Aditya Birla Sun Life Tax Plan
Mutual Fund Portfolio
Annualized Fund Performance
Aditya Birla Sun Life Tax Plan - Direct Plan - Dividend Option
Aditya Birla Sun Life Mutual Fund
5 Years
10.80 %
3 Years
7.18 %
1 Year
-11.74 %
6 Months
-14.09 %
3 Months
-18.27 %
1 Month
5.79 %
CHARTS
Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option
Aditya Birla Sun Life Mutual Fund
5 Years
10.82 %
3 Years
7.20 %
1 Year
-11.74 %
6 Months
-14.07 %
3 Months
-18.24 %
1 Month
5.79 %
CHARTS
Aditya Birla Sun Life Tax Plan - Regular Plan - Dividend Option
Aditya Birla Sun Life Mutual Fund
5 Years
3.90 %
3 Years
1.54 %
1 Year
-18.47 %
6 Months
-14.70 %
3 Months
-18.96 %
1 Month
4.91 %
CHARTS
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option
Aditya Birla Sun Life Mutual Fund
5 Years
9.69 %
3 Years
6.10 %
1 Year
-12.44 %
6 Months
-14.66 %
3 Months
-18.89 %
1 Month
5.16 %
CHARTS
Fund Name5 Years CAGR %5 Years Rank3 Years CAGR %3 Years Rank1 Year Return %1 Year Rank
Axis Long Term Equity Fund - Growth (D) 12.25 1 10.40 2 -1.69 14
Quant Tax Plan - Growth (D) 11.66 2 5.17 27 -10.47 39
Aditya Birla Sun Life Tax Relief '96 - Growth (D) 11.46 3 7.86 11 -10.46 38
Kotak Tax Saver - Growth (D) 11.11 4 7.79 13 -1.65 13
Invesco India Tax Plan - Growth (D) 11.02 5 8.21 9 -6.96 26
DSP Tax Saver Fund - Growth (D) 11.00 6 8.06 10 0.00 4
JM Tax Gain Fund - Growth (D) 10.94 7 9.27 4 -0.73 12
Aditya Birla Sun Life Tax Plan - Growth (D) 10.82 8 7.20 16 -11.74 46
IDBI Equity Advantage Fund - Growth (D) 9.94 9 6.03 22 -7.87 32
IDFC Tax Advantage (ELSS) Fund - Growth (D) 9.92 10 7.65 15 -10.99 44
LIC MF Tax Plan - Growth (D) 9.40 11 8.63 7 -0.43 10
BOI AXA Tax Advantage Fund - Growth (D) 9.08 12 7.79 13 -8.51 34
Franklin India TAXSHIELD - Growth (D) 9.04 13 5.14 28 -6.67 23
L&T Tax Advantage Fund - Growth (D) 8.80 14 6.22 20 -10.84 42
Taurus Tax Shield - Growth (D) 8.80 14 7.83 12 -9.26 35
BNP Paribas Long Term Equity Fund - Growth (D) 8.59 16 6.38 19 2.01 2
HDFC Long Term Advantage Fund - Growth (D) 8.57 17 8.58 8 -4.21 19
Principal Tax Savings Fund - Growth (D) 8.43 18 6.09 21 -10.97 43
Canara Robeco Equity Tax Saver Fund - Growth (D) 8.39 19 8.67 6 -3.34 16
Edelweiss Long Term Equity Fund (Tax Savings) - Growth (D) 8.35 20 5.95 24 -4.01 18
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth (D) 8.06 21 6.02 23 -6.88 25
Sundaram Diversified Equity - Growth (D) 7.73 22 3.89 31 -9.75 37
UTI Long Term Equity Fund (Tax Saving) - Growth (D) 7.45 23 5.50 25 -6.28 22
HSBC Tax Saver Equity Fund - Growth (D) 7.29 24 5.23 26 -6.83 24
Quantum Tax Saving Fund - Growth (D) 6.89 25 3.77 32 -7.84 31
12
Fund Name5 Years CAGR %5 Years Rank3 Years CAGR %3 Years Rank1 Year Return %1 Year Rank
Quant Tax Plan - Growth (R) 11.19 1 4.72 24 -11.24 40
Axis Long Term Equity Fund - Growth (R) 11.03 2 9.26 2 -2.65 14
Aditya Birla Sun Life Tax Relief '96 - Growth (R) 10.42 3 6.73 12 -11.38 44
DSP Tax Saver Fund - Growth (R) 10.01 4 6.87 11 -1.01 9
Kotak Tax Saver - Growth (R) 9.70 5 6.44 14 -2.77 15
Aditya Birla Sun Life Tax Plan - Growth (R) 9.69 6 6.10 17 -12.44 48
JM Tax Gain Fund - Growth (R) 9.53 7 8.17 3 -1.47 10
Invesco India Tax Plan - Growth (R) 9.22 8 6.52 13 -8.32 31
IDBI Equity Advantage Fund - Growth (R) 8.55 9 4.34 28 -9.23 34
IDFC Tax Advantage (ELSS) Fund - Growth (R) 8.53 10 6.36 16 -12.13 47
BOI AXA Tax Advantage Fund - Growth (R) 8.38 11 7.24 9 -8.92 33
LIC MF Tax Plan - Growth (R) 8.37 12 7.39 8 -1.52 11
L&T Tax Advantage Fund - Growth (R) 8.07 13 5.48 19 -11.32 43
Franklin India Taxshield - Growth (R) 7.99 14 4.10 30 -7.56 24
HDFC Long Term Advantage Fund - Growth (R) 7.93 15 7.90 5 -4.67 17
Taurus Tax Shield - Growth (R) 7.88 16 7.23 10 -9.87 37
Principal Tax Savings Fund - Growth (R) 7.85 17 5.52 18 -11.52 45
BNP Paribas Long Term Equity Fund - Growth (R) 7.64 18 5.24 21 0.87 2
Canara Robeco Equity Tax Saver Fund - Growth (R) 7.63 19 7.78 6 -4.20 16
BOI AXA Tax Advantage Fund - Growth (R) 7.57 20 6.40 15 -9.60 36
Sundaram Diversified Equity - Growth (R) 7.26 21 3.37 31 -10.13 38
Edelweiss Long Term Equity Fund (Tax Savings) - Growth (R) 7.24 22 4.57 25 -5.69 21
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth (R) 6.92 23 4.89 23 -7.65 25
HSBC Tax Saver Equity Fund - Growth (R) 6.49 24 4.42 27 -7.67 26
UTI Long Term Equity Fund (Tax Saving) - Growth (R) 6.45 25 4.55 26 -7.13 23
12

 

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