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Birla Sun Life Tax Plan (G) Homepage >> Moneycontrol India >> Mutual Funds >> Snapshot of Birla Sun Life Tax Plan (G) >> Investment Information, Fund Performance, Portfolio Analysis, News, Interviews, NAV Charts, MF Best Picks, Asset Monitor, Scheme Profile
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Birla Sun Life Tax Plan (G)
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Rs.12.340 0.05 (0.41%)
Nov-25-2009
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Fund Family Birla Sun Life Mutual Fund
Fund Class Equity Tax Saving
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Investment Information
Fund Type Open-Ended
Investment Plan Growth
Asset Size (Rs cr) 157.30 (Oct-30-2009)
Min. Investment Rs 500
Last Dividend N.A.
Bonus N.A.
View Dividend History
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 Performance of Birla Sun Life Tax Plan (G)
Absolute Returns (as on Nov 25, 09)
Period Returns (%) Rank #
1 mth 2.3 33
3 mths 7.9 45
6 mths 22.7 44
1 year 81.5 29
2 year -17.0 21
3 year 15.2 25
5 year - -
# Moneycontrol Rank within 49 Equity Tax Saving Schemes
Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2009 -2.6 41.2 - - -
2008 -31.2 -14.8 -1.7 -25.0 -58.0
2007 -6.8 25.7 9.2 22.5 54.2
2006 20.7 -18.0 21.0 9.8 9.8
2005 1.9 5.2 22.8 10.8 52.9
2004 -9.8 -9.4 15.3 25.3 22.3
View where it stands within its peers
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NAV Chart of Birla Sun Life Tax Plan (G)
52-week High 12.41 (Oct 20, 09) 52-week Low 6.22 (Mar 09, 09)
Historic NAVs
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Equity Tax Saving 1 yr(%)
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Methodology Detailed View
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 Portfolio Analysis - Birla Sun Life Tax Plan (G) (as on Oct 30, 09)
Equity Sector Value Asset
(Rs cr) %
Reliance Oil & Gas 8.65 5.50
Infosys Technology 5.81 3.69
Mundra Port Engineering 5.80 3.69
Container Corp Services 5.76 3.66
Goodyear Automotive 5.76 3.66
Hind Zinc Metals & Mining 5.72 3.64
Dishman Pharma Pharmaceuticals 5.63 3.58
Hindalco Metals & Mining 5.14 3.27
HDFC Bank Banking/Finance 5.12 3.26
Allied Digital Technology 5.00 3.18
Full Portfolio
View all Bulk Deals by Mutual Funds
Asset Allocation (%)
Equity 93.92
Others 0.20
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.88
View All
Concentration
Holdings %
Top 5 20.20
Top 10 37.12
Sector %
Top 3 36.36
Sector % 1-Year
High Low
Banking/Finance 13.03 12.09 10.20
Engineering 12.23 9.56 7.03
Technology 11.11 4.48 0.74
Oil & Gas 9.67 15.74 11.55
Automotive 9.63 2.54 2.36
Metals & Mining 7.73 5.29 4.49
All Sector Weightages
News
Birla Sun Life sells telecom, oil & gas; buys pharma
NAVs close with negative returns
more... 
Interviews

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 Scheme Profile - Birla Sun Life Tax Plan (G)
Fund Type Open-Ended
Investment Plan Growth
Launch Date Oct 01, 2006
Minimum Investment Rs 500
Fund Manager Sanjay Chawla
View performance of schemes managed by the Fund Manager
Entry Load 0.00%
Exit Load 0.00%
Load Comments N.A.
Features 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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