Aditya Birla Sun Life Tax Relief 96 Direct Plan Growth - Latest NAV ₹40.64, Returns, Performance & Portfolio

Aditya Birla Sun Life Tax Relief 96 Direct Plan Growth

  • highlight
    15.17%
  • highlight
    (--0.62)40.64

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 7.77 Lakhs in a period of 20 years
  • Save up to Rs 46,800 in taxes every year.
  • Highest returns compared to other 80C investments.
  • Lowest lock-in of 3 years
Tax Saving FDPPFELSS
Average Annualised Returns i
6%8%12%
Tax rates i
30%Not taxable10%*
Returns after tax i
4.2%8.00%10.80%
Current rate of Inflation i
4%4%4%
Real Rate of Return i
0.2%4.00%6.80%
Lock-in Period i
5 years15 years3 years
*Taxable @ 10% over and above Rs 1 lakh.

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years15.17%
3 Years7.06%
1 Year18.39%
6 Months26.37%
Fund Details
ISININF209K01UN8
RiskModerately High risk
Fund TypeELSS (Tax Savings)
NAV40.64
Exit Load--

More about this fundstar

Top HoldingsWeightage
Housing Development Finance Corp Ltd9.67%
Honeywell Automation India Ltd8.66%
Pfizer Ltd7.35%
Kotak Mahindra Bank Ltd6.76%
Bayer CropScience Ltd5.89%
GlaxoSmithKline Pharmaceuticals Ltd4.67%
Gillette India Ltd4.09%
Larsen & Toubro Ltd3.94%
Reliance Industries Limited3.74%
ICICI Bank Ltd3.68%

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 7.77 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns