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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

13.68

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,703 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

  • ₹ 42.860

    as on 20 Oct 2021
  • Regular - Growth

  • 11 / 37

  • ₹ 500

  • ₹ 14,044 Cr.

    as on 20 Oct 2021
  • 1.81%

    since 31 May 2021
  • 07 Mar 2008

  • Equity - ELSS

  • S&P BSE 200

  • 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 ₹ 42.860 as on 20 Oct 2021.

This fund has 13 years of track record. Since 31 May 2021 expense ratio of this fund is 1.81%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200.

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 8.41% 18.82% 36.88% 95.35% 55.14% 37.56% 24.16% 20.25% 85.92% 78.64% 55.31% 34.52% 24.99%
Category Average 4.71% 13.55% 29.01% 59.94% 27.80% 21.80% 15.24% 16.42% 54.35% 45.28% 31.69% 20.70% 17.42%
Aditya Birla Sun Life Tax Relief '96 1.16%₹ 10,115 6.38%₹ 10,637 14.75%₹ 11,475 33.35%₹ 13,335 25.84%₹ 13,616 17.88%₹ 13,915 26.14%₹ 30,838 13.68%₹ 14,703 19.39%₹ 47,867 11.68%₹ 17,380 13.73%₹ 84,650 15.84%₹ 43,556 15.34%₹ 2,67,913
Mirae Asset Tax Saver Fund 4.92%₹ 10,492 14.34%₹ 11,434 30.34%₹ 13,034 63.86%₹ 16,386 57.73%₹ 15,481 34.22%₹ 18,059 51.07%₹ 37,929 27.22%₹ 20,615 37.13%₹ 60,793 21.00%₹ 25,946 25.80%₹ 1,13,553 - -
Canara Robeco Equity Tax Saver Fund 4.03%₹ 10,403 13.74%₹ 11,374 29.97%₹ 12,996 59.13%₹ 15,912 55.19%₹ 15,337 33.96%₹ 17,989 48.88%₹ 37,285 27.70%₹ 20,851 36.43%₹ 60,246 19.23%₹ 24,111 25.39%₹ 1,12,422 17.14%₹ 48,724 18.92%₹ 3,24,973
Axis Long Term Equity Fund 1.96%₹ 10,196 14.78%₹ 11,478 30.03%₹ 13,002 61.94%₹ 16,193 52.63%₹ 15,190 26.85%₹ 16,121 43.30%₹ 35,661 25.07%₹ 19,586 32.54%₹ 57,250 18.37%₹ 23,252 23.11%₹ 1,06,431 20.25%₹ 63,308 20.52%₹ 3,54,349
Quant Tax Plan 8.01%₹ 10,800 11.17%₹ 11,116 36.88%₹ 13,688 95.35%₹ 19,534 85.92%₹ 17,044 55.14%₹ 24,156 78.64%₹ 46,413 37.56%₹ 26,073 55.31%₹ 76,250 24.16%₹ 29,521 34.52%₹ 1,39,523 18.94%₹ 56,751 24.99%₹ 4,51,422
Invesco India Tax Plan 5.56%₹ 10,555 12.96%₹ 11,295 30.78%₹ 13,077 57.44%₹ 15,743 54.56%₹ 15,301 28.97%₹ 16,667 44.66%₹ 36,055 22.56%₹ 18,431 32.35%₹ 57,104 16.85%₹ 21,793 21.95%₹ 1,03,498 17.78%₹ 51,459 18.78%₹ 3,22,465

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Tax Relief '96 as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    99.86%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.16%

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

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.09% ₹ 2,259.82 Cr.
Pharmaceuticals 13.98% ₹ 1,963.86 Cr.
Housing Finance 8.42% ₹ 1,182.19 Cr.
Industrial electronics 8.07% ₹ 1,133.50 Cr.
Refineries/Marketing 6.89% ₹ 967.12 Cr.
Others 46.55% -

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

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 8.42% ₹ 1,182.19 Cr.
Honeywell Automation India Ltd. 8.07% ₹ 1,133.50 Cr.
Pfizer Ltd. 7.63% ₹ 1,072.21 Cr.
Reliance Industries Ltd. - Partly Paid 6.89% ₹ 967.12 Cr.
Bayer Cropscience Ltd. 6.36% ₹ 892.87 Cr.
Others 62.63% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.33%
Net Receivables -0.17%