Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl
NAV: ₹ 318.6 as on 20-01-2022
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ajay Garg. The fund could potentially beat inflation in the long-run.
1) Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl has a NAV of 318.57 as on 21-Jan-2022.
2) Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl has 14463 Cr worth of assets under management (AUM) as on 21-Jan-2022 and is more than category average.
3) The fund has an expense ratio 0.97 %.
Fund Overview
Expense ratio | 0.97% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹14463 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹500/₹0 | |
Exit Load | 0% | |
Lock In | 3 Years | |
TurnOver | 12.31% |
Fund Distribution
| Financial Services | 24.2% |
| Industrial | 16.5% |
| Health | 16.4% |
| Basic Materials | 12.4% |
| Cyclical | 12.2% |
| Energy | 8.9% |
| Defensive | 6% |
| Tech | 3.5% |
| Communication | 0.1% |
Top Holdings
Fund Highlights
About the fund
Fund Allocations
AUM size ₹14463 Cr
Expense Ratio 0.97%
Ajay Garg is B.E.(Electronics), MBA (Finance)
17 Years experience
Working with the AMC since Jan, 2003. Prior to this worked with Birla Sun Life Securities Ltd. Total Work Experience of 15 years in financial services.
AMC details
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