Birla Sun Life Tax Plan - (ELSS U/S 80C Of IT ACT) (Equity, Equity Tax Saving)

39.23
20.93%
NA
2
Capital Appreciation
Long Term Horizon
Moderately High
2.56%
18 yrs 11 months16 Feb 1999
₹ 633.39 Cr11 Dec 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

Investment Objective

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Scheme Documents

TenureReturns (CAGR)
YTD
37.97
1 Month
3.08
3 Month
8.90
1 YR
37.64
2 YR
21.91
3 YR
16.08
TenureReturns (CAGR)
1 YR
36.12
2 YR
27.5
3 YR
20.48
5 YR
22.69
10 YR
18.01

Portfolio

Company Name% Assets
Sundaram-Clayton Ltd.9.23
Honeywell Automation India Ltd.7.21
Gillette India Ltd.6.64
Johnson Controls - Hitachi Air Conditioning India Ltd.5.12
Bayer CropScience Ltd.5.06
Thomas Cook (India) Ltd.4.09
Glaxosmithkline Pharmaceuticals Ltd.3.83
Pfizer Ltd.3.81
ICRA Ltd.3.42
Shopper's Stop Ltd3.41

Top Sectoral Holdings

Sector Name% Assets
Financial17.78
Automobile17.3
Healthcare15.69
Services12.2
FMCG10.31
Engineering8.14
Cons Durable5.12
Construction3.95
Energy2.62
Technology2.23

Indicators

Portfolio turnover ratio6
Standard Deviation13.17%
Beta0.84%
Sharpe Ratio0.84

Ajay Garg

Mr. Garg is B.E (Electronics) and MBA (Finance).
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

Other Funds Managed by Ajay Garg

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