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This Fund:
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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 2.74% and a category best of 17.77%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.532.7417.77
6M-0.791.5520.20
1Y-4.165.7536.07
3Y14.2016.93101.95

Portfolio Analysis

  • Equity: 98.21%
  • Debt: 1.76%
  • Others
As on: 2023-03-31
View allocation % by

1. ICICI Bank Limited9.28%
2. Housing Development Finance Corporation Limited6.27%
3. HDFC Bank Limited5.23%
4. State Bank of India3.66%
5. Axis Bank Limited3.42%
6. Kotak Mahindra Bank Limited1.03%
7. Bajaj Finance Limited0.79%
8. Aditya Birla Capital Limited0.54%

1. Infosys Limited5.64%
2. Tata Consultancy Services Limited2.68%
3. MphasiS Limited1.11%

1. Gillette India Limited3.36%
2. Kansai Nerolac Paints Limited1.68%
3. Hindustan Unilever Limited1.55%

1. Honeywell Automation India Limited6.09%

1. Reliance Industries Limited5.43%

1. Pfizer Limited1.86%
2. Biocon Limited1.27%
3. GlaxoSmithKline Pharmaceuticals Limited1.13%
4. Sun Pharmaceutical Industries Limited0.97%

1. Sundaram Clayton Limited2.38%
2. Maruti Suzuki India Limited1.33%
3. Mahindra & Mahindra Limited0.93%

1. Larsen & Toubro Limited4.47%

1. Bayer Cropscience Limited4.17%

1. Shree Cement Limited2.05%
2. UltraTech Cement Limited1.33%

1. Fortis Healthcare Limited3.15%

1. Shoppers Stop Limited2.95%

1. Titan Company Limited1.42%

1. Container Corporation of India Limited1.41%

1. Hindalco Industries Limited1.35%

1. Bata India Limited1.35%

1. Johnson Controls - Hitachi Air Conditioning India Limited1.30%

1. NTPC Limited1.08%

1. Bharti Airtel Limited1.07%

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.

Fund Managers

Atul Penkar

Mr. Atul holds B.E. (Mechanical) and MMS. He has over 10 years of experience in research. Prior to joining BSLAMC, he has worked with Emkay Shares & Stock Brokers Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundCanara Robeco ELSS Tax Saver Fund Growth27809.64 CR1.73
This FundQuantum ELSS Tax Saver Fund - Growth0192.67 CR2.09
This FundAditya Birla Sun Life Tax Plan Growth1314.6 CR1.55
This FundMotilal Oswal ELSS Tax Saver Fund Growth43968.68 CR1.84
Fund Name1Y3Y
This FundCanara Robeco ELSS Tax Saver Fund Growth4.099448.1072
This FundQuantum ELSS Tax Saver Fund - Growth-3.15248.4929
This FundAditya Birla Sun Life Tax Plan Growth-4.157448.9182
This FundMotilal Oswal ELSS Tax Saver Fund Growth15.50494.8691

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%
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