Aditya Birla Sun Life Tax Plan is an Open-ended, ELSS category fund launched in 1999 by Aditya Birla Sun Life. The fund manager name is Ajay Garg. The risk in this fund is below average but the returns are above average. In this article, we will do a detailed analysis of the Aditya Birla Sun Life Tax Plan, we will dig deep into its AUM, NAV Returns & more.
Aditya Birla Sun Life Tax Plan Ranking by Top10StockBroker
Background of Aditya Birla Sun Life Tax Plan
| Name of Fund |
Aditya Birla Sun Life Tax Plan |
| Type of Fund ( Open / Close) |
Open-ended |
| Category of Fund |
Equity: ELSS |
| Fund Manager |
Ajay Garg |
| Launch Date |
1-Feb-1999 |
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Aditya Birla Sun Life Tax Plan Performance
| Risk Grade |
Below Average |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 85.71 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 664.6 crore as on Nov 30, 2018 |
Aditya Birla Sun Life Tax Plan Portfolio Characteristics
| Total Stock/Securities |
50 |
| Total Bonds |
|
| Avg Market Cap (in cr) |
37832 |
| Portfolio P/B Ratio |
4.88 |
| Portfolio P/E Ratio |
34.68 |
| 3Y Earning Growth (%) |
32.1 |
| Average Matuarity |
|
| Avg 52 Week High |
|
| Avg 52 Week Low |
|
| Average Credit Rating |
|
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Aditya Birla Sun Life Tax Plan Composition
| Equity |
97.64% |
| Debt |
2.71% |
| Cash |
-0.35% |
| Debentures |
|
| Bonds |
|
| NON Converitbles |
|
| Zero Coupons |
|
| Bonds (short term) |
|
| Repo |
|
ABSL Tax Plan Risk Analysis
| Standard Deviation |
|
| Sharpe Ratio |
|
| Beta |
|
| R Square |
|
| Alpha |
|
Aditya Birla Sun Life Tax Plan NAV – Yearly
| 2018 |
85.71 |
| 2017 |
97.55 |
| 2016 |
72.75 |
| 2015 |
76.63 |
| 2014 |
74.95 |
| 52 Week High (NAV) |
101 |
| 52 Week Low (NAV) |
81 |
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ABSL Tax Plan Returns – Yearly
| 2018 |
-5.640% |
| 2017 |
42.500% |
| 2016 |
3.110% |
| 2015 |
8.220% |
| 2014 |
52.830% |
Aditya Birla Sun Life Tax Plan AUM
| 2018 |
714 |
| 2017 |
642 |
| 2016 |
405 |
| 2015 |
283 |
| 2014 |
191 |
ABSL Tax Plan Expense Ratio
| 2018 |
– |
| 2017 |
2.770% |
| 2016 |
2.950% |
| 2015 |
2.960% |
| 2014 |
3.080% |
ABSL Tax Plan Quarterly Returns
| 2018 Q1 |
-5.89 |
| 2018 Q2 |
2.17 |
| 2018 Q3 |
-1.4 |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
13.940% |
| 2017 Q2 |
5.690% |
| 2017 Q3 |
5.400% |
| 2017 Q4 |
12.270% |
|
|
| 2016 Q1 |
-4.020% |
| 2016 Q2 |
7.220% |
| 2016 Q3 |
6.830% |
| 2016 Q4 |
-6.210% |
|
|
| 2015 Q1 |
8.120% |
| 2015 Q2 |
-2.000% |
| 2015 Q3 |
0.750% |
| 2015 Q4 |
2.900% |
|
|
| 2014 Q1 |
5.360% |
| 2014 Q2 |
19.240% |
| 2014 Q3 |
8.680% |
| 2014 Q4 |
11.930% |
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Weightage by Sector
| 1 |
Financial (19.21%) |
| 2 |
Healthcare (19.21%) |
| 3 |
Services (10.76%) |
| 4 |
FMCG (10.54%) |
| 5 |
Automobile (9.99%) |
| 6 |
Engineering (8.27%) |
| 7 |
Energy (7.47%) |
| 8 |
Construction (4.13%) |
| 9 |
Technology (2.62%) |
| 10 |
Cons Durable (3.06%) |
ABSL Tax Plan Weightage by Securities Holding
| 1 |
Honeywell Automation (7.60%) |
| 2 |
Reliance Industries (7.47%) |
| 3 |
Gillette (6.81%) |
| 4 |
Bayer CropScience (6.12%) |
| 5 |
Pfizer (5.27%) |
| 6 |
Glaxosmithkline Pharma (4.76%) |
| 7 |
Thomas Cook (India) (4.72%) |
| 8 |
HDFC (4.64%) |
| 9 |
Sundaram-Clayton (4.27%) |
| 10 |
Shopper’s Stop (3.33%) |
ABSL Tax Plan Investment Information
| AMC |
Aditya Birla Sun Life AMC Ltd. |
| Registrar |
Computer Age Management Services Ltd. |
| Minimum Investment |
500 |
| Minimum SIP Investment |
500 |
| Exit Load |
NIL |
Conclusion
“An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve longterm growth of capital along with income tax relief for investment.”
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