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you are here: Moneycontrol Mutual Funds Aditya Birla Sun Life Tax Savings Fund(G)

Aditya Birla Sun Life Tax Savings Fund(G)

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 102315
Buy
72.560 -0.35 ( -0.48 %)
NAV as on 18 May, 2018
Crisil MF Rank
Riskometer
HIGH
FUND Family
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in category by Crisil (for quarter ended Jun 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Aditya Birla Sun Life Tax Savings Fund has been merged with Aditya Birla Sun Life Tax Relief '96 w.e.f. May 21, 2018

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on May 18, 2018)
Period Returns(%) Rank#
1 Month -0.3 5
3 Months 2.4 9
6 Months 3.4 11
1 Year 19.1 13
2 Years 20.8 16
3 Years 13.7 19
5 Years 18.6 32

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -5.3 2.5 - - -
2017 14.4 5.3 4.6 12.4 43.3
2016 -4.6 7.7 6.5 -7.9 2.8
2015 8.3 -2.8 -1.9 2.8 8.3
2014 6.2 18.4 3.8 13.4 48.2
2013 -6.0 -0.7 -3.4 10.6 1.9

View where it stands within its peers

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Performance

Fund returns v/s Category average ()

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.3 2.4 3.4 19.1 20.8 13.7 18.6
Category average 4.5 0.8 1.3 7.9 11.4 7.8 13
Difference of Fund returns and Category returns -4.8 1.6 2.1 11.2 9.4 5.9 5.6
Best of Category 9.5 7.9 11.5 20.9 23.6 17.1 27.2
Worst of Category -2.6 -8.2 -11.7 -6.1 7.4 3.5 7.8
Benchmark returns # 4.5 5.4 7.5 13.4 14.6 10.5 16.2
Difference of Fund returns and Benchmark returns -4.8 -3 -4.1 5.7 6.2 3.2 2.4
# Benchmark Index: N.A.

Investment Information

Investment Objective

N.A.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Dec 04, 0003

  • Benchmark:

    N.A.

  • Asset size (Rs Cr):

    26.56 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.500

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Ajay Garg
    View performance of schemes managed by the Fund Manager

  • Notes:

    Aditya Birla Sun Life Tax Savings Fund has been merged with Aditya Birla Sun Life Tax Relief '96 w.e.f. May 21, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Axis Long Term Equity Fund - Regular Plan (G) 14,939.31 44.9 4.2 11.0 18.0 11.4 25.7
Reliance Tax Saver (ELSS) Fund - Direct Plan (G) 706.48 59.5 -3.2 -12.5 -3.2 7.6 23.9
Reliance Tax Saver (ELSS) Fund (G) 9,729.27 57 -3.5 -12.9 -4.1 6.6 22.9
Axis Long Term Equity Fund - Direct Plan (G) 1,176.21 47.9 4.5 11.5 19.2 12.6 27.2
HDFC Tax Saver (G) 6,563.84 523.4 0.6 -2.3 5.5 9.1 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Apr 30, 2018
Company Sector Value %Assets
Honeywell Autom Telecom 1.83 6.83
Sundaram-Clayto Automotive 1.85 6.76
Gillette India Cons NonDurable 1.69 6.23
Bayer CropScien Chemicals 1.56 5.74
Johnson Control Cons Durable 1.34 4.94
Reliance Oil & Gas 1.27 4.79
Thomas Cook Miscellaneous 1.30 4.70
Pfizer Pharmaceuticals 1.19 4.38
GlaxoSmithKline Pharmaceuticals 0.99 3.64
Biocon Pharmaceuticals 0.98 3.61
Asset Allocation (%) As on Apr 30, 2018
Equity 98.74
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.26
Sector Allocation (%) As on Apr 30, 2018
Sector %
Automotive 14.57
Banking/Finance 14.11
Pharmaceuticals 12.06
Cons NonDurable 9.54
Miscellaneous 8.13
Telecom 6.83
Concentration As on Apr 30, 2018
Holdings %
Top 5 30.5
Top 10 98.74
Sectors %
Top 3 40.74
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