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Friday, 28 August 2009

[24] What an investment! HURRY UP

Rating:
Risk: Low
Return: Above Average
================================================


1 Lakh invested in 1996 in Birla Tax Relief Fund,
 you got 21 Lakh, I repeat, 21 Lakh as ONLY AS DIVIDEND till date.

APART FROM, the today's value being 8 Lakhs.

This is much more than 30 times appreciation.

THIS IS WHAT ONE CALLS AN INVESTMENT.

Against this, the value of my flat at Washi only doubled+ during this period.

SAME FUND now DECLARING 40 % DIVIDEND ON 31ST AUGUST
+
60% IN MARCH 2010
+
TAX SAVING UNDER 80C.

WHAT ARE YOU WAITING FOR?

 Fund Details VR CategoryEquity: Tax PlanningTypeOpen End Load Entry LoadNil Exit LoadNil
Recent Payout History
 27-Jun-2008 50%
 25-Mar-2008 200%
 16-Mar-2007 500%
 19-Jan-2007 260%
 8-Dec-2006 250%


Fund Performance Comparison
Show/Hide Data in Bar Chart
 
Birla Sun LifeTax Relief 96 - Dividend 1 Year 3 Years 5 Years

Since 
Inception 

Birla Sun LifeTax Relief 96 - Dividend
(NAV: Rs. 79.09)
14% 18.76% 36.05% 46.76%

BSE 200

8.41% 11.39% 23.43% 13.68%
 
Inception - 29-Mar-1996.
Returns calculated for Growth option as on 27-Aug-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.

FURTHER,BSL Tax Relief'96 with this novel feature, helps the investors avail of critical illness insurance of upto Rs. 10 Lac, till the age of 55 yrs against 9 critical illnesses.

To sum up, Birla Sun Life Tax Relief' 96 Fund offer investors the opportunity to save tax under section 80C, avail special critical illness insurance and also reap benefits of capital growth by investing in the world's third best equity fund, as rated by Lipper, last year. The scheme has till date declared an impressive 2160 % dividend since inception.


With Warm regards
wealth4u

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