Aditya Birla Sun Life Tax Plan -DIRECT - IDCW
An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Aditya Birla Sun Life Mutual Fund. It's been running since 2 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 76 other funds in Equity Scheme - ELSS
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 4 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Aditya Birla Sun Life Tax Plan -DIRECT - IDCW against other elss funds.
Technical details (for the pros)
Fund info
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Category
- Equity Scheme - ELSS
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119660
- First price on record
- 2 Jan 2013 · 2,529 daily prices
About Aditya Birla Sun Life Tax Plan -DIRECT - IDCW
Aditya Birla Sun Life Tax Plan -DIRECT - IDCW is a Equity Scheme - ELSS offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the IDCW option. It has approximately 14 years of NAV track record. The fund falls in the elss category — An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years.
The current NAV of Aditya Birla Sun Life Tax Plan -DIRECT - IDCW is ₹160.9800 (as of 13 Apr 2023). Historically, it has delivered -3.63% over the last year, 12.68% CAGR over 3 years, 3.22% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 14.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 35.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Aditya Birla Sun Life Tax Plan -DIRECT - IDCW?+
The latest NAV of Aditya Birla Sun Life Tax Plan -DIRECT - IDCW is ₹160.9800 as of 13 Apr 2023, down 0.14% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Aditya Birla Sun Life Tax Plan -DIRECT - IDCW?+
Aditya Birla Sun Life Tax Plan -DIRECT - IDCW has delivered 1-year return -3.63%, 3-year CAGR 12.68%, 5-year CAGR 3.22%, since-inception CAGR 11.78%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Aditya Birla Sun Life Tax Plan -DIRECT - IDCW belong to?+
Aditya Birla Sun Life Tax Plan -DIRECT - IDCW is categorised as Equity Scheme - ELSS. An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years.
How risky is Aditya Birla Sun Life Tax Plan -DIRECT - IDCW?+
Based on its 3-year annualised volatility of 14.8%, Aditya Birla Sun Life Tax Plan -DIRECT - IDCW sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
What is the lock-in period for Aditya Birla Sun Life Tax Plan -DIRECT - IDCW?+
Aditya Birla Sun Life Tax Plan -DIRECT - IDCW is an ELSS (Equity Linked Savings Scheme) with a 3-year lock-in on each individual investment. Every SIP installment is locked separately for 3 years from its purchase date — the January 2024 units unlock in January 2027, February 2024 units in February 2027, and so on.
Is Aditya Birla Sun Life Tax Plan -DIRECT - IDCW a direct plan?+
Aditya Birla Sun Life Tax Plan -DIRECT - IDCW is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Aditya Birla Sun Life Tax Plan -DIRECT - IDCW?+
Aditya Birla Sun Life Tax Plan -DIRECT - IDCW has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 2,529 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.