Aditya Birla Sun Life Tax Relief 96 - Growth Option

Category: Equity: ELSS
Launch Date: 06-03-2008
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.92% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,984.25 Cr As on ( 30-11-2018)
Turn over: 1.0
NAV as on 12-12-2018

30.52

0.46 ( 1.5072% )

CAGR Since Inception

10.91%

S&P BSE 200 TRI 11.57%

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

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Tax Relief 96 - Growth Option -2.55 13.45 19.64 19.27 10.91
S&P BSE 200 TRI -0.61 12.45 13.61 16.38 11.57
Equity: ELSS -6.95 10.56 15.33 16.91 12.4

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 - 11-12-2018
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 06-03-2008 -2.55 16.44 13.45 19.64 19.27
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 4.9 15.1 11.51 14.89 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Dividend 31-03-1993 4.12 14.52 11.0 14.43 17.92
Taurus Tax Shield- Regular Plan -Dividend Option 06-05-2008 2.24 16.69 14.15 14.78 16.16
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 2.24 16.69 14.15 14.78 16.74
Quantum Tax Saving Fund - Regular Plan Dividend Option 01-04-2017 2.22 0.0 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 2.22 0.0 0.0 0.0 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 2.13 15.67 12.42 19.54 0.0
LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-Dividend Reinvestment 19-06-1989 1.37 11.94 0.0 0.0 0.0
LIC MF ULIS (10 Yrs. Regular Premium Uniform Cover Quarterly)-Regular Plan-Dividend Reinvestment 19-06-1989 1.37 11.94 0.0 0.0 0.0

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

Asset Allocation (%)

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