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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 by Top10StockBroker

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

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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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