSL ELSS Tax Relief 96 Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Atul Penkar, Dhaval Gala, Dhaval Joshi.
Nav of Aditya Birla Sun Life ELSS Tax Saver fund (G) as of 3/28/2024 is ₹51.07 with the total AUM as of 3/29/2024 is ₹15006.224. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life ELSS Tax Saver fund (G) was launched on Mar 06, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life ELSS Tax Saver fund (G) is ₹500 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 ELSS Tax Saver 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 Nifty 500 TR INR.
Aditya Birla Sun Life ELSS Tax Saver fund (G) is rated as a 1 fund in Equity and delivered 35.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life ELSS Tax Saver fund (G).
What is Aditya Birla Sun Life ELSS Tax Saver fund (G)?
How to invest in Aditya Birla Sun Life ELSS Tax Saver fund (G)?
You can invest in Aditya Birla Sun Life ELSS Tax Saver 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 ELSS Tax Saver fund (G)?
The minimum sip amount for Aditya Birla Sun Life ELSS Tax Saver fund (G) is ₹500. You can invest in multiples of ₹500.
Is Aditya Birla Sun Life ELSS Tax Saver fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life ELSS Tax Saver fund (G) is a Not Recommended fund. You can investAditya Birla Sun Life ELSS Tax Saver 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 ELSS Tax Saver fund (G)?
The expense ratio of the Aditya Birla Sun Life ELSS Tax Saver fund (G) is 1.69% for regular plan.