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BIRLA SUNLIFE |
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| The objective of the scheme is to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach. |
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| Birla Dividend Yield Plus |
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| The objective of the scheme is to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies that have a relatively high dividend yield. |
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The fund’s investment objective is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stock. Concomitantly, the aim is to generate higher return that a fund focused on large and liquid stocks |
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| The objective of the scheme is to achieve long term growth of capital at relatively moderate levels of risk by making investments in securities of multinational companies through a research based investment approach. |
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| Birla India Opportunities Fund |
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| The object6ive of the scheme is to achieve superior long-term growth of capital by investing in shares of companies. |
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| Birla Infrastructure Fund |
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| Birla infrastructure fund seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India. |
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| The objective of the scheme is to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics. |
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| The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty, subject to tracking errors. |
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| Birla Top 100 Fund seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. |
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| Birla Sun Life Equity Fund |
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| An open-end growth scheme with the objective of long term growth of capital through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. |
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| Birla Sun Life Frontline Equity Fund |
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| An open-end growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, BSE 200. The secondary objective is income generation and distribution of dividend. |
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| Birla Sun Life Sector Select Series |
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| An multi-sector open-end growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in businesses that are driven by India’s large population and inherent consumption patterns. The focus of the scheme will be in the consumer and healthcare sectors. The secondary objective is income generation and distribution of dividend. |
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| The objective of the schemes is to achieve long term growth of capital along with income tax relief for investment. |
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| Birla Sun Life Tax Relief’96 |
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| An open-end equity linked savings scheme 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. |
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| An open-end equity linked savings scheme 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. |
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| Birla Asset Allocation Fund |
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| The primary objective of the scheme is to provide income and capital appreciation along with diversification by investing in a basket of debt and equity mutual fund schemes in line with the risk profile of the investors. |
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| The objective of the scheme is to generate regular income so as to make monthly distribution to unit holders with the secondary objective being growth of capital. Income may be generated through receipt of coupon payments, the amortization of the discount on debt instruments, receipt of dividends or the purchase and sale of securities in the underlying portfolio. |
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| The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. |
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| Birla Sun Life Monthly Income |
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| The primary objective to generate regular income so as to make monthly and quarterly distributions to unit holders and the secondary objective is growth of capital. |
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| The objective of the scheme is to generate consistent income, through superior yields on its investments, at relatively moderate levels of risk through diversified research based investment approach. This income may be complemented by price changes of instruments in the portfolio. |
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| Birla Sun Life Monthly Income |
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| The primary objective to generate regular income so as to make monthly and quarterly distributions to unit holders and the secondary objective is growth of capital. |
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| Birla Sun Life Income Fund |
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| The investment objective of the scheme is to generate income and capital appreciation b investing 100% of the corpus in a diversified portfolio of debt and money market securities. |
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| Birla Sun Life Govt. Security Fund |
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| The scheme seeks to provide investors current income consistent with a portfolio invested 100% in securities issued by the Government of India or the State Governments, and the secondary objective is capital appreciation. |
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| The objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality debt and money market instruments. |
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| The scheme proposes to track the CRISIL composite bond index, which has been introduced by CRISIL to track the returns on a composite portfolio that includes call instruments. Commercial Papers, Government Securities, AAA and AA rated instruments. |
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| The primary objective of the scheme is to generate regular income through investments in debt and money market instruments. Income may be generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The scheme will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents. |
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| Birla Sun Life Short Term Fund |
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| The investment objectives of the scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities with relatively low levels of interest rate risk. |
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| The primary objective of the scheme is to generate regular income through investment in a portfolio comprising substantially of floating rate debt/money market instruments. The scheme may invest a portion of its net assets in fixed rate debt securities and money market instruments. |
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| Birla Sun life Cash Manager |
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| The investment objective of the scheme is to provide current income which is consistent with a portfolio that offers investors superior liquidity by investing 100% in a diversified portfolio of debt(fixed income) and money market securities. |
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| The objective of the scheme is to provide reasonable returns, at high level of safety, and liquidity through judicious investment in high quality debt and money market instruments. |
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