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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 investment objective is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Total Experience : 13 years
Total Experience : 22 years
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Education is the key to make a difference to our lives. One thought that remains on top of the mind of every parent is to provide quality education to their child. But the cost of good education is increasing exponentially. Aditya Birla Sun Life Bal Bhavishya Yojna – Wealth Plan seeks to help parents fulfil their children’s dreams without worrying about the rising education costs. This plan will allocate a minimum of 65% into equity and equity related instruments and is suitable for those who want to benefit from the inflation adjusted wealth creation power of equity instruments and have an investment horizon of more than 7 years and above. You may invest in this plan for your child’s graduation, foreign education, marriage, and maybe even for a home when he / she turn 25! The Fund Benchmark is S&P BSE 200 TRI.
An open-ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier)
*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.
Disclaimer
*Second Income/Regular Income/Monthly Income is not assured and is subject to availability of distributable surplus. Dividend distribution in the form of regular income to individual investors is subject to dividend distribution tax (DDT) of 13.5188% which is deducted by the fund house. For individual nature of tax implications, investors are requested to consult their tax advisors before investing.
**The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document. Please refer to the Scheme Information Document for asset allocation, investment strategy, and risk factors.
+Investors should note that declaration of dividends is at the discretion of Trustees and subject to availability of distributable surplus and there is no guarantee or assurance on the frequency or quantum of dividends. The NAV of the scheme pursuant to a payout of the dividend would fall to the extent of the payout and statutory levy (if applicable). For individual nature of tax implications, investors are requested to consult their tax advisor before investing.