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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)
Expense Ratio	0.92%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 13,860
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.65%
Axis Long Term Equity Fund - Direct Plan	500	500	11.75%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	13.58%
L&T Tax Advantage Fund - Direct Plan	500	500	11.05%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	7.55%
Tata India Tax Savings Fund - Direct Plan	500	500	13.94%
Axis Long Term Equity Fund - Direct Plan	500	500	11.75%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	19.12%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reliance Industries Ltd	Equity	9
Honeywell Automation India Ltd	Equity	7
Housing Development Finance Corp Ltd	Equity	6
Kotak Mahindra Bank Ltd	Equity	6
ICICI Bank Ltd	Equity	5
Pfizer Ltd	Equity	5
Bayer CropScience Ltd	Equity	5
GlaxoSmithKline Pharmaceuticals Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4
HDFC Bank Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	27
Industrials	14
Healthcare	14
Consumer Cyclical	13
Basic Materials	11

Fund Manager

Dhaval Gala

0+ years of experience

Atul Penkar

0+ years of experience

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

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m