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Birla Sun Life Tax Plan (G) - Scheme Profile

Fund

Fund House : Birla Sun Life Mutual Fund

Fund Class : Equity - Tax Planning

NAV 24 Apr 2017 33.20 0.27
(0.82%)

Asset Type

Asset Allocation
CBLO 1.95
Equity 97.91
Net CA & Others 0.13
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 40.18 7.93 40.62
Honeywell Auto Electronics - Components 24,344 25.19 4.97 14.67
Bayer Crop Sci. Pesticides / Agrochemicals - Multinational 63,908 24.26 4.79 12.98
Gillette India Personal Care - Multinational 47,623 20.09 3.97 -1.18
Johnson Con. Hit Air-conditioners 107,744 19.52 3.85 27.91
ICRA Miscellaneous 46,817 19.26 3.80 0.2
› 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 3.85
Aluminium and Aluminium Products 0.37
Auto Ancillaries 10.97
Automobiles - LCVs / HCVs 1.42
Automobiles - Passenger Cars 2.08
Banks - Private Sector 13.03
Cement - North India 3.72
Cigarettes 0.58

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 0.31
Axis Bank 1.23
Bata India 1.06
Bayer Crop Sci. 4.79
Bharat Bijlee 0.10
Bharat Financial 0.42
Biocon 3.09
Bosch 3.04