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Aditya Birla Sun Life Tax Plan (G)

PLAN: OPTIONS:
39.550 0.26 (0.66%)

NAV as on 20 Jun, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Aditya 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 Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Earlier called Birla Equity Plan - name changed w.e.f 23-06-2008.
Benchmark Index:
 
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Returns (NAV as on 20 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.2 35
3 mth 4.9 13
6 mth -1.3 30
1 year 15.6 13
2 year 18.8 24
3 year 14.1 18
5 year 22.6 12

# Moneycontrol Rank within ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -5.4 - - - -
2017 13.9 5.3 4.5 12.4 42.4
2016 -4.3 7.5 6.4 -7.9 2.8
2015 8.2 -3.0 -1.7 3.0 8.3
2014 5.7 19.4 8.1 12.4 53.3
2013 -8.2 2.2 -2.2 15.7 7.7

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 0.2 4.9 -1.3 15.6 18.8 14.1 22.6
Category avg -1.0 1.2 -4.0 6.6 13.6 8.6 12.0
Difference of Fund returns and Category returns 1.2 3.7 2.7 9.0 5.2 5.5 10.6
Best of category 2.8 9.0 5.1 19.6 26.2 19.4 25.6
Worst of category -5.7 -5.5 -16.2 -5.7 10.1 3.5 7.8
Benchmark returns # 2.7 7.7 5.2 13.6 15.0 8.6 13.7
Difference of Fund returns and Benchmark returns -2.5 -2.8 -6.5 2.0 3.8 5.5 8.9
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 2006
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 623.17 (Mar-31-2018)
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. 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 3
14,939.31 8.7 4.6 16.4 12.7 24.2
Axis Long Term Equity - Direct (G) Rank 3
1,176.21 9.0 5.1 17.7 13.9 25.6
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 -3.5 -16.2 -2.4 7.7 20.8
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 -3.3 -15.8 -1.4 8.7 21.7
HDFC Tax Saver - Direct (G) Rank 4
521.59 0.8 -8.3 2.9 10.2 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 48.59 6.80
Gillette India Cons NonDurable 46.06 6.45
Sundaram-Clayto Automotive 43.52 6.09
Bayer CropScien Chemicals 42.33 5.93
Reliance Oil & Gas 38.33 5.37
Thomas Cook Miscellaneous 36.01 5.04
Pfizer Pharmaceuticals 32.80 4.59
Johnson Control Cons Durable 32.32 4.52
GlaxoSmithKline Pharmaceuticals 31.79 4.45
HDFC Banking/Finance 26.38 3.69

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 16.30 14.49 14.49
Automotive 12.50 14.69 14.69
Pharmaceuticals 12.30 12.31 12.31
Cons NonDurable 9.73 9.46 9.46
Miscellaneous 7.62 7.28 7.28
Chemicals 7.09 6.68 6.68

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 97.90
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.13

View All

Concentration

Holdings (%)
Top 5 30.64
Top 10 52.93
Sector (%)
Top 3 41.10

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