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

Fund

Fund House : Birla Sun Life Mutual Fund

Fund Class : Equity - Tax Planning

NAV 24 May 2017 33.87 -0.33
(-0.96%)

Asset Type

Asset Allocation
CBLO 0.89
Equity 99.39
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 47.66 8.96 18.87
Bayer Crop Sci. Pesticides / Agrochemicals - Multinational 66,469 30.20 5.68 11.45
Honeywell Auto Electronics - Components 24,880 27.43 5.15 9.61
Gillette India Personal Care - Multinational 50,668 21.91 4.12 12.26
ICRA Miscellaneous 50,457 21.18 3.98 -2.56
Johnson Con. Hit Air-conditioners 113,922 20.45 3.84 31.51
› 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 3.84
Aluminium and Aluminium Products 0.36
Auto Ancillaries 12.12
Automobiles - LCVs / HCVs 1.34
Automobiles - Passenger Cars 2.39
Banks - Private Sector 12.90
Cement - North India 3.89
Cigarettes 0.55

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 0.30
Axis Bank 1.22
Bata India 1.09
Bayer Crop Sci. 5.68
Bharat Bijlee 0.11
Bharat Financial 0.40
Biocon 2.87
Bosch 3.16