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Birla Sun Life Tax Plan (G)

PLAN: Regular OPTIONS: Growth
33.440 0.09 (0.27%)

NAV as on 28 Apr, 2017

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 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 28 Apr, 2017)

Period Returns (%) Rank #
1 mth 5.7 40
3 mth 12.1 38
6 mth 8.6 59
1 year 23.8 76
2 year 11.9 47
3 year 23.9 18
5 year 21.0 9

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.3 7.5 6.4 -7.9 2.8
2015 8.2 -3.0 -1.7 3.0 8.3
2014 5.7 19.4 8.1 12.4 53.3
2013 -8.2 2.2 -2.2 15.7 7.7
2012 15.8 -1.0 10.0 6.5 36.4

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 5.7 12.1 8.6 23.8 11.9 23.9 21.0
Category avg 4.8 10.2 8.4 24.9 10.7 15.9 12.7
Difference of Fund returns and Category returns 0.9 1.9 0.2 -1.1 1.2 8.0 8.3
Best of category 8.5 16.0 16.6 43.3 25.2 28.4 25.0
Worst of category 1.2 3.8 2.7 16.4 4.2 7.7 9.2
Benchmark returns # 1.7 7.4 7.1 16.9 4.5 9.8 11.7
Difference of Fund returns and Benchmark returns 4.0 4.7 1.5 6.9 7.4 14.1 9.3
Birla Sun Life Tax Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

An Open ended Diversified Equity Scheme Change The scheme seeks to provide long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 2006
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 426.94 (Mar-31-2017)
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
10,675.84 10.7 5.5 20.0 22.2 22.8
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 10.4 10.2 28.3 24.7 21.2
HDFC Tax Saver (G) Rank 4
5,359.88 10.3 13.3 33.9 18.6 17.3
SBI Magnum Tax Gain (G) Rank 4
4,920.52 8.5 6.7 20.2 17.6 17.5
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,653.89 8.7 5.5 23.6 19.0 19.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 33.86 7.93
Honeywell Autom Telecom 21.22 4.97
Bayer CropScien Chemicals 20.45 4.79
Gillette India Cons NonDurable 16.95 3.97
Johnson Control Cons Durable 16.44 3.85
ICRA Miscellaneous 16.22 3.80
Kotak Mahindra Banking/Finance 14.43 3.38
Thomas Cook Miscellaneous 14.43 3.38
Pfizer Pharmaceuticals 13.83 3.24
MRF Automotive 13.49 3.16

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Automotive 17.63 15.00 15.00
Banking/Finance 17.18 19.72 19.72
Pharmaceuticals 10.19 9.05 9.05
Miscellaneous 7.18 6.54 6.54
Cons NonDurable 6.83 5.83 5.83
Chemicals 5.75 5.54 5.54

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 97.91
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.08

View All

Concentration

Holdings (%)
Top 5 25.51
Top 10 42.47
Sector (%)
Top 3 45.00

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