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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.
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 Ratio32.57
- P/B Ratio6.30
- Alpha-0.02
- Beta0.82
- Sharpe-0.05
- Sortino-0.09
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 Mar 29, 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%) |
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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
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- 6M
- 1Y
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- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 28.48% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 26.16% |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 25.94% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.83% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.29% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.93% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.20% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 13.78% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 11.76% |
Kotak ELSS Tax Saver Fund - Growth | ELSS | Very High | 11.47% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 47.02% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 40.30% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 37.02% |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 34.96% |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 33.25% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 30.88% |
Kotak ELSS Tax Saver Fund - Growth | ELSS | Very High | 29.69% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 28.68% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 27.14% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.63% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 26.38% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 25.61% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.42% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 21.00% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 21.00% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.02% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.93% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.25% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 14.86% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 9.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 30.42% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.94% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.68% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.45% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.35% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.82% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 16.36% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.49% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.07% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 13.66% |
Fund 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
Aditya Birla Sun Life Tax Plan - IDCW Reinvestment - Direct Plan
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