Aditya Birla SL Tax Relief 96 (Equity, Equity Elss)

Moderately High
22 yrs 9 monthsStarted on:29 Mar 1996
₹ 6984.25 Cras on: 13 Dec 2018
Long Term Horizon
1.92%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.36
2 YR16.62
3 YR13.61

SIP Returns

TenureReturns (CAGR)
2 YR6.04
3 YR10.63
5 YR13.38
10 YR15.68

Portfolio

Company Name% Assets
Honeywell Automation India Ltd.7.71
Reliance Industries Ltd.7.56
Gillette India Ltd.6.93
Bayer CropScience Ltd.6.17
Pfizer Ltd.5.23
Housing Development Finance Corpn. Ltd.4.77
Thomas Cook (India) Ltd.4.77
Glaxosmithkline Pharmaceuticals Ltd.4.69
Sundaram-Clayton Ltd.4.34
Shopper's Stop Ltd.3.27

Top Sectoral Holdings

Sector Name% Assets
Financial19.04
Healthcare18.98
Services10.68
FMCG10.55
Automobile10.06
Engineering8.29
Energy7.56
Construction3.87
Cons Durable3.03
Technology2.11

Indicators

LabelValue
Portfolio turnover ratio1
Standard Deviation14.98%
Beta0.93%
Sharpe Ratio0.43

Ajay Garg

Mr. Garg is B.E (Electronics) and MBA (Finance).
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

Other Funds Managed by Ajay Garg

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