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	1.08%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 8,562
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 500

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.0%
BOI AXA Tax Advantage Fund - Direct Plan	500	500	15.19%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	12.94%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.69%
Axis Long Term Equity Fund - Direct Plan	500	500	18.17%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	11.51%
L&T Tax Advantage Fund - Direct Plan	500	500	11.31%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.69%
Tata India Tax Savings Fund - Direct Plan	500	500	15.39%
Axis Long Term Equity Fund - Direct Plan	500	500	18.17%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	12.94%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reliance Industries Ltd	Equity	8
Honeywell Automation India Ltd	Equity	8
Gillette India Ltd	Equity	7
Housing Development Finance Corp Ltd	Equity	7
Pfizer Ltd	Equity	6
Clearing Corporation Of India Limited	Cash - Collateral	5
Kotak Mahindra Bank Ltd	Equity	4
Bayer CropScience Ltd	Equity	4
GlaxoSmithKline Pharmaceuticals Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Collateral	5
Alternatives - Private Equity	0
Cash	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	14
Drug Manufacturers - Major	10
Household & Personal Products	10
Diversified Industrials	8
Oil & Gas Refining & Marketing	8

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.

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

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

Quick Links