Aditya Birla SL Tax Plan - Direct (IDCW)

  • 5 years return (%) 12.48%
  • AUM (₹) ₹478.53 Cr
  • NAV (₹) 189.26
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 36.57% 13.95% 12.48% 12.25%
Category Average 54.36% 23.04% 18.48% 24.31%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
36.57%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Aditya Birla SL Tax Plan - Direct (IDCW) 1.87 478.5318 +14%
Principal Tax Savings Fund 2.51 601.7269 +21%
BNP Paribas Long Term Equity Fund (G) 2.38 551.4159 +23%
IDBI Equity Advantage Fund - Regular (G) 2.4 544.0378 +18%
BOI AXA Tax Advantage Fund (G) 2.54 517.4894 +32%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • H D F C

    Automobile Sector
    Equity Instrument
    8.4% % Assets
  • Honeywell Auto

    Automobile Sector
    Equity Instrument
    8.4% % Assets
  • Reliance Inds PP

    Automobile Sector
    Equity Instrument
    7.8% % Assets
  • Pfizer

    Automobile Sector
    Equity Instrument
    6.8% % Assets
  • Kotak Mah. Bank

    Automobile Sector
    Equity Instrument
    6.1% % Assets

AMC Details

Aditya Birla Sun Life Mutual Fund

  • 299381.6934 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