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 Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 8599.09
Expense Ratio
1.05%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 8599.09 |
| Expense Ratio | 1.05% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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.
Launch Date
23 Dec 1994
Sponsor
NA
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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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