Markets » Mutual Funds » Asset Allocation

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

Fund

Fund House : Birla Sun Life Mutual Fund

Fund Class : Equity - Tax Planning

NAV 02 Dec 2016 29.07 -0.26
(-0.89%)

Asset Type

Asset Allocation
CBLO 2.72
Equity 97.39
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Sundaram Clayton Auto Ancillaries 107,772 36.81 8.72 15.47
Bayer Crop Sci. Pesticides / Agrochemicals - Multinational 48,238 20.72 4.91 -0.8
Honeywell Auto Electronics - Components 21,281 19.17 4.54 -13.12
Kotak Mah. Bank Banks - Private Sector 196,245 16.09 3.81 -11.02
ICRA Miscellaneous 37,263 15.96 3.78 2.89
Zee Entertainmen Entertainment / Electronic Media Software 278,535 14.44 3.42 -16.74
› 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 2.72
Auto Ancillaries 10.72
Automobiles - LCVs / HCVs 1.93
Automobiles - Passenger Cars 1.93
Banks - Private Sector 14.33
Cement - North India 4.20
Cigarettes 0.60
Computers - Software - Large 4.41

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 0.40
Axis Bank 1.47
Bata India 0.97
Bayer Crop Sci. 4.91
Bharat Bijlee 0.11
Bharat Financial 0.55
Biocon 3.04
Bosch 2.00

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