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

 

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

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹448.25
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

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.
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