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Birla Sun Life Tax Relief 96 (D)

PLAN: Regular OPTIONS: Dividend
124.310 1.04 (0.84%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.1 17
3 mth 7.2 11
6 mth 22.3 19
1 year 53.3 25
2 year 28.1 9
3 year 31.3 9
5 year 13.3 25

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.0 19.8 8.3 - -
2013 -11.7 2.4 -2.1 15.9 4.1
2012 13.2 -0.9 10.1 6.6 36.6
2011 -10.0 -1.7 -11.4 -9.3 -33.4
2010 -0.5 3.3 11.8 -4.4 12.7
2009 -5.3 57.4 21.3 7.0 98.3

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 -0.1 7.2 22.3 53.3 28.1 31.3 13.3
Category avg -1.3 3.4 15.8 46.8 21.4 13.9 7.0
Difference of Fund returns and Category returns 1.2 3.8 6.5 6.5 6.7 17.4 6.3
Best of category 2.7 11.7 36.1 83.5 38.4 40.5 22.9
Worst of category -3.0 -4.0 5.9 16.8 10.5 14.6 4.4
Benchmark returns # -1.8 1.9 10.0 37.0 17.9 22.2 10.2
Difference of Fund returns and Benchmark returns 1.7 5.3 12.3 16.3 10.2 9.1 3.1
Birla Sun Life Tax Relief 96 (D) Review by Crisil - Rating: 3 (Rank 3 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 Dividend
Launch date Mar 29, 1996
Benchmark S&P BSE 200
Asset Size (Rs cr) 2.42 (Sep-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.3.00 (Feb-07-2014) 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 (%)
HDFC Tax Saver - Direct (G) Not Ranked
95.72 3.2 14.4 56.3 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 3.1 14.1 55.5 27.8 15.5
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.7 15.2 48.5 29.0 13.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 1.9 15.5 49.2 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 5.0 24.3 82.2 40.5 21.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 99.96
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.07

View All

Sector (%)
Top 3 N.A.

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