AUM in Cr 33.76

NAV 33.67

Benchmark 8.9

ADITYA BIRLA SUN LIFE TAX PLAN - GROWTH

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

ADITYA BIRLA SUN LIFE TAX PLAN - GROWTH

market linked -5.30 % 13.70 % 17.84 %

BenchMark : S&P BSE Sensex TRI

BenchMark Return 5.95 15.77 12.81

Value of Rs. 1,00,000 Invested

current value 94700 146987 227229
scheme 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.
Category Mutual Fund>Equity>ELSS
Fund Type Open Ended
Fund Manager Ajay Garg
Minimum Amount for Lumpsum Investment (Rs.) 500
Minimum Amount for SIP Investment (Rs.) 1000
Nav Date 19/02/2019
Nav 36.47
AUM (Cr.) 639.85
AUM Date 31/01/2019
Expense Ratio Currently 2
Expense Ratio Date Currently 15/02/2019
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load Nil
Exit Load NIL
Tax Treatment of Income 15% short term capital gains tax, 10% long term capital gains tax on incremental gains above 1 Lac in a given financial year.
Tax Benefit on Investment Available under section 80C of Income Tax Act.
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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