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

-%

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Aditya Birla SL Tax Plan-IDCW

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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

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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

About AMC

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Aditya Birla Sun Life Mutual Fund >

Contact Information

Address:

Email:
Website

http://mutualfund.adityabirlacapital.com
Phone:

Funds Offered

107
AUM

₹ 3,65,876 Cr
Website

http://mutualfund.adityabirlacapital.com

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.

Fund Manager

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Atul Penkar

Funds Offered

5
AUM

₹ 20,818 Cr
Highest Return

10.96%

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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Frequently Asked Questions

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What is the current NAV of Aditya Birla SL Tax Plan-IDCW?

The current NAV of Aditya Birla SL Tax Plan-IDCW is ₹ 89.39

How much does Aditya Birla SL Tax Plan-IDCW charge as expense ratio?

The expense ratio of Aditya Birla SL Tax Plan-IDCW is 1.55%

How to Redeem Aditya Birla SL Tax Plan-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Aditya Birla SL Tax Plan-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Aditya Birla SL Tax Plan-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Aditya Birla SL Tax Plan-IDCW based on your investment objective and risk profile.

What is the return of Aditya Birla SL Tax Plan-IDCW?

For Aditya Birla SL Tax Plan-IDCW, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.