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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 provide you with regular income with an opportunity to grow your money through fixed income investments and a limited exposure to equity markets.
Total Experience : 10 years
Total Experience : 16 years
Total Experience : 11 years
India has witnessed high inflation in recent past, and so returns from traditional fixed income instruments have typically not been able to beat the inflation. If an investor can’t get a rate of return better than inflation, the money starts losing its value. Therefore, it is important for investors to invest in an instrument that can at least help provide inflation-beating returns. In this backdrop, monthly income plan (MIP) comes in handy for investors. Its concept originates from the need for higher returns to conservative investors. The MIP product relies on small dosages of equities in a predominantly debt portfolio to provide the returns a growth kicker.
How Wealth 25 is different
The Wealth 25 variant of Birla Sun Life MIP II addresses the needs of investors with a moderate risk profile.With a moderate level of risk, and a small increase in the amount of equity investments, to the tune of 20-30%, it can generate an above-average and inflation-beating return. The fund seeks to provide regular income with an opportunity to grow money through fixed income investments and a limited exposure to the equity markets. Since inception in 2004, year on year, this fund has been able to beat its benchmark on most occasions.
The Fund invests in various debt securities and money market instruments issued by corporates and/or state and central government. With the aim of controlling risks, rigorous indepth credit evaluation of the instruments proposed to be invested in is carried out by the Investment Team of the AMC. The credit evaluation includes a study of the operating environment of the company, the past track record as well as the future prospects of the issuer, the short as well as long-term financial health of the issuer. The AMC is also guided by the ratings of rating agencies such as CRISIL, CARE and ICRA or any other rating agency as approved by the regulators.
(An open ended hybrid scheme investing predominantly in debt instruments)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.