Aditya Birla SL Tax Plan – Direct Growth

Equity · ELSS
500
Min SIP
500
Min Lumpsum
0.95 %
Expense Ratio
Rating
322
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 13 April 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 15.6% 29.7% 12.3% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
9.28%
H D F C
6.27%
Honeywell Auto
6.09%
Infosys
5.64%
Reliance Industr
5.43%
Others
67.29%
Banks
22.63%
IT-Software
9.43%
Finance
7.6%
Industrial Manufacturing
6.09%
Consumer Durables
5.75%
Others
48.5%
Equity
98.24%
Reverse Repos
1.15%
Preference Shares
0.79%
Net Curr Ass/Net Receivables
-0.18%

Advance Ratio

-0.03
Alpha
0.79
SD
0.79
Beta
-0.05
Sharpe

Exit Load

Exit Load Nil

Fund Objective

Aims at achieving long term growth of capital along with income tax relief for investors.

Fund Managers

Atul Penkar

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Tax Plan – Direct Growth ?

You can invest in Aditya Birla SL Tax Plan – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Tax Plan – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the expense ratio of Aditya Birla SL Tax Plan – Direct Growth ?

The expense ratio of Aditya Birla SL Tax Plan – Direct Growth is 0.95 % as of 13 April 2023.

What is the AUM of Aditya Birla SL Tax Plan – Direct Growth?

The AUM of Aditya Birla SL Tax Plan – Direct Growth is ₹2,75,965 Cr as of 13 April 2023

What are the top stock holdings of Aditya Birla SL Tax Plan – Direct Growth?

The top stock holdings of Aditya Birla SL Tax Plan – Direct Growth are
  1. ICICI Bank - 9.28%
  2. H D F C - 6.27%
  3. Honeywell Auto - 6.09%
  4. Infosys - 5.64%
  5. Reliance Industr - 5.43%

What is the NAV of Aditya Birla SL Tax Plan – Direct Growth ?

The NAV of Aditya Birla SL Tax Plan – Direct Growth is ₹51.8 as of 13 April 2023.

How to redeem Aditya Birla SL Tax Plan – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Tax Plan – Direct Growth?

The minimum SIP amount of Aditya Birla SL Tax Plan – Direct Growth is ₹500

What are the top sectors Aditya Birla SL Tax Plan – Direct Growth has invested in??

The top sectors Aditya Birla SL Tax Plan – Direct Growth has invested in are
  1. ICICI Bank - 9.28%
  2. H D F C - 6.27%
  3. Honeywell Auto - 6.09%
  4. Infosys - 5.64%
  5. Reliance Industr - 5.43%
Invest Now