e.g. Tata motors, Reliance MF, 500570

Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW

Equity Tax Planning Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹314.6 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

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.

AMC

Aditya Birla Sun Life AMC Limited

Fund Details

Launch Date

January 1, 2013

Fund Manager

Mr. Atul Penkar

Initial Price

10

AUM Fund

314.6 Cr

Min investment

Rs 500

Expense Ratio

0.95%

SIP Minimum Investment

Weekly - Rs. 500/- and multiple of Rs. 500/- thereafter. Minimum 6 installments.Monthly - Rs. 500/- and multiple of Rs. 500/- thereafter. Minimum 6 installments.

Exit Load

Nil

Holdings

Sector Allocation

Banks 22.63%
Finance 9.03%
Engineering 6.09%
Information Technology 9.43%
Miscellaneous 10.82%
Chemicals 4.17%
Personal Care 4.91%
Pharmaceuticals and health care 8.38%
Service 2.95%
Auto Ancillaries 3.17%
Cement 3.39%
Paints and Pigments 1.68%
Consumer Durables 2.72%
Transport 1.41%
Metals - Non Ferrous 1.35%
Leather 1.35%
Auto 2.26%
Hospitality 1.13%
Power 1.08%
Telecommunications 1.07%
Address
One World Center, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg,Elphinstone Road, Mumbai Maharashtra India 400013
Phone
+91 22 43568008/ 8000
Fax
+91 22 43568110, 43568111
Launch Date
January 1, 2013
Custodian
Citibank NA
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW?

A: The latest NAV of Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW is ₹ .

Q: What type of mutual fund is Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW?

A: Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW is a 'Equity - Tax Planning' type mutual fund managed by 'Aditya Birla Sun Life AMC Limited'.

Q: What is the expense ratio of Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW?

A: The expense ratio of Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW is 0.95%, which impacts overall returns.

Q: Who manages Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW?

A: Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW is managed by Mr. Atul Penkar, who oversees investment strategy and portfolio decisions.

Q: Is Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW a good investment?

A: Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW?

A: The exit load of Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW is Nil, applicable if redeemed within the specified period.

Q: How is Aditya Birla Sun Life Tax Plan - Direct Plan - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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