Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.03 | 0.47 | 4.38 |
| 6M | 0.39 | 2.41 | 20.20 |
| 1Y | 2.07 | 4.80 | 36.07 |
| 3Y | 12.10 | 15.38 | 97.35 |
Aditya Birla Sun Life ELSS Tax Saver Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹14,467 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.76. Under the expert guidance of Dhaval Gala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Dhaval Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research. Prior to joining BSLAMC, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak ELSS Tax Saver Fund Growth | 2 | 6,196 CR | 1.97 |
| Invesco India ELSS Tax Saver Fund Growth | 1 | 2,645 CR | 2.32 |
| Aditya Birla Sun Life ELSS Tax Saver Fund Growth | 2 | 14,466 CR | 1.76 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak ELSS Tax Saver Fund Growth | 0.0948 | 39.0825 |
| This FundInvesco India ELSS Tax Saver Fund Growth | -3.5242 | 40.4735 |
| This FundAditya Birla Sun Life ELSS Tax Saver Fund Growth | 2.0656 | 40.8597 |