Our Opinion
Recently Viewed
Clear AllAs per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life ELSS Tax Saver - Regular Plan
|
Very High
|
loading... |
1.69 |
|||
|
Very High
|
loading... |
1.57 |
||||
|
Very High
|
loading... |
1.56 |
||||
|
Very High
|
loading... |
1.64 |
||||
|
Very High
|
loading... |
1.70 |
₹14,788 Cr
--
500
1
500
6
About Aditya Birla Sun Life ELSS Tax Saver - Regular Plan
Aditya Birla Sun Life ELSS Tax Saver - Regular Plan is a equity mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on March 29, 1996, it is currently managed by Dhaval Shah. The fund has an expense ratio of 1.69% with an overall AUM (Assets Under Management) of ₹14,788 Cr.
Aditya Birla Sun Life ELSS Tax Saver - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.
Suitability
ELSS funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life ELSS Tax Saver - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life ELSS Tax Saver - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life ELSS Tax Saver - Regular Plan, is ₹57.6300 as of 19-Mar-2026.
Over the past five years, Aditya Birla Sun Life ELSS Tax Saver - Regular Plan has delivered an annualised return of 8.72% as of 19-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life ELSS Tax Saver - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.