Buy Aditya Birla SL Tax Plan(G) - Equity - ELSS Mutual Fund NAV, AUM, Portfolio, Performance, Returns.

Aditya Birla SL Tax Plan(G)

As on Oct-20-2021 change fund

52.20

-0.49 (-0.93%)

fund objective

An open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2016-2017	2017-2018	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 31-Mar-2021)	32.40	38.13	39.54	30.49	47.38
Net Assets(Rs Crores) (as on 31-Mar-2021)	506.75	693.06	659.47	438.97	516.53
Scheme Returns(%)(Absolute)	22.73	17.29	2.38	-23.02	59.96
B'mark Returns(%)(Absolute)	18.80	11.61	17.74	-23.25	77.05
Category Rank	41/67	10/76	37/75	27/70	61/67

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2021-2022	2.95	6.74	NA	NA
2020-2021	18.50	7.47	17.13	4.18
2019-2020	-2.68	-2.42	6.02	-23.41
2018-2019	2.18	-1.41	0.10	2.83
2017-2018	5.68	5.40	12.27	-5.90

Top 10 holdings

company	(%)
Housing Development Finance Co...	8.44
Honeywell Automation India Ltd.	8.36
Reliance Industries Ltd - Part...	7.83
Pfizer Ltd.	6.79
Kotak Mahindra Bank Ltd.	6.10
Bayer CropScience Ltd.	5.06
Larsen & Toubro Ltd.	4.40
ICICI Bank Ltd.	4.17
Gillette India Ltd.	3.82
Glaxosmithkline Pharmaceutical...	3.62

Top 10 sectors

sectors	(%)
Bank - Private	16.07
Pharmaceuticals & Drugs	12.48
Finance - Housing	8.44
Consumer Durables - Electronics	8.36
Household & Personal Products	6.30
Pesticides & Agrochemicals	5.06
Engineering - Construction	4.40
IT - Software	3.58
Cement & Construction Materials	3.57
Paints	3.28

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Aditya Birla SL Tax Plan(G)	Large-Growth	03-Oct-2006	478.53	-1.12	1.06	6.05	32.69	12.85	10.99	15.19	11.60	BUY SIP
Quant Tax Plan(G)	Large-Growth	31-Mar-2000	433.15	0.19	8.01	11.17	95.35	37.56	24.16	18.94	15.50	BUY SIP
BOI AXA Tax Advantage-Eco(G)	Mid-Growth	25-Feb-2009	517.49	-1.94	2.82	11.82	66.78	31.93	20.72	18.36	20.96	BUY SIP
Canara Rob Equity Tax Saver Fund-Reg(G)	Large-Growth	02-Feb-2009	2,771.79	-0.36	4.03	13.74	59.13	27.70	19.23	17.14	21.14	BUY SIP
Mirae Asset Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2015	9,831.97	-0.12	4.92	14.34	63.86	27.22	21.00	NA	22.36	BUY SIP
JM Tax Gain Fund(G)	Large-Growth	31-Mar-2008	65.33	-0.58	6.21	16.77	67.16	26.27	17.81	17.38	8.38	BUY SIP
DSP Tax Saver Fund-Reg(G)	Large-Growth	18-Jan-2007	9,755.66	-0.16	3.65	11.87	67.78	26.05	16.44	18.72	15.47	BUY SIP
Union Long Term Equity Fund(G)	Large-Growth	23-Dec-2011	436.37	-0.37	5.65	15.43	62.17	25.36	15.59	NA	16.09	BUY SIP
Axis Long Term Equity Fund-Reg(G)	Large-Growth	29-Dec-2009	34,370.78	-2.01	1.96	14.78	61.94	25.07	18.37	20.25	18.91	BUY SIP
IDFC Tax Advt(ELSS) Fund-Reg(G)	Large-Growth	26-Dec-2008	3,439.01	-1.00	7.94	15.03	82.07	24.50	18.20	18.24	19.59	BUY SIP
UTI LT Equity Fund (Tax Saving)-Reg(G)	Large-Growth	01-Aug-2005	3,041.02	-0.55	4.03	13.99	63.54	23.49	15.91	15.03	12.75	BUY SIP
Kotak Tax Saver Fund(G)	Large-Growth	23-Nov-2005	2,295.53	-0.34	3.46	10.07	54.58	22.95	15.43	15.75	13.20	BUY SIP
BNP Paribas Long Term Equity Fund(G)	Large-Growth	05-Jan-2006	551.42	-0.61	4.71	12.66	47.78	22.76	14.65	16.28	12.27	BUY SIP
Baroda ELSS 96(G)	Large-Growth	02-Mar-2015	217.67	-0.84	6.96	18.82	66.51	22.76	13.56	NA	10.52	BUY SIP
Invesco India Tax Plan(G)	Large-Growth	29-Dec-2006	1,890.35	-0.37	5.56	12.96	57.44	22.56	16.85	17.78	15.63	BUY SIP
Tata India Tax Savings Fund-Reg(G)	Large-Growth	13-Oct-2014	2,952.63	0.33	5.70	15.94	55.77	22.48	15.35	NA	16.29	BUY SIP
PGIM India LT Equity Fund-Reg(G)	Large-Growth	11-Dec-2015	350.70	-0.13	4.33	12.52	63.98	22.09	15.46	NA	15.80	BUY SIP
ICICI Pru LT Equity Fund (Tax Saving)(G)	Large-Growth	19-Aug-1999	10,028.81	0.10	5.37	17.38	68.59	21.62	14.90	16.78	20.43	BUY SIP
Mahindra Manulife ELSS Kar Bachat Yojana-Reg(G)	Large-Growth	18-Oct-2016	419.70	-0.46	3.51	13.56	68.23	21.42	13.86	NA	13.91	BUY SIP
HSBC Tax Saver Equity Fund(G)	Large-Growth	05-Jan-2007	201.91	-0.36	6.57	16.62	60.37	21.31	13.90	16.18	12.69	BUY SIP
SBI Long Term Equity Fund-Reg(G)	Large-Growth	31-Mar-1993	10,861.71	-0.28	5.58	12.26	57.90	20.82	13.27	15.33	16.09	BUY SIP
Motilal Oswal Long Term Equity Fund-Reg(G)	Large-Growth	21-Jan-2015	2,376.06	-1.23	0.75	9.96	61.55	20.69	14.97	NA	16.04	BUY SIP
Principal Tax Savings Fund	Large-Growth	31-Mar-1996	601.73	-0.46	5.39	15.92	63.07	20.60	15.32	17.89	16.61	BUY SIP
Edelweiss Long Term Equity Fund (Tax Savings)-Reg(G)	Large-Growth	30-Dec-2008	197.80	-0.41	4.17	12.29	54.18	20.20	13.08	14.87	16.72	BUY SIP
Franklin India Taxshield(G)	Large-Growth	10-Apr-1999	5,020.57	0.34	8.41	15.92	72.60	20.15	13.82	16.04	22.10	BUY SIP
LIC MF Tax Plan(G)	Large-Growth	31-Mar-1998	410.87	-1.29	4.03	15.51	53.66	20.11	14.41	14.66	10.28	BUY SIP
Navi Long Term Advantage Fund-Reg(G)	Large-Growth	30-Dec-2015	68.63	-0.77	6.62	16.67	51.59	18.31	12.81	NA	14.00	BUY SIP
Sundaram Diversified Equity(G)	Large-Growth	02-May-2005	2,236.88	-0.44	3.51	14.59	57.20	18.29	11.85	14.39	15.94	BUY SIP
IDBI Equity Advantage Fund-Reg(G)	Large-Growth	10-Sep-2013	544.04	0.05	4.53	14.27	52.73	17.52	11.97	NA	18.50	BUY SIP
Taurus Tax Shield Fund-Reg(G)	Large-Growth	31-Mar-1996	85.58	-0.31	4.69	12.01	44.04	17.38	14.64	13.88	11.94	BUY SIP
Indiabulls Tax Savings Fund-Reg(G)	Large-Growth	28-Dec-2017	51.92	NA	3.74	12.67	44.03	16.79	NA	NA	8.96	BUY SIP
Nippon India Tax Saver (ELSS) Fund(G)	Large-Growth	21-Sep-2005	12,466.99	0.13	5.74	17.08	72.28	16.22	9.10	15.12	13.79	BUY SIP
L&T Tax Advt Fund-Reg(G)	Large-Growth	27-Feb-2006	3,598.70	-1.70	2.55	10.24	49.86	16.08	13.36	14.71	14.31	BUY SIP
HDFC TaxSaver(G)	Large-Growth	31-Mar-1996	9,361.46	-0.43	5.12	15.49	61.77	16.01	11.94	13.62	24.03	BUY SIP
Quantum Tax Saving Fund-Reg(G)	Large-Growth	23-Dec-2008	102.01	0.32	5.00	9.90	53.25	15.81	11.39	14.36	17.24	BUY SIP
Aditya Birla SL Tax Relief '96(ELSS U/S 80C of IT ACT)(G)	Mid-Growth	10-Mar-2008	14,854.52	-1.08	1.16	6.38	33.35	13.68	11.68	15.84	11.28	BUY SIP
Parag Parikh Tax Saver Fund-Reg(G)	Large-Growth	24-Jul-2019	312.74	-0.17	5.73	15.06	53.97	NA	NA	NA	33.77	BUY SIP
ITI Long Term Equity Fund-Reg(G)	Mid-Growth	18-Oct-2019	107.22	-3.74	2.26	5.86	48.51	NA	NA	NA	22.57	BUY SIP
Shriram Long Term Equity Fund-Reg(G)	Large-Growth	25-Jan-2019	45.48	-1.22	3.17	15.28	41.85	NA	NA	NA	19.14	BUY SIP

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