Birla Sun Life Tax Plan - Regular Plan - Growth Option

Birla Sun Life Tax Plan - Regular Plan - Growth Option SIP Returns Calculator

Birla Sun Life Tax Plan - Regular Plan - Growth Option Rolling Returns %

Rolling returns of Birla Sun Life Tax Plan - Regular Plan - Growth Option over past period.

Period Returns(%)
1mth 7.34
3mth 6.65
6mth 3.17
1 year 16.32
2 year 16.65
3 year 12.12
5 year 23.23

Birla Sun Life Tax Plan - Regular Plan - Growth Option Absolute Returns (%)

Absolute Returns of Birla Sun Life Tax Plan - Regular Plan - Growth Option over past 5 years

Year Qtr1 Qtr2 Qtr3 Qtr4
2017 13.46 5.32 4.49 12.37
2016 -4.92 7.54 6.42 -7.87
2015 7.61 -2.98 -1.72 2.2
2014 4.69 19.38 8.12 11.38
2013 -8.2 2.18 -2.25 14.78

Birla Sun Life Tax Plan - Regular Plan - Growth Option Portfolio

Top 15 holdings of Birla Sun Life Tax Plan - Regular Plan - Growth Option

Equity Sector Qty Value(Rs cr) Asset %
Sundaram-Clayto Automotive 96,677.00 17.90 6.36
Honeywell Autom Telecommunication 19,441.00 16.42 5.83
Bayer CropScien Chemicals 39,999.00 13.48 4.79
ICRA Miscellaneous 33,671.00 12.50 4.44
Kotak Mahindra Banking & Financial Services 188,944.00 11.91 4.23
MRF Automotive 2,822.00 9.18 3.26
Zee Entertain Media & Entertainment 239,259.00 8.91 3.16
Reliance Oil & Gas 90,107.00 8.71 3.09
Thomas Cook Miscellaneous 432,981.00 8.26 2.93
Pfizer Pharmaceuticals 41,854.00 7.70 2.74

Sector Allocation

Sector %

Asset Allocation (%)

Equity 95.48
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.50

Birla Sun Life Tax Plan - Regular Plan - Growth Option Objective

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Birla Sun Life Tax Plan - Regular Plan - Growth Option Review

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Investment Info

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office One India Bulls Centre, Tower-1,17th Floor, Jupiter Mills Compound,841, Senapati Bapat Marg,Elphinstone Road, Mumbai- 400001
Tel. No. 43568000
Fax No. 43568110/8111
Email connect@birlasunlife.com
Website http://www.birlasunlife.com
Notes
* - NAV as on 2018-08-17
* - Disclaimer: The data presented here is just indicative and might not be accurate. Please consult the AMC site for detailed information and up-to-date data on the Scheme