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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 generate growth and capital appreciation by building a portfolio of companies that are expected to benefit from economic reforms, PSU divestment and increased government spending.
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
|Investment Performance - Regular Plan - Growth||NAV as on December 30, 2010: Rs. 14.51|
|Date of Inception: June 25, 2010||NAV Per
|Nifty 500 #
|Nifty 50 ## (%)||Value of Standard Investment of Rs 10000 in|
|Nifty 50 ##
|Since inception till December 30, 2016 (CAGR)||10.00||5.88||7.47||6.99||14510||15994||13782|
|December 31, 2015 to December 30, 2016 (Absolute)||13.70||5.91||3.84||3.01||10591||10384||10301|
|December 31,2014 to December 31,2015 (Absolute)||14.00||-2.14||-0.72||-4.06||9786||9928||9594|
|December 31,2013 to December 31,2014 (Absolute)||8.81||58.91||37.82||31.39||15891||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 managed by Mr. Satyabrata Mohanty is 12. 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 : 17 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.
For any sector to do well, help and support of the government is required. The government is taking several steps to implement major reforms in various sectors. It has been proven time and again that when economic reforms are rolled out in any sector, that particular sector is able to beat all expectations and grow exponentially This presents investors with an opportunity to create wealth.
The Green Revolution of the 50s and the Telecom and I.T. reforms of the 90s have not only improved people's lifestyles but have also led to the stellar growth of some companies in these sectors. Investors in these companies too have seen their wealth multiply. Now, with a new set of reforms in the pipeline, there will be great opportunities for investors to create wealth. Aditya Birla Sun Life Infrastructure Fund gives you an opportunity to benefit from the growth of companies which are likely to gain from India's economic reforms.
The scheme invests in selected sectors based on the investment team’s analysis of aspects such as business cycles, regulatory reforms and competitive advantage. The fund focuses on the fundamentals of the business, the industry structure, the quality of management, sensitivity to economic factors, the financial strength of the company and the key earnings drivers. The Fund Benchmark is Nifty Infrastructure TRI
(An open ended equity scheme investing in infrastructure sector)
*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.