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Birla Sun Life Tax Plan (D) SET SMS ALERT

62.490
0.29 (0.46%)
NAV as on Jul-28-2014

Fund Family Birla Sun Life Mutual Fund

Fund Class ELSS

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:
 
View Historic Graph From     To     

Returns (NAV as on Jul-28-2014)

Period Returns (%) Rank #
1 mth 1.5 16
3 mth 21.8 25
6 mth 34.0 38
1 year 47.7 32
2 year 28.5 13
3 year 15.6 16
5 year 14.4 21

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -2.7 19.4 - - -
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 1.5 21.8 34.0 47.7 28.5 15.6 14.4
Category avg 0.5 19.5 32.9 43.2 14.1 7.5 7.0
Difference of Fund returns and Category returns 1.0 2.3 1.1 4.5 14.4 8.1 7.4
Best of category 4.2 30.4 59.5 83.6 37.1 23.0 20.2
Worst of category -5.2 5.9 10.6 20.4 14.5 -0.1 2.8
Benchmark returns # 2.3 14.8 25.7 32.7 23.1 12.6 11.1
Difference of Fund returns and Benchmark returns -0.8 7.0 8.3 15.0 5.4 3.0 3.3
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) 135.05 (Jun-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 (G) Rank 3
4,036.36 21.9 42.7 61.6 14.4 17.1
SBI Magnum Tax Gain (G) Rank 3
4,327.68 20.5 35.9 50.1 17.2 14.5
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 30.2 58.9 82.4 20.9 20.2
UTI Master Equity Plan (US) Not Ranked
1,428.55 16.8 29.0 37.8 13.0 12.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 23.6 42.9 61.3 23.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 6.63 4.91
ICICI Bank Banking/Finance 6.24 4.62
Reliance Oil & Gas 5.94 4.40
ICRA Miscellaneous 5.29 3.92
TCS Technology 5.27 3.90
Larsen Engineering 5.25 3.89
Bayer CropScien Chemicals 5.19 3.84
ING Vysya Bank Banking/Finance 5.16 3.82
Sundaram-Clayto Automotive 5.12 3.79
Cummins Engineering 4.12 3.05

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 20.92 21.67 18.48
Automotive 13.92 13.92 11.03
Technology 8.87 15.48 8.80
Pharmaceuticals 8.31 11.70 7.60
Engineering 7.11 7.32 4.94
Telecom 4.91 4.91 3.00

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 99.08
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.93

View All

Concentration

Holdings (%)
Top 5 21.75
Top 10 40.14
Sector (%)
Top 3 43.71

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