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Birla Sun Life Tax Relief 96 (G)

PLAN: Regular OPTIONS: Growth
20.830 0.46 (2.16%)

NAV as on 01 Sep, 2015

CRISIL MF RANK

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

Good performance in the category

The scheme is ranked 2 in ELSS category by Crisil (for quarter ended Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 01 Sep, 2015)

Period Returns (%) Rank #
1 mth -7.3 51
3 mth -1.0 26
6 mth -6.4 39
1 year 18.6 8
2 year 39.3 14
3 year 26.9 5
5 year 11.9 15

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 8.5 -2.8 - - -
2014 6.0 19.7 8.3 12.8 -
2013 -8.1 2.4 -2.1 15.8 8.3
2012 15.7 -0.9 10.0 6.6 36.6
2011 -10.1 -1.7 -11.4 -9.3 -30.0
2010 -0.5 3.4 11.7 -4.4 12.7

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 -7.3 -1.0 -6.4 18.6 39.3 26.9 11.9
Category avg -6.4 -2.4 -7.2 8.9 29.8 18.4 8.9
Difference of Fund returns and Category returns -0.9 1.4 0.8 9.7 9.5 8.5 3.0
Best of category -4.0 1.2 -1.0 27.9 48.2 31.9 20.3
Worst of category -10.2 -8.9 -16.1 -5.9 11.3 8.9 1.5
Benchmark returns # -8.5 -6.6 -11.0 0.6 22.4 15.8 7.1
Difference of Fund returns and Benchmark returns 1.2 5.6 4.6 18.0 16.9 11.1 4.8
Birla Sun Life Tax Relief 96 (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80%equity, 20% debt and money market securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 06, 2008
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,930.42 (Jun-30-2015)
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 N.A

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
4,996.45 -0.1 -4.1 17.8 31.9 20.3
Axis Long Term Equity - Direct (G) Not Ranked
133.29 0.2 -3.6 19.4 -- --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 -5.3 -12.4 -1.7 -- --
HDFC Tax Saver (G) Rank 5
4,794.98 -5.4 -12.6 -2.2 19.9 9.4
SBI Magnum Tax Gain (G) Rank 3
4,788.51 -2.8 -7.7 7.9 22.2 12.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 111.70 5.75
Bayer CropScien Chemicals 106.06 5.46
Honeywell Autom Telecom 104.82 5.39
ICRA Miscellaneous 104.07 5.35
Kotak Mahindra Banking/Finance 86.20 4.43
MRF Automotive 68.86 3.54
ICICI Bank Banking/Finance 65.39 3.36
Sterling H Res Services 63.27 3.25
Pfizer Pharmaceuticals 61.02 3.14
Bosch Automotive 57.07 2.94

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 21.31 21.43 0.00
Automotive 16.52 17.63 0.00
Pharmaceuticals 8.75 9.20 0.00
Technology 6.92 9.28 0.00
Chemicals 5.66 5.77 0.00
Engineering 5.64 6.48 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 99.79
Others 0.01
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.19

View All

Concentration

Holdings (%)
Top 5 26.38
Top 10 42.61
Sector (%)
Top 3 46.58

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