Aditya Birla Sun Life ELSS Tax Saver Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life ELSS Tax Saver Fund Growth Fund Overview
SIP ₹500 & Lump. ₹500
₹14,543 Cr
3 Years
1.78
Nil
BSE 200 Total Return
Aditya Birla Sun Life ELSS Tax Saver Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.58 | -1.39 | 4.38 |
| 6M | 5.97 | 3.80 | 19.57 |
| 1Y | -1.67 | 4.17 | 36.07 |
| 3Y | 9.18 | 13.88 | 82.93 |
Portfolio Analysis
- Equity: 97.38%
- Debt: 2.64%
- Others
About Fund Aditya Birla Sun Life ELSS Tax Saver Fund Growth
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 ₹14,543 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.78. 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.
Fund Managers
Dhaval Gala
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).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India ELSS Tax Saver Fund Growth | 3 | 6,222 CR | 1.91 |
| Kotak ELSS Tax Saver Fund Growth | 2 | 6,383 CR | 1.91 |
| Aditya Birla Sun Life ELSS Tax Saver Fund Growth | 2 | 14,542 CR | 1.78 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India ELSS Tax Saver Fund Growth | -5.6015 | 28.8281 |
| This FundKotak ELSS Tax Saver Fund Growth | 0.0643 | 29.8948 |
| This FundAditya Birla Sun Life ELSS Tax Saver Fund Growth | -1.6692 | 30.1591 |
Aditya Birla Sun Life ELSS Tax Saver Fund Growth FAQs
- 1 Month : -5.58%
- 6 Months : 5.97%
- 1 Year : -1.67%
- 3 Years : 9.18%
