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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 investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.
CSIP : Century SIP - SIP to enable your long term wealth creation while providing Free Life Insurance of upto Rs 50 Lacs
SIP : Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings
STP : 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
SWP : 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
CATP : Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals
|Investment Performance - Regular Plan - Growth||NAV as on December 30, 2010: Rs. 44.9958|
|Date of Inception: Oct 24, 2005||NAV Per
Life Top 100
|Nifty 50 #
|Value of Standard Investment of Rs 10000 in|
|Since inception till December 30, 2016 (CAGR)||10.0000||14.38||11.61||11.44||44996||34181||33616|
|December 31, 2015 to December 30, 2016 (Absolute)||42.1734||6.69||3.01||1.95||10669||10301||10195|
|December 31,2014 to December 31,2015 (Absolute)||42.1924||-0.05||-4.06||-5.03||9995||9594||9497|
|December 31,2013 to December 31,2014 (Absolute)||28.3342||48.91||31.39||29.89||14891||13139||12989|
# 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 managed by Mr. Mahesh Patil is 8. Refer annexure on page no. 67 of Empower 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 : 27 years
MNCs are adept at performing well, even in adverse market conditions. That is why investors place greater trust in their management and such companies consequently enjoy higher valuations in equity markets. A significant number of MNC's are valued at a premium for their management quality, consistent growth, strong finances, access to parent technology and prudent accounting policies. Investors can, by investing in such funds, achieve their long-term goals. Aditya Birla Sun Life Focused Equity Fund aims to invest in securities of multinational companies through a research-based investment approach.
Confidence and stability from investments in MNCs
Only exceptionally performing companies become MNCs. They are synonymous with latest technology, time-tested expertise and a global understanding that enables them to expand their presence across continents and create growth opportunities. Developing economies like India present tremendous opportunities for multinationals. We expect MNCs to make fresh investments in areas like knowledge-based industries, service industry and infrastructure. Investors can benefit from investing in globally competitive companies through investments in this scheme.
The fund primarily invests in companies with sound corporate managements and prospects of good future growth. A track record of superior performance and corporate governance is also given due weightage to be part of this fund’s portfolio. A significant proportion of the scheme's equity investment is made in large capitalization stocks, including established blue-chips and emerging blue-chip stocks. The Fund Benchmark is Nifty 50 TRI.
(An Open ended Large cap Equity Scheme investing in maximum 30 stocks)
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.