Aditya Birla Sun Life Tax Savings Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Tax Savings Fund Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹1000
AUM (Fund size)
₹27 Cr
Lock In Period
3 Years
Expense Ratio
2.5
Exit Load
Nil
Benchmark
BSE 100
Aditya Birla Sun Life Tax Savings Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.29 | 7.41 |
| 6M | 0.00 | 3.44 | 24.27 |
| 1Y | 0.00 | 4.92 | 78.49 |
| 3Y | 0.00 | 14.82 | 130.26 |
Portfolio Analysis
- Equity:
- Debt:
- Others
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About Fund Aditya Birla Sun Life Tax Savings Fund Growth
Aditya Birla Sun Life Tax Savings Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹27 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.5. Under the expert guidance of Ajay Garg ,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
Ajay Garg
Mr. Ajay holds BE in Electronics and MBA in Finance. Has been working with AMC since Jan 2003. Prior to this he had worked with Birla Sun Life Securities Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund - Series I Growth | 0 | 19 CR | 1.44 |
| ICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41 CR | 1.41 |
| SBI Tax Advantage Fund - Series II Growth | 0 | 42 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Long Term Tax Advantage Fund - Series I Growth | 8.0346 | 46.8089 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
Aditya Birla Sun Life Tax Savings Fund Growth FAQs
Aditya Birla Sun Life Tax Savings Fund 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 Savings Fund Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Tax Savings Fund Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Aditya Birla Sun Life Tax Savings Fund 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 Savings Fund Growth is ₹27 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Tax Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
