Average performance in the category
The scheme is ranked 3 in ELSS category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.7 | 27 |
| 3 mth | -3.7 | 15 |
| 6 mth | 2.3 | 19 |
| 1 year | -7.5 | 28 |
| 2 year | 1.5 | 19 |
| 3 year | 6.8 | 33 |
| 5 year | 0.4 | 23 |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 15.8 | - | - | - | - |
| 2011 | -4.9 | -1.6 | -8.6 | -9.2 | -23.5 |
| 2010 | -0.6 | -0.2 | 12.8 | -1.2 | 12.9 |
| 2009 | -2.6 | 41.2 | 18.0 | 5.9 | 74.2 |
| 2008 | -31.2 | -14.8 | -1.7 | -25.0 | -58.0 |
| 2007 | -6.8 | 25.7 | 9.2 | 22.5 | 54.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.7 | -3.7 | 2.3 | -7.5 | 1.5 | 6.8 | 0.4 |
| Category avg | -4.6 | -4.1 | 2.3 | -6.7 | -0.1 | 8.5 | 2.2 |
| Difference of Fund returns and Category returns | -0.1 | 0.4 | 0.0 | -0.8 | 1.6 | -1.7 | -1.8 |
| Best of category | -2.5 | 4.4 | 15.6 | 3.4 | 9.3 | 17.1 | 11.6 |
| Worst of category | -9.5 | -9.1 | -3.4 | -22.1 | -12.8 | -0.7 | -6.4 |
| Benchmark returns # | -5.4 | -7.0 | 3.3 | -9.1 | 0.6 | 5.2 | 2.5 |
| Difference of Fund returns and Benchmark returns | 0.7 | 3.3 | -1.0 | 1.6 | 0.9 | 1.6 | -2.1 |
Investment Objective
An open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Oct 01, 2006 |
| Benchmark | BSE SENSEX |
| Asset Size (Rs cr) | 45.17 (Mar-31-2012) |
| 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. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093 |
|---|---|
| Tel. No. | 91 22 66928000, 91 22 66928001 |
| Fax No. | 91 22 66928110 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Fidelity Tax Advantage (G) | Rank 1 |
1,167.14 | -4.7 | 1.5 | -7.1 | 14.5 | 7.6 |
| Franklin India Tax Shield (G) | Rank 1 |
812.36 | -4.4 | 1.7 | -2.8 | 14.3 | 8.3 |
| DSP-BRTax Saver Fund (G) | Rank 3 |
724.44 | -2.4 | 6.2 | -7.1 | 11.8 | 6.6 |
| Kotak Tax Saver (G) | Rank 3 |
433.14 | -4.2 | 2.9 | -8.0 | 8.1 | 0.4 |
| HSBC Tax Saver Equity Fund (G) | Rank 3 |
205.59 | -3.5 | 3.6 | -5.9 | 9.7 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| TCS | Technology | - | 7.62 |
| Reliance | Oil & Gas | - | 4.94 |
| ICICI Bank | Banking/Finance | - | 4.74 |
| HDFC Bank | Banking/Finance | - | 3.99 |
| HDFC | Banking/Finance | - | 3.72 |
| ING Vysya Bank | Banking/Finance | - | 3.21 |
| Tata Motors | Automotive | - | 3.09 |
| ITC | Tobacco | - | 2.85 |
| Honeywell Autom | Telecom | - | 2.78 |
| ICRA | Miscellaneous | - | 2.48 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 20.62 | 23.65 | 16.01 |
| Technology | 12.60 | 13.18 | 4.77 |
| Automotive | 12.10 | 14.00 | 6.92 |
| Pharmaceuticals | 7.44 | 8.45 | 6.82 |
| Oil & Gas | 5.67 | 11.84 | 5.67 |
| Engineering | 5.11 | 12.29 | 3.96 |
| Equity | 98.78 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.24 |
| Holdings | (%) |
|---|---|
| Top 5 | 25.01 |
| Top 10 | 39.42 |
| Sector | (%) |
|---|---|
| Top 3 | 45.32 |
Birla Sun Life MF announces changes in key personnel
Apr 28, 2012 at 11:30 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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