Aditya Birla SL Tax Plan (G)

Aditya Birla SL Tax Plan (G)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex TRI
Fund Manager Ajay Garg
Fund Horizon OPEN
Inception Date 03-Oct-2006
Scheme AUM(CR) ` 566.17
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 2.48

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.82% 1.21%
3 Month -5.97% -5.43%
6 Month -5.75% -0.09%
1 Year -10.86% -0.61%
3 Year 6.95% 10.99%
5 Year 9.63% 8.28%
Since Inception 10.52% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others