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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on NA

Aditya Birla SL Tax Savings Fund(G)

Top 10 Holdings
Company
(%)
Honeywell Automation India Ltd.
6.83
TVS Holdings Ltd.
6.76
Gillette India Ltd.
6.23
Bayer CropScience Ltd.
5.74
Johnson Controls - Hitachi Air Conditioning India Ltd.
4.94
Reliance Industries Ltd.
4.79
Thomas Cook (India) Ltd.
4.70
Pfizer Ltd.
4.38
Glaxosmithkline Pharmaceuticals Ltd.
3.64
Biocon Ltd.
3.61
Top 10 Sectors
Sectors
(%)
Pharmaceuticals & Drugs
12.05
Bank - Private
10.71
Auto Ancillary
8.68
Household & Personal Products
8.48
Consumer Durables - Electronics
6.83
Pesticides & Agrochemicals
5.74
Air Conditioners
4.94
Refineries
4.79
Travel Services
4.70
Retailing
4.46
Asset Allocation
Market Cap Allocation
  Scheme Benchmark ()
Large-Cap 25.31 NA
Mid-Cap 31.87 NA
Small-Cap 38.33 NA

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 13/02/14
to 13/02/15
69.7948.87
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 27/02/15
to 29/02/16
-13.83-20.91
Ratios
Standard Deviation[%] 11.87
Sharpe Ratio [%] 0.42
Turnover Ratio [%] 0.08
Modified Duration
YTM
Riskometer
moderately high risk

Investors understand that their principal will be at moderately high risk

Fund Details
Category
Equity Linked Savings Scheme
Inception Date (Regular Plan)
NA
Inception Date (Direct Plan)
NA
Expense Ratio (Direct Plan) %
NA
Expense Ratio (Regular Plan) %
NA
Investing Style
Mid Growth
Fund Manager
Ajay Garg
Scheme Benchmark
S&P BSE 100
AUM (Rs. in Cr.)
27.08
Fund Objective

Birla Sun Life Tax Savings Fund is an open ended equity linked savings scheme which aims to provide medium to long term growth of capital along with income tax rebate. There can be no assurance that the investment objective of the Scheme will be realized.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Aditya Birla SL Tax Savings Fund(G) S&P BSE 100

Performance Comparison with similar Schemes and Benchmark