- Scheme Category:
- Equity Scheme >
- ELSS
NAV: ₹ 51.83 ↓ -0.13%
[as on 13 April, 2023]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option and its peers as on 13 April, 2023
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | 4.01% | 43.29% | -3.75% | 4.56% | 15.34% | 13.44% | -1.67% | - | - | - |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) |
|---|
| Returns | -6.75% |
NAV history
Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 13 April, 2023 | 51.83 | -0.13% |
| 12 April, 2023 | 51.9 | 0.41% |
| 11 April, 2023 | 51.69 | 0.47% |
| 10 April, 2023 | 51.45 | 0.18% |
| 6 April, 2023 | 51.36 | -0.06% |
| 5 April, 2023 | 51.39 | 0.65% |
| 3 April, 2023 | 51.06 | 0.43% |
| 31 March, 2023 | 50.84 | 1.46% |
| 29 March, 2023 | 50.11 | 0.64% |
| 28 March, 2023 | 49.79 | -0.12% |
| 27 March, 2023 | 49.85 | -0.16% |
| 24 March, 2023 | 49.93 | -0.42% |
| 23 March, 2023 | 50.14 | -0.38% |
| 22 March, 2023 | 50.33 | 0.26% |
| 21 March, 2023 | 50.2 | 0.64% |
| 20 March, 2023 | 49.88 | -0.6% |
| 17 March, 2023 | 50.18 | 0.3% |
| 16 March, 2023 | 50.03 | -0.08% |
| 15 March, 2023 | 50.07 | -0.2% |
| 14 March, 2023 | 50.17 | -0.71% |
| 13 March, 2023 | 50.53 | -1.54% |
| 10 March, 2023 | 51.32 | -0.95% |
| 9 March, 2023 | 51.81 | -0.58% |
| 8 March, 2023 | 52.11 | 0% |
| 6 March, 2023 | 52.11 | 0.48% |
| 3 March, 2023 | 51.86 | 0.93% |
| 2 March, 2023 | 51.38 | -0.5% |
| 1 March, 2023 | 51.64 | 0.74% |
| 28 February, 2023 | 51.26 | -0.49% |
| 27 February, 2023 | 51.51 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
The latest NAV of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option is 51.83 as on 13 April, 2023.
What are YTD (year to date) returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
The YTD (year to date) returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option are -5.13% as on 13 April, 2023.
What are 1 year returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
The 1 year returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option are -3.63% as on 13 April, 2023.
What are 3 year CAGR returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option are 14.88% as on 13 April, 2023.
What are 5 year CAGR returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
The 5 year annualized returns (CAGR) of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option are 4.43% as on 13 April, 2023.
What are 10 year CAGR returns of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
The 10 year annualized returns (CAGR) of Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option are 4.43% as on 13 April, 2023.
What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option?
Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
| Holding period | Tax rate |
|---|
| Less than 1 year (STCG) | 20% |
| More than 1 year (LTCG) | Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount. |