CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
ABAditya Birla SL MFDirect

Aditya Birla Sun Life Tax Savings Fund - Bonus - Direct Plan

elssEquity - ELSS - Tax Saver FundBenchmark: BSE 100
NAV · 10 Apr 2018₹74.42-0.29%
AUM₹27 Crfrom this fund's primary plan
Expense Ratio2.20%
CAGR—
Exit LoadNil
Min SIP—
Launched2013

Investment Objective

Birla Sun Life Tax Savings Fund is an open ended equity linked savings scheme which aims to provide medium to long term growth of capital along with income tax rebate. There can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Equity & equity related securities80%–100%
MMI0%–20%
PSU Bonds / Debentures0%–20%
Fund Managers
AG
Ajay Garg
Fund Manager
Key Information
2.20%
—
₹500
Nil
3 years
Inception01 Jan 2013
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
Quant ELSS Tax Saver Fund - Growth - Direct PlanQuant MF+10.54%Quant ELSS Tax Saver Fund - IDCW - Direct PlanQuant MF+10.54%Quant ELSS Tax Saver Fund - GrowthQuant MF+9.44%Quant ELSS Tax Saver Fund - IDCWQuant MF+9.44%Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan—+8.80%
Compare With

Quant ELSS Tax Saver Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Trailing Returns
PeriodReturns
1 Day-0.29%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.20%
Nil
3 years
—
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme