Fund Analysis

A Veteran's Return

Birla Sun Life Tax Relief 96 fund underperforms in bear markets only to bounce bank in bull markets. It done well in the last two years

Last updated: 14-Nov-2022•Research Desk

Popularity and performance have gone hand in hand for Birla Sun Life Tax Relief 96, one of the veterans of the tax planning category. With the fund delivering a 12 per cent CAGR in the last ten years, 3 percentage points higher than its category, its asset size has vaulted from ₹20 crore to nudge ₹2000 crore (₹1928 crore as of end January 2016). Earlier known as Alliance Tax Relief 96, this fund had a great run in the initial years. H

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