Item: Aditya Birla Sun Life Tax Pln Direct Plan Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Aditya Birla Sun Life Mutual Fund › Aditya Birla Sun Life Tax Pln Direct Plan Growth

51.900 (0.406%)

NAV on April 12, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Blend

Total Assets 315 cr

Turnover Ratio 49.43%

Expense Ratio 0.95%

Exit Load -

Returns

Min Investment 0

Fresh investments suspended by AMC on 2-May-2018

Fund Manager Atul Penkar (Since over 2 years) Dhaval Gala (Since about 2 years)

ISIN INF209K01VV9

Fund Family Aditya Birla Sun Life

P/E Ratio 23.59

P/B Ratio 3.34

Launch Date January 01, 2013

Benchmark IISL Nifty 500 TR INR

Financial 32.23%

Industrial 12.19%

Technology 9.6%

Basic Materials 11.71%

Consumer Cyclical 13.03%

Utilities Services 1.1%

Healthcare Services 8.53%

Energy Services 5.53%

Communication Services 1.09%

Consumer Defensive 5.00%

Real Estate 0.00%

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant ELSS Tax Saver Growth Option Direct Plan		414.644	64.10%	8,342 cr	0.76%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
SBI Long Term Equity Fund Direct Growth	418.135	62.50%	21,976 cr	0.96%	Above Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	182.810	57.91%	1,210 cr	1.19%	High
DSP ELSS Tax Saver Fund Direct Plan Growth	130.324	45.07%	14,076 cr	0.79%	Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	123.875	42.04%	5,295 cr	0.56%	Below Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	28.741	34.52%	3,175 cr	0.69%	Low
HSBC ELSS Tax saver Fund Direct Plan Growth Option	124.680	45.32%	3,674 cr	1.12%	Average

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant ELSS Tax Saver Growth Option Direct Plan		414.644	64.10%	8,342 cr	0.76%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	49.526	63.31%	3,205 cr	0.67%	High
SBI Long Term Equity Fund Direct Growth	418.135	62.50%	21,976 cr	0.96%	Above Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	182.810	57.91%	1,210 cr	1.19%	High
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1289.954	47.45%	13,990 cr	1.14%	Below Average