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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 primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
SIP : Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings
STP : Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme
SWP : Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also
SWF : Smart Withdrawal Facility offers fixed payment option & variable payment option to allow investor to receive income @8% p.a. at fixed intervals or equivalent to dividend payment in the fund respectively. This helps in building regular cash flows, Tax efficiency, No TDS, No exit load impact. Available in BAF, Bal '95, BDYP, MIP 25, MTP, CBF, DBF, STOP
CATP : Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals
Total Experience : 11 years
Total Experience : 10 Years
Aditya Birla Sun Life Balanced Advantage Fund adopts a ‘dynamic’ approach to asset allocation. This involves negotiating the ups and downs of the market cycle. Essentially, it aims to buy into underpriced opportunities, and sell out of overpriced situations. It provides particular comfort to investors who seek smoother returns over the long-term. The Fund runs a well tested P/E based model that drives the ‘Net Equity Exposure’. This determines the level of aggression that the fund carries in any market situation. While being invested in long equity at all times, it uses derivatives to reduce the ‘net’ exposure to equities, allowing fundamental research driven approach to selection of stocks that continue adding alpha over a longer period of time. The fund also gets the added advantage of equity taxation since its gross equity exposure is 65% and above.
The fund manager will invest into opportunities available across the market capitalization. The fund manager will use top down approach to identify growth sectors and bottom up approach to identify individual stocks. The fund would have the flexibility to invest in stocks across different market capitalization. The fund would therefore contain a blend of large, mid and small cap stocks. The allocation to the different market caps would vary from time to time depending on the overall market conditions, market opportunities and the fund manager's view.
(An open ended Dynamic Asset Allocation fund)
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.