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Aditya Birla Sun Life Tax Plan
Disclosed for 97 months, Oct 2012 to Mar 2023. This scheme is no longer reporting.Published as: ADITYA BIRLA SUN LIFE TAX PLAN
Portfolio value
₹127 Cr
Oct 2012
- Stocks held
- 57
- Top 10 weight
- 38.8%
- of the portfolio in its ten largest
Aditya Birla Sun Life Tax Plan is an active equity fund in the ELSS (tax saving) category from Aditya Birla Sun Life Mutual Fund. In October 2012 it disclosed 57 stocks worth ₹127 Cr. Its largest positions were Housing Development Finance Corporation Limited (6.3%), Reliance Industries Limited (5.8%), ING Vysya Bank Ltd (4.0%); the ten largest together made up 38.8% of the portfolio, and Banks was the biggest sector at 18.7% of its equity. Cash and debt stood at 2.1%.
Against 47 other ELSS (tax saving) funds
Concentration
40%
Top-10 weight is higher than 40% of peers
Breadth
62%
Holds more stocks than 62% of peers
Cash
32%
Holds more cash than 32% of peers
What these mean: concentration · cash
Holdings in October 2012
Download CSVEvery line the fund disclosed, with the change against the previous month. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
What changed
This is the earliest month on record for the fund.
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
No earlier month with a sector split to compare against.
Allocation in Oct 2012
- Banks (8)18.7%
- Finance (3)10.8%
- IT - Software (4)8.1%
- Petroleum Products (1)6.0%
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Oct 2012
2.1%
- Cash alone
- 2.1%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- —
- lowest to highest · record 2.1% in Oct 2012
Not enough months to draw.
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.