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

Moderately High
19 yrs 3 monthsStarted on:16 Feb 1999
₹ 693.06 Cras on: 20 Apr 2018
Long Term Horizon
2.42%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month6.06
1 YR21.66
2 YR21.36
3 YR13.36

SIP Returns

TenureReturns (CAGR)
1 YR17.6
2 YR21.33
3 YR18.85
5 YR20.57
10 YR17.85

Portfolio

Company Name% Assets
Sundaram-Clayton Ltd.7.01
Honeywell Automation India Ltd.6.88
Gillette India Ltd.6.55
Bayer CropScience Ltd.5.59
Reliance Industries Ltd.5.41
Johnson Controls - Hitachi Air Conditioning India Ltd.4.88
Thomas Cook (India) Ltd.4.83
Pfizer Ltd.4.22
Glaxosmithkline Pharmaceuticals Ltd.3.7
Shopper's Stop Ltd.3.26

Top Sectoral Holdings

Sector Name% Assets
Financial17
Healthcare16.83
Automobile14.26
Services12.34
FMCG10.05
Engineering7.63
Energy5.41
Cons Durable4.88
Construction4.47
Technology2.29

Indicators

LabelValue
Portfolio turnover ratio7
Standard Deviation13.07%
Beta0.82%
Sharpe Ratio0.57

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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