Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP)
- ELSS (Tax Savings)
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹14,659.85 Cr
Expense Ratio
1.45%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
6 Mar 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.28% | -- |
| 3 Months | +3.42% | -- |
| 6 Months | +4.2% | -- |
| 1 Year | -0.15% | -0.15% |
| 2 Years | -- | +0.16% |
| 3 Years | +34.01% | +10.25% |
| 5 Years | +43.32% | +7.46% |
| Since Launch | +510.7% | +10.27% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 1,112.13 | 7.59 |
| HDFC Bank | 901.56 | 6.15 |
| Infosys | 574.37 | 3.92 |
| Reliance Industries | 557.18 | 3.80 |
| AXIS Bank Ltd | 523.88 | 3.57 |
| State Bank of India | 498.44 | 3.40 |
| Federal Bank | 439.83 | 3.00 |
| Mahindra & Mahindra Ltd | 429.80 | 2.93 |
| Bharti Airtel | 426.32 | 2.91 |
| Eternal | 424.73 | 2.90 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.43
Sharpe Ratio
14.43%
Std. Deviation
5.70%
Tracking Error
-5.96%
Alpha
0.87
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant ELSS Tax Saver Growth | +13.27% | +13.35% | +14.16% |
| Nippon India ELSS Tax Saver Fund Growth | +0.53% | +10.97% | +11.1% |
| ICICI Prudential ELSS - Tax Saver Fund Growth | -2.11% | +9.99% | +9.49% |
| Aditya Birla Sun Life ELSS Tax Saver Growth | -0.15% | +10.25% | +7.46% |
| Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) | -0.15% | +10.25% | +7.46% |
Results are calculated on CAGR basis
About Fund
An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities.
The Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) has an AUM of 14659.85 crores & has delivered CAGR of 7.46 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.45%. The minimum investment in Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Infosys, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Auto & Truck Parts.
Some of the similar funds are Quant ELSS Tax Saver Growth, Nippon India ELSS Tax Saver Fund Growth, ICICI Prudential ELSS - Tax Saver Fund Growth, Aditya Birla Sun Life ELSS Tax Saver Growth, Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP). Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) has a sharpe ratio of 0.43 & a standard deviation of 14.43%.
FAQs
According to the morning star rating Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) has a Medium risk & Moderate return.
Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) is managed by Dhaval Shah.
The expense ratio of Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) is 1.45%.
The 5 year annualized return on Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) is 7.46% & it has generated -0.15% in the last 1 year.
The minimum investment in Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) is 500 Rs.
Aditya Birla Sun Life ELSS Tax Saver (ELSS U/S 80C of IT ACT) Growth (LSP) has an AUM of 14659.85 crores.
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