SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Birla Sun Life Mutual Fund > Birla Sun Life Tax Plan (G)

Birla Sun Life Tax Plan (G)

PLAN: Regular OPTIONS: Growth
24.750 0.2 (0.81%)

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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 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 5.7 19.4 8.1 - -
2013 -8.2 2.2 -2.2 15.7 7.7
2012 15.8 -1.0 10.0 6.5 36.4
2011 -4.9 -1.6 -8.6 -9.2 -23.5
2010 -0.6 -0.2 12.8 -1.2 12.9
2009 -2.6 41.2 18.0 5.9 74.2

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 (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

An Open ended Diversified Equity Scheme Change The scheme seeks to provide long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 2006
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 162.91 (Sep-30-2014)
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 (%)
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 - Direct (G) Not Ranked
55.91 1.9 15.5 49.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.7 15.2 48.5 29.0 13.6
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 %
Honeywell Autom Telecom 11.33 5.64
Sundaram-Clayto Automotive 10.20 5.08
Bayer CropScien Chemicals 9.39 4.68
ING Vysya Bank Banking/Finance 8.46 4.21
ICICI Bank Banking/Finance 8.08 4.02
TCS Technology 7.11 3.54
Reliance Oil & Gas 7.07 3.52
MRF Automotive 6.94 3.46
ICRA Miscellaneous 6.89 3.43
Larsen Engineering 6.28 3.13

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 20.89 21.67 18.48
Automotive 16.29 16.61 11.22
Pharmaceuticals 8.65 11.70 7.60
Technology 8.46 15.48 8.46
Engineering 6.32 7.32 5.68
Telecom 5.64 5.64 3.00

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

Concentration

Holdings (%)
Top 5 23.63
Top 10 40.71
Sector (%)
Top 3 45.83

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.