Aditya Birla Sun Life Tax Plan – Analyse AUM, NAV, Returns and more

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 Nifty ETF Fund


Aditya Birla Sun Life Tax Plan Ranking

Crisil MF Rank 2

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

Invest in Aditya Birla Sun Life Tax Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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

Know about other Mutual Funds

Axis Bluechip Fund Jm Tax Gain Fund Reliance Power Infra Fund
Axis Focused 25 Fund Kotak Emerging Equity Scheme Regular Plan Reliance Small Cap Fund
Axis Long Term Equity Fund Kotak Equity Savings Fund Regular Plan Sbi Bluechip Fund

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

Get detailed analysis of other Mutual Funds

Axis Strategic Bond Fund Kotak Medium Term Fund Regular Plan Sbi Dynamic Bond Fund
Bnp Paribas Short Term Fund Kotak Standard Multicap Fund Regular Plan Sbi Etf Nifty 50
Canara Robeco Bluechip Equity Fund Lic Mf Etf Nifty 50 Sbi Etf Sensex

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%

Find details on other Mutual Funds

Canara Robeco Emerging Equities Fund Direct Plan Lic Mf Large Mid Cap Fund Sbi Magnum Multicap Fund
Canara Robeco Equity Diversified Fund Regular Plan Lt Emerging Businesses Fund Sbi Small Cap Fund
Canara Robeco Gilt Fund Lt Hybrid Equity Fund Sundaram Large And Mid Cap Fund

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.”


Invest in Aditya Birla Sun Life Tax Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


More on Mutual Funds

Top 10 Aggressive Hybrid Funds In India Top 10 Large Cap Equity Funds In India
Top 10 Arbitrage Funds In India Top 10 Liquid Funds In India
Top 10 Conservative Funds In India Top 10 Medium Duration Funds In India
Top 10 Dividend Stocks In India Top 10 Medium To Long Duration Funds In India
Top 10 Dynamic Asset Allocation Funds Top 10 Multi Cap Equity Funds In India
Top 10 Dynamic Bond Funds In India Top 10 Mutual Funds In India
Top 10 Elss Funds In India Top 10 Sectoral Funds In India

Most Read Articles:

Make Profit from Intraday Trading
Intraday Trading Strategies
Intraday Tips
What is Intraday Trading?
How to Start Trading Online?
Online Trading
Trading Account
Full Service Broker vs Discount Broker

Leave a Reply

Your email address will not be published. Required fields are marked *

Start your Mutual Fund Investment Now! Open an Account