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Partner With Us NRI

Jan 30, 2023


Category

ELSS

AUM (Cr.)

354.72

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.55

Sharpe Ratio

-0.33

Beta Ratio

0.00

Fund Manager

Atul Penkar

Inception Date

Oct 03, 2006

Risk Level

Very High

Investment Objective

Aims at achieving long term growth of capital along with income tax relief for investors.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL Tax Plan (G) -4.73 -1.77 -4.23 5.67 3.52 10.05
Benchmark - Nifty 500 TRI -3.51 4.65 2.53 15.42 9.95 0
Category Average - BEST ELSS/TAX SAVER FUNDS -3.29 1.78 0.91 16.05 8.97 13.03
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Tax Advantage Fund - Series III (G) 60.6485 0.78 6.25 27.23 19.32 30.57 2.90 500.00 invest
AXIS Long Term Equity Fund (G) 61.7608 0.61 -10.22 7.18 7.86 30,471.95 1.60 500.00 invest
SBI Long Term Advantage Fund - Series IV (G) 30.1962 0.46 1.07 26.70 16.93 176.75 2.75 500.00 invest
UTI-Long Term Equity Fund (G) 137.1223 0.39 -4.71 13.33 8.81 2,912.95 2.11 500.00 invest
HDFC Tax Saver Fund (IDCW) 57.7920 -97.72 10.08 15.40 6.72 9,992.81 1.82 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Dec 31, 2022 31.42 8.86 -6.51
Equity-Honeywell Auto Dec 31, 2022 21.96 6.19 -0.03
Equity-H D F C Dec 31, 2022 19.81 5.59 -2.04
Equity-Infosys Dec 31, 2022 18.74 5.28 7.87
Equity-Reliance Industr Dec 31, 2022 18.67 5.26 -6.74
Equity-HDFC Bank Dec 31, 2022 16.66 4.70 1.22
Equity-Bayer Crop Sci. Dec 31, 2022 16.09 4.54 6.64
Equity-Larsen & Toubro Dec 31, 2022 13.56 3.82 0.53
Equity-St Bk of India Dec 31, 2022 13.50 3.81 1.87
Equity-Gillette India Dec 31, 2022 12.32 3.47 -1.84

latest news

Aditya Birla Sun Life MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 25 January 2023 as the reco...

Jan 23, 2023 10:39

Aditya Birla Sun Life MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 20 January 2023 as the reco...

Jan 18, 2023 09:41

Aditya Birla Sun Life Fixed Term Plan - Series UE (1275 days) Announces Extension of NFO period

Aditya Birla Sun Life Mutual Fund has announced that New Fund Offer (NFO) P...

Jan 12, 2023 09:49

Aditya Birla Sun Life MF Announces Change In Risk-O-Meter Under its Schemes

Aditya Birla Sun Life Mutual Fund has announced change in Risk-O-Meter unde...

Jan 07, 2023 10:54

Aditya Birla Sun Life Dynamic Bond Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Aditya Birla Sun Life Mutual Fund has announced 30 December 2022 as the rec...

Dec 26, 2022 10:55

Aditya Birla Sun Life MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 26 December 2022 as the rec...

Dec 21, 2022 09:53

SCHEME DETAILS

AMC Name : Aditya Birla Sun Life Mutual Fund
Fund Name : Aditya Birla SL Tax Plan (G)
Contact Persone : Atul Penkar
Registered Address : One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Telephone No : 43568000
Fax No. : 43568110/8111
Email : care.mutualfunds:adityabirlacapital.com
Website : https://mutualfund.adityabirlacapital.com