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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on NA

Aditya Birla SL Tax Plan(IDCW)

Top 10 Holdings
Company
(%)
ICICI Bank Ltd.
9.28
Housing Development Finance Corporation Ltd. - (Amalgam...
6.27
Honeywell Automation India Ltd.
6.09
Infosys Ltd.
5.64
Reliance Industries Ltd.
5.43
HDFC Bank Ltd.
5.23
Larsen & Toubro Ltd.
4.47
Bayer CropScience Ltd.
4.17
State Bank Of India
3.66
Axis Bank Ltd.
3.42
Top 10 Sectors
Sectors
(%)
Bank - Private
18.96
IT - Software
9.43
Finance - Housing
6.27
Consumer Durables - Electronics
6.09
Refineries
5.43
Pharmaceuticals & Drugs
5.22
Household & Personal Products
4.91
Engineering - Construction
4.47
Retailing
4.30
Pesticides & Agrochemicals
4.17
Asset Allocation
Market Cap Allocation
  Scheme Benchmark ()
Large-Cap 54.73 NA
Mid-Cap 20.55 NA
Small-Cap 16.69 NA

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 13/02/14
to 13/02/15
77.08NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 22/03/19
to 23/03/20
-31.36NA
Ratios
Standard Deviation[%] 14.89
Sharpe Ratio [%] -0.22
Turnover Ratio [%] 0.13
Modified Duration
YTM
Riskometer
very high risk

Investors understand that their principal will be at very high risk

Fund Details
Category
Equity Linked Savings Scheme
Inception Date (Regular Plan)
NA
Inception Date (Direct Plan)
NA
Expense Ratio (Direct Plan) %
NA
Expense Ratio (Regular Plan) %
NA
Investing Style
Large Growth
Fund Manager
Atul Penkar,Dhaval Gala
Scheme Benchmark
NIFTY 500 - TRI
AUM (Rs. in Cr.)
314.60
Fund 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.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Aditya Birla SL Tax Plan(IDCW) NIFTY 500 - TRI

Performance Comparison with similar Schemes and Benchmark