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The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.
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The objective of the scheme is to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.
Total Experience : 24 years
Total Experience : 10 years
Total Experience : 12 years
When you want to make a long-term investment for a major future need, you might prefer a balance between your investment’s safety and its growth. This is where Birla Sun Life Balanced ’95 Fund perfectly fits the bill. It seeks to achieve long-term growth of your investment at a moderate level of risk,thus striking a balance between potential growth from equities and the relative safety of debt. This fund allocates your investments amongst debt, money market instruments, equity and equity-related instruments so as to achieve the balance.
Maintains growth stability in all market conditions
The scheme tends to follow a flexi-cap approach for market cap, depending on risk and return aspects of various market sub-segments. It allows flexibility for the amount of equity investments, keeping it in the range of 50-75%, to maximise returns and ensure stability. The equity portion is invested in shares of companies, diversified across industries, with an aim to generate long-term growth of capital. The debt portion is invested in lower risk debt instruments to achieve stability.
The fund follows bottom up approach for stock selection and top down approach for sector selection i.e. starting with overall factors like the economy and moving to individual sectors. This helps minimising the risk in the portfolio. This way the fund manager picks the best companies operating in particular sectors. In debt instruments, the fund focuses on highly rated investment instruments.
(An Open Ended Balanced Scheme)
*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.