Aditya Birla SL Tax Plan(IDCW)

101.07 -0.71 (-0.70%) NAV as on 03-Dec-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-1.453.9319.079.7212.2518.19
Category Avg0.7412.0437.2417.7512.2516.30
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-0.7510.4629.2716.7717.08-
NIFTY-0.739.6030.9316.4716.29-

* 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
20212.946.76NA4.19
202018.497.4717.13-23.41
2019-2.70-2.416.032.85
20182.17-1.400.09-5.89
20175.695.4012.2713.91
20167.226.83-6.21-3.97

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202014.234268NA
20193.555272NA
2018-5.122875NA
201742.461668NA
20163.164362NA

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)58.0528-Mar-1454.7337.1727.225.69
SBI Tax advantage Fund-II(G)81.9009-Apr-1254.4634.9825.8924.24
Quant Tax Plan(G)221.1631-Mar-0071.4634.3425.6715.34
BOI AXA Tax Advantage Fund-Reg(G)100.3427-Feb-0945.7427.6421.7519.78
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.7933
Semi Standard Deviation [%]0.5962
Beta [%]0.8038
Sharp Ratio [%]0.3660
R-Square [%]0.9015
Expense Ratio [%]2.5200
AVG Ratio [%]0.1120
Other Ratios
Jenson Ratio [%]-0.0143
Treynor Ratio [%]0.0832
Turnover Ratio [%]0.0200
FAMA Ratio [%]0.0118
SORTINO Ratio [%]0.1694

Return Calculator

MARKET STATS As on 03/12/2021 As on 03/12/2021

17196.70 (-1.18) 57696.46 (-1.31)

TOP GAINERS

Company Price Change Gain (%)
Ramco Systems470.4078.4020.00
Medicamen Biotech706.60110.6018.56

TOP LOSERS

Company Price Change Loss (%)
Dhruv Consultancy Se67.95-7.15-9.52
RPP Infra Projects56.15-4.65-7.65

Portfolio Comparison

MUTUAL FUND ACTIVITY