Aditya Birla SL Tax Plan - Direct (IDCW)

  • 5 years return (%) 11.72%
  • AUM (₹) ₹488.29 Cr
  • NAV (₹) 175.91
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 33.46% 7.93% 11.72% 4.33%
Category Average 39.86% 13.30% 14.78% 5.89%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
33.46%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Aditya Birla SL Tax Plan - Direct (IDCW) 1.87 488.2904 +8%
Principal Tax Savings Fund 2.51 548.9309 +12%
BNP Paribas Long Term Equity Fund (G) 2.39 519.2923 +14%
IDBI Equity Advantage Fund - Regular (G) 2.42 517.7455 +9%
BOI AXA Tax Advantage Fund (G) 2.55 472.6196 +19%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • H D F C

    Automobile Sector
    Equity Instrument
    8.3% % Assets
  • Honeywell Auto

    Automobile Sector
    Equity Instrument
    7.8% % Assets
  • Pfizer

    Automobile Sector
    Equity Instrument
    7.4% % Assets
  • Reliance Inds PP

    Automobile Sector
    Equity Instrument
    6.6% % Assets
  • Bayer Crop Sci.

    Automobile Sector
    Equity Instrument
    6.4% % Assets

AMC Details

Aditya Birla Sun Life Mutual Fund

  • 275904.0499 Cr

    AUM

Contact Details

One India Bulls Centre,Tower 1,
17th Flr,Jupiter Mill Compound
841,Elphinstone Road, Mumbai 400013

43568000 | 43568110/8111
care.mutualfunds@adityabirlacapital.com