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Birla Sun Life Tax Plan (D)

PLAN: Regular OPTIONS: Dividend
73.030 0.14 (0.19%)

NAV as on 21 Nov, 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 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 9.3 7
3 mth 12.7 19
6 mth 30.9 17
1 year 61.1 35
2 year 32.0 12
3 year 27.7 13
5 year 15.1 14

# 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 9.3 12.7 30.9 61.1 32.0 27.7 15.1
Category avg 7.0 10.4 23.9 55.1 15.5 13.0 6.9
Difference of Fund returns and Category returns 2.3 2.3 7.0 6.0 16.5 14.7 8.2
Best of category 10.5 19.9 42.0 105.0 41.4 37.0 23.2
Worst of category 2.6 2.1 13.0 21.5 12.6 13.6 3.9
Benchmark returns # 6.6 7.5 16.6 40.1 23.9 21.1 10.5
Difference of Fund returns and Benchmark returns 2.7 5.2 14.3 21.0 8.1 6.6 4.6
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 (%)
SBI Magnum Tax Gain (G) Rank 3
4,777.58 8.5 25.5 61.2 27.2 14.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 8.7 25.8 61.9 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 8.7 21.4 67.4 26.1 15.9
HDFC Tax Saver - Direct (G) Not Ranked
95.72 8.8 21.7 68.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 16.1 34.2 103.5 37.0 21.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 10.39 5.59
Honeywell Autom Telecom 9.16 4.92
Bayer CropScien Chemicals 8.12 4.37
ICICI Bank Banking/Finance 7.25 3.90
Reliance Oil & Gas 7.03 3.78
TCS Technology 6.87 3.70
ING Vysya Bank Banking/Finance 6.58 3.54
ICRA Miscellaneous 6.55 3.52
Shoppers Stop Retail & Real Estate 6.41 3.45
MRF Automotive 6.38 3.43

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.92 21.67 18.48
Automotive 16.58 16.61 11.22
Technology 8.75 15.48 8.75
Pharmaceuticals 8.59 11.70 7.60
Engineering 6.47 7.32 5.66
Telecom 4.92 4.94 3.00

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 99.14
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.86

View All

Concentration

Holdings (%)
Top 5 22.55
Top 10 40.18
Sector (%)
Top 3 45.24

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