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Birla Sun Life Tax Plan (G) SET SMS ALERT

22.040
0.05 (0.23%)
NAV as on Aug-28-2014
NAV as on Aug-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 Aug-28-2014)

Period Returns (%) Rank #
1 mth 3.8 45
3 mth 14.6 29
6 mth 34.8 47
1 year 62.7 33
2 year 29.2 16
3 year 20.3 19
5 year 14.0 21

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.7 19.4 - - -
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
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 3.8 14.6 34.8 62.7 29.2 20.3 14.0
Category avg 3.7 12.9 34.2 59.8 15.0 10.3 6.9
Difference of Fund returns and Category returns 0.1 1.7 0.6 2.9 14.2 10.0 7.1
Best of category 5.9 20.1 60.8 106.3 39.3 28.1 20.8
Worst of category 1.0 5.5 7.7 26.7 13.1 8.3 3.4
Benchmark returns # 2.5 8.5 26.1 48.0 22.9 17.5 10.8
Difference of Fund returns and Benchmark returns 1.3 6.1 8.7 14.7 6.3 2.8 3.2
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) 135.05 (Jun-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 (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 15.3 37.2 70.1 -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 15.1 36.9 69.3 22.7 14.7
HDFC Tax Saver - Direct (G) Not Ranked
74.77 12.3 46.7 81.1 -- --
HDFC Tax Saver (G) Rank 3
4,036.36 12.1 46.3 80.1 20.4 17.1
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 15.5 60.8 106.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 7.74 4.89
ICICI Bank Banking/Finance 7.51 4.74
Sundaram-Clayto Automotive 7.10 4.48
Reliance Oil & Gas 6.82 4.30
Bayer CropScien Chemicals 6.66 4.20
TCS Technology 6.50 4.10
ICRA Miscellaneous 6.19 3.90
ING Vysya Bank Banking/Finance 5.77 3.64
Larsen Engineering 5.40 3.40
HDFC Banking/Finance 5.03 3.17

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 20.90 21.67 18.48
Automotive 14.57 14.57 11.03
Technology 9.09 15.48 8.80
Pharmaceuticals 8.00 11.70 7.60
Engineering 6.43 7.32 4.94
Telecom 4.89 4.91 3.00

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 98.73
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.26

View All

Concentration

Holdings (%)
Top 5 22.61
Top 10 40.82
Sector (%)
Top 3 44.56

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