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Aditya Birla Sun Life Tax Plan Idcw
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.
Fund Overview
1.55%
0%
No Lock-in
₹ 314.60 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Jul 27, 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 %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 9,598.41 (-4.02%) | ₹ 9,919 (-0.81%) | ₹ 9,582.98 (-4.17%) | ₹ 14,887.13 (48.87%) | ₹ 11,824.1 (18.24%) |
| ₹ 30,000 | ₹ 28,795.23 (-4.02%) | ₹ 29,757 (-0.81%) | ₹ 28,748.94 (-4.17%) | ₹ 44,661.39 (48.87%) | ₹ 35,472.3 (18.24%) |
| ₹ 50,000 | ₹ 47,992.05 (-4.02%) | ₹ 49,595 (-0.81%) | ₹ 47,914.9 (-4.17%) | ₹ 74,435.65 (48.87%) | ₹ 59,120.5 (18.24%) |
| ₹ 80,000 | ₹ 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%) |
| ₹ 1,00,000 | ₹ 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%) |
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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%
- Bank - Private18.96%
- IT - Software9.43%
- Finance - Housing6.27%
- Refineries5.43%
- Retailing4.30%
- Bank - Public3.66%
- Auto Ancillary2.38%
- Paints1.68%
- Ratings1.43%
- Diamond & Jewellery1.42%
- Logistics1.41%
- Metal - Non Ferrous1.35%
- Finance - NBFC1.33%
- Air Conditioners1.30%
- Travel Services1.13%
- Miscellaneous0.97%
- Diversified0.92%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| ELSS | Very High | 27.47% |
| ELSS | Very High | 26.03% |
| ELSS | Very High | 23.57% |
| ELSS | Very High | 20.33% |
| ELSS | Very High | 20.22% |
| ELSS | Very High | 19.22% |
| ELSS | Very High | 14.99% |
| ELSS | Very High | 14.50% |
| ELSS | Very High | 10.83% |
| ELSS | Very High | 9.98% |
NJ ELSS Tax Saver Scheme - Regular Plan - Growth
SBI Long Term Equity Fund - Regular Plan - IDCW
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IDBI Equity Advantage Fund - Regular Plan - Growth
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Axis ELSS Tax Saver Fund - Regular Plan - Growth
Samco ELSS Tax Saver Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 52.99% |
| ELSS | Very High | 40.38% |
| ELSS | Very High | 39.50% |
| ELSS | Very High | 39.26% |
| ELSS | Very High | 34.04% |
| ELSS | Very High | 31.48% |
| ELSS | Very High | 30.66% |
| ELSS | Very High | 30.56% |
| ELSS | Very High | 27.56% |
| ELSS | Very High | 18.28% |
Invesco India ELSS Tax Saver Fund - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 24.51% |
| ELSS | Very High | 22.74% |
| ELSS | Very High | 21.60% |
| ELSS | Very High | 19.80% |
| ELSS | Very High | 19.68% |
| ELSS | Very High | 17.72% |
| ELSS | Very High | 17.64% |
| ELSS | Very High | 17.37% |
| ELSS | Very High | 16.72% |
| ELSS | Very High | 16.38% |
Bank of India ELSS Tax Saver - Regular Plan - Growth
Nippon India ELSS Tax Saver Fund - Growth
Franklin India ELSS Tax Saver Fund - Growth
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Union ELSS Tax Saver Fund - Growth
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Sundaram ELSS Tax Saver Fund - Regular Plan - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 24.91% |
| ELSS | Very High | 20.35% |
| ELSS | Very High | 19.45% |
| ELSS | Very High | 18.39% |
| ELSS | Very High | 18.23% |
| ELSS | Very High | 17.96% |
| ELSS | Very High | 17.35% |
| ELSS | Very High | 16.82% |
| ELSS | Very High | 13.95% |
| ELSS | Very High | 9.94% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth
Shriram ELSS Tax Saver Fund - Regular Plan - GrowthFund Managers
Mr. Atul PenkarFund Manager/Analyst
Mr. Atul Penkar has more than 9 years Of experience in Research
Mr. Dhaval GalaFund Manager
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Aditya Birla Sun Life Tax Plan - IDCW
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