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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 18 Jan 2017 100.19 0.46
(0.46%)

Asset Type

Asset Allocation
CBLO 4.27
Equity 96.26
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Sundaram Clayton Auto Ancillaries 110,292 33.02 8.05 0.07
Bayer Crop Sci. Pesticides / Agrochemicals - Multinational 50,544 21.40 5.22 -9.32
Honeywell Auto Electronics - Components 22,443 20.13 4.91 2.52
ICRA Miscellaneous 40,374 16.09 3.92 -3.09
Gillette India Personal Care - Multinational 36,401 15.67 3.82 -0.32
MRF Tyres 2,932 14.34 3.50 2.88
› 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 2.86
Auto Ancillaries 10.03
Automobiles - LCVs / HCVs 1.75
Automobiles - Passenger Cars 1.97
Banks - Private Sector 13.42
Cement - North India 3.71
Cigarettes 0.62
Computers - Software - Large 4.68

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 0.36
Axis Bank 1.40
Bata India 0.94
Bayer Crop Sci. 5.22
Bharat Bijlee 0.10
Bharat Financial 0.38
Biocon 3.20
Bosch 1.98