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 India TR INR |
| Expense Ratio | 1.06% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 9,998 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 18.15% | |
| 500 | 500 | 17.52% | |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 11.51% |
| 500 | 500 | 10.77% | |
| 500 | 500 | 12.92% | |
| 500 | 500 | 14.37% | |
| 500 | 500 | 17.52% | |
| 500 | 500 | 12.29% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Reliance Industries Ltd | Equity | 9 |
| Honeywell Automation India Ltd | Equity | 8 |
| Housing Development Finance Corp Ltd | Equity | 8 |
| Pfizer Ltd | Equity | 7 |
| Gillette India Ltd | Equity | 6 |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | 5 |
| Bayer CropScience Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 4 |
| HDFC Bank Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Collateral | 2 |
| Alternatives - Private Equity | 0 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 25 |
| Healthcare | 14 |
| Consumer Cyclical | 13 |
| Basic Materials | 12 |
| Industrials | 12 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m