Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.89 | 13.07 | 2.34 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 14.40 | 2.32 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL ELSS Tax Saver Fund(IDCW) | 38.39% | 14.85% | 15.98% |
Axis ELSS Tax Saver Fund(IDCW) | 26.65% | 3.52% | 14.16% |
SBI Long Term Equity Fund(IDCW) | 58.73% | 20.39% | 10.53% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 39.78% | 9.20% | 14.62% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
6.60 %
Holdings
5.70 %
Holdings
5.30 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
88
Total AUM
₹ 3,63,902.08 Cr.
Atul Penkar
AUM: ₹24,213.85 Cr.
|
Exp: 10yrs
Dhaval Gala
AUM: ₹31,412.17 Cr.
|
Exp: —
Manager Performance (0)
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Other Funds in the same category are generating better returns