CASPeR Ranking #191

Aditya Birla Sun Life ELSS Tax Saver Growth

Very High Risk •ELSS (Tax Savings)• Equity

NAV (Mon Dec 30 2024)

₹57

Returns (Since Inception)

11.63%

Category Average

17.37%

Rating

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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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life ELSS Tax Saver Growth

Minimum SIP

500

Risk Level

Very High Risk

AUM

₹15745.79 Cr

ISIN

INF209K01108

Inception Date

Mar 06 2008

Standard Deviation

12.822

Beta

0.93

Sharpe Ratio

0.47

Benchmark

IISL Nifty 500 TR INR

Expense Ratio

1.680%

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 43568000

Email Address

care.mutualfunds@adityabirlacapital.com

Corporate Office Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road

Overall AUM

₹15745.79 Cr

Website

www.adityabirlasunlifemf.com

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Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth

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Aditya Birla Sun Life India Gennext Fund Direct Plan Growth

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Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth

10.56% (5Y)

Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth

13.11% (5Y)

Aditya Birla Sun Life Medium Term Plan Institutional Growth

8.43% (5Y)

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Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Aditya Birla Sun Life ELSS Tax Saver Growth

Allocation and Holdings

Get your personalized mutual fund portfolio in 2 minutes.

Scheme Information

About the AMC

Popular Hybrid Funds

Popular Equity funds

Expert designed mutual fund portfolios

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