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Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
69.100 0.59 (0.85%)

NAV as on 28 Apr, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : ELSS
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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 2015) 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 28 Apr, 2016)

Period Returns (%) Rank #
1 mth 3.9 73
3 mth 3.7 50
6 mth -0.2 16
1 year 0.9 21
2 year 24.4 11
3 year 22.6 14
5 year 14.0 7

# Moneycontrol Rank within 103 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -11.9 - - - -
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
2012 15.7 -1.0 10.0 6.5 36.3
2011 -4.8 -3.9 -8.6 -9.2 -25.1

View where it stands within its peers

* Returns over 1 year are Annualised

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 3.9 3.7 -0.2 0.9 24.4 22.6 14.0
Category avg 4.5 2.9 -2.7 -2.0 15.1 14.3 8.3
Difference of Fund returns and Category returns -0.6 0.8 2.5 2.9 9.3 8.3 5.7
Best of category 8.0 7.7 9.2 6.6 28.7 27.6 18.8
Worst of category 0.3 -12.0 -14.4 -10.8 9.2 3.7 3.1
Benchmark returns # 2.6 4.6 -5.3 -6.5 6.4 9.7 5.8
Difference of Fund returns and Benchmark returns 1.3 -0.9 5.1 7.4 18.0 12.9 8.2
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) 276.61 (Dec-31-2015)
Minimum Investment Rs.500
Last Dividend Rs.5.75 (Mar-23-2016) 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 1
6,256.92 0.4 -4.0 -1.1 26.1 18.8
Axis Long Term Equity - Direct (G) Not Ranked
222.67 0.6 -3.5 -- 27.6 --
HDFC Tax Saver (G) Rank 5
4,600.50 4.9 -5.1 -7.5 16.2 9.0
SBI Magnum Tax Gain (G) Rank 4
4,604.80 4.2 -4.7 -2.1 18.3 12.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 4.4 -4.4 -1.5 18.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 19.09 6.68
Honeywell Autom Telecom 14.74 5.16
Bayer CropScien Chemicals 13.37 4.68
ICRA Miscellaneous 11.57 4.05
Kotak Mahindra Banking/Finance 11.34 3.97
MRF Automotive 9.54 3.34
Reliance Oil & Gas 8.32 2.91
Zee Entertain Media 8.17 2.86
Shoppers Stop Retail & Real Estate 7.63 2.67
Jet Airways Services 7.46 2.61

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 18.41 21.07 18.33
Automotive 16.03 17.16 15.34
Pharmaceuticals 8.25 8.75 8.25
Miscellaneous 6.57 7.78 4.96
Technology 6.06 6.96 6.15
Chemicals 5.59 5.80 4.58

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 93.86
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.16

View All

Concentration

Holdings (%)
Top 5 24.54
Top 10 38.93
Sector (%)
Top 3 42.69

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