ELSS Tax Saverregulargrowth
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.35%
1 Month-10.75%
3 Months-12.27%
6 Months-9.38%
1 Year-0.69%
3 Years (CAGR)+12.22%
5 Years (CAGR)+7.00%
10 Years (CAGR)+10.03%
Since Inception (Mar 2008)+9.90%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-13.75%
3 Year SIP+2.52%
5 Year SIP+5.85%
Since Inception (Mar 2008)+11.31%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹14,788 Cr
Expense Ratio1.69%
Min SIP₹500
Min Lumpsum₹500
Launch Date10 Mar 2008
AMFI Code107745
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Compare with Similar Funds
Compare All ELSS Tax Saver FundsView all ELSS Tax Saver funds
Investment Objective
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option is a ELSS Tax Saver mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹14,788 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.69%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations