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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

6.00

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,913 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

  • ₹ 36.920

    as on 28 Jun 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 ₹ 36.920 as on 28 Jun 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 -1.11% -2.81% -3.95% 17.83% 49.13% 29.30% 19.56% 19.18% -2.20% 25.86% 34.79% 25.73% 21.69%
Category Average -2.49% -7.54% -9.87% -0.40% 25.23% 11.93% 9.90% 14.53% -13.04% 9.13% 14.09% 11.33% 12.81%
Aditya Birla Sun Life Tax Relief '96 -2.74%₹ 9,726 -6.06%₹ 9,394 -10.71%₹ 8,928 -7.70%₹ 9,230 -16.61%₹ 10,895 11.13%₹ 12,356 -1.24%₹ 23,691 6.00%₹ 11,913 4.68%₹ 38,656 6.45%₹ 13,674 4.76%₹ 67,686 14.20%₹ 37,750 10.50%₹ 2,06,850
DSP Tax Saver Fund -2.58%₹ 9,742 -7.20%₹ 9,280 -8.05%₹ 9,195 -1.19%₹ 9,881 -12.74%₹ 11,158 27.53%₹ 16,285 11.51%₹ 26,931 14.35%₹ 14,958 16.35%₹ 45,844 11.90%₹ 17,548 13.59%₹ 84,350 16.70%₹ 46,906 14.78%₹ 2,59,971
Mirae Asset Tax Saver Fund -2.67%₹ 9,732 -6.67%₹ 9,332 -9.87%₹ 9,012 -0.95%₹ 9,905 -12.61%₹ 11,166 28.65%₹ 16,574 10.82%₹ 26,753 15.78%₹ 15,526 17.22%₹ 46,414 14.10%₹ 19,348 15.07%₹ 87,485 - -
Quant Tax Plan -3.17%₹ 9,682 -7.90%₹ 9,209 -7.04%₹ 9,296 5.55%₹ 10,554 -7.15%₹ 11,532 49.13%₹ 22,288 25.86%₹ 30,750 29.30%₹ 21,630 34.79%₹ 58,937 19.56%₹ 24,439 25.73%₹ 1,13,316 19.18%₹ 57,867 21.69%₹ 3,77,334
BOI AXA Tax Advantage Fund -2.39%₹ 9,760 -10.14%₹ 8,986 -15.45%₹ 8,455 -4.02%₹ 9,598 -18.91%₹ 10,736 28.70%₹ 16,586 8.13%₹ 26,057 18.78%₹ 16,767 16.77%₹ 46,123 13.77%₹ 19,067 14.56%₹ 86,390 15.51%₹ 42,326 14.65%₹ 2,58,157
Canara Robeco Equity Tax Saver Fund -2.44%₹ 9,756 -7.68%₹ 9,232 -11.88%₹ 8,812 -1.34%₹ 9,865 -14.57%₹ 11,034 27.45%₹ 16,263 9.09%₹ 26,305 15.14%₹ 15,268 15.99%₹ 45,610 13.92%₹ 19,190 14.73%₹ 86,751 14.81%₹ 39,837 14.28%₹ 2,53,068

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Tax Relief '96 as on 29 Jun 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%