Overview (as on 18 May 2021)

NAV

₹285.44

1y returns

50.684%

Fund AUM

₹13,388 Cr

Expense Ratio

1%

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Financial Services
28.73%
Health
17.23%
Industrials
16.97%
Basic Materials
13.96%
Consumer
9.09%
Defensive
7.36%
Tech
5.48%
Energy
1.18%
Size Breakup
Mid Cap
46.84%
Large Cap
44.84%
Small Cap
8.32%

Key Metrics

Beta 

0.89

Std deviation 

17.46%

Sharpe Ratio 

0.47

Holdings

Fund Details

Investment Objectives
An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities
Scheme Name
Aditya Birla Sun Life Tax Relief 96 Direct Plan Reinvst of Inc Dis cum Cap Wdrl
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Ajay Garg
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

Peer Funds

Aditya Birla Sun Life Tax Relief 96 Direct Plan...

NAV

₹285.44

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Ajay Garg
Ajay Garg

leader

Qualifications
B.E.(Electronics), MBA (Finance)
Work 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."

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]