89.39
NAV (Apr 13,2023)

Aditya Birla Sun Life Tax Plan - IDCW is a tax-saving investment scheme offered by Aditya Birla Sun Life Mutual Fund. This plan provides tax benefits and aims to generate long-term capital growth. The minimum investment required is ₹500 and the scheme has been established since February 16, 1999. With a scheme AUM of ₹314.6 crore, the plan has a expense ratio of 1.55, PE ratio of 32.60, and PB ratio of 6.25. It also offers a lock-in period of 3 years. Invest in this plan to save taxes and grow your wealth over time.

Aditya Birla Sun Life Tax Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Tax Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    32.60
  • P/B Ratio
    UM_URBAN_MONEY

    6.25
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.82
  • Sharpe
    UM_URBAN_MONEY

    -0.04
  • Sortino
    UM_URBAN_MONEY

    -0.06

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.55%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

314.60 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 14, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

9,598.41 (-4.02%)9,919 (-0.81%)9,582.98 (-4.17%)14,887.13 (48.87%)11,824.1 (18.24%)
28,795.23 (-4.02%)29,757 (-0.81%)28,748.94 (-4.17%)44,661.39 (48.87%)35,472.3 (18.24%)
47,992.05 (-4.02%)49,595 (-0.81%)47,914.9 (-4.17%)74,435.65 (48.87%)59,120.5 (18.24%)
76,787.28 (-4.02%)79,352 (-0.81%)76,663.84 (-4.17%)1,19,097.04 (48.87%)94,592.8 (18.24%)
95,984.1 (-4.02%)99,190 (-0.81%)95,829.8 (-4.17%)1,48,871.3 (48.87%)1,18,241 (18.24%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited9.28%
  • Housing Development Finance Corporation Limited6.27%
  • Honeywell Automation India Limited6.09%
  • Infosys Limited5.64%
  • Reliance Industries Limited5.43%
  • HDFC Bank Limited5.23%
  • Larsen & Toubro Limited4.47%
  • Bayer Cropscience Limited4.17%
  • State Bank of India3.66%
  • Axis Bank Limited3.42%
  • Gillette India Limited3.36%
  • Fortis Healthcare Limited3.15%
  • Shoppers Stop Limited2.95%
  • Tata Consultancy Services Limited2.68%
  • Sundaram Clayton Limited2.38%
  • Shree Cement Limited2.05%
  • Pfizer Limited1.86%
  • Kansai Nerolac Paints Limited1.68%
  • Hindustan Unilever Limited1.55%
  • ICRA Limited1.43%
  • Titan Company Limited1.42%
  • Container Corporation of India Limited1.41%
  • Hindalco Industries Limited1.35%
  • Bata India Limited1.35%
  • UltraTech Cement Limited1.33%
  • Maruti Suzuki India Limited1.33%
  • Johnson Controls Hitachi Air Conditioning India Limited1.30%
  • Biocon Limited1.27%
  • Clearing Corporation of India Limited1.15%
  • Thomas Cook India Limited1.13%
  • GlaxoSmithKline Pharmaceuticals Limited1.13%
  • MphasiS Limited1.11%
  • NTPC Limited1.08%
  • Bharti Airtel Limited1.07%
  • Kotak Mahindra Bank Limited1.03%
  • Sun Pharmaceutical Industries Limited0.97%
  • Mahindra & Mahindra Limited0.93%
  • Century Textiles & Industries Limited0.92%
  • Sundaram Clayton Limited Preference Share0.79%
  • Bajaj Finance Limited0.79%
  • Aditya Birla Capital Limited0.54%
  • Net Receivables Payables-0.18%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

31.92%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

28.48%

NJ ELSS Tax Saver Scheme - Regular Plan - GrowthNJ ELSS Tax Saver Scheme - Regular Plan - Growth

ELSS

Very High

27.47%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.63%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

20.22%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.22%

Samco ELSS Tax Saver Fund - Regular Plan - GrowthSamco ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.21%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

14.99%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

10.83%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

10.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

62.41%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

40.30%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

37.02%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

34.96%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

33.25%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

32.59%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

28.69%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

27.61%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

24.51%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

24.06%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

21.00%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

20.08%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.39%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

18.20%

Sundaram ELSS Tax Saver Fund - Regular Plan - GrowthSundaram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.37%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

16.72%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

16.38%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

31.86%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.35%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.45%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.82%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

16.76%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

16.36%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.08%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.07%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

13.66%

Fund Managers

AP

Mr. Atul PenkarFund Manager/Analyst

Mr. Atul Penkar has more than 9 years Of experience in Research

DG

Mr. Dhaval GalaFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Aditya Birla Sun Life Tax Plan - IDCW

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money