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Birla Sun Life Tax Plan - Direct (D) - Scheme Profile

Fund

Fund House : Birla Sun Life Mutual Fund

Fund Class : Equity - Tax Planning

NAV 23 Mar 2017 107.56 0.83
(0.78%)

Asset Type

Asset Allocation
CBLO 2.15
Equity 98.26
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Sundaram Clayton Auto Ancillaries 110,304 37.26 8.10 24.18
Honeywell Auto Electronics - Components 22,959 22.91 4.98 16.6
Bayer Crop Sci. Pesticides / Agrochemicals - Multinational 58,698 22.67 4.93 -7.83
ICRA Miscellaneous 44,324 18.59 4.04 2.85
Gillette India Personal Care - Multinational 43,733 17.65 3.84 -4.37
Kotak Mah. Bank Banks - Private Sector 196,245 15.74 3.42 23.16
› More

Sector Allocation

You can check out the sectoral allocation of the investments made for that scheme by the mutual fund in this Piechart as on the date selected.

Sector Name
Air-conditioners 2.85
Auto Ancillaries 10.98
Automobiles - LCVs / HCVs 1.57
Automobiles - Passenger Cars 2.27
Banks - Private Sector 13.71
Cement - North India 3.78
Cigarettes 0.60
Computers - Software - Large 4.28

Top Holdings

You can check out the Top Holdings of the investments made for that scheme by the mutual fund in
this Piechart as on the date selected.

Company Name
Ashok Leyland 0.37
Axis Bank 1.40
Bata India 1.04
Bayer Crop Sci. 4.93
Bharat Bijlee 0.10
Bharat Financial 0.49
Biocon 3.37
Bosch 2.88