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Birla Sun Life Tax Savings Fund(G)

PLAN: Regular OPTIONS: Growth
57.600 0.28 (0.49%)

NAV as on 24 Mar, 2017

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 2016) 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 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 2.9 18
3 mth 14.5 51
6 mth 3.9 48
1 year 21.7 63
2 year 7.6 46
3 year 21.2 36
5 year 16.0 26

# Moneycontrol Rank within 111 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.6 7.7 6.5 -7.9 2.8
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

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 2.9 14.5 3.9 21.7 7.6 21.2 16.0
Category avg 1.9 13.6 3.4 21.8 6.9 15.7 11.8
Difference of Fund returns and Category returns 1.0 0.9 0.5 -0.1 0.7 5.5 4.2
Best of category 4.2 19.9 11.5 41.0 18.7 29.5 22.5
Worst of category -0.2 -7.3 -7.3 -10.8 -0.5 6.9 8.1
Benchmark returns # 2.4 16.4 4.9 22.3 4.3 12.8 12.6
Difference of Fund returns and Benchmark returns 0.5 -1.9 -1.0 -0.6 3.3 8.4 3.4
# 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) 23.89 (Dec-31-2016)
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 4
9,956.36 15.2 2.4 17.7 22.1 22.5
Axis Long Term Equity - Direct (G) Rank 4
552.73 15.5 3.0 19.1 23.6 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 15.8 6.1 27.0 25.5 20.7
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
311.42 16.1 6.6 28.1 26.4 --
HDFC Tax Saver - Direct (G) Rank 4
295.69 15.5 9.2 32.0 20.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 2.20 8.91
Honeywell Autom Telecom 1.28 5.17
Bayer CropScien Chemicals 1.12 4.54
Kotak Mahindra Banking/Finance 0.95 3.85
Biocon Pharmaceuticals 0.94 3.80
ICRA Miscellaneous 0.93 3.79
MRF Automotive 0.92 3.72
Zee Entertain Media 0.86 3.47
Reliance Oil & Gas 0.70 2.83
Gillette India Cons NonDurable 0.69 2.79

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 19.76 20.28 18.70
Automotive 18.43 16.46 15.64
Pharmaceuticals 9.45 8.81 8.30
Miscellaneous 6.28 6.77 6.71
Cons NonDurable 5.84 5.43 4.49
Chemicals 5.51 5.71 5.67

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 99.88
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.12

View All

Concentration

Holdings (%)
Top 5 26.27
Top 10 42.87
Sector (%)
Top 3 47.64

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