Aditya Birla SL Tax Plan(IDCW)-Direct Plan

186.60 -0.13 (-0.07%) NAV as on 22-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return5.4515.1334.2314.0911.8915.86
Category Avg11.1226.8357.2321.3711.8916.94
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.1126.5049.9621.2316.72-
NIFTY14.4825.7452.2720.9215.82-

* 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
20213.116.93NA4.36
202018.667.6517.32-23.28
2019-2.56-2.216.203.09
20182.45-1.150.32-5.62
20175.995.6912.5714.24
20167.557.14-5.95-3.74

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202014.96426817.16
20194.31527215.66
2018-4.1228757.23
201744.06166829.56
20164.3243623.47

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)59.7328-Mar-1477.4541.0325.4726.61
SBI Tax advantage Fund-II(G)84.8609-Apr-1279.0738.723.8425.03
Quant Tax Plan(G)220.8631-Mar-0091.8237.0123.9615.42
BOI AXA Tax Advantage Fund-Reg(G)101.8427-Feb-0962.9431.119.3720.11
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.3271
Semi Standard Deviation [%]0.5690
Beta [%]0.7908
Sharp Ratio [%]0.6410
R-Square [%]0.9037
Expense Ratio [%]1.8700
AVG Ratio [%]0.1650
Other Ratios
Jenson Ratio [%]-0.0116
Treynor Ratio [%]0.1393
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0299
SORTINO Ratio [%]0.2707

Return Calculator

MARKET STATS As on 22/10/2021 As on 22/10/2021

18114.90 (-0.35) 60821.62 (-0.17)

TOP GAINERS

Company Price Change Gain (%)
IRB Infra.&Developer293.6048.9019.98
Univastu India61.9510.3019.94

TOP LOSERS

Company Price Change Loss (%)
NXTDigital428.45-73.35-14.62
Solar Industries2208.45-294.50-11.77

Portfolio Comparison

MUTUAL FUND ACTIVITY