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Asset Size:572Cr
Expense Ratio:2.43%
Fund Manager(s):Ajay Garg,
5year Returns:10.93%

Aditya Birla Sun Life Tax Plan Growth

Aditya Birla Sun Life       

Tax Savings
ELSS (Tax Savings)

Nav : 35.75 ( -0.11%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

10.93%

Investment Horizon

>3 Yr

Doubled Money

6yrs 9m

Returns since October 1st, 2006

10.4%

*Monthly Investment and One Time Investment are not Available in this Fund
Min Investment ₹500

Amount Invested

20k

Projected Wealth Gained

74.8k

Projected Maturity Amount

94.8k

Aditya Birla Sun Life     

Tax Savings
ELSS (Tax Savings)

Nav : 35.75 ( -0.11%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

*Monthly Investment and One Time Investment are not Available in this Fund
Min Investment ₹500

Amount Invested

20k

Projected Wealth Gained

74.8k

Projected Maturity Amount

94.8k

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

10.93%

Investment Horizon

>3 Yr

Doubled Money

6yrs 9m

Returns since October 1st, 2006

10.4%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
October 1st, 2006
Expense Ratio
2.43%
Fund Category Risk
High
Std Dev (1Yr)
16.119
Std Dev (3Yr)
13.684
Std Dev (5Yr)
13.843
Asset Size
572Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.4 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 43568000