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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
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Benchmark Index:

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Returns (NAV as on Jun-18-2013)

Period	Returns (%)	Rank #
1 mth	-4.5	17
3 mth	2.2	8
6 mth	-8.3	40
1 year	12.9	25
2 year	2.1	38
3 year	-3.3	46
5 year	3.3	28

# Moneycontrol Rank within 51 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-11.7	-	-	-	-
2012	13.2	-0.9	10.1	6.6	36.6
2011	-10.0	-1.7	-11.4	-9.3	-33.4
2010	-0.5	3.3	11.8	-4.4	12.7
2009	-5.3	57.4	21.3	7.0	98.3
2008	-32.5	-25.7	0.7	-26.9	-65.5

View where it stands within its peers

* Returns over 1 year are Annualised

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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	-4.5	2.2	-8.3	12.9	2.1	-3.3	3.3
Category avg	-5.0	0.5	-5.3	12.7	3.9	2.1	4.3
Difference of Fund returns and Category returns	0.5	1.7	-3.0	0.2	-1.8	-5.4	-1.0
Best of category	-2.6	5.0	0.7	21.3	10.8	9.4	13.5
Worst of category	-7.6	-3.0	-16.0	-7.7	-14.8	-12.5	-7.9
Benchmark returns #	-5.8	-0.8	-3.3	14.3	3.6	1.8	4.1
Difference of Fund returns and Benchmark returns	1.3	3.0	-5.0	-1.4	-1.5	-5.1	-0.8

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80%equity, 20% debt and money market securities.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Mar 29, 1996
Benchmark	S&P BSE 200
Asset Size (Rs cr)	776.80 (Mar-30-2013)
Minimum Investment	Rs.500
Last Dividend	Rs.3.00 (Mar-08-2013) View Dividend History
Bonus	N.A.
Fund Manager	Ajay Garg View performance of schemes managed by the Fund Manager
Notes	N.A

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.	91 22 66928000, 91 22 66928001
Fax No.	91 22 66928110
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

ELSS	Crisil Rank	Assets (Rs.cr)
ELSS	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Tax Saver (G)	Rank 4	3,490.65	-1.8	-7.0	7.6	1.5	9.8
Reliance Tax Saver (ELSS) (G)	Rank 3	2,036.92	1.6	-8.3	10.0	4.6	10.5
Birla SL Tax Relief 96 (G)	Rank 5	703.13	2.3	-4.7	17.3	-0.4	5.2
Birla SL Tax Relief 96 (D)	Not Ranked	776.80	2.2	-8.3	12.9	-3.3	3.3
UTI Master Equity Plan (US)	Not Ranked	1,261.75	1.2	-2.5	14.9	3.9	6.9
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Equity	Sector	Value (Rs cr)	Asset %
Reliance	Oil & Gas	64.92	4.65
ICICI Bank	Banking/Finance	61.97	4.44
Bayer Cropscien	Chemicals	56.70	4.06
ING Vysya Bank	Banking/Finance	56.61	4.06
TCS	Technology	51.63	3.70
HDFC	Banking/Finance	50.55	3.62
Larsen	Engineering	48.26	3.46
MRF	Automotive	42.80	3.07
HDFC Bank	Banking/Finance	40.98	2.94
Honeywell Autom	Telecom	40.07	2.87