Aditya Birla SL Tax Relief '96(IDCW)-Direct Plan

324.21 4.57 (1.43%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return6.7015.6937.1416.5913.2416.76
Category Avg11.8327.0860.0922.4213.2417.01
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX16.0826.7952.8222.5317.12-
BSE20014.0726.1758.8622.5215.96-
NIFTY15.4426.1255.2422.1216.22-

* 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
20213.457.23NA4.40
202018.767.7317.42-22.57
2019-2.23-1.756.363.13
20182.43-0.860.55-5.48
20176.055.6912.7614.44
20167.687.39-6.07-3.94

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.33396817.92
20195.37487210.38
2018-3.4824750.82
201744.63136834.97
20164.3437625.37

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)59.4928-Mar-1478.1240.7725.7226.5
SBI Tax advantage Fund-II(G)85.0509-Apr-1280.938.9824.3825.03
Quant Tax Plan(G)222.0631-Mar-0092.4538.6523.8115.45
BOI AXA Tax Advantage Fund-Reg(G)102.2527-Feb-0965.8331.7919.6820.13
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.2698
Semi Standard Deviation [%]0.5692
Beta [%]0.7850
Sharp Ratio [%]0.6814
R-Square [%]0.9001
Expense Ratio [%]0.9100
AVG Ratio [%]0.1687
Other Ratios
Jenson Ratio [%]-0.0074
Treynor Ratio [%]0.1483
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0352
SORTINO Ratio [%]0.2771

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY