Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Aditya Birla Sun Life Mutual Fund > Aditya Birla Sun Life Tax Plan (G)

Aditya Birla Sun Life Tax Plan (G)

PLAN: Regular OPTIONS: Growth
38.890 0.32 (0.83%)

NAV as on 08 Dec, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Aditya Birla Sun Life Mutual Fund FUND CLASS : ELSS
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in ELSS category by Crisil (for quarter ended Sep 2017) up from Rank 3 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:
 
View Historic Graph From     To     

Returns (NAV as on 08 Dec, 2017)

Period Returns (%) Rank #
1 mth 2.6 23
3 mth 8.9 19
6 mth 14.2 18
1 year 36.8 26
2 year 20.6 46
3 year 15.3 24
5 year 20.9 6

# Moneycontrol Rank within 109 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.9 5.3 4.5 - -
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 2.6 8.9 14.2 36.8 20.6 15.3 20.9
Category avg 0.5 5.2 10.0 29.7 16.2 9.3 12.4
Difference of Fund returns and Category returns 2.1 3.7 4.2 7.1 4.4 6.0 8.5
Best of category 5.6 11.4 26.0 48.3 29.4 19.5 24.5
Worst of category -1.2 -1.3 4.5 17.1 11.0 4.9 8.6
Benchmark returns # 0.1 4.9 6.5 24.6 14.6 5.7 11.4
Difference of Fund returns and Benchmark returns 2.5 4.0 7.7 12.2 6.0 9.6 9.5
Aditya 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) 536.76 (Sep-30-2017)
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 3
13,359.09 3.1 9.6 29.7 12.3 22.1
Axis Long Term Equity - Direct (G) Rank 3
926.97 3.4 10.3 31.1 13.6 --
Reliance Tax Saver (ELSS) (G) Rank 3
8,405.84 9.0 14.4 36.7 12.3 22.1
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
554.28 9.3 14.9 38.0 13.2 --
HDFC Tax Saver (G) Rank 4
6,113.27 8.2 10.0 30.9 10.2 17.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 64.44 10.17
Honeywell Autom Telecom 43.28 6.83
Gillette India Cons NonDurable 40.00 6.32
Johnson Control Cons Durable 30.11 4.75
Bayer CropScien Chemicals 29.91 4.72
Thomas Cook Miscellaneous 23.95 3.78
GlaxoSmithKline Pharmaceuticals 23.88 3.77
ICRA Miscellaneous 21.39 3.38
Pfizer Pharmaceuticals 20.42 3.22
Shoppers Stop Retail & Real Estate 20.33 3.21

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Automotive 18.42 0.00 0.00
Banking/Finance 14.37 0.00 0.00
Cons NonDurable 9.66 0.00 0.00
Pharmaceuticals 9.62 0.00 0.00
Miscellaneous 7.47 0.00 0.00
Telecom 6.83 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 98.15
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.83

View All

Concentration

Holdings (%)
Top 5 32.79
Top 10 50.15
Sector (%)
Top 3 42.45

News & Videos

News

Messages & Community

Sections
Follow us on
Available On