S&P BSE SENSEX
34010.76 -286.71 (-0.84%)
NIFTY 50
10452.30 -93.20 (-0.88%)
Mutual Funds
Aditya Birla Sun Life Tax Plan - Direct Plan (G)

PLAN - Direct OPTION - Growth

40.750  -0.32 (-0.78%)

Nav as on Feb 16, 2018

 Watchlist  Portfolio

Crisil MF Ranking *****
Fund CategoryELSS
Fund FamilyAditya Birla Sun Life Mutual Fund
Fund TypeOpen Ended
Investment TypeEquity
Launch DateJan 01, 2013
BenchmarkS&P BSE SENSEX
Asset SizeRs 49.36 cr (Dec 31, 2017)
Minimum InvstRs. 500
Last DividendNA
BonusNA
52 Week HighRs. 42.77 (Jan 23, 2018)
52 Week LowRs. 31.20 (Feb 15, 2017)
Fund ManagerAjay Garg
PERFORMANCE (as on Feb 16, 2018)

returns

SchemeReturnsRank #
1 mth -3.5% 19
3 mth 2.0% 67
6 mth 11.1% 23
1 year 29.8% 14
2 years 27.3%* 42
3 years 13.0%* 22
5 years 22.3%* 9

# Moneycontrol Rank within 117 ELSS Schemes

* Returns over 1 year are Annualised

 
analysis (as on Feb 16, 2018)
Fund Returns (A) 29.8%
Category Average (B)* 21.9%
Difference (A-B) +7.9%
Benchmark returns # (C) 20.2%
Difference (A-C) 9.6%
Best Returns in category* 37.4%
Worst Returns in category* 11.7%

# Benchmark Index: S&P BSE SENSEX

* Fund Category: ELSS

 
Top 10 Holdings (as on Dec 29, 2017)
Equity Sector Asset%
Sundaram-Clayto Automotive 8.54%
Honeywell Autom Telecom 7.79%
Gillette India Cons NonDurable 6.61%
Bayer CropScien Chemicals 5.46%
Johnson Control Cons Durable 5.09%
Thomas Cook Miscellaneous 4.16%
Reliance Oil & Gas 4.00%
Pfizer Pharmaceuticals 3.93%
GlaxoSmithKline Pharmaceuticals 3.79%
Shoppers Stop Retail & Real Estate 3.36%

TOP 5 Sector Allocation

Sector Asset %
No Sector Allocation Data Available

Asset Allocation

Assets Asset%
Equity 99.46%
Others 0.00%
Debt 0.00%
Mutual Funds N.A
Money Market 0.00%
Cash / Call 0.55%
 

Top ranked funds *****

Fund Category - ELSS

Scheme
IDFC Tax Adv. (ELSS) -Direct (G) 36.3%
IDFC Tax Advantage (ELSS)-RP (G) 34.8%
Principal Tax Savings - Direct 30.7%
Principal Tax Savings 30.4%

View all Top Ranked Funds »

Font Size:   Feedback Desktop site »
Language: English    हिंदी    ગુજરાતી
© 2018. a Web18 Venture | Network 18 Sites