FAQ : Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan

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(%) 33.74 10.6 10.91 10.97
Average Rolling Returns(%) 16.04 14.19 12.91 14.11

The Current NAV of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is ₹57.58.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , as Funds portfolio is somewhat different.

Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan fund’s expense ratio is 0.95%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is currently ₹14,976 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 41% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 44% 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 42.26 and PB ratio is 6.94

The asset allocation of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 97.72%, Debt : 2.26% 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

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