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Birla Sun Life Tax Savings Fund(G)

PLAN: Regular OPTIONS: Growth
43.740 0.35 (0.79%)

NAV as on 17 Dec, 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 17 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.9 14
3 mth 4.9 8
6 mth 12.4 39
1 year 43.6 44
2 year 20.0 48
3 year 20.2 43
5 year 12.0 27

# 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 -1.9 4.9 12.4 43.6 20.0 20.2 12.0
Category avg -3.9 1.3 12.9 43.2 16.3 13.4 6.7
Difference of Fund returns and Category returns 2.0 3.6 -0.5 0.4 3.7 6.8 5.3
Best of category 0.5 10.1 32.4 82.1 36.5 38.1 22.3
Worst of category -7.2 -6.4 1.7 15.4 9.3 13.0 3.8
Benchmark returns # -5.1 0.3 4.2 31.6 16.8 20.6 9.2
Difference of Fund returns and Benchmark returns 3.2 4.6 8.2 12.0 3.2 -0.4 2.8
# 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 (%)
HDFC Tax Saver - Direct (G) Not Ranked
95.72 -0.1 9.7 53.5 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 -0.2 9.5 52.7 25.9 14.9
SBI Magnum Tax Gain (G) Rank 3
4,777.58 -0.9 11.5 45.9 27.2 12.8
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 -0.8 11.8 46.6 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 2.2 19.6 80.8 38.1 20.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 99.81
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.17

View All

Sector (%)
Top 3 N.A.

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