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

Returns and Ranks ( as on 13 April 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.5% 24.4% 13.8% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
9.28%
6.27%
5.64%
Others
67.29%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.28%
H D F C Finance Equity 6.27%
Honeywell Auto Electronics Equity 6.09%
Infosys IT - Software Equity 5.64%
Reliance Industr Refineries Equity 5.43%
HDFC Bank Banks Equity 5.23%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.47%
Bayer Crop Sci. Agro Chemicals Equity 4.17%
St Bk of India Banks Equity 3.66%
Axis Bank Banks Equity 3.42%
Gillette India FMCG Equity 3.36%
Fortis Health. Healthcare Equity 3.15%
Shoppers Stop Retail Equity 2.95%
TCS IT - Software Equity 2.68%
Sundaram Clayton Castings, Forgings & Fastners Equity 2.38%
Shree Cement Cement Equity 2.05%
Pfizer Pharmaceuticals Equity 1.86%
Kansai Nerolac Paints/Varnish Equity 1.68%
Hind. Unilever FMCG Equity 1.55%
ICRA Credit Rating Agencies Equity 1.43%
Titan Company Diamond, Gems and Jewellery Equity 1.42%
Container Corpn. Logistics Equity 1.41%
Hindalco Inds. Non Ferrous Metals Equity 1.35%
Bata India Leather Equity 1.35%
UltraTech Cem. Cement Equity 1.33%
Maruti Suzuki Automobile Equity 1.33%
Johnson Con. Hit Consumer Durables Equity 1.3%
Biocon Pharmaceuticals Equity 1.27%
Thomas Cook (I) Miscellaneous Equity 1.13%
Glaxosmi. Pharma Pharmaceuticals Equity 1.13%
Mphasis IT - Software Equity 1.11%
NTPC Power Generation & Distribution Equity 1.08%
Bharti Airtel Telecomm-Service Equity 1.07%
Kotak Mah. Bank Banks Equity 1.03%
Sun Pharma.Inds. Pharmaceuticals Equity 0.97%
M & M Automobile Equity 0.93%
Century Textiles Paper Equity 0.92%
Bajaj Finance Finance Equity 0.79%
Aditya Birla Cap Finance Equity 0.54%
Banks
22.63%
IT-Software
9.43%
Finance
7.6%
Industrial Manufacturing
6.09%
Consumer Durables
5.75%
Others
48.5%
View all Sectors
Sectors Asset
Banks 22.63%
IT-Software 9.43%
Finance 7.6%
Industrial Manufacturing 6.09%
Consumer Durables 5.75%
Petroleum Products 5.43%
Pharmaceuticals & Biotech 5.23%
Construction 4.47%
Fertilisers & Agrochemica 4.17%
Cement & Cement Products 3.39%
Personal Products 3.36%
Healthcare Services 3.15%
Retailing 2.95%
Auto Components 2.38%
Automobiles 2.26%
Diversified FMCG 1.55%
Capital Markets 1.43%
Transport Services 1.41%
Non-Ferrous Metals 1.35%
Debt 1.15%
Leisure Services 1.13%
Power 1.08%
Telecom-Services 1.07%
Paper, Forest & Jute Prod 0.92%
Others 0.79%
Cash & Others -0.18%
Equity
98.24%
Reverse Repos
1.15%
Preference Shares
0.79%
Net Curr Ass/Net Receivables
-0.18%

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

AMC Contact Details

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

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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
  1. ICICI Bank - 9.28%
  2. H D F C - 6.27%
  3. Honeywell Auto - 6.09%
  4. Infosys - 5.64%
  5. 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.

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
  1. Banks - 22.63%
  2. IT-Software - 9.43%
  3. Finance - 7.6%
  4. Industrial Manufacturing - 6.09%
  5. 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.
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