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Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
75.680 0.16 (0.21%)

NAV as on 26 Aug, 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 Jun 2016) 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 26 Aug, 2016)

Period Returns (%) Rank #
1 mth 1.1 79
3 mth 7.2 94
6 mth 22.3 86
1 year 12.6 46
2 year 16.2 16
3 year 29.3 17
5 year 19.1 11

# Moneycontrol Rank within 101 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

* 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 1.1 7.2 22.3 12.6 16.2 29.3 19.1
Category avg 2.2 10.6 27.0 12.8 10.6 20.6 12.2
Difference of Fund returns and Category returns -1.1 -3.4 -4.7 -0.2 5.6 8.7 6.9
Best of category 6.5 17.3 43.7 34.3 24.8 36.3 23.1
Worst of category 0.3 -7.3 -7.3 -10.8 4.3 15.7 10.7
Benchmark returns # -0.7 5.4 20.0 8.0 2.5 14.4 11.9
Difference of Fund returns and Benchmark returns 1.8 1.8 2.3 4.6 13.7 14.9 7.2
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) 331.67 (Jun-30-2016)
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 2
8,118.15 7.7 21.8 9.6 32.7 23.1
Axis Long Term Equity - Direct (G) Not Ranked
413.98 8.0 22.5 10.8 34.4 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 11.6 31.0 13.9 35.3 21.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 11.8 31.5 14.7 36.3 --
HDFC Tax Saver - Direct (G) Not Ranked
237.73 13.4 31.7 11.0 25.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 24.29 6.23
Honeywell Autom Telecom 19.94 5.11
Bayer CropScien Chemicals 17.91 4.59
Kotak Mahindra Banking/Finance 14.98 3.84
Zee Entertain Media 13.85 3.55
ICRA Miscellaneous 12.91 3.31
Gillette India Cons NonDurable 12.22 3.13
Jet Airways Services 11.65 2.99
Biocon Pharmaceuticals 11.46 2.94
Shoppers Stop Retail & Real Estate 10.38 2.66

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 19.67 19.79 18.33
Automotive 15.09 17.16 15.00
Pharmaceuticals 9.21 9.05 8.25
Cons NonDurable 6.29 5.83 3.20
Miscellaneous 5.73 7.78 6.54
Chemicals 5.56 5.80 4.58

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 96.93
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.05

View All

Concentration

Holdings (%)
Top 5 23.32
Top 10 38.35
Sector (%)
Top 3 43.97

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