Aditya Birla Sun Life Tax Relief 96 - Growth Option

Category: Equity: ELSS
Launch Date: 29-03-1996
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.21% As on ( 28-02-2019)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 7,560.94 Cr As on ( 28-02-2019)
Turn over: 1.0
NAV as on 18-04-2019

32.0

-0.15 ( -0.4688% )

CAGR Since Inception

11.02%

S&P BSE 200 TRI 12.28%

PERFORMANCE of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Scheme Performance (%) Data as on - 18-04-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Tax Relief 96 - Growth Option 0.82 14.12 18.44 18.36 11.02
S&P BSE 200 TRI 8.22 15.43 14.25 15.88 12.28
Equity: ELSS 0.94 13.05 14.99 16.54 13.07

Yearly Performance (%)

Fund Managers

Mr. Ajay Garg

Mr. Garg is B.E (Electronics) and MBA (Finance). Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

Investment Objective

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. Acombination of top down & bottom up approach will be followed in the stock selection process.

RETURNS CALCULATOR for Aditya Birla Sun Life Tax Relief 96 - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Tax Relief 96 - Growth Option 13.58 1.22 0.44 0.98 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Period
Data as on - 18-04-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Tax Relief 96 - Growth Option 29-03-1996 0.82 11.15 14.12 18.44 18.36
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 9.07 14.51 21.06 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 8.5 12.39 13.86 14.43 18.11
Kotak Tax Saver-Scheme-Growth 23-11-2005 8.16 8.11 14.36 17.07 16.02
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 7.27 8.9 13.21 14.88 19.65
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 6.86 10.8 15.91 14.94 18.41
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 6.68 8.29 0.0 0.0 0.0
Essel Long Term Advantage Fund- Regular Plan- Growth Option 30-12-2015 5.43 7.7 13.02 0.0 0.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 4.75 8.56 14.5 17.4 18.65
Franklin India Taxshield-Growth 05-04-1999 4.54 8.15 10.71 15.59 18.09

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Asset Allocation (%)

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