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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 Rank2

Background of Aditya Birla Sun Life Tax Plan

Name of FundAditya Birla Sun Life Tax Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: ELSS
Fund ManagerAjay Garg
Launch Date1-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 GradeBelow Average
Return GradeAbove 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/Securities50
Total Bonds
Avg Market Cap (in cr)37832
Portfolio P/B Ratio4.88
Portfolio P/E Ratio34.68
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

Equity97.64%
Debt2.71%
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

201885.71
201797.55
201672.75
201576.63
201474.95
52 Week High (NAV)101
52 Week Low (NAV)81

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ABSL Tax Plan Returns – Yearly

2018-5.640%
201742.500%
20163.110%
20158.220%
201452.830%

Aditya Birla Sun Life Tax Plan AUM

2018714
2017642
2016405
2015283
2014191

ABSL Tax Plan Expense Ratio

2018
20172.770%
20162.950%
20152.960%
20143.080%

ABSL Tax Plan Quarterly Returns

2018 Q1-5.89
2018 Q22.17
2018 Q3-1.4
2018 Q4
2017 Q113.940%
2017 Q25.690%
2017 Q35.400%
2017 Q412.270%
2016 Q1-4.020%
2016 Q27.220%
2016 Q36.830%
2016 Q4-6.210%
2015 Q18.120%
2015 Q2-2.000%
2015 Q30.750%
2015 Q42.900%
2014 Q15.360%
2014 Q219.240%
2014 Q38.680%
2014 Q411.930%

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Weightage by Sector

1Financial (19.21%)
2Healthcare (19.21%)
3Services (10.76%)
4FMCG (10.54%)
5Automobile (9.99%)
6Engineering (8.27%)
7Energy (7.47%)
8Construction (4.13%)
9Technology (2.62%)
10Cons Durable (3.06%)

ABSL Tax Plan Weightage by Securities Holding

1Honeywell Automation (7.60%)
2Reliance Industries (7.47%)
3Gillette (6.81%)
4Bayer CropScience (6.12%)
5Pfizer (5.27%)
6Glaxosmithkline Pharma (4.76%)
7Thomas Cook (India) (4.72%)
8HDFC (4.64%)
9Sundaram-Clayton (4.27%)
10Shopper’s Stop (3.33%)

ABSL Tax Plan Investment Information

AMCAditya Birla Sun Life AMC Ltd.
RegistrarComputer Age Management Services Ltd.
Minimum Investment500
Minimum SIP Investment500
Exit LoadNIL

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


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