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Birla Sun Life Tax Plan (G)

PLAN: Regular OPTIONS: Growth
33.670 0.28 (0.82%)

NAV as on 27 Jun, 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 27 Jun, 2017)

Period Returns (%) Rank #
1 mth 1.6 23
3 mth 6.7 40
6 mth 21.6 52
1 year 21.2 65
2 year 11.5 41
3 year 17.8 16
5 year 21.6 8

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.9 - - - -
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 1.6 6.7 21.6 21.2 11.5 17.8 21.6
Category avg 0.1 5.5 19.9 20.9 9.8 11.4 12.9
Difference of Fund returns and Category returns 1.5 1.2 1.7 0.3 1.7 6.4 8.7
Best of category 4.7 9.7 30.3 40.0 21.9 25.1 26.5
Worst of category -3.8 -1.4 12.1 13.1 2.7 5.4 8.4
Benchmark returns # -0.9 4.8 17.6 16.2 5.6 6.7 12.7
Difference of Fund returns and Benchmark returns 2.5 1.9 4.0 5.0 5.9 11.1 8.9
# 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 6.3 21.8 17.8 17.2 23.8
Axis Long Term Equity - Direct (G) Rank 4
660.07 6.6 22.4 19.1 18.5 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 5.8 23.7 27.4 15.7 --
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 5.5 23.1 26.3 14.8 22.5
HDFC Tax Saver (G) Not Ranked
5,359.88 4.7 21.3 27.9 11.1 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 46.41 8.67
Bayer CropScien Chemicals 30.39 5.68
Honeywell Autom Telecom 29.86 5.58
Gillette India Cons NonDurable 25.92 4.84
Johnson Control Cons Durable 24.11 4.50
ICRA Miscellaneous 20.50 3.83
Kotak Mahindra Banking/Finance 18.42 3.44
Bosch Automotive 17.20 3.21
MRF Automotive 16.63 3.11
Thomas Cook Miscellaneous 16.46 3.07

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Automotive 18.91 0.00 0.00
Banking/Finance 16.58 0.00 0.00
Pharmaceuticals 8.95 0.00 0.00
Cons NonDurable 8.19 0.00 0.00
Miscellaneous 6.90 0.00 0.00
Chemicals 6.72 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 98.62
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.39

View All

Concentration

Holdings (%)
Top 5 29.27
Top 10 45.93
Sector (%)
Top 3 44.44

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