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- Aditya Birla Sun Life Tax Plan Idcw Reinvestment Direct Plan
Aditya Birla Sun Life Tax Plan Idcw Reinvestment Direct Plan
NAV (Apr 3,2023)
Invest in the Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan today to save taxes and grow your wealth. With an expense ratio of 0.95 and a lock-in period of 3 years, this plan offers a high potential for returns. The scheme has an established date of 2013-01-01 and a minimum investment requirement of INR 500. Invest now and enjoy the benefits of this well-performing plan.
Fund Overview
0.95%
0%
No Lock-in
₹ 322.58 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 | ₹ 9,612.47 (-3.88%) | ₹ 9,948.71 (-0.51%) | ₹ 9,637.21 (-3.63%) | ₹ 15,158.63 (51.59%) | ₹ 12,417.76 (24.18%) |
| ₹ 30,000 | ₹ 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%) |
| ₹ 50,000 | ₹ 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%) |
| ₹ 80,000 | ₹ 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%) |
| ₹ 1,00,000 | ₹ 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
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%
- Bank - Private18.17%
- IT - Software9.66%
- Finance - Housing6.08%
- Refineries5.28%
- Retailing4.20%
- Bank - Public3.57%
- Auto Ancillary3.22%
- Paints1.71%
- Miscellaneous1.54%
- Air Conditioners1.45%
- Ratings1.41%
- Logistics1.40%
- Finance - NBFC1.34%
- Diamond & Jewellery1.30%
- Metal - Non Ferrous1.30%
- Travel Services1.23%
- Diversified0.86%
- e-Commerce0.43%
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 | 26.44% |
| ELSS | Very High | 20.92% |
| ELSS | Very High | 20.59% |
| ELSS | Very High | 19.89% |
| ELSS | Very High | 17.06% |
| ELSS | Very High | 15.88% |
| ELSS | Very High | 15.04% |
| ELSS | Very High | 14.37% |
| ELSS | Very High | 14.24% |
| ELSS | Very High | 12.32% |
Bank of India ELSS Tax Saver - Regular Plan - Growth
Franklin India ELSS Tax Saver Fund - Growth
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth
HSBC Tax Saver Equity Fund - Growth
Nippon India ELSS Tax Saver Fund - Growth
Union ELSS Tax Saver Fund - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 52.99% |
| ELSS | Very High | 46.21% |
| ELSS | Very High | 40.38% |
| ELSS | Very High | 39.67% |
| ELSS | Very High | 36.54% |
| ELSS | Very High | 34.04% |
| ELSS | Very High | 32.26% |
| ELSS | Very High | 30.56% |
| ELSS | Very High | 27.56% |
| ELSS | Very High | 18.28% |
SBI Long Term Equity Fund - Regular Plan - IDCW
ITI ELSS Tax Saver Fund - Regular Plan - Growth
HDFC ELSS Tax saver - Growth
Shriram ELSS Tax Saver Fund - Regular Plan - Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Samco ELSS Tax Saver Fund - Regular Plan - Growth
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
IDBI Equity Advantage Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 27.25% |
| ELSS | Very High | 25.61% |
| ELSS | Very High | 25.19% |
| ELSS | Very High | 22.42% |
| ELSS | Very High | 22.02% |
| ELSS | Very High | 21.00% |
| ELSS | Very High | 17.91% |
| ELSS | Very High | 17.19% |
| ELSS | Very High | 17.10% |
| ELSS | Very High | 9.77% |
Quant ELSS Tax Saver Fund - Growth
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay
Groww ELSS Tax Saver Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 25.01% |
| ELSS | Very High | 24.91% |
| ELSS | Very High | 20.35% |
| ELSS | Very High | 19.45% |
| ELSS | Very High | 18.44% |
| ELSS | Very High | 18.23% |
| ELSS | Very High | 17.96% |
| ELSS | Very High | 17.35% |
| ELSS | Very High | 13.95% |
| ELSS | Very High | 9.94% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth
Mahindra Manulife 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 Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
FAQ's
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