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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 scheme seeks to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials/mis-pricing prevailing for stock/index in various market segments (Cash & Future)
Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings
Salient features of SIP:
Step-up SIP – This facility lets investors enhance the SIP amount during regular intervals. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay.
Multi Scheme SIP Facility - The Facility enables investors to subscribe under various Schemes through SIP using a single application form and payment instruction.
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
Investors have the option of:
Minimum Balance in the scheme at the time of enrollment for STP facility:
Minimum Transfer Amount
For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. 1thereafter. For STP installments of Rs.1000 and above, Investors are required to instruct for minimum 6 transfers of Rs.1000 and in multiples of Re. 1 thereafter.
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
Investors have the option of:
Fixed Withdrawal - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals.
Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals.
For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter.
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 :
Use this tool by entering any amount you would have invested to calculate how much it would be worth today.
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
While the key objective of investing is to earn income on one’s savings, there is also a need for investments to be tax efficient i.e.: optimisation of tax expense on the investment income. Equity investments are most tax efficient as they are taxed at concessional rates when compared to other forms of investment. Tax efficiency of equity however comes with high volatility especially in the short term. What if you could have the tax efficiency of equity with far lesser risks than that generally associated with equity in the short term? This is what Aditya Birla Sun Life Arbitrage Fund seeks to achieve.
This scheme invests in arbitrage opportunities available in equity and equity related securities. Arbitrage essentially aims to earn an almost risk-free profit by taking advantage of minor price differences of stocks/index across different markets. These markets are essentially cash and futures segments of the stock market. This scheme can be utilised to fund short term goals with an aim to earn reasonable returns.
Suitable For: Short term goals
Ideal Investment Horizon: Up to 1 year
Scheme seeks to generate income by predominantly investing in equity and equity linked instruments. Scheme aims to identify the price differentials prevailing for a stock / index in 2 market segments (cash, futures, etc.). Trades are executed once the price differentials are identified. Generally, trades will be executed provided that they generate returns higher than short term debt instruments (call money, money market instruments, liquid schemes, etc.) net of expenses.
Scheme will buy a stock where it is available cheap and sell the stock where it is quoting at a higher price. Simultaneous buy and sell trade will be entered into in both the market segments (Cash & Futures). A portion of the corpus will also be invested in direct equities, IPO’s, Options, open offer and buy-back. Allocation to these strategies will be restricted to the extent of 10% of the corpus size
(An open ended scheme investing in arbitrage opportunities)
*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.