FAQ : Aditya Birla Sun Life Tax Plan - Growth

Aditya Birla Sun Life Tax Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 14.2 3.72 11.66
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Aditya Birla Sun Life Tax Plan - Growth is ₹47.49.

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 , as Funds portfolio is somewhat different.

Aditya Birla Sun Life Tax Plan - Growth fund’s expense ratio is 1.55%

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 Tax Plan - Growth is currently ₹315 Crores.

The Top three stocks are ICICI Bank, HDFC-Amalgamated and Honeywell Automation and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 54% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Tax Plan - Growth fund are BFSI, IT and Construction & Infrastructure accounting for 50% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a 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 Tax Plan - Growth Fund is .

Atul Penkar and Dhaval Gala manage the Aditya Birla Sun Life Tax Plan - Growth Fund.

Aditya Birla Sun Life Tax Plan - Growth current PE ratio is 32.57 and PB ratio is 6.31

The asset allocation of Aditya Birla Sun Life Tax Plan - Growth is Stocks : 99%, Debt : 0.99% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Tax Plan - Growth is N/A and minimum lumpsum is ₹500.00

The exit load for Aditya Birla Sun Life Tax Plan - Growth is Nil

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