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

Plan: OPEN | Option: Growth | Ajay Garg

03 Aug 20 | 12:00 AM

36.53 -0.28 (-0.76%)

  • Outperforms

    2.88%

    Return (1Y)

    beaten S&P BSE Sensex TRI by 1.13%

  • Less Volatile

    1.72%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.70%

  • Not so consistent

    6/11

    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 1.13% (CAGR difference)

2.88%

Outperforms

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 -0.70%

1.72%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% 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