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Birla Sun Life Tax Plan

(An Open ended Equity Linked Savings Scheme (ELSS) with a lock-in of 3 years)

This product is suitable for investors who are seeking:
  • long term capital growth
  • investments in equity and equity related securities, with tax benefit under section 80C, subject to eligibility.
  • High risk       (BROWN)
investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Note: Risk is represented as:
(BLUE) investors understand that
their principal will be at low risk
(YELLOW) investors understand that
their principal will be at medium risk
(BROWN) investors understand that
their principal will be at high risk
Birla Sun Life Tax Plan (BSLTP) aims at achieving long term growth of capital along with Income Tax benefits for investors. 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. The fund offers superior growth opportunities. Since investments are planned for a 3 year period it helps the Fund Manager to take a long term view while selecting stocks and not remain constrained by short term liquidity pressures.
Tax Benefits U/S 80C:
Investments in this fund would enable you to avail benefits under Section 80C of the Income Tax Act, 1961. Investments upto Rs. 1 lakh by eligible investors in the scheme may qualify for deductions. Investors are requested to consult their tax advisor in this regard.
Opportunity For Wealth Creation:
Equities inherently offer a potential for better returns as compared to Debt instruments, which are fixed or restrictive in nature. Most of the other options under Section 80C like PPF, NSC, Bonds, etc. represent fixed returns with higher lock-in periods. However, BEP offers a lock-in of only 3 years and the potential of higher returns.
Get the latest NAV on SMS, sendNAV <231G> as an SMS to 56161. Premium SMS charges apply. 


Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Toll Free:1-800-270-7000
Outside India:
(Call charges apply)

Between 9 AM to 9 PM, Monday to Saturday (IST)

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Mutual Fund Dictionary


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The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.


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