Birla_Sun_Life_Tax_Relief by SabeerAli1

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									To invest in this fund just call: # 91-11-9868827988 or 47023626




Birla Sun Life Tax Relief'96
About the Fund
There are various income tax saving investment options available under Section 80C of the Income Tax Act.
Among them, Equity Linked Savings Schemes (ELSS) offer an option of investing primarily in equity markets
and thus the potential of generating higher returns. 80C investments like ELSS provide the investor with the
dual benefit of Tax rebate under section 80C + Long term wealth creation.

Birla Sun Life Tax Relief '96 (BSLTR 96) is a fund which aims at achieving long term growth of capital along
with Income Tax benefits for investors under section 80C. It follows a bottom-up approach to investing, where
the emphasis is on identifying companies in quality businesses with a strong competitive position and run by
quality management. Essentially the focus is on long term fundamentally driven values.




       Performance


       Fund Performance Comparison
                                                                                   Show/Hide Data in Bar Chart
                                                                                                        Since
        Birla Sun LifeTax Relief 96 - Dividend                   1 Year      3 Years     5 Years
                                                                                                      Inception
        Birla Sun LifeTax Relief 96 - Dividend
                                                                  104.47%        7.55%     33.49%          46.73%
        (NAV: Rs. 83.69)
        BSE 200                                                   100.06%        9.13%     21.61%              14.1%


        Inception - 29-Mar-1996.
        Returns calculated for Growth option as on 19-Nov-2009.
        Returns are CAGR for 1 year or more and absolute for less than 1 year.
        Past performance may or may not be sustained in the future. Load has not been
        considered for computation of returns.




To invest in this fund just call: # 91-11-9868827988 or 47023626
To invest in this fund just call: # 91-11-9868827988 or 47023626




       SIP Performance Simulator
       The below table simulates the values of Rs.1000 invested systematically in the above scheme and its
       benchmark indices.


       Birla Sun LifeTax Relief 96 - Dividend
                                                     Value (Rs.) of SIP in                Returns (%)
                                    Total
        Investment Period        Investment                           Birla Sun                         Birla Sun
                                    (Rs.)             BSE 200         Life Tax        BSE 200           Life Tax
                                                                     Relief'96 *                       Relief'96 *
       Since Inception                   164000          580333.92 1820821.49                 21.68           32.4
       Last 5 years                       60000          131680.96     95606.62               32.88          18.92
       Last 3 years                       36000           52539.35     44174.43               27.36          14.04
       Last 1 year                        12000           12216.19     18030.93                 3.84           113


       Returns as on 19-Nov-2009. Inception Date: 29-Mar-1996.
       Last monthly SIP installment date assumed to be the above date (or the previous day when NAV was
       declared if the above day is not a working day). Returns are CAGR for 1 year or more and absolute for less
       than 1 year.
       Past performance may or maynot be sustained in the future. Load & taxes have not been considered for
       computation of returns.
       * CAGR Returns are computed after accounting for the cash flow by using the XIRR method (investment
       internal rate of return)


Scheme Name                     Birla Sun Life Tax Relief'96

Nature of scheme                An Open ended Equity Linked Savings Schemes (ELSS) with a
                                lock-in of 3 years.
Inception Date (Date Of         29-Mar-1996


To invest in this fund just call: # 91-11-9868827988 or 47023626
To invest in this fund just call: # 91-11-9868827988 or 47023626


Allotment)
Scheme Objective               An open ended equity linked savings scheme (ELSS) with the
                               objective of long term growth of capital through a portfolio with
                               a target allocation of 80% equity, 20% debt and money market
                               securities.
Asset Allocation               80-100%: Equities & Equity related securities. 0-20%: Debt &
                               Money Market instruments
Fund Manager                   Ajay Garg
Investor Risk Profile          Medium to High
Investment Plans / Options     Dividend (Reinvestment, Payout & Sweep)
                               Growth
Investment Option by default   Dividend Plan / Payout Facility
Minimum subscription
                               Rs.500/- and in multiples of Re. 1/- thereafter
amount
Minimum additional
                               Rs.500/- and in multiples of Re.1/- thereafter.
investment
Entry Load*                    Nil
Exit Load                      Nil
Current Expense Ratio          2.01% (With effect from 18 Nov 2009)
Benchmark                      BSE 200
Investment Style               Growth
Indicative Dividend Calendar   At the Discretion of Trustees.




To invest in this fund just call: # 91-11-9868827988 or 47023626

								
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