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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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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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 Name1Y3Y
This FundSundaram Value Fund Growth9.025347.0775
This FundGroww ELSS Tax Saver Fund Growth6.474148.6184
This FundAditya Birla Sun Life Tax Plan Growth-4.157448.9182
This FundMotilal Oswal ELSS Tax Saver Fund Growth5.899684.1796
This FundSBI ELSS Tax Saver Fund Growth8.963690.9644

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 : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Aditya Birla Sun Life Tax Plan Growth are updated daily based on NAV of ₹ 47.49 as on Apr 13,2023. Since inception, the return has been 48.92%.

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