Birla Sun Life Tax Plan (D)
Launch Date: 13 Feb 99
18 Jun 2013 46.5400 -0.2200 (-0.47%) | YTD Return 17.48% Turnover Ratio 305.39% | Asset Size (Rs. cr) 117.45 (31 May 13) Expense Ratio 2.91 | Volatility (Std div) 23.79 Benchmark BSE Sensex | 52Wk High - Low Range 41.39 51.39 |
Fetching Data...Trailing Returns
| 1M | 3Ms | 6Ms | 1Yr | |
| Scheme | -4.87 | 0.65 | -4.30 | 17.48 |
| Category | -5.54 | -0.74 | -4.55 | 13.37 |
| Sensex | -4.95 | -0.36 | -0.73 | 15.07 |
| Nifty | -5.58 | -0.37 | -1.41 | 14.80 |
Note: Returns are % returns.
Peer Group
More| NAV | 1Yr | ||
| SBI Tax Advantage Fund - Series II (G) | 11.3889 | 22.07 | |
| AXIS Long Term Equity Fund (G) | 14.8715 | 21.53 | |
| IDFC Tax Advantage (ELSS) Fund (G) | 21.4664 | 20.52 | |
| Union KBC Tax Saver Scheme (G) | 13.04 | 20.52 | |
| DWS Tax Saving Fund (G) | 13.5477 | 20.48 |
Scheme Portfolio
More| TOP HOLDINGS | Value (Rs. Cr) | Hold % |
| Reliance Inds. | 5.45 | 4.64 |
| ICICI Bank | 5.20 | 4.43 |
| ING Vysya Bank | 4.75 | 4.05 |
| Bayer Crop Sci. | 4.75 | 4.05 |
| TCS | 4.36 | 3.71 |
| H D F C | 4.24 | 3.61 |
| Larsen & Toubro | 4.05 | 3.45 |
What's in & Out
More| Name | Change (No of shares) | Change (Rs. cr) |
| Maruti Suzuki India Ltd | 13,989 | 3.31 |
| Jet Airways (India) Ltd | 1,519 | -0.59 |
Dividend History
More| Date | Dividend (Rs./Unit) |
| 03-15-2013 | 1.50 |
| 05-20-2011 | 1.00 |
| 09-17-2010 | 2.00 |
| 03-12-2010 | 7.50 |
| 03-20-2009 | 4.50 |
Investment information
| Fund Type | Open - Ended |
| Min. Investment | 500.00 |
| Exit Load | 0.00% |
Plans
See NAV History| Options | NAV (Rs.) |
| Growth (Regular) | 14.5800 (18/06/2013) |
| Growth (Regular) | 14.6600 (18/06/2013) |
| Dividend (Regular) | 48.2900 (18/06/2013) |
AMC Details
| AMC Name Birla Sunlife Asset Management Company Ltd | ||||||||||||
| Ajay Garg Fund Manager | ||||||||||||
| Regd. Office, One India Bull Centre,Tower 1,17 Flr, Jupiter Mill Compound, 841, S.B Marg,Elphinstone Rd,Mumbai 400013
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