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Birla Sun Life Tax Savings Fund(G)

PLAN: Regular OPTIONS: Growth
49.160 0.18 (0.37%)

NAV as on 29 Apr, 2016

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at 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 Dec 2015) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Tax Savings Fund has been rename as Birla Sun Life Tax Savings Fund.
Benchmark Index:
 
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Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 3.1 40
3 mth 4.1 46
6 mth -0.1 18
1 year 0.9 24
2 year 21.2 27
3 year 18.1 32
5 year 10.5 24

# Moneycontrol Rank within 103 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.6 - - - -
2015 8.3 -2.8 -1.9 2.8 8.3
2014 6.2 18.4 3.8 13.4 48.2
2013 -6.0 -0.7 -3.4 10.6 1.9
2012 9.5 -1.6 5.9 4.8 20.7
2011 -5.9 -1.6 -9.1 -6.0 -21.7

View where it stands within its peers

* Returns over 1 year are Annualised

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 3.1 4.1 -0.1 0.9 21.2 18.1 10.5
Category avg 3.0 3.0 -2.3 -1.7 15.4 14.3 8.5
Difference of Fund returns and Category returns 0.1 1.1 2.2 2.6 5.8 3.8 2.0
Best of category 6.3 7.7 10.6 8.2 28.6 27.6 19.1
Worst of category 0.3 -11.8 -14.8 -10.8 0.1 3.7 3.3
Benchmark returns # 3.7 4.2 -3.2 -4.7 8.7 10.5 6.6
Difference of Fund returns and Benchmark returns -0.6 -0.1 3.1 5.6 12.5 7.6 3.9
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 12, 2004
Benchmark S&P BSE 100
Asset Size (Rs cr) 24.26 (Dec-31-2015)
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 Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Tax Savings Fund has been rename as Birla Sun Life Tax Savings Fund.

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 1
6,256.92 0.7 -3.8 -0.9 26.1 19.1
SBI Magnum Tax Gain (G) Rank 4
4,604.80 4.2 -4.2 -2.4 18.1 12.2
HDFC Tax Saver (G) Rank 5
4,600.50 5.3 -4.6 -7.2 16.0 9.1
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 5.0 -1.5 -6.6 24.0 15.4
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 1.2 -2.2 0.3 20.8 13.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 1.56 6.94
Honeywell Autom Telecom 1.27 5.66
Bayer CropScien Chemicals 1.07 4.75
ICRA Miscellaneous 0.93 4.14
Kotak Mahindra Banking/Finance 0.91 4.02
MRF Automotive 0.76 3.39
Reliance Oil & Gas 0.66 2.95
Zee Entertain Media 0.65 2.90
Shoppers Stop Retail & Real Estate 0.60 2.66
Jet Airways Services 0.59 2.64

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 18.70 21.25 18.70
Automotive 16.46 17.40 15.86
Pharmaceuticals 8.30 8.71 8.30
Miscellaneous 6.71 8.24 4.83
Technology 6.15 7.29 6.15
Chemicals 5.67 5.99 4.69

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 95.60
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.39

View All

Concentration

Holdings (%)
Top 5 25.51
Top 10 40.05
Sector (%)
Top 3 43.46

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