Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.33 | 13.12 | 13.32 | 11.69 |
Average Rolling Returns(%) | 15.53 | 14.93 | 13.64 | 14.13 |
The Current NAV of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is ₹66.45.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan fund’s expense ratio is 0.90%
The process for redemption is
The AUM of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is currently ₹16,320 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 43% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 46% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan Fund is Equity - ELSS.
Atul Penkar and Dhaval Gala manage the Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan current PE ratio is 43.07 and PB ratio is 8.24
The asset allocation of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 99.16%, Debt : 0.80% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is Nil