_ap_ufes{"success":true,"siteUrl":"www.investmentyogi.com/w","urls":{"Home":"http://www.investmentyogi.com","Category":"http://www.investmentyogi.com/category/alternative-investment/","Archive":"http://www.investmentyogi.com/2015/02/","Post":"http://www.investmentyogi.com/salient-aspects-of-union-budget-2015/","Page":"http://www.investmentyogi.com/nri/","Nav_menu_item":"http://www.investmentyogi.com/trending/","Wpcf7_contact_form":"http://www.investmentyogi.com/?post_type=wpcf7_contact_form&p=5591","Flare":"http://www.investmentyogi.com/flare/email/"}}_ap_ufee

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)

1-Year3-Year5-Year
22.18%7.68%16.74%

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 ×