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 4 years) Dhaval Gala (Since about 4 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
Quant ELSS Tax Saver Growth Option Direct Plan	455.004	14.96%	13,070 cr	0.72%	High
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	64.685	11.97%	4,663 cr	0.73%	High
Bank of India ELSS Tax Saver Fund Direct Plan Growth	195.480	7.24%	1,380 cr	0.77%	Above Average
DSP ELSS Tax Saver Fund Direct Plan Growth	154.774	1.54%	16,156 cr	0.61%	Above Average
SBI ELSS Tax Saver Fund Direct Growth	471.651	1.52%	30,955 cr	0.93%	Above Average
HSBC ELSS Tax saver Fund Direct Plan Growth Option	153.398	6.86%	3,985 cr	0.97%	Above Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant ELSS Tax Saver Growth Option Direct Plan	455.004	14.96%	13,070 cr	0.72%	High
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	64.685	11.97%	4,663 cr	0.73%	High
Tata ELSS Fund Growth Direct Plan	53.469	7.71%	4,516 cr	0.69%	Above Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	195.480	7.24%	1,380 cr	0.77%	Above Average
HSBC ELSS Tax saver Fund Direct Plan Growth Option	153.398	6.86%	3,985 cr	0.97%	Above Average
Baroda BNP Paribas ELSS Tax Saver Fund Direct Plan Growth Option	112.100	6.86%	882 cr	0.92%	Average
JM Tax Gain Fund (Direct) - Growth	57.324	6.75%	223 cr	0.93%	Above Average