Item: Aditya Birla Sun Life Tax Pln Direct Plan Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Aditya Birla Sun Life Mutual Fund › Aditya Birla Sun Life Tax Pln Direct Plan Growth

51.900 (0.406%)

NAV on April 12, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Blend

Total Assets 315 cr

Turnover Ratio 49.43%

Expense Ratio 0.95%

Exit Load -

Returns

Min Investment 0

Fresh investments suspended by AMC on 2-May-2018

Fund Manager Atul Penkar (Since over 3 years) Dhaval Gala (Since about 3 years)

ISIN INF209K01VV9

Fund Family Aditya Birla Sun Life

P/E Ratio 23.59

P/B Ratio 3.34

Launch Date January 01, 2013

Benchmark IISL Nifty 500 TR INR

Financial 32.23%

Industrial 12.19%

Technology 9.6%

Basic Materials 11.71%

Consumer Cyclical 13.03%

Utilities Services 1.1%

Healthcare Services 8.53%

Energy Services 5.53%

Communication Services 1.09%

Consumer Defensive 5.00%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Parag Parikh ELSS Tax Saver Fund Direct Growth	34.819	14.56%	5,294 cr	0.62%	Low
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	60.380	11.14%	4,360 cr	0.64%	High
DSP ELSS Tax Saver Fund Direct Plan Growth	157.571	9.00%	16,974 cr	0.74%	Average
SBI Long Term Equity Fund Direct Growth	480.311	6.32%	29,667 cr	0.93%	Above Average
JM Tax Gain Fund (Direct) - Growth	55.889	2.62%	199 cr	1.11%	Above Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	137.792	2.48%	6,266 cr	0.63%	Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	189.340	-3.51%	1,398 cr	0.82%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Parag Parikh ELSS Tax Saver Fund Direct Growth	34.819	14.56%	5,294 cr	0.62%	Low
Taurus ELSS Tax Saver Fund-Direct Plan-Growth Option	208.350	11.32%	79 cr	1.79%	Low
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	60.380	11.14%	4,360 cr	0.64%	High
ICICI Prudential ELSS Tax Saver Fund Direct Plan Growth	1046.140	9.91%	14,364 cr	1.08%	Below Average
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1545.241	9.61%	16,454 cr	1.05%	Below Average
Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth	34.231	6.91%	950 cr	0.59%	Average
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth	68.590	6.80%	15,368 cr	1.02%	Average