Aditya Birla SL Tax Plan-IDCW

Fund Category: ELSS

Fund Category ELSS

Very High Equity IDCW

2 Morning Star

0 Value Research

NAV( 13 Apr 2023)

₹ 89.39
-%

Aditya Birla SL Tax Plan-IDCW

Invest now
Performance

-%3y Returns

-0.14% 1D Returns

Investment details
  • Min SIP amount

    ₹ -
  • Min Lumpsum

    ₹ 500
  • Lock In

    1095
  • Expense ratio

    1.55%
  • Exit load

    NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 315 Cr
  • Plan

    REGULAR
  • Launch date

    13 Feb 1999
  • Fund type

    CLOSE
  • Fund benchmark

    NIFTY 500 Total Return Index
  • ISIN

    INF209K01330
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Bosch Ltd. 1.0%
Maruti Suzuki India Ltd. 0.59%
Sundaram-Clayton Ltd. 2.31%
MRF Ltd. 1.13%
Bayer CropScience Ltd. 4.93%
Kansai Nerolac Paints Ltd. 2.5%
Shree Cement Ltd. 2.79%
Larsen & Toubro Ltd. 4.73%
Ultratech Cement Ltd. 0.91%
Johnson Controls - Hitachi Air Conditioning India Ltd. 1.96%
Crompton Greaves Consumer Electricals Ltd. 0.41%
Titan Company Ltd. 1.09%
Century Textiles & Industries Ltd. 0.77%
Reliance Industries Ltd - Partly Paid Equity 6.94%
Honeywell Automation India Ltd. 7.94%
Axis Bank Ltd. 0.21%
Bajaj Finance Ltd. 0.89%
Housing Development Finance Corpn. Ltd. 8.81%
ICICI Bank Ltd. 4.94%
Aditya Birla Capital Ltd. 0.23%
IDFC First Bank Ltd. 2.14%
Kotak Mahindra Bank Ltd. 6.4%
HDFC Bank Ltd. 3.09%
Quess Corp Ltd. 2.06%
Bata India Ltd. 1.5%
Gillette India Ltd. 3.79%
Procter & Gamble Hygiene & Health Care Ltd. 1.79%
Hindustan Unilever Ltd. 0.7%
Biocon Ltd. 1.85%
Sun Pharmaceutical Industries Ltd. 0.23%
Glaxosmithkline Pharmaceuticals Ltd. 3.8%
Fortis Healthcare Ltd. 2.33%
Pfizer Ltd. 6.35%
ICRA Ltd. 1.07%
Container Corporation Of India Ltd. 1.37%
FSN E-Commerce Ventures Ltd. 0.12%
Thomas Cook (India) Ltd. 0.96%
Shoppers Stop Ltd. 1.61%
Infosys Ltd. 1.36%
HCL Technologies Ltd. 0.14%
Tata Consultancy Services Ltd. 1.97%
Sectors
Company Allocation %
Services 5.13%
Automobile 5.03%
Construction 8.43%
Energy 6.94%
Consumer Staples 7.78%
Technology 3.47%
Financial 28.77%
Healthcare 14.56%
Diversified 0.77%
Capital Goods 7.94%
Consumer Discretionary 3.46%
Chemicals 7.43%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India. ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

  • Funds Offered

    4
  • AUM

    ₹ 19,609 Cr
  • Highest Return

    19.22%
About

Atul Penkar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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