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Aditya Birla Sun Life ELSS Tax Saver Fund-Regular - IDCW

Aditya Birla Sun Life · ELSS
High
₹187.83
Current NAV
25 Jun 2026
23.7%
1Y Return
13.7%
3Y CAGR
13.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.97
Sharpe Ratio
0.57
Beta
-2.03
Alpha
1.23
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category ELSS
AUM ₹520 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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