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Asset Size:8599Cr
Expense Ratio:2.21%
Fund Manager(s):Ajay Garg,
5year Returns:18.44%

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Aditya Birla Sun Life Tax Relief 96 Growth

Tax Savings | ELSS (Tax Savings)

Nav : 32 ( -0.47%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

1

Annualized Returns(5 yrs)

18.44%

Investment Horizon

>3 Yr

Doubled Money

4yrs 2m

Returns since March 6th, 2008

11.03%

Amount Invested

57.2L

Projected Wealth Gained

1.7Cr

Projected Maturity Amount

2.2Cr

Tax Savings | ELSS (Tax Savings)

Nav : 32 ( -0.47%) April 18th, 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.

Amount Invested

57.2L

Projected Wealth Gained

1.7Cr

Projected Maturity Amount

2.2Cr

Rank (of 245)

1

Annualized Returns(5 yrs)

18.44%

Investment Horizon

>3 Yr

Doubled Money

4yrs 2m

Returns since March 6th, 2008

11.03%

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
2.21%
Fund Category Risk
High
Std Dev (1Yr)
16.294
Std Dev (3Yr)
12.826
Std Dev (5Yr)
14.409
Asset Size
8599Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.03 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 43568000