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Snapshot - Birla Sun Life Tax Plan (G)

Birla Sun Life Tax Plan (G)

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Rs.13.050 0.01 (0.08%)
Feb-10-2012
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Fund Family Birla Sun Life Mutual Fund
Fund Class ELSS
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Investment Information
Fund Type Open-Ended
Investment Plan Growth
Asset Size (Rs cr) 44.34 (Dec-30-2011)
Min. Investment Rs 500
Last Dividend N.A.
Bonus N.A.
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 Performance of Birla Sun Life Tax Plan (G)
Absolute Returns (as on Feb 10, 12)
Period Returns (%) Rank #
1 mth 11.6 12
3 mths 2.8 27
6 mths -1.1 39
1 year 1.9 21
2 year 8.2 28
3 year 81.3 31
5 year 20.1 20
# Moneycontrol Rank within 49 ELSS Schemes
Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2011 -4.9 -1.6 -8.6 -9.2 -23.5
2010 -0.6 -0.2 12.8 -1.2 12.9
2009 -2.6 41.2 18.0 5.9 74.2
2008 -31.2 -14.8 -1.7 -25.0 -58.0
2007 -6.8 25.7 9.2 22.5 54.2
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NAV Chart of Birla Sun Life Tax Plan (G)
52-week High 14.20 (Apr 21, 11) 52-week Low 11.12 (Dec 20, 11)
Historic NAVs
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Top Ranked Funds
ELSS CRISIL Rank 1 yr(%)
Axis Long Term Equity Fund (G) Rank 1
10.5
Can Robeco Eqty TaxSaver (G) Rank 1
6.4
Franklin India Tax Shield (G) Rank 1
8.1
Methodology Detailed View
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 Portfolio Analysis - Birla Sun Life Tax Plan (G) (as on Jan 31, 12)
Equity Sector Value Asset
(Rs cr) %
Reliance Oil & Gas - 7.86
HDFC Bank Banking/Finance - 5.13
ICICI Bank Banking/Finance - 4.80
TCS Technology - 4.55
HDFC Banking/Finance - 4.51
Infosys Technology - 3.52
Larsen Engineering - 3.05
Honeywell Autom Telecom - 2.96
Jindal Steel Metals & Mining - 2.72
Sun Pharma Pharmaceuticals - 2.36
Full Portfolio
View all Bulk Deals by Mutual Funds
Asset Allocation (%)
Equity 98.73
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.26
View All
Concentration
Holdings %
Top 5 26.85
Top 10 41.46
Sector %
Top 3 42.66
Sector % 1-Year
High Low
Banking/Finance 23.08 23.65 16.01
Technology 9.85 14.87 4.77
Automotive 9.73 14.12 6.92
Oil & Gas 8.87 13.17 6.44
Pharmaceuticals 7.53 8.45 3.72
Metals & Mining 5.81 9.56 2.14
All Sector Weightages
News
Mutual funds lose Rs 16000cr in 2011;HDFC MF remains on top
SEBI brings in to action the new KYC process
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 Scheme Profile - Birla Sun Life Tax Plan (G)
Fund Type Open-Ended
Scheme ObjectiveAn open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.
Launch Date Oct 01, 2006
Investment Plan Growth
Minimum Investment Rs 500
Fund Manager Ajay Garg
View performance of schemes managed by the Fund Manager
Entry Load 0.00%
Exit Load 0.00%
Load Comments N.A.
Note Earlier called Birla Equity Plan - name changed w.e.f 23-06-2008.
Fund Family : Birla Sun Life Mutual Fund
View performance of schemes managed by the AMC
Monitor Birla Sun Life Mutual Fund's Assets Under Management
Regd. Office
Address
Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai,
Tel. No. : 91 22 66928000, 91 22 66928001
Fax No. : 91 22 66928110
Email : connect@birlasunlife.com
Website : http://www.birlasunlife.com
 

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