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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 achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.
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.
Withdrawal Frequency:
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 : 23 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.
Consider you are out buying an expensive appliance for your home – your best bet at longevity would be to buy it from an established brand that is supported by strong manufacturing capabilities as well as robust after sales services. These brands have a good track record and have been time tested for their quality of product and service delivery and are thus the preferred choice of buyers looking to get the best out of their purchase.
When it comes to choices of funding long term and important goals such as your child’s education or buying a home, it is much like choosing an expensive appliance; where you can rely on the stability of established companies that have a good growth track record. This is the underlying premise of the Aditya Birla Sun Life Equity Advantage Fund – aim to grow your invested wealth by identifying companies with sound corporate managements and prospects of good future growth. Aditya Birla Sun Life Equity Advantage Fund invests predominantly in securities of large and mid-cap companies. The key of this fund is to focus on sectors that that have potential for growth in the years to come and identify companies with sound corporate managements and prospects of good future growth.
Suitable For: Long term goals
Ideal Investment Horizon: 3 years or more
The investment emphasis of the Scheme would be on identifying companies with sound corporate managements and prospects of good future growth. Past performance will also be a major consideration. Essentially, the focus would be on long-term fundamentally driven values. However, short-term opportunities would also be seized, provided they are supported by underlying values.
(An open ended equity scheme investing in both large cap and mid cap stocks)
*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.
Disclaimer
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.