Aditya Birla SL Tax Plan - Direct (IDCW)

Aditya Birla SL Tax Plan - Direct (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

2.11%

Expense Ratio

₹315 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
-3.63%
14.87%
4.43%
12.46%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Aditya Birla SL Tax Plan - Direct (IDCW)
-3.63%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
98.65%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
96.67%

Holdings

Holdings
Sector Wise
Reliance Industr
8.77%
Honeywell Auto
7.76%
H D F C
6.69%
ICICI Bank
6.35%
Bayer Crop Sci.
5.79%

Fund Manager

A
Ajay Garg