Scorecard : Close Ended Tax Funds
|
Performance
|
Investment Pattern
|
Rank
|
||||||||||
Scheme
Name
|
Inception
|
Fund manager
|
Fund size
|
NAV
|
3
Mths
|
1yr
|
Since
incept.
|
EQ.
|
Debt
|
Other
|
UR
|
CR
|
RR
|
Close
Ended Tax Planning
|
|||||||||||||
Birla Taxplan 98
|
Mar-98
|
Bharat C. Shah
|
7.26
|
29.78
|
-20.25
|
-38.16
|
44.99
|
91.00
|
0.00
|
9.00
|
33
|
8
|
Avg
|
BOB ELSS 95
|
Apr-95
|
M. J. Agni
|
26.37
|
8.16
|
-3.55
|
-24.93
|
-9.91
|
90.32
|
0.00
|
9.68
|
86
|
26
|
High
|
BOB ELSS 96
|
Dec-95
|
M. J. Agni
|
4.07
|
13.07
|
-2.32
|
-28.11
|
18.24
|
84.74
|
0.00
|
15.26
|
79
|
23
|
High
|
BOB ELSS 97
|
Mar-97
|
M. J. Agni
|
2.03
|
9.08
|
-2.99
|
-34.53
|
-4.83
|
85.96
|
0.00
|
14.04
|
113
|
33
|
Avg
|
BOI BEST 93 - Plan A
|
Mar-93
|
Devki Durge
|
3.98
|
5.8
|
0.52
|
-33.33
|
-7.17
|
72.13
|
1.69
|
26.18
|
128
|
39
|
Avg
|
BOI BEST 93 - Plan B
|
Mar-93
|
Devki Durge
|
3.98
|
4.03
|
0.5
|
-33.17
|
-11.67
|
72.13
|
1.69
|
26.18
|
126
|
38 |