Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dhaval Gala. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.95% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹14976 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 25.73% |
Size breakup
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.4% | 4.4% |
6 Month Returns | 22.51% | 22.51% |
1 Year Returns | 35.48% | 35.48% |
3 Years Returns | 43.01% | 12.67% |
5 Years Returns | 72.67% | 11.54% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth | -2.41 | -5.82 | -4.23 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth | 0.9 | 0.85 | 0.86 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth | 2.34 | 0.47 | 0.4 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth | 9.86 | 11.67 | 16.93 |