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Aditya Birla Sun Life Tax Relief 96 - Growth Option

Category: Equity: ELSS
Launch Date: 05-03-1996
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.92% As on (30-06-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 10,101.26 Cr As on (30-06-2020)
Turn over: 4.00
NAV as on Thu Aug 06 00:00:00 IST 2020

30.33

0.07 (0.2308%)

CAGR Since Inception

9.34%

S&P BSE 200 TRI 8.9%

PERFORMANCE of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Scheme Performance (%) Data as on - 06-08-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Tax Relief 96 - Growth Option 5.97 2.17 5.75 10.04 9.34
S&P BSE 200 TRI -13.61 -2.59 2.75 6.85 8.9
Equity: ELSS 3.43 0.98 4.88 9.32 10.8

Yearly Performance (%)

Fund Managers

Ajay Garg

Investment Objective

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. Acombination of top down & bottom up approach will be followed in the stock selection process.

RETURNS CALCULATOR for Aditya Birla Sun Life Tax Relief 96 - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Tax Relief 96 - Growth Option 13.58 1.22 0.44 0.98 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Period
Data as on - 06-08-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Tax Relief 96 - Growth Option 05-03-1996 5.97 -3.26 2.17 5.75 10.04
Quant Tax Plan-Growth 01-04-2000 21.05 6.42 6.22 12.13 7.58
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 20.56 0.39 6.22 7.41 9.47
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 15.73 0.0 0.0 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 12.0 4.35 7.31 7.44 10.48
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 10.2 0.0 0.0 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 9.82 1.43 3.7 3.16 0.0
Invesco India Tax Plan - Growth 29-12-2006 7.9 -0.56 4.74 6.84 11.52
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 7.67 -0.69 2.21 4.83 8.31
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 7.46 2.99 3.28 4.81 11.16

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Tax Relief 96 - Growth Option

Asset Allocation (%)