Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹315 Cr
Lock In Period
3 Years
Expense Ratio
1.55
Benchmark
BSE Sensex Total Return
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Tax Plan Growth include a ₹47.49 NAV as of Apr 13,2023 and returns since inception of 48.92%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Tax Plan Growth AUM is ₹315 Cr, with a lock-in of 3 Years years, expense ratio of 1.55%, and benchmark BSE Sensex Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.53% returns, against a category average of -0.29% and a category best of 5.32%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.53 | -0.29 | 5.32 |
| 6M | -0.79 | 1.06 | 20.20 |
| 1Y | -4.16 | 5.99 | 36.07 |
| 3Y | 14.20 | 13.71 | 97.35 |
Portfolio Analysis
- Equity: 98.21%
- Debt: 1.76%
- Others
As on: 2023-03-31
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About Fund
Aditya Birla Sun Life Tax Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹315 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 1.55. Under the expert guidance of Atul Penkar ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundInvesco India ELSS Tax Saver Fund Growth | 1 | 2602.29 CR | 1.94 |
| This FundParag Parikh ELSS Tax Saver Fund Growth | 5 | 5260.64 CR | 1.72 |
| This FundAditya Birla Sun Life Tax Plan Growth | 1 | 314.6 CR | 1.55 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 4 | 3968.68 CR | 1.82 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India ELSS Tax Saver Fund Growth | 2.5702 | 48.1959 |
| This FundParag Parikh ELSS Tax Saver Fund Growth | 2.9609 | 48.3091 |
| This FundAditya Birla Sun Life Tax Plan Growth | -4.1574 | 48.9182 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 17.6165 | 85.5852 |
FAQs
Aditya Birla Sun Life Tax Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Tax Plan Growth is 1.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Tax Plan Growth’s fund performance is as follows:
- 1 Month : 2.53%
- 6 Months : -0.79%
- 1 Year : -4.16%
- 3 Years : 14.20%
You can invest in Aditya Birla Sun Life Tax Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Tax Plan Growth is ₹315 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Tax Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500