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Aditya Birla Sun Life Tax Relief '96

Aditya Birla Sun Life Tax Relief '96

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.73

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,102 today.

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NAV Performance

Aditya Birla Sun Life Tax Relief '96 performance graph for last 3 years
Performance of Aditya Birla Sun Life Tax Relief '96 for last 3 Years

Fund Information

  • ₹ 37.710

    as on 20 Mar 2023
  • Regular - Growth

  • 25 / 37

  • ₹ 500

  • ₹ 14,344 Cr.

    as on 31 Dec 2021
  • 1.76%

  • 07 Mar 2008

  • Equity - ELSS

  • Nifty 500 TRI

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Aditya Birla Sun Life Tax Relief '96 is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 07 Mar 2008. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Equity funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 37.710 as on 20 Mar 2023.

This fund has 15 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.76%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

An open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities

List of Fund Managers of Aditya Birla Sun Life Tax Relief '96

  • About Ajay Garg

    Picture of Ajay GargAjay has over 17 years of work experience in financial services. Prior to joining BSLAMC, he worked with Birla Sun Life Securities Ltd.He is a B.E. (Electronics) and an MBA in Finance.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -1.85% -2.07% 1.37% 17.83% 32.94% 47.61% 20.32% 21.23% 7.73% 9.64% 24.20% 24.36% 20.92%
Category Average -3.99% -6.98% -5.76% -0.11% 9.60% 24.87% 9.96% 14.33% -2.05% 1.66% 12.23% 11.73% 12.15%
Aditya Birla Sun Life Tax Relief '96 -4.94%₹ 9,505 -9.26%₹ 9,073 -9.44%₹ 9,056 -4.39%₹ 9,561 -9.37%₹ 11,386 -0.54%₹ 9,892 -5.64%₹ 22,609 14.73%₹ 15,102 2.16%₹ 37,211 4.55%₹ 12,490 4.03%₹ 66,442 13.19%₹ 34,532 8.79%₹ 1,88,952
DSP Tax Saver Fund -3.92%₹ 9,608 -6.78%₹ 9,322 -5.32%₹ 9,468 -0.34%₹ 9,966 -1.80%₹ 11,883 10.60%₹ 12,235 2.08%₹ 24,520 27.39%₹ 20,673 13.76%₹ 44,164 12.19%₹ 17,782 13.72%₹ 84,598 16.25%₹ 45,098 13.97%₹ 2,48,850
Mirae Asset Tax Saver Fund -4.16%₹ 9,583 -7.15%₹ 9,285 -5.56%₹ 9,443 -2.17%₹ 9,782 -3.81%₹ 11,752 8.12%₹ 11,692 0.24%₹ 24,060 28.24%₹ 21,088 12.52%₹ 43,382 13.51%₹ 18,849 13.82%₹ 84,804 - -
Quant Tax Plan -2.38%₹ 9,762 -12.38%₹ 8,761 -12.64%₹ 8,736 2.55%₹ 10,255 -6.49%₹ 11,577 19.30%₹ 14,238 4.42%₹ 25,109 47.61%₹ 32,165 24.20%₹ 51,126 20.32%₹ 25,226 24.37%₹ 1,09,622 21.23%₹ 68,647 20.92%₹ 3,61,871
BOI AXA Tax Advantage Fund -3.80%₹ 9,619 -8.15%₹ 9,184 -6.80%₹ 9,319 -1.35%₹ 9,865 -1.80%₹ 11,884 10.25%₹ 12,157 1.04%₹ 24,260 27.24%₹ 20,600 13.21%₹ 43,818 11.87%₹ 17,524 15.28%₹ 87,920 15.87%₹ 43,650 14.44%₹ 2,55,236
Canara Robeco Equity Tax Saver Fund -4.39%₹ 9,560 -7.20%₹ 9,279 -7.06%₹ 9,293 -1.71%₹ 9,829 -3.35%₹ 11,782 8.22%₹ 11,715 0.54%₹ 24,134 25.86%₹ 19,935 11.92%₹ 43,009 14.18%₹ 19,416 13.90%₹ 84,983 14.75%₹ 39,598 13.70%₹ 2,45,284

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Tax Relief '96 as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    99.48%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.51%

Top Sector Holdings of Aditya Birla Sun Life Tax Relief '96

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.59% ₹ 2,255.64 Cr.
Pharmaceuticals 13.23% ₹ 1,914.00 Cr.
Refineries/Marketing 8.82% ₹ 1,276.09 Cr.
Industrial electronics 7.87% ₹ 1,138.14 Cr.
Housing Finance 6.64% ₹ 959.62 Cr.
Others 47.85% -

Top Stock Holdings of Aditya Birla Sun Life Tax Relief '96

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 8.82% ₹ 1,276.09 Cr.
Honeywell Automation India Ltd. 7.87% ₹ 1,138.14 Cr.
Housing Development Finance Corporation Ltd. 6.64% ₹ 959.62 Cr.
Pfizer Ltd. 6.56% ₹ 948.78 Cr.
Kotak Mahindra Bank Ltd. 5.69% ₹ 823.02 Cr.
Others 64.42% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.77%
Net Receivables -0.26%