Aditya Birla Sun Life Tax Relief 96 Direct Growth-1.68%

4Groww
-13.28%
1 Year Return
Equity
ELSS
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Tax Relief 96 Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.99%
NAV31.97 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size8,416 Cr

Fund Overview

Quick overview of Aditya Birla Sun Life Tax Relief 96 Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Tax Relief 96 Direct Growth
-13.3%
7.2%
11.3%
14.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -13.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. 10Y Returns are higher than the benchmark
    7. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Honeywell Automation India Ltd.EngineeringEquity7.7%
    Reliance Industries Ltd.EnergyEquity7.6%
    Gillette India Ltd.FMCGEquity6.9%
    Bayer CropScience Ltd.HealthcareEquity6.2%
    Pfizer Ltd.HealthcareEquity5.2%
    Thomas Cook (India) Ltd.ServicesEquity4.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.8%
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity4.7%
    Sundaram-Clayton Ltd.AutomobileEquity4.3%
    Shopper's Stop Ltd.ServicesEquity3.3%
    See All

    Fund Managers

    addAjay Garg
    Education
    Mr. Garg is B.E (Electronics) and MBA (Finance).
    Experience
    Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Tax Relief 96 Direct Growth is a Equity Mutual Fund Scheme launched by Birla Sun Life Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Tax Relief 96 Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹8,416 Cr and the Latest NAV as of 08 Jul 2019 is ₹31.97.

    The Aditya Birla Sun Life Tax Relief 96 Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The Scheme aims to provide growth of capital along with Income Tax exemption benefits to investors.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Aditya Birla Sun Life Tax Relief 96 Direct Growth
    VS
    search

    About Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available