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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 MF

Aditya Birla Tax Plan '98

elssEquity - ELSS - Tax Saver FundBenchmark: BSE SENSEX
NAV · 31 Mar 2008₹207.78-2.57%
AUM₹125 Cr
Expense Ratio1.75%
CAGR—
Exit Load0%
Min SIP—
Launched1998

Investment Objective

Aims at achieving long term growth of capital along with income tax relief.

Fund Mandate

Debt0%–20%
Equity80%–100%
Others0%–20%
Asset Allocation
Other100.0%
Fund Managers
BS
Bharat Shah
Fund Manager
Key Information
1.75%
—
₹500
0%
3 years
Inception21 Jan 1998
AMCAditya Birla SL MF
Top Holdings
1Cash & Current Assets20.88%
2Reliance Industries Ltd.Petroleum Products7.04%
3Sun Pharmaceutical Industries Ltd.Pharmaceuticals4.67%
4Tata Tea Ltd.Consumer Non Durables4.24%
5Tata Power Company Ltd.Power4.16%
6ITC Ltd.Consumer Non Durables3.74%
7Tata Steel Ltd.Ferrous Metals3.66%
8Aditya Birla Nuvo Ltd.Diversified3.17%
9Zee Entertainment Enterprises Ltd.Media & Entertainment3.09%
10Federal Bank Ltd.Banks3.05%
Sector Allocation
Other20.9%
Consumer Non Durables8.0%
Petroleum Products7.0%
Ferrous Metals6.3%
Banks5.7%
Industrial Products5.2%
Pharmaceuticals4.7%
Power4.2%
Diversified3.2%
Media & Entertainment3.1%
Industrial Capital Goods2.9%
Chemicals2.7%
Auto Ancillaries2.4%
Retailing2.4%
Transportation2.3%
Construction2.0%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-2.57%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.75%
0%
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