Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option

Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option of Aditya Birla Sun Life Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.49

Age

NA Years

Fund Manager

Ajay Garg

AuM (Rs Crores)

714.4286

Asset Class

ELSS

Net Asset Value:

39.3

Rating

3

Bench Mark

S&P BSE Sensex TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.12 Times

Fund Manager Details:

Ajay Garg BE. (Electronics), MBA (Finance) He has total of 15 years of experience in financial services. Prior to joining BSLAMC, he has worked with Birla Sun Life Securities Ltd.

Objective:

Aims at achieving long term growth of capital along with income tax relief for investors.

Top Holdings:

  • Pharmaceuticals (15.7)
  • Consumer Durables (11.36)
  • Banks (1.13)
  • FMCG (8.56)
  • Refineries (6.93)
  • Finance (6.5)
  • Auto Ancillaries (6.42)
  • Agro Chemicals (5.57)
  • Miscellaneous (4.54)
  • Retail (3.72)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition