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Aditya Birla SL Tax Plan(G)

As on Apr-13-2023 change fund
47.49  up-0.06 (-0.13%)

fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)39.5430.4947.3849.1846.59
Net Assets(Rs Crores) (as on 31-Mar-2023) 659.47 438.97 516.53 392.06 314.60
Scheme Returns(%)(Absolute)2.38-23.0259.963.56-6.07
B'mark Returns(%)(Absolute)NANANANANA
Category Rank37/7527/7061/6765/6659/61
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-20241.93NANANA
2022-2023-8.957.644.02-7.08
2021-20222.956.74-2.21-3.42
2020-202118.507.4717.134.18
2019-2020-2.68-2.426.02-23.41
Top 10 holdings
company (%)
ICICI Bank Ltd.9.28 
Housing Development Finance Co...6.27 
Honeywell Automation India Ltd.6.09 
Infosys Ltd.5.64 
Reliance Industries Ltd.5.43 
HDFC Bank Ltd.5.23 
Larsen & Toubro Ltd.4.47 
Bayer CropScience Ltd.4.17 
State Bank Of India3.66 
Axis Bank Ltd.3.42 

Category

Equity Linked Savings Scheme

Launch Date

NA

Scheme Benchmark

NA

AUM ( in Cr.)

314.60

portfolio price to book value

6.31

investing style?

Large Growth

fund manager?

Atul Penkar,Dhaval Gala

inception date (regular plan)

NA

expense ratio (regular plan) %

NA

Top 10 sectors
sectors (%)
Bank - Private18.96
IT - Software9.43
Finance - Housing6.27
Consumer Durables - Electronics6.09
Refineries5.43
Pharmaceuticals & Drugs5.22
Household & Personal Products4.91
Engineering - Construction4.47
Retailing4.30
Pesticides & Agrochemicals4.17

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
No Data Found
Attention InvestorsKYC
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Email id : assist@reliabullwealth.com

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SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054

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