158.59
NAV (Apr 3,2023)

The Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan is a tax-saving investment option provided by Aditya Birla Sun Life Mutual Fund. With an expense ratio of 0.95% and an established date of January 1, 2013, this plan aims to help taxpayers save on their income tax. The plan has a minimum investment requirement of INR 500 and a lock-in period of 3 years. The scheme's AUM (assets under management) currently stands at INR 322.58 crore.

Aditya Birla Sun Life Tax Plan Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Tax Plan Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    32.57
  • P/B Ratio
    UM_URBAN_MONEY

    6.30
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.82
  • Sharpe
    UM_URBAN_MONEY

    -0.05
  • Sortino
    UM_URBAN_MONEY

    -0.09

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.95%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

322.58 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 Jun 13, 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 %)

9,612.47 (-3.88%)9,948.71 (-0.51%)9,637.21 (-3.63%)15,158.63 (51.59%)12,417.76 (24.18%)
28,837.41 (-3.88%)29,846.13 (-0.51%)28,911.63 (-3.63%)45,475.89 (51.59%)37,253.28 (24.18%)
48,062.35 (-3.88%)49,743.55 (-0.51%)48,186.05 (-3.63%)75,793.15 (51.59%)62,088.8 (24.18%)
76,899.76 (-3.88%)79,589.68 (-0.51%)77,097.68 (-3.63%)1,21,269.04 (51.59%)99,342.08 (24.18%)
96,124.7 (-3.88%)99,487.1 (-0.51%)96,372.1 (-3.63%)1,51,586.3 (51.59%)1,24,177.6 (24.18%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited8.82%
  • Housing Development Finance Corporation Limited6.08%
  • Infosys Limited5.73%
  • Honeywell Automation India Limited5.63%
  • Reliance Industries Limited5.28%
  • HDFC Bank Limited5.07%
  • Bayer Cropscience Limited4.32%
  • Larsen & Toubro Limited4.25%
  • State Bank of India3.57%
  • Gillette India Limited3.54%
  • Axis Bank Limited3.28%
  • Sundaram Clayton Limited3.22%
  • Fortis Healthcare Limited3.16%
  • Shoppers Stop Limited2.88%
  • Tata Consultancy Services Limited2.70%
  • Shree Cement Limited2.48%
  • Pfizer Limited1.98%
  • Kansai Nerolac Paints Limited1.71%
  • Clearing Corporation of India Limited1.63%
  • Hindustan Unilever Limited1.45%
  • Johnson Controls Hitachi Air Conditioning India Limited1.45%
  • ICRA Limited1.41%
  • Container Corporation of India Limited1.40%
  • Biocon Limited1.38%
  • Maruti Suzuki India Limited1.35%
  • Bata India Limited1.31%
  • Titan Company Limited1.30%
  • Hindalco Industries Limited1.30%
  • UltraTech Cement Limited1.24%
  • MphasiS Limited1.23%
  • Thomas Cook India Limited1.23%
  • GlaxoSmithKline Pharmaceuticals Limited1.11%
  • Bharti Airtel Limited1.04%
  • NTPC Limited1.03%
  • Kotak Mahindra Bank Limited1.00%
  • Mahindra & Mahindra Limited0.99%
  • Sun Pharmaceutical Industries Limited0.92%
  • Century Textiles & Industries Limited0.86%
  • Bajaj Finance Limited0.84%
  • Aditya Birla Capital Limited0.50%
  • FSN E Commerce Ventures Limited0.43%
  • Net Receivables Payables-0.09%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

ELSS

Very High

22.83%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

20.92%

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

ELSS

Very High

19.93%

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

ELSS

Very High

19.89%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.65%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.06%

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

ELSS

Very High

15.88%

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

ELSS

Very High

11.47%

360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth

ELSS

Very High

11.12%

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

ELSS

Very High

9.64%

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

47.02%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

42.13%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

39.16%

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

ELSS

Very High

35.55%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

35.48%

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

ELSS

Very High

32.59%

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

ELSS

Very High

30.88%

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

ELSS

Very High

28.68%

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

ELSS

Very High

27.14%

360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth

ELSS

Very High

25.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

26.20%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.02%

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

ELSS

Very High

21.00%

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

ELSS

Very High

19.98%

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

ELSS

Very High

17.19%

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

ELSS

Very High

16.89%

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

ELSS

Very High

16.76%

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

ELSS

Very High

16.34%

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

ELSS

Very High

14.89%

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

ELSS

Very High

14.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

32.66%

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

ELSS

Very High

20.35%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.68%

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

ELSS

Very High

19.45%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.77%

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%

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

ELSS

Very High

16.03%

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

ELSS

Very High

14.35%

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

ELSS

Very High

13.68%

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

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Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan

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FAQ's

What is the risk level associated with the Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan?

The Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan is a high-risk mutual fund.

What are the returns generated by the Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan has experienced -5.14% returns in the past 1 year, 17.83% in the past 3 years, and 4.47% in the past 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan?

The Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan has a 0.95% expense ratio, making it cost-effective for investors.

What is the minimum investment amount required for the Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan?

The Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan requires a minimum investment of INR 500.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan?

SIP for Aditya Birla Sun Life Tax Plan - IDCW - Direct Plan starts at INR 500 per month.

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