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EQUITY•ELSS

Aditya Birla Sun Life ELSS Tax Saver Fund Direct IDCW Reinvestment

3 Year return

14.84%
NAV on December 12, 2025
465.78
1D Returns
+1.95%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
26.56%₹956
Total Value ₹4,556

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹15,690.68 Cr.
Expense Ratio
0.95% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
1
Crisil
0
Morning Star
2

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Aditya Birla Sun Life Mutual Fund Manager

DS

Dhaval Shah

Fund Manager since Oct 2024

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund

Asset management company

AUM
₹4,28,065.94 Cr.
No. of Schemes
244
Setup Date
September 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Tax Relief '96 Direct IDCW Reinvestment

Aditya Birla Sun Life Tax Relief '96 Direct IDCW Reinvestment is an actively managed equity fund managed by Aditya Birla Sun Life Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has an IDCW (in-built dividend reinvestment) option, which means that your dividends will be reinvested in the fund on a monthly basis.

Investment Objective of The Scheme

The investment objective of Aditya Birla Sun Life Tax Relief '96 Direct IDCW Reinvestment is to generate income by investing in a diversified portfolio of equity stocks that qualify for tax benefits under Section 80C of the Income Tax Act, 1961. The fund seeks to achieve its objective by investing in a mix of equity stocks that are expected to generate regular income and capital appreciation.

Key Features of The Fund

5-year return
12.829%
Expense Ratio
0.95%
Fund Manager
Dhaval Shah
Fund Size
₹15690.68 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

Aditya Birla Sun Life Tax Relief '96 Direct IDCW Reinvestment can be a good option for investors who are looking for an investment that can provide them with regular income and capital appreciation while also saving taxes under Section 80C of the Income Tax Act, 1961. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.

AMC Contact Details

NameAditya Birla Sun Life Mutual Fund
Launch DateSeptember 1994
AddressOne India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact1-800-22-7000
Emailcare.mutualfunds@adityabirlacapital.com
Websitehttps://mutualfund.adityabirlacapital.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of null on December 12, 2025, is ₹465.78
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of null, is ₹15690.68 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of null is 0.95%
The null was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for null is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,556 in 3Y at 14.8371% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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