Aditya Birla SL Tax Plan(IDCW-Reinv)

104.92 0.74 (0.71%) NAV as on 16-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.279.4730.677.8411.5118.58
Category Avg12.1420.9755.7015.7511.5116.97
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX11.7417.3150.5716.3615.45-
NIFTY10.9317.9951.2115.6914.67-

* 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
20212.94NANA4.19
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
202014.23426817.16
20193.55527215.66
2018-5.1228757.23
201742.46166829.56
20163.1643623.47

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)57.9028-Mar-1478.8835.1825.8326.77
SBI Tax advantage Fund-II(G)80.7509-Apr-1277.531.1324.5424.85
Quant Tax Plan(G)207.1731-Mar-0085.6530.4623.8415.36
BOI AXA Tax Advantage Fund-Reg(G)101.0427-Feb-0965.6623.8820.6320.43
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.0340
Semi Standard Deviation [%]0.6221
Beta [%]0.7836
Sharp Ratio [%]0.5551
R-Square [%]0.9074
Expense Ratio [%]2.5200
AVG Ratio [%]0.1693
Other Ratios
Jenson Ratio [%]-0.0241
Treynor Ratio [%]0.1277
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0160
SORTINO Ratio [%]0.2546

Return Calculator

MARKET STATS As on 21/09/2021 As on 21/09/2021

17562.00 (0.95) 59005.27 (0.88)

TOP GAINERS

Company Price Change Gain (%)
Hindustan Composites341.8036.2011.85
GR Infraprojects1769.45179.5011.29

TOP LOSERS

Company Price Change Loss (%)
Libas Consumer Prod52.25-7.70-12.84
BLS Internatl.Serv247.75-26.65-9.71

Portfolio Comparison

MUTUAL FUND ACTIVITY