AP
Atul PenkarFund Manager Since 31 Dec 2021
EquityELSS (Tax Savings)
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
3Y Annualised
11.83%
0.38% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-6.17%
0.38% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 2 months
NIFTY 50
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹14626.04 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
57th
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
-6.17%
Fund Managers
DG
Dhaval GalaFund Manager Since 1 Apr 2022
About Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth has ₹14626.04 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth as of Wed Mar 05 2025 is ₹58.48. The fund has an expense ratio of 1.02%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth returns for the last 1 year are 1.61%. Since launch, it has delivered 13.77% average annual returns.
The Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth has the majority of its money invested in Financial Services, Technology, Industrials, Energy, Communication Services, Healthcare, Consumer Cyclical sectors.
Top 5 Holdings of Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth.
- ICICI Bank Ltd: 7.83%
- Infosys Ltd: 5.95%
- Larsen & Toubro Ltd: 5.11%
- Reliance Industries Ltd: 4.86%
- HDFC Bank Ltd: 4.55%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.37%
expense ratio
0.62%
fund size
₹650.40 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.83%
expense ratio
0.83%
fund size
₹5625.62 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.60%
expense ratio
1.02%
fund size
₹1388.87 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
11.83%
expense ratio
1.02%
fund size
₹14626.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2048.53 Cr
FAQs
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