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Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
75.720 0.25 (0.33%)

NAV as on 22 May, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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 22 May, 2015)

Period Returns (%) Rank #
1 mth -0.4 80
3 mth -1.1 36
6 mth 9.7 14
1 year 41.4 12
2 year 35.5 15
3 year 31.2 7
5 year 17.7 8

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.2 - - - -
2014 -2.7 19.4 8.1 12.5 -
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
2010 -0.7 -0.3 12.8 -1.2 12.9

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 -0.4 -1.1 9.7 41.4 35.5 31.2 17.7
Category avg 0.7 -1.4 4.1 26.6 26.4 22.1 11.7
Difference of Fund returns and Category returns -1.1 0.3 5.6 14.8 9.1 9.1 6.0
Best of category 3.5 4.5 13.0 55.7 45.2 37.7 24.4
Worst of category -3.3 -6.6 -3.2 6.7 8.6 12.5 5.2
Benchmark returns # 0.2 -3.5 -1.9 14.7 18.0 20.4 11.2
Difference of Fund returns and Benchmark returns -0.6 2.4 11.6 26.7 17.5 10.8 6.5
Birla Sun Life Tax Plan (D) Review by Crisil - Rating: 3 (Rank 3 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) 233.91 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend Rs.4.50 (Mar-20-2015) 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
4,161.99 1.2 9.9 46.3 37.7 24.2
Axis Long Term Equity - Direct (G) Not Ranked
83.73 1.4 10.6 48.3 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -3.5 -2.5 16.4 24.8 14.2
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -3.4 -2.3 16.9 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -5.6 2.7 36.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 14.85 5.76
Bayer CropScien Chemicals 13.83 5.36
ICRA Miscellaneous 13.79 5.35
Honeywell Autom Telecom 13.77 5.34
Kotak Mahindra Banking/Finance 11.31 4.39
MRF Automotive 9.03 3.50
ICICI Bank Banking/Finance 8.57 3.33
Sterling H Res Services 8.31 3.22
Pfizer Pharmaceuticals 7.96 3.09
Bosch Automotive 7.46 2.89

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 21.07 21.67 18.54
Automotive 16.35 17.52 13.50
Pharmaceuticals 8.61 9.08 7.60
Technology 6.82 9.14 6.82
Chemicals 5.56 5.56 3.74
Engineering 5.54 7.32 5.49

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 98.58
Others 0.01
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.41

View All

Concentration

Holdings (%)
Top 5 26.20
Top 10 42.23
Sector (%)
Top 3 46.03

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