Aditya Birla SL Tax Plan (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Ajay Garg

02 Dec 20 | 12:00 AM

42.39 -0.11 (-0.26%)

  • Underperforms

    5.98%

    Return (1Y)

    underperformed S&P BSE Sensex TRI by -5.06%

  • Less Volatile

    1.69%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.73%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Birla Sun Life Tax Plan (G) fund has been the 10th best in the 5Y SIP performance in the Equity - Tax Planning category

  • Birla Sun Life Tax Plan (G) fund has been the 10th best in the 3Y SIP performance in the Equity - Tax Planning category

  • Birla Sun Life Tax Plan (G) fund has been the 10th best in the 1Y SIP performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year Aditya Birla SL Tax Plan (G), has beaten by -5.06% (CAGR difference)

5.98%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Aditya Birla SL Tax Plan (G) is Lower than by -0.73%

1.69%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition