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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.
By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Aditya Birla Sun Life Mutual Fund / Aditya Birla Sun Life AMC Limited (ABSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of ABSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.
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.
|Investment Performance - Regular Plan - Growth||NAV as on December 30, 2010: Rs. 44.35|
|Date of Inception: Apr 25, 2000||NAV Per
Index # (%)
|Value of Standard Investment of Rs 10000 in|
|Birla Sun Life
|Since inception till December 30, 2016 (CAGR)||10.00||9.33||N/A||11.19||44350||N/A||58726|
|December 31, 2015 to December 30, 2016 (Absolute)||38.13||16.31||6.66||1.95||11631||10666||10195|
|December 31,2014 to December 31,2015 (Absolute)||36.80||3.61||0.48||-5.03||10361||10048||9497|
|December 31,2013 to December 31,2014 (Absolute)||28.81||27.73||25.34||29.89||12773||12534||12989|
# Scheme Benchmark, ## Additional Benchmark, *As on start of period considered above.
Past performance may or may not be sustained in future. Returns for dividend option would assume reinvestment of tax free dividends declared at the then prevailing NAV. Load and Taxes are not considered for computation of returns. When scheme benchmark returns are not available, they have not been shown. Total Schemes Co-Managed by Fund Managers is 9. Total Schemes managed by Mr. Prasad Dhonde is 21. Total Schemes managed by Mr. Vineet Maloo is 16. Refer annexure on page no. 67 of Empower to know more on performance of schemes managed by Fund Managers ‘Direct Plan’ is only for investors who purchase / subscribe Units in a Scheme directly with the Mutual Fund and is not available for investors who route their investments through a Distributor. For further details, Investors are advised to refer to Addendum no. 44/2012 dated December 27, 2012 available on our website www.birlasunlife.com.
Total Experience : 11 years
Total Experience : 10 Years
BSL 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)
*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.