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Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
79.760 0.75 (0.95%)

NAV as on 26 May, 2017

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

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 May, 2017)

Period Returns (%) Rank #
1 mth -1.4 101
3 mth 8.6 51
6 mth 18.6 59
1 year 20.0 87
2 year 10.7 51
3 year 19.8 19
5 year 22.0 10

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.2 - - - -
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
2012 15.7 -1.0 10.0 6.5 36.3

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 -1.4 8.6 18.6 20.0 10.7 19.8 22.0
Category avg 0.8 7.7 17.4 23.4 10.0 13.0 13.6
Difference of Fund returns and Category returns -2.2 0.9 1.2 -3.4 0.7 6.8 8.4
Best of category 3.1 13.0 27.2 42.2 22.2 25.6 26.0
Worst of category -2.0 3.2 11.8 15.3 3.4 8.6 10.1
Benchmark returns # 3.0 7.7 17.8 17.7 6.2 7.9 13.6
Difference of Fund returns and Benchmark returns -4.4 0.9 0.8 2.3 4.5 11.9 8.4
# 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) 426.94 (Mar-31-2017)
Minimum Investment Rs.500
Last Dividend Rs.4.67 (Mar-14-2017) 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
10,675.84 9.2 16.8 17.7 19.3 24.5
Axis Long Term Equity - Direct (G) Rank 4
660.07 9.5 17.4 19.0 20.7 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 8.0 20.7 31.0 19.4 --
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 7.7 20.1 29.9 18.5 22.9
HDFC Tax Saver (G) Not Ranked
5,359.88 9.0 20.3 35.9 13.4 19.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 47.66 8.96
Bayer CropScien Chemicals 30.20 5.68
Honeywell Autom Telecom 27.43 5.15
Gillette India Cons NonDurable 21.91 4.12
ICRA Miscellaneous 21.18 3.98
Johnson Control Cons Durable 20.45 3.84
MRF Automotive 17.87 3.36
Kotak Mahindra Banking/Finance 17.70 3.33
Bosch Automotive 16.83 3.16
Pfizer Pharmaceuticals 15.87 2.98

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Automotive 19.21 15.00 15.00
Banking/Finance 16.87 19.72 19.72
Pharmaceuticals 9.43 9.05 9.05
Cons NonDurable 7.47 5.83 5.83
Miscellaneous 6.95 6.54 6.54
Chemicals 6.70 5.54 5.54

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 99.39
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.62

View All

Concentration

Holdings (%)
Top 5 27.89
Top 10 44.56
Sector (%)
Top 3 45.51

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