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

50.200 (0.642%)

NAV on March 21, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Blend

Total Assets 323 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 about 1 year) Dhaval Gala (Since 12 months)

ISIN INF209K01VV9

Fund Family Aditya Birla Sun Life

P/E Ratio 24.00

P/B Ratio 3.40

Launch Date January 01, 2013

Benchmark IISL Nifty 500 TR INR

Financial 31.04%

Industrial 11.46%

Technology 9.81%

Basic Materials 12.09%

Consumer Cyclical 14.39%

Utilities Services 1.04%

Healthcare Services 8.68%

Energy Services 5.36%

Communication Services 1.05%

Consumer Defensive 5.07%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Parag Parikh Tax Saver Fund Direct Growth	20.550	8.67%	1,147 cr	0.80%	Below Average
PGIM India ELSS Tax Saver Fund Dir Gr	26.250	2.90%	451 cr	1.00%	Average
DSP Tax Saver Fund Direct Plan Growth	86.267	1.77%	10,129 cr	0.81%	Above Average
Bank of India Tax Advantage Fund Direct Plan Growth	108.780	0.93%	677 cr	1.31%	Below Average
Mirae Asset Tax Saver Fund -Direct Plan-Growth	33.019	0.63%	14,043 cr	0.58%	Above Average
HSBC ELSS Fund Direct Plan Growth Option	81.929	-0.57%	3,007 cr	1.16%	Above Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
HDFC TaxSaver -Direct Plan - Growth Option	841.792	10.51%	9,723 cr	1.15%	Average
SBI Long Term Equity Fund Direct Growth	246.280	8.70%	12,073 cr	1.07%	Average
Parag Parikh Tax Saver Fund Direct Growth	20.550	8.67%	1,147 cr	0.8%	Below Average
Motilal Oswal Long Term Equity Fund Direct Plan Growth	29.491	8.48%	2,188 cr	0.78%	Above Average
Taurus Tax Shield-Direct Plan-Growth Option	126.180	7.34%	60 cr	1.73%	Below Average
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth	109.084	3.03%	4,024 cr	0.75%	High
PGIM India ELSS Tax Saver Fund Dir Gr	26.250	2.90%	451 cr	1.0%	Average