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Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
72.780 0.6 (0.83%)

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

Close Earlier called Birla Equity Plan - name changed w.e.f 23-06-2008.
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.2 23
3 mth 6.9 15
6 mth 21.7 23
1 year 51.7 29
2 year 27.1 20
3 year 30.6 10
5 year 15.2 15

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -2.7 19.4 8.1 - -
2013 -11.1 2.2 -2.2 15.7 4.4
2012 15.7 -1.0 10.0 6.5 36.3
2011 -4.8 -3.9 -8.6 -9.2 -25.1
2010 -0.7 -0.3 12.8 -1.2 12.9
2009 -16.0 41.2 18.0 6.0 75.1

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 -0.2 6.9 21.7 51.7 27.1 30.6 15.2
Category avg -0.8 3.8 16.9 45.4 21.9 14.4 7.1
Difference of Fund returns and Category returns 0.6 3.1 4.8 6.3 5.2 16.2 8.1
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 # -2.4 1.0 8.6 32.2 18.6 21.2 10.5
Difference of Fund returns and Benchmark returns 2.2 5.9 13.1 19.5 8.5 9.4 4.7
Birla Sun Life Tax Plan (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P 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 Dividend
Launch date Feb 13, 1999
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 162.91 (Sep-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.4.25 (Mar-21-2014) 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 (%)
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 99.18
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.79

View All

Sector (%)
Top 3 N.A.

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