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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 of the scheme is to provide capital growth and income by investing primarily in a well diversified portfolio of dividend paying companies that have a relatively high dividend yield.
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.
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
Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals
Century SIP - SIP to enable your long term wealth creation while providing Free Life Insurance of upto Rs 50 Lacs
Century SIP - In addition to the regular SIP facility for the Scheme, Aditya Birla Sun Life Century SIP (CSIP) gives the benefit of Free Life Insurance cover up to Rs.50Lacs. It is eligible for individual investors whose age is 18 years and above but less than 51 years, at the time of the first investment. In case of joint unit holders in the scheme, only the first unit holder would be eligible for the insurance cover.
Investment Amount in Century SIP
Investors should note that once CSIP is availed, CSIP amount cannot be changed. However, investors can avail the step-up SIP feature.
Tenure of Century SIP
60 Years and less than the current completed age of the investor. If the investor has chosen an end date which is beyond 60 years of age the SIP will continue beyond the age of 60, however without any insurance benefits.
Amount of Insurance Cover:
If Century SIP continues, the insurance cover would be as follows:
All the above mentioned limits are subject to maximum cover of Rs.50 lacs per investor across all schemes/plans/folios of the fund.
|Investment Performance - Regular Plan - Growth||NAV as on December 30, 2010: Rs. 138.64|
|Date of Inception: Feb 26, 2003||NAV Per
Yield Plus (%)
|Nifty 500 #
|Nifty 50 ## (%)||Value of Standard Investment of Rs 10000 in|
|Birla Sun Life
|Nifty 50 ##
|Since inception till December 30, 2016 (CAGR)||10.00||20.90||17.44||15.98||138640||92745||77986|
|December 31, 2015 to December 30, 2016 (Absolute)||135.12||2.61||3.84||3.01||10261||10384||10301|
|December 31,2014 to December 31,2015 (Absolute)||142.99||-5.50||-0.72||-4.06||9450||9928||9594|
|December 31,2013 to December 31,2014 (Absolute)||91.76||55.83||37.82||31.39||15583||13782||13139|
# 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. Total Schemes Co-Managed by Fund Managers is 3. Total Schemes managed by Mr. Satyabrata Mohanty is 12. Total Schemes managed by Mr. Vineet Maloo is 16. Refer annexure on page no. 67 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 : 17 years
Total Experience : 11 years
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.
One of the best indicators of a company’s performance is its ability to share its profits with its investors. If a company shares a significant portion of its profit regularly and consistently with its investors, it indicates that it’s a well-performing company. If there is an investment opportunity by identifying any such company that might be undervalued, it could result in twin benefits of tax free dividend income and growth in capital, during a particular period. This is what Aditya Birla Sun Life Dividend Yield Fund does by identifying such investment opportunities consisting of companies providing high dividends relative to their share prices.
Get best of both worlds but with lesser risk
As the companies grow and exhibit their financial progress with steady growth and profit sharing through dividend distribution, they have steady share price appreciation and face lesser price volatility. High dividend payout often signals that there is enough cash generation in the business and that the stock might be under-priced given the high cash generating ability of the issuer. This provides investors an opportunity to earn regular dividend and good capital appreciation with lesser risk.
Investing in stocks with high dividend yields is traditionally a 'Defensive Investment Strategy'. Using this approach, the scheme targets at achieving higher returns than would otherwise be available from interest bearing securities
(Bonds, FDs, CDs, Debentures etc.), but without taking undue exposure to the ups and downs of the stock markets.
It has been seen that share prices of companies having high dividend yield are less volatile than growth stocks. These companies which have a track record of dividend payment, are hence perceived as 'Shareholder Friendly'. The Fund Benchmark is S&P BSE Teck TRI.
(An open ended equity scheme predominantly investing in dividend yielding stocks)
*We recommend 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.