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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in ELSS category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

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Returns (NAV as on May-24-2013)

Period	Returns (%)	Rank #
1 mth	1.2	20
3 mth	1.6	14
6 mth	3.9	13
1 year	21.6	12
2 year	4.4	30
3 year	3.6	38
5 year	3.0	27

# Moneycontrol Rank within 52 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-8.1	-	-	-	-
2012	15.7	-0.9	10.0	6.6	36.6
2011	-10.1	-1.7	-11.4	-9.3	-30.0
2010	-0.5	3.4	11.7	-4.4	12.7
2009	-5.3	57.5	21.3	7.0	98.4
2008	-1.3	-20.0	0.7	-26.9	-45.6

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	1.2	1.6	3.9	21.6	4.4	3.6	3.0
Category avg	1.0	0.6	1.7	17.5	4.7	5.7	3.4
Difference of Fund returns and Category returns	0.2	1.0	2.2	4.1	-0.3	-2.1	-0.4
Best of category	4.9	6.4	7.4	27.4	12.7	14.0	12.2
Worst of category	-1.4	-3.8	-12.8	-4.7	-13.7	-9.7	-8.9
Benchmark returns #	1.4	1.6	5.0	20.7	4.1	4.8	3.4
Difference of Fund returns and Benchmark returns	-0.2	0.0	-1.1	0.9	0.3	-1.2	-0.4

Birla Sun Life Tax Relief 96 (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)

# 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	Growth
Launch date	Mar 06, 2008
Benchmark	S&P BSE 200
Asset Size (Rs cr)	703.13 (Mar-30-2013)
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	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 (%)
SBI Magnum Tax Gain (G)	Rank 3	4,578.79	2.0	3.4	18.7	7.0	5.2
HDFC Tax Saver (G)	Rank 4	3,490.65	-1.6	0.6	12.1	5.0	9.1
UTI Master Equity Plan (US)	Not Ranked	1,261.75	1.5	4.8	21.0	8.1	6.0
Reliance Tax Saver (ELSS) (G)	Rank 3	2,036.92	2.4	0.2	14.6	8.9	9.6
L&T Tax Advantage (G)	Rank 3	1,166.81	1.6	-0.6	16.9	7.7	9.3
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
Reliance	Oil & Gas	63.46	4.48
ICICI Bank	Banking/Finance	62.47	4.41
ING Vysya Bank	Banking/Finance	61.85	4.36
Larsen	Engineering	52.09	3.67
NTPC	Utilities	48.15	3.40
HDFC	Banking/Finance	48.13	3.39
Bayer Cropscien	Chemicals	47.98	3.38
TCS	Technology	47.50	3.35
ITC	Tobacco	42.45	2.99
Honeywell Autom	Telecom	40.91	2.89