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Birla Sun Life Tax Plan (G)

PLAN: Regular OPTIONS: Growth
27.550 0.15 (0.54%)

NAV as on 30 Jan, 2015

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 30 Jan, 2015)

Period Returns (%) Rank #
1 mth 8.1 9
3 mth 17.4 7
6 mth 30.4 12
1 year 73.6 20
2 year 34.5 9
3 year 30.2 5
5 year 17.6 9

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.7 19.4 8.1 12.4 -
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

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 8.1 17.4 30.4 73.6 34.5 30.2 17.6
Category avg 5.9 10.4 22.2 62.0 27.2 22.5 13.2
Difference of Fund returns and Category returns 2.2 7.0 8.2 11.6 7.3 7.7 4.4
Best of category 10.2 20.4 41.7 108.2 45.7 36.3 25.0
Worst of category 2.0 2.1 10.6 22.3 14.4 14.7 5.7
Benchmark returns # 6.5 6.7 11.9 42.4 20.8 20.1 12.3
Difference of Fund returns and Benchmark returns 1.6 10.7 18.5 31.2 13.7 10.1 5.3
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) 188.94 (Dec-31-2014)
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 (%)
SBI Magnum Tax Gain (G) Rank 3
4,936.06 10.4 21.1 64.8 27.7 15.8
HDFC Tax Saver (G) Rank 4
4,794.48 6.2 18.5 68.5 25.0 16.3
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 11.1 31.2 106.6 36.3 22.5
Axis Long Term Equity Fund (G) Rank 1
2,933.79 12.4 27.3 81.3 36.2 25.0
ICICI Pru Tax Plan (G) Rank 3
2,283.67 6.8 19.0 64.8 28.4 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 10.49 5.55
Sundaram-Clayto Automotive 10.20 5.40
Bayer CropScien Chemicals 9.45 5.00
ING Vysya Bank Banking/Finance 8.11 4.29
ICRA Miscellaneous 7.56 4.00
ICICI Bank Banking/Finance 7.35 3.89
MRF Automotive 7.27 3.85
Pfizer Pharmaceuticals 7.18 3.80
TCS Technology 6.25 3.31
Shoppers Stop Retail & Real Estate 5.80 3.07

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 20.78 21.67 18.48
Automotive 16.60 16.61 11.73
Pharmaceuticals 9.08 11.70 7.60
Technology 7.85 15.48 7.85
Engineering 5.84 7.32 5.84
Telecom 5.55 5.64 3.00

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.79
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.20

View All

Concentration

Holdings (%)
Top 5 24.24
Top 10 42.16
Sector (%)
Top 3 46.46

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