Aditya Birla Sun Life Tax Relief 96 Direct Plan
An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity,
20% debt and money market securities
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments in equity and equity related securities, with tax benefit under section 80C, subject to eligibility
Fund Info
| Scheme Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Expense Ratio | 1.05% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 8,599 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 14.64% | |
| 500 | 500 | 8.55% | |
| 500 | 500 | 8.91% | |
| 500 | 500 | 8.56% | |
| 500 | 500 | 12.23% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 6.94% |
| 500 | 500 | 7.21% | |
| 500 | 500 | 8.56% | |
| 500 | 500 | 10.19% | |
| 500 | 500 | 12.23% | |
| 500 | 500 | 8.91% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Reliance Industries Ltd | Equity | 8 |
| Honeywell Automation India Ltd | Equity | 7 |
| Gillette India Ltd | Equity | 6 |
| Bayer CropScience Ltd | Equity | 6 |
| Pfizer Ltd | Equity | 6 |
| Housing Development Finance Corp Ltd | Equity | 5 |
| Thomas Cook India Ltd | Equity | 5 |
| Clearing Corporation Of India Limited | Cash - Collateral | 5 |
| Larsen & Toubro Ltd | Equity | 4 |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 96 |
| Cash - Collateral | 5 |
| Unidentified Holding | 0 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 13 |
| Drug Manufacturers - Major | 10 |
| Oil & Gas Refining & Marketing | 8 |
| Household & Personal Products | 8 |
| Diversified Industrials | 7 |
Birla Sun Life Mutual Fund
AUM
₹2,49,270 Cr
About
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.
Email
connect@birlasunlife.com
Phone
1800 22 7000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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