Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla sun life tax plan

0 Flares 0 Flares ×

Fund Name: Birla sun life tax plan (G)

CRISIL Rank: 3

Category: ELSS

Expense Ratio: 2.92%

Risk Level: Average

Benchmark: S&P BSE Sensex

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.

Returns (Annualized)


Our Review

Birla sun life tax plan (G) has made its inception in the year 2006. Since inception, it has produced annualized returns of 7.88%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include RIL, ICICI bank, ICRA, TCS and ING Vysya. The fund invests 97% of assets into equities. The fund has managed to deliver great returns for its investors in the past 5 years.

0 Flares Facebook 0 Google+ 0 Twitter 0 Email -- 0 Flares ×