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Birla Sun Life Tax Plan (D) - Scheme Profile

Fund

Fund House : Birla Sun Life Mutual Fund

Fund Class : Equity - Tax Planning

NAV 20 Jul 2017 85.09 -0.26
(-0.30%)

Asset Type

Asset Allocation
CBLO 1.19
Equity 98.97
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 48.51 8.79 1.49
Bayer Crop Sci. Pesticides / Agrochemicals - Multinational 66,705 30.90 5.60 7.68
Honeywell Auto Electronics - Components 26,359 30.78 5.58 10.16
Gillette India Personal Care - Multinational 57,172 29.22 5.29 23.57
Johnson Con. Hit Air-conditioners 119,533 23.94 4.34 12.95
ICRA Miscellaneous 51,860 20.91 3.79 -4.2
› 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 4.34
Aluminium and Aluminium Products 0.31
Auto Ancillaries 11.90
Automobiles - LCVs / HCVs 1.24
Automobiles - Passenger Cars 2.46
Banks - Private Sector 12.40
Cement - North India 3.40
Cigarettes 0.62

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 0.32
Axis Bank 1.16
Bata India 0.95
Bayer Crop Sci. 5.60
Bharat Bijlee 0.14
Bharat Financial 0.35
Biocon 2.42
Bosch 3.11