Aditya Birla Sun Life Tax Relief '96 - Growth - Direct Plan

Aditya Birla Sun Life Tax Relief '96 - Growth - Direct Plan of Aditya Birla Sun Life Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 5.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.07

Age

NA Years

Fund Manager

Ajay Garg

AuM (Rs Crores)

6627.6437

Asset Class

ELSS

Net Asset Value:

32.36

Rating

5

Benchmark

S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.1 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:

Long term growth, through a portfolio with a target allocation of 8% equity, 2% debt and money market securities. An Equity Linked Saving Scheme (ELSS) under Section 88 of the Income Tax Act.

Top Holdings:

  • Pharmaceuticals (14.82)
  • Consumer Durables (1.88)
  • Banks (9.33)
  • FMCG (8.66)
  • Refineries (6.97)
  • Auto Ancillaries (6.46)
  • Finance (6.32)
  • Agro Chemicals (5.65)
  • Miscellaneous (4.6)
  • Retail (3.75)


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