MyWealthGrowth.com logo
HomeMutual Funds

Aditya Birla Sun Life Tax Relief '96

Aditya Birla Sun Life Tax Relief '96

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.46

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,125 today.

Invest Now

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

  • ₹ 42.410

    as on 01 Dec 2022
  • 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 ₹ 42.410 as on 01 Dec 2022.

This fund has 14 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 3.87% 8.08% 18.30% 17.83% 42.07% 38.37% 22.64% 20.85% 26.40% 28.67% 41.96% 32.08% 24.41%
Category Average 2.09% 4.93% 12.95% 7.59% 21.88% 17.44% 11.42% 14.70% 15.76% 14.74% 21.48% 16.48% 14.61%
Aditya Birla Sun Life Tax Relief '96 2.56%₹ 10,256 2.76%₹ 10,276 10.59%₹ 11,058 1.90%₹ 10,189 10.52%₹ 12,673 10.52%₹ 12,214 6.48%₹ 25,636 9.46%₹ 13,125 11.30%₹ 42,636 6.76%₹ 13,868 9.11%₹ 75,476 13.94%₹ 36,910 11.76%₹ 2,21,241
DSP Tax Saver Fund 2.72%₹ 10,271 5.85%₹ 10,585 13.15%₹ 11,315 8.71%₹ 10,870 16.32%₹ 13,035 24.08%₹ 15,395 15.58%₹ 27,998 18.74%₹ 16,764 23.15%₹ 50,425 13.22%₹ 18,611 18.42%₹ 94,975 16.59%₹ 46,454 16.43%₹ 2,84,200
Mirae Asset Tax Saver Fund 3.87%₹ 10,386 5.34%₹ 10,533 11.70%₹ 11,170 5.59%₹ 10,558 13.93%₹ 12,886 21.73%₹ 14,818 13.79%₹ 27,528 19.72%₹ 17,183 22.66%₹ 50,082 14.88%₹ 20,019 19.00%₹ 96,326 - -
Quant Tax Plan 2.42%₹ 10,241 7.80%₹ 10,780 18.30%₹ 11,829 16.10%₹ 11,610 26.23%₹ 13,642 42.07%₹ 20,183 28.67%₹ 31,526 38.37%₹ 26,564 41.96%₹ 64,643 22.64%₹ 27,757 32.08%₹ 1,31,763 20.85%₹ 66,531 24.41%₹ 4,37,438
BOI AXA Tax Advantage Fund 1.65%₹ 10,164 5.42%₹ 10,542 15.48%₹ 11,547 4.55%₹ 10,455 15.35%₹ 12,975 23.07%₹ 15,146 14.85%₹ 27,806 24.07%₹ 19,133 23.81%₹ 50,882 13.68%₹ 18,993 20.13%₹ 99,029 16.17%₹ 44,825 16.92%₹ 2,91,762
Canara Robeco Equity Tax Saver Fund 1.88%₹ 10,188 4.06%₹ 10,406 14.00%₹ 11,400 6.03%₹ 10,602 14.59%₹ 12,927 22.41%₹ 14,984 14.30%₹ 27,661 21.74%₹ 18,069 22.47%₹ 49,953 16.19%₹ 21,189 19.33%₹ 97,118 15.28%₹ 41,512 16.24%₹ 2,81,186

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Tax Relief '96 as on 02 Dec 2022 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%