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Birla Sun Life Tax Savings Fund(G)

PLAN: Regular OPTIONS: Growth
44.850 0.07 (0.16%)

NAV as on 27 Nov, 2014

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Tax Savings Fund has been rename as Birla Sun Life Tax Savings Fund.
Benchmark Index:
 
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Returns (NAV as on 27 Nov, 2014)

Period Returns (%) Rank #
1 mth 8.2 9
3 mth 10.2 41
6 mth 19.4 75
1 year 50.5 58
2 year 22.1 43
3 year 19.3 42
5 year 13.1 28

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 18.4 3.8 - -
2013 -6.0 -0.7 -3.4 10.6 1.9
2012 9.5 -1.6 5.9 4.8 20.7
2011 -5.9 -1.6 -9.1 -6.0 -21.7
2010 1.2 6.9 13.2 -0.2 24.3
2009 -4.3 50.4 22.8 6.0 91.2

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 8.2 10.2 19.4 50.5 22.1 19.3 13.1
Category avg 6.3 9.8 22.7 52.6 14.3 12.8 7.0
Difference of Fund returns and Category returns 1.9 0.4 -3.3 -2.1 7.8 6.5 6.1
Best of category 9.5 18.0 40.8 99.5 39.0 36.4 23.0
Worst of category 1.1 4.1 12.3 21.6 11.4 13.6 3.9
Benchmark returns # 6.1 6.8 15.1 40.9 21.9 20.7 11.0
Difference of Fund returns and Benchmark returns 2.1 3.4 4.3 9.6 0.2 -1.4 2.1
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 12, 2004
Benchmark S&P BSE 100
Asset Size (Rs cr) 24.68 (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 Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Tax Savings Fund has been rename as Birla Sun Life Tax Savings Fund.

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 8.0 23.3 58.3 26.8 14.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 8.1 23.6 59.0 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 8.9 20.5 64.4 25.5 16.1
HDFC Tax Saver - Direct (G) Not Ranked
95.72 9.0 20.7 65.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 15.3 32.7 98.1 36.4 21.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 1.39 5.51
Honeywell Autom Telecom 1.24 4.91
Bayer CropScien Chemicals 1.07 4.21
ICICI Bank Banking/Finance 0.98 3.88
Reliance Oil & Gas 0.95 3.76
TCS Technology 0.93 3.67
ING Vysya Bank Banking/Finance 0.89 3.52
MRF Automotive 0.88 3.47
Larsen Engineering 0.84 3.34
Shoppers Stop Retail & Real Estate 0.83 3.29

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.81 35.36 19.81
Automotive 16.56 16.56 6.94
Technology 8.69 19.01 8.69
Pharmaceuticals 8.50 8.50 4.39
Engineering 6.45 6.45 1.01
Telecom 4.91 4.91 1.22

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 97.77
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.23

View All

Concentration

Holdings (%)
Top 5 22.27
Top 10 39.56
Sector (%)
Top 3 45.06

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