158.59
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.

Aditya Birla Sun Life Tax Plan Idcw Reinvestment Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Tax Plan Idcw Reinvestment 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 22, 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)

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

ELSS

Very High

20.92%

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

ELSS

Very High

19.93%

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

ELSS

Very High

19.89%

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

ELSS

Very High

19.32%

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

ELSS

Very High

18.30%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.56%

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%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

13.88%

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

11.82%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

43.05%

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

ELSS

Very High

40.98%

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

ELSS

Very High

39.16%

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

ELSS

Very High

37.02%

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%

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

ELSS

Very High

34.96%

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

ELSS

Very High

32.59%

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

ELSS

Very High

31.85%

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

25.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

24.06%

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

ELSS

Very High

22.74%

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

ELSS

Very High

21.60%

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

ELSS

Very High

19.73%

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

ELSS

Very High

19.68%

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

ELSS

Very High

19.39%

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

ELSS

Very High

18.02%

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

ELSS

Very High

18.02%

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

ELSS

Very High

17.71%

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

ELSS

Very High

15.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

22.76%

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%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

17.96%

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

ELSS

Very High

17.35%

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

ELSS

Very High

17.04%

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

ELSS

Very High

16.82%

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

ELSS

Very High

14.19%

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

ELSS

Very High

13.95%

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

ELSS

Very High

9.94%

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 Reinvestment - Direct Plan

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FAQ's

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

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

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

The Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan has performed poorly in the past year with a negative return of -5.14%. However, it has shown positive returns of 17.83% over 3 years and 4.47% over 5 years.

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

The Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan has a low expense ratio of 0.95%.

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

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

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

Yes, SIP is available for Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan starting from INR 500 per month.

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