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Aditya Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
92.860 0.85 (0.92%)

NAV as on 23 Feb, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Aditya 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 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 23 Feb, 2018)

Period Returns (%) Rank #
1 mth -5.1 24
3 mth 0.2 43
6 mth 11.1 17
1 year 26.4 13
2 year 25.2 55
3 year 11.8 34
5 year 21.2 17

# Moneycontrol Rank within 117 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 -5.1 0.2 11.1 26.4 25.2 11.8 21.2
Category avg -6.4 -0.7 7.3 18.2 21.9 8.3 12.8
Difference of Fund returns and Category returns 1.3 0.9 3.8 8.2 3.3 3.5 8.4
Best of category -1.9 4.0 15.0 35.1 37.2 21.0 24.4
Worst of category -9.9 -5.0 -0.4 10.1 17.4 3.4 8.7
Benchmark returns # -5.5 1.6 8.2 18.2 20.8 5.6 12.0
Difference of Fund returns and Benchmark returns 0.4 -1.4 2.9 8.2 4.4 6.2 9.2
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) 132.45 (Feb-02-2018)
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
65.21 1.6 7.3 23.3 9.7 23.0
Axis Long Term Equity - Direct (G) Rank 3
80.87 1.9 7.9 24.7 10.9 24.4
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
110.85 -4.7 7.1 20.9 9.1 23.5
Reliance Tax Saver (ELSS) (G) Rank 3
103.11 -5.0 6.6 19.7 8.2 22.6
HDFC Tax Saver - Direct (G) Rank 4
629.24 -3.3 6.8 18.2 9.6 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 48.82 7.02
Honeywell Autom Telecom 47.55 6.84
Gillette India Cons NonDurable 44.31 6.37
Bayer CropScien Chemicals 39.98 5.75
Reliance Oil & Gas 36.61 5.26
Johnson Control Cons Durable 33.89 4.87
Pfizer Pharmaceuticals 31.09 4.47
GlaxoSmithKline Pharmaceuticals 27.89 4.01
Thomas Cook Miscellaneous 26.65 3.83
Biocon Pharmaceuticals 23.55 3.39

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Automotive 14.69 0.00 0.00
Banking/Finance 14.49 0.00 0.00
Pharmaceuticals 12.31 0.00 0.00
Cons NonDurable 9.46 0.00 0.00
Miscellaneous 7.28 0.00 0.00
Telecom 6.84 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 99.36
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.60

View All

Concentration

Holdings (%)
Top 5 31.24
Top 10 51.81
Sector (%)
Top 3 41.49

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