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 Dhaval Gala, Atul Penkar. 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 ₹301.94 as on 03-02-2023.
2) Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl has ₹13728 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 0.96 %.
Expense ratio | 0.96% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹13728 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹0 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 17.8% |
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | -3.44% | -3.44% |
6 Month Returns | -0.68% | -0.68% |
1 Year Returns | -3.27% | -3.27% |
3 Years Returns | 27.33% | 8.39% |
5 Years Returns | 34.96% | 6.18% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl | -4.8 | -6.27 | -4.08 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 0.9 | 0.85 | 0.86 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl | -0.47 | 0.26 | 0.1 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 15.12 | 19.98 | 17.68 |
Mutual Fund execution provided by
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.