CASPeR Ranking #187
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
NAV (Fri Dec 20 2024)
₹63
Returns (Since Inception)
13.21%
Category Average
18.33%
Rating
2
Allocation and Holdings
Asset class
Weightage
Financial Services
17.03%
Technology
5.23%
Industrials
4.96%
Energy
4.61%
Healthcare
3.50%
Communication Services
3.25%
Consumer Cyclical
2.27%
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4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹15895.16 Cr
ISIN
INF209K01UN8
Inception Date
Jan 01 2013
Standard Deviation
12.825
Beta
0.93
Sharpe Ratio
0.532
Benchmark
IISL Nifty 500 TR INR
Expense Ratio
0.980%
Exit Load
Nil
Risk
Very High Risk
Investment Objective
An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities.
Fund Managers
Atul Penkar
Dhaval Gala
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹15895.16 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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