Mar 22, 2023
Aims at achieving long term growth of capital along with income tax relief for investors.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Aditya Birla SL Tax Plan (IDCW) | -3.34 | -6.89 | -4.63 | 14.59 |
| Benchmark - Nifty 500 TRI | -3.36 | -5.97 | -0.25 | 27.59 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | -1.77 | -4.81 | 0.62 | 27.99 |
| Category Rank | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram LT MC Tax Advantage Fund-Sr.III (G) | 19.2456 | 0.67 | 3.77 | 42.39 | 8.70 | 62.74 | 1.43 | 500.00 | invest |
| Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW) | 16.6432 | 0.66 | 3.71 | 42.90 | 9.17 | 31.09 | 1.43 | 500.00 | invest |
| Sundaram LT MC Tax Advantage Fund-Sr.IV (G) | 16.6433 | 0.65 | 3.71 | 42.91 | 9.17 | 31.09 | 1.43 | 500.00 | invest |
| Sundaram LT MC Tax Advantage Fund-Sr.V (G) | 16.0692 | 0.64 | 1.47 | 42.72 | 9.43 | 27.05 | 1.41 | 500.00 | invest |
| HDFC Tax Saver Fund (IDCW) | 51.4500 | -97.94 | 9.28 | 30.25 | 8.98 | 9,723.21 | 1.88 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-ICICI Bank | Feb 28, 2023 | 28.44 | 8.82 | -3.07 |
|
| Equity-H D F C | Feb 28, 2023 | 19.60 | 6.08 | -0.52 |
|
| Equity-Infosys | Feb 28, 2023 | 18.49 | 5.73 | -3.01 |
|
| Equity-Honeywell Auto | Feb 28, 2023 | 18.16 | 5.63 | -12.07 |
|
| Equity-Reliance Industr | Feb 28, 2023 | 17.02 | 5.28 | -1.33 |
|
| Equity-HDFC Bank | Feb 28, 2023 | 16.37 | 5.07 | -0.24 |
|
| Equity-Bayer Crop Sci. | Feb 28, 2023 | 13.95 | 4.32 | -3.82 |
|
| Equity-Larsen & Toubro | Feb 28, 2023 | 13.71 | 4.25 | -0.72 |
|
| Equity-St Bk of India | Feb 28, 2023 | 11.50 | 3.57 | -5.55 |
|
| Equity-Gillette India | Feb 28, 2023 | 11.42 | 3.54 | -4.62 |
|
Aditya Birla Sun Life Mutual Fund has announced 24 March 2023 as the record...
Aditya Birla Sun Life Mutual Fund has announced change in Fund Managers und...
Aditya Birla Sun Life Mutual Fund has announced 15 March 2023 as the record...
Aditya Birla Sun Life Mutual Fund has announced 22 February 2023 as the rec...
Aditya Birla Sun Life Mutual Fund has announced that, the Fund Management r...
Aditya Birla Sun Life Mutual Fund has announced 17 February 2023 as the rec...
| AMC Name | : | Aditya Birla Sun Life Mutual Fund |
| Fund Name | : | Aditya Birla SL Tax Plan (IDCW) |
| 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 |
| : | care.mutualfunds:adityabirlacapital.com | |
| Website | : | https://mutualfund.adityabirlacapital.com |
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