Birla Sun Life Tax Plan (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Tax Plan (G) Investment

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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.
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Benchmark Index:

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Returns (NAV as on May-25-2012)

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.

Absolute Returns (in %)

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

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* Returns over 1 year are Annualised

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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	-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

# Benchmark Index: BSE SENSEX

Investment Info

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.

Scheme details

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.

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.	91 22 66928000, 91 22 66928001
Fax No.	91 22 66928110
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

ELSS	Crisil Rank	Assets (Rs.cr)
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 »

Portfolio

Top Holdings (Apr 30, 12)

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

Full Portfolio

Sector Allocation (Apr 30, 12)

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