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Aditya Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
96.950 0.21 (0.22%)

NAV as on 24 Apr, 2018

CRISIL MF RANK

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in ELSS category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Earlier called Birla Equity Plan - name changed w.e.f 23-06-2008.
Benchmark Index:
 
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Returns (NAV as on 24 Apr, 2018)

Period Returns (%) Rank #
1 mth 7.6 23
3 mth -0.6 15
6 mth 7.2 27
1 year 21.3 18
2 year 22.0 36
3 year 14.5 30
5 year 22.6 15

# Moneycontrol Rank within 119 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.2 5.3 4.5 12.4 34.1
2016 -11.9 7.5 6.4 -7.9 -5.4
2015 2.2 -3.0 -1.7 3.0 2.3
2014 -2.7 19.4 8.1 12.5 41.2
2013 -11.1 2.2 -2.2 15.7 4.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.6 -0.6 7.2 21.3 22.0 14.5 22.6
Category avg 5.8 -4.2 3.8 14.0 16.9 9.8 12.8
Difference of Fund returns and Category returns 1.8 3.6 3.4 7.3 5.1 4.7 9.8
Best of category 10.3 3.0 11.3 33.9 31.4 23.3 25.7
Worst of category -4.2 -13.8 -6.7 3.0 12.8 3.5 7.8
Benchmark returns # 4.3 -4.3 4.4 15.2 15.9 8.3 12.2
Difference of Fund returns and Benchmark returns 3.3 3.7 2.8 6.1 6.1 6.2 10.4
Aditya Birla Sun Life Tax Plan (D) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

An open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 13, 1999
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 623.17 (Mar-31-2018)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ajay Garg
View performance of schemes managed by the Fund Manager
Notes Earlier called Birla Equity Plan - name changed w.e.f 23-06-2008.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 4
14,939.31 0.9 9.1 22.0 12.9 24.3
Reliance Tax Saver (ELSS) (G) Rank 3
9,729.27 -13.8 -3.1 8.7 9.2 21.7
HDFC Tax Saver (G) Rank 3
6,563.84 -10.0 0.6 8.0 9.7 17.6
SBI Magnum Tax Gain (G) Rank 4
6,111.16 -7.1 1.7 11.8 9.4 17.3
ICICI Pru Long Term Equity (Tax Svng)-G Rank 5
4,658.41 -2.3 8.9 10.8 10.6 19.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 43.68 7.01
Honeywell Autom Telecom 42.87 6.88
Gillette India Cons NonDurable 40.82 6.55
Bayer CropScien Chemicals 34.84 5.59
Reliance Oil & Gas 33.71 5.41
Johnson Control Cons Durable 30.41 4.88
Thomas Cook Miscellaneous 30.10 4.83
Pfizer Pharmaceuticals 26.30 4.22
GlaxoSmithKline Pharmaceuticals 23.06 3.70
Shoppers Stop Retail & Real Estate 20.32 3.26

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Automotive 14.27 0.00 0.00
Banking/Finance 13.80 0.00 0.00
Pharmaceuticals 11.24 0.00 0.00
Cons NonDurable 9.68 0.00 0.00
Miscellaneous 8.00 0.00 0.00
Telecom 6.88 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 97.93
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.06

View All

Concentration

Holdings (%)
Top 5 31.44
Top 10 52.33
Sector (%)
Top 3 39.31

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