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Asset Size:8416Cr
Expense Ratio:2.04%
Fund Manager(s):Ajay Garg,
5year Returns:11.71%

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Aditya Birla Sun Life Tax Relief 96 Growth

Aditya Birla Sun Life       

Tax Savings
ELSS (Tax Savings)

Nav : 28.96 ( -0.07%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns(5 yrs)

11.71%

Investment Horizon

>3 Yr

Doubled Money

6yrs 3m

Returns since March 6th, 2008

9.74%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

70.1L

Projected Maturity Amount

1.3Cr

Aditya Birla Sun Life     

Tax Savings
ELSS (Tax Savings)

Nav : 28.96 ( -0.07%) 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.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

70.1L

Projected Maturity Amount

1.3Cr

Rank (of 245)

3

Annualized Returns(5 yrs)

11.71%

Investment Horizon

>3 Yr

Doubled Money

6yrs 3m

Returns since March 6th, 2008

9.74%

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 of long term growth of capital through a portfolio with a target allocation of 80% equity,20% debt and money market securities

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
March 6th, 2008
Expense Ratio
2.04%
Fund Category Risk
High
Std Dev (1Yr)
15.662
Std Dev (3Yr)
13.473
Std Dev (5Yr)
13.851
Asset Size
8416Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.74 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 43568000