Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan

Advertiser Disclosure: We earn commission from some partners. This doesn't affect our editorial independence. How we make money

Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is a ELSS fund managed by Aditya Birla Sun Life Mutual Fund.

Category: ELSS
4.2/5
very high Risk

1Y

13.55%

3Y

16.63%

5Y

12.08%

10Y

%

Since Inception

0%

Current NAV

₹68.40

Lumpsum

₹500

SIP

₹500/month

Start SIP Now

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of a mix of equity and debt instruments. The fund follows a ELSS investment strategy managed by Aditya Birla Sun Life Mutual Fund.

Key Features

  • 16.63% CAGR over 3 years
  • ELSS category fund
  • Managed by Aditya Birla Sun Life Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

    Limitations

      Fund Details

      Expense Ratio

      0%

      Exit Load

      Nil

      AUM

      ₹0 Cr

      Fund Manager

      Fund Management Team

      Why this card?

      Low Expense

      Calculated based on rewards, fees, and benefits analysis.

      8
      Pro Score
      Returns6.7/10
      Cost Efficiency10/10
      Rating8.4/10

      This card ranks in the Top 10% for cost efficiency.

      Start Investing

      SIP from ₹500/month

      VIEW ON BROKER on Aditya Birla Sun Life Mutual Fund's website

      Zero commission • Instant investment

      Suitable For

      • Balanced risk-return seekers
      • First-time mutual fund investors
      • Medium-term financial goals

      Tax Information

      Tax deduction up to ₹1.5L under Section 80C. 3-year lock-in period. LTCG above ₹1.25L taxed at 12.5%.

      Important: InvestingPro.in is NOT a SEBI registered investment advisor. We provide decision support and educational content only. All financial decisions are made at your own risk.

      Fair Use: Brand names/logos are property of their owners, used here for comparison under Fair Use.

      AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

      Please consult a SEBI-registered investment advisor before making any financial decisions.

      Read full disclaimer

      Returns vs Benchmark (CRISIL Composite Bond)

      PeriodAditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct PlanCRISIL Composite BondDifference
      1Y13.55%——
      3Y16.63%——
      5Y12.08%——

      Return Calculator

      Monthly investment

      Based on 12.08% CAGR (5Y returns)

      PeriodInvestedValueGain
      1Y₹60,000₹64,075+₹4,075
      3Y₹1.8 L₹2.2 L+₹37,819
      5Y₹3.0 L₹4.1 L+₹1.1 L
      10Y₹6.0 L₹11.7 L+₹5.7 L
      15Y₹9.0 L₹25.4 L+₹16.4 L
      20Y₹12.0 L₹50.5 L+₹38.5 L

      Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

      How to Invest in Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan

      1

      Complete KYC

      PAN + Aadhaar verification (one-time, 2 min)

      2

      Choose Plan

      Direct plan recommended (lower expense ratio)

      3

      Set SIP Amount

      Minimum ₹500/month

      4

      Start Investing

      Auto-debit from bank account every month

      Frequently Asked Questions

      Is Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan a good investment?

      Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan has delivered 16.63% returns over 3 years with a very_high risk profile. It's rated 4.2/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

      What is the minimum SIP amount for Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan?

      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹500.

      What is the expense ratio of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan?

      The expense ratio is 0%. This is the annual fee charged by Aditya Birla Sun Life Mutual Fund for managing the fund. We recommend comparing with similar funds in the ELSS category.

      Should I choose Direct or Regular plan?

      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

      Can I withdraw from Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan anytime?

      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.

      How are returns taxed?

      Tax deduction up to ₹1.5L under Section 80C. 3-year lock-in period. LTCG above ₹1.25L taxed at 12.5%.

      Frequently Asked Questions

      Is Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan a good investment?›
      Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan has delivered 16.63% returns over 3 years with a very_high risk profile. It's rated 4.2/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
      What is the minimum SIP amount for Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan?›
      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹500.
      What is the expense ratio of Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan?›
      The expense ratio is 0%. This is the annual fee charged by Aditya Birla Sun Life Mutual Fund for managing the fund. We recommend comparing with similar funds in the ELSS category.
      Should I choose Direct or Regular plan?›
      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
      Can I withdraw from Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan anytime?›
      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.
      How are returns taxed?›
      Tax deduction up to ₹1.5L under Section 80C. 3-year lock-in period. LTCG above ₹1.25L taxed at 12.5%.
      InvestingPro Verdict

      Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan

      4.2
      Returns8.0/10
      Consistency7.0/10
      Expense Ratio10.0/10
      Fund Management8.0/10

      Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan is a ELSS fund managed by Aditya Birla Sun Life Mutual Fund with an expense ratio of 0%. It has delivered 16.63% CAGR over 3 years. Best for investors with high risk appetite and long horizon.

      Reviewed by InvestingPro Editorial Team

      Was this article helpful?

      Start Your Investment Journey with Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan

      Build wealth systematically through SIP or invest lumpsum

      VIEW ON BROKER on Aditya Birla Sun Life Mutual Fund's website
      No paid rankings
      Methodology disclosed
      SEBI-compliant
      Editorial standards