Aditya Birla SL Tax Plan – Direct Growth
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.95 %
Expense Ratio
Rating
314
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19.5% | 24.4% | 13.8% | - | ||||
| Category Average | - | - | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.03
Alpha
0.79
SD
0.79
Beta
-0.05
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
Aims at achieving long term growth of capital along with income tax relief for investors.
Fund Managers
Atul Penkar
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 5,249
-
15.8%Fund Size - 5,249
-
26.8%Fund Size - 5,249
-
13.1%Fund Size - 5,249
-
- Equity .
- ELSS .
-
- 12,634
-
12.4%Fund Size - 12,634
-
26.2%Fund Size - 12,634
-
10%Fund Size - 12,634
-
- Equity .
- ELSS .
-
- 4,051
-
15.1%Fund Size - 4,051
-
25.4%Fund Size - 4,051
-
15.8%Fund Size - 4,051
-
- Equity .
- ELSS .
-
- 1,090
-
11.6%Fund Size - 1,090
-
23.8%Fund Size - 1,090
-
12.6%Fund Size - 1,090
-
- Equity .
- ELSS .
-
- 11,256
-
10.3%Fund Size - 11,256
-
22.9%Fund Size - 11,256
-
12.8%Fund Size - 11,256
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,97,662 Cr
Address:
One World Centre,Tower 1,17th Flr,
Jupiter Mills,senapati Bapat
Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com
More Funds from Aditya Birla Sun Life Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 54
-
11.2%Fund Size - 54
-
14.5%Fund Size - 54
-
14%Fund Size - 54
-
- Debt .
- Fixed Maturity Plans .
-
- 724
-
11.2%Fund Size - 724
-
14.5%Fund Size - 724
-
14%Fund Size - 724
-
- Debt .
- Fixed Maturity Plans .
-
- 187
-
11.2%Fund Size - 187
-
14.5%Fund Size - 187
-
14%Fund Size - 187
-
- Debt .
- Fixed Maturity Plans .
-
- 610
-
11.2%Fund Size - 610
-
14.5%Fund Size - 610
-
14%Fund Size - 610
-
- Debt .
- Fixed Maturity Plans .
-
- 84
-
11.2%Fund Size - 84
-
14.5%Fund Size - 84
-
14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Aditya Birla SL Tax Plan – Direct Growth ?
You can invest in Aditya Birla SL Tax Plan – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Aditya Birla SL Tax Plan – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the expense ratio of Aditya Birla SL Tax Plan – Direct Growth ?
The expense ratio of Aditya Birla SL Tax Plan – Direct Growth is 0.95 % as of 13 April 2023.
What is the AUM of Aditya Birla SL Tax Plan – Direct Growth?
The AUM of Aditya Birla SL Tax Plan – Direct Growth is ₹2,97,662 Cr as of 13 April 2023
What are the top stock holdings of Aditya Birla SL Tax Plan – Direct Growth?
The top stock holdings of Aditya Birla SL Tax Plan – Direct Growth are
- ICICI Bank - 9.28%
- H D F C - 6.27%
- Honeywell Auto - 6.09%
- Infosys - 5.64%
- Reliance Industr - 5.43%
How can I redeem my investments in Aditya Birla SL Tax Plan – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Tax Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Tax Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
What is the NAV of Aditya Birla SL Tax Plan – Direct Growth ?
The NAV of Aditya Birla SL Tax Plan – Direct Growth is ₹51.8 as of 13 April 2023.
How to redeem Aditya Birla SL Tax Plan – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Aditya Birla SL Tax Plan – Direct Growth?
The minimum SIP amount of Aditya Birla SL Tax Plan – Direct Growth is ₹500
What are the top sectors Aditya Birla SL Tax Plan – Direct Growth has invested in?
The top sectors Aditya Birla SL Tax Plan – Direct Growth has invested in are
- Banks - 22.63%
- IT-Software - 9.43%
- Finance - 7.6%
- Industrial Manufacturing - 6.09%
- Consumer Durables - 5.75%
Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Tax Plan – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Tax Plan – Direct Growth based on your investment objective and risk tolerance.