Aditya Birla SL Tax Relief 96 - Direct (G)

Aditya Birla SL Tax Relief 96 - Direct (G)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Ajay Garg
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 9814.16
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 1.06

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 2.72% 2.04%
3 Month 9.42% 8.01%
6 Month 4.79% 1.83%
1 Year 6.48% 9.61%
3 Year 13.86% 14.14%
5 Year 11.46% 8.91%
Since Inception 16.22% 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