Aditya Birla Capital
ABC Home
Loans
Investments
Insurance
Payments
Download ABCD

Experience finance made simple on the new ABCD app!

Scan to Download the App

Playstore Appstore
1800-270-7000

Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

    Our Menu
    Invest with Us
    Metaverse

    Aditya Birla Sun Life AMC Limited

    Schedule
    a call

    Invest instantly

    Taking the first step towards fulfilling your dreams


    In the pursuit of securing the basic needs of food, clothing, shelter, education, and financial security, one often gives up on their aspirations. But what if you could nurture your dreams in this fast-paced life?

    Now you can,

    • - Launch your startup without compromising on your family’s financial freedom.


    • - Or choose a new, off-beat career of your choice with financial confidence.


    • - Or even upgrade and upskill with advanced studies without compromising on your current financial status.


    The possibility can become reality with Sampoorna SIP, an investment option to build a secondary source of money to reduce the burden off your active source of income.

    What is Sampoorna SIP?


    Sampoorna SIP is an investment strategy that combines the power of Systematic Investment Plans (SIP) and Systematic Withdrawal Plans (SWP). It enables individuals to build wealth through regular investments and subsequently transition to SWP for regular pay-outs.


    With Sampoorna SIP, investors can benefit from rupee-cost averaging, enjoy long-term wealth accumulation, and have the flexibility to meet their financial needs through regular cash withdrawals.


    SIP joins SWP to make a “Sampoorna SIP”.






    How does Sampoorna SIP work?


    Under Sampoorna SIP, you can start by investing a fixed amount at regular intervals through SIP in a mutual fund scheme (“Source Scheme”) of your choice . Upon completing the SIP tenure, investors have the flexibility to initiate SWP from either the same scheme or another scheme ("Target Scheme") of their choice. This allows them to enjoy the benefits of regular pay-outs, with the SWP amount being fully customizable according to the investor's preference.




    What does Sampoorna SIP offer?


    1. Flexibility: Gives you options to choose an SIP tenure (8, 10, 12, 15, 20, 25 & 30 years) and amount as per your affordability. You can also choose investment schemes as per your risk appetite (7 SIP schemes and 5 additional SWP schemes).


    2. Wealth accumulation with SIP benefits: Helps you accumulate wealth through regular systematic investment in equity funds that can give reasonable returns in the long term.


    3. Potentially inflation-beating income pay-out: Uses the wealth accumulated in the form of a sizeable corpus to provide regular cashflows that may have the potential to beat inflation.


    4. Better goal planning: Instils financial discipline and helps you plan investments to align better with your dreams like higher education or early retirement.


    Sampoorna SIP supplements your active income and complements your aspirations and goals in life.


    Sampoorna SIP is the right way if you are:


    - Aspiring to invest in your personal dreams such as taking a break from work, setting up your own business, higher education for yourself or your child.
    - Aiming to create wealth in the long term.
    - Planning for bigger financial goals like retirement planning, house buying, etc.



    Invest and aim to live your dreams to the fullest with Aditya Birla Sun Life Mutual Fund .
    Start your Sampoorna SIP today to enjoy a comfortable tomorrow .


    Sampoorna SIP is an optional facility offered by the AMC and does not in any way give guarantee, assurance, promise or indication of the performance of any of the schemes of the Fund or provide any guarantee of withdrawals through SWP mode or the returns that can be generated under this facility. The SWP for amount decided by the unit holders will be processed upto 31 Dec 2099 or till the time units are available in the underlying scheme in the unitholders folio.

    • SWP is a facility to withdraw fixed amount periodically from the investments by redeeming units. Thus, withdrawals happen from capital and appreciation portion of the investments.

    • The default SWP amounts as per the matrix are applicable only when investors do not mention SWP amount in the application form.

    • The default SWP amount as per the matrix do not in any manner indicate returns or assurance on the amount the investor will make or obtain by investing under the Facility. It only indicates the likely amount that can be withdrawn through SWP and for ease of understanding and planning of investment, it is depicted as number of times (1.25 x, 2 x, etc.) the monthly SIP installments opted by the investor.

    • Investors are requested to read all the terms and conditions of Sampoorna SIP mentioned in the Sampoorna SIP application form available on the website www.mutualfund.adityabirlacapital.com to have a better and complete understanding of the facility.

    • Please read the Scheme Information Document(s) / Key Information Memorandum(s) of the concerned Scheme(s) and Statement of Additional Information carefully and will be bound by the terms and conditions of this facility and provisions of the concerned Scheme(s).

    All Terms and Conditions applicable for SIP and SWP shall also be applicable for registrations under Sampoorna SIP.

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