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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
Domestic Equity79.1%
Cash & Equivalents20.9%
Fund Managers
BS
Bharat Shah
Fund Manager
Key Information
1.75%
—
₹500
0%
3 years
Inception21 Jan 1998
AMCAditya Birla SL MF
Top Holdings As of 31 Jul 2008
1Cash & Current AssetsOthers20.88%
2Reliance Industries Ltd.Crude Oil7.04%
3Sun Pharmaceutical Industries Ltd.Healthcare4.67%
4Tata Consumer Products Ltd.Agri4.24%
5Tata Power Company Ltd.Power4.16%
6ITC Ltd.FMCG3.74%
7Tata Steel Ltd.Iron & Steel3.66%
8Aditya Birla Nuvo Ltd. - (Amalgamated)Diversified3.17%
9Zee Entertainment Enterprises Ltd.Media & Entertainment3.09%
10The Federal Bank Ltd.Bank3.05%
Sector Allocation
Others20.9%
Capital Goods10.6%
Crude Oil8.6%
Bank6.8%
Iron & Steel6.3%
Healthcare5.9%
FMCG5.6%
Chemicals4.4%
Agri4.2%
Power4.2%
Automobile & Ancillaries3.7%
Diversified3.2%
Media & Entertainment3.1%
Retailing2.4%
Logistics2.3%
Infrastructure2.0%
Realty2.0%
Telecom1.6%
Finance1.5%
Hospitality0.9%
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