Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: ELSS
Launch Date: 16-02-1999
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.56% As on (31-03-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 382.63 Cr As on (30-04-2022)
Turn over: 15% | Exit Load: Nil

45.58

10.19%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
15 Years 3 Months
18 Years 10 Months
22 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Current Asset Allocation (%)

Indicators

Volatility 13.32
Sharp Ratio 1.18
Alpha 0.23
Beta 0.97
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 16-02-1999 -2.73 20.58 6.6 6.41 14.12
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 16.97 65.39 34.34 21.16 20.25
HDFC Taxsaver - Growth Plan 05-03-1996 16.37 38.25 11.39 7.53 13.14
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 15.46 42.02 - - -
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 13.08 51.4 18.96 13.46 18.07
Union Long Term Equity Fund - Growth Option 23-12-2011 12.31 38.18 17.32 11.75 13.75
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 11.27 41.2 16.71 11.74 -
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 02-01-2013 11.08 38.89 14.76 10.37 16.55
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth 05-10-2016 11.01 38.57 15.05 8.78 -
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 10.75 40.88 10.46 4.69 13.48

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.87%

Others

1.7%

Large Cap

54.17%

Mid Cap

34.26%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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