Aditya Birla SL Tax Plan(G)-Direct Plan

57.52 0.38 (0.67%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.1915.1835.0913.6912.7116.11
Category Avg13.8629.4260.9921.4212.7117.30
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.8826.2950.2820.8517.24-
NIFTY15.6726.4353.1920.5316.40-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20213.116.94NA4.35
202018.677.6617.32-23.29
2019-2.57-2.226.213.09
20182.44-1.140.32-5.61
20176.015.7012.5514.28
20167.557.13-5.95-3.78

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202014.98426817.16
20194.31527215.66
2018-4.1128757.23
201744.13166829.56
20164.2743623.47

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)60.5628-Mar-1481.3540.9626.4126.93
Quant Tax Plan(G)227.7231-Mar-0098.1638.0524.9215.61
SBI Tax advantage Fund-II(G)85.1609-Apr-1282.2637.8325.0425.14
BOI AXA Tax Advantage Fund-Reg(G)106.8627-Feb-0969.9431.2620.7420.61
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.4112
Semi Standard Deviation [%]0.5867
Beta [%]0.7891
Sharp Ratio [%]0.6639
R-Square [%]0.9088
Expense Ratio [%]1.8700
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]-0.0099
Treynor Ratio [%]0.1450
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0324
SORTINO Ratio [%]0.2684

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY