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 almost 3 years) Dhaval Gala (Since over 2 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
SBI Long Term Equity Fund Direct Growth	451.758	40.78%	27,559 cr	0.94%	Above Average
DSP ELSS Tax Saver Fund Direct Plan Growth	146.853	37.07%	16,841 cr	0.75%	Above Average
JM Tax Gain Fund (Direct) - Growth	53.791	36.60%	181 cr	1.27%	High
Bank of India ELSS Tax Saver Fund Direct Plan Growth	188.000	32.99%	1,436 cr	0.84%	High
Kotak ELSS Tax Saver-Scheme-Growth - Direct	131.037	29.80%	6,148 cr	0.61%	Below Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	31.920	27.68%	4,274 cr	0.62%	Low
Quant ELSS Tax Saver Growth Option Direct Plan	399.798	26.62%	10,980 cr	0.65%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	58.424	51.38%	4,074 cr	0.65%	Above Average
SBI Long Term Equity Fund Direct Growth	451.758	40.78%	27,559 cr	0.94%	Above Average
HSBC ELSS Tax saver Fund Direct Plan Growth Option	139.992	38.01%	4,253 cr	1.6%	Above Average
DSP ELSS Tax Saver Fund Direct Plan Growth	146.853	37.07%	16,841 cr	0.75%	Above Average
JM Tax Gain Fund (Direct) - Growth	53.791	36.60%	181 cr	1.27%	High
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1411.357	34.67%	15,935 cr	1.09%	Below Average
Invesco India ELSS Tax Saver Fund Direct Growth	144.290	32.05%	2,919 cr	0.76%	Above Average