Aditya Birla Sun Life Tax Plan Overview | ||||||
---|---|---|---|---|---|---|
Category | ELSS (Tax Saving) Fund | |||||
BMSMONEY Rank | N/A | |||||
BMSMONEY Rating | N/A | |||||
Growth Option | As On: | |||||
NAV | (R) | % | (D) | % | ||
Returns Gro. Opt. | 1Y | 3Y | 5Y | 7Y | 10Y | |
LumpSum Reg. P | ||||||
LumpSum Dir. P | ||||||
SIP Reg. P | ||||||
SIP Dir. P | ||||||
Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
NAV Date:
no dataReview Date: Feb. 29, 2024
KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile |
---|
KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile |
---|
Investment Period | Regular | Direct | ||
---|---|---|---|---|
Return % | Current Value of ₹ 10000 | Return % | Current Value of ₹ 10000 | |
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ | |||
₹ | ₹ |
Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.
Investment Period | Invested Amount | Regular | Direct | ||
---|---|---|---|---|---|
XIRR % | Current Value of Invested Amount | XIRR % | Current Value of Invested Amount | ||
₹ 12000 | ₹ | ₹ | |||
₹ 36000 | ₹ | ₹ | |||
₹ 60000 | ₹ | ₹ | |||
₹ 84000 | ₹ | ₹ | |||
₹ 120000 | ₹ | ₹ | |||
₹ 180000 | ₹ | ₹ |
Date | NAV Regular Growth | NAV Direct Growth |
---|
Fund Launch Date: 02/Feb/1999 |
Fund Category: ELSS (Tax Saving) Fund |
Investment 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 Objective investment. |
Fund Description: A fund that provides an opportunity to save tax while growing your money through Equity investments. |
Fund Benchmark: S&P BSE SENSEX Total Return Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.