Aditya Birla SL Tax Plan - Direct (IDCW)

Aditya Birla SL Tax Plan - Direct (IDCW)

Very HighEquityTax Saving

Scheme Details

2.11%

Expense Ratio

₹315 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

-3.63%

14.87%

4.43%

12.46%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Aditya Birla SL Tax Plan - Direct (IDCW)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

Sundaram Emerging Small Cap Series V - Dir (G)

Holdings

Holdings

Sector Wise

Reliance Industr

8.77%

Honeywell Auto

7.76%

H D F C

6.69%

ICICI Bank

6.35%

Bayer Crop Sci.

5.79%

Fund Manager

A

Ajay Garg