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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 Objective of the scheme is to generate consistent long-term capital appreciation through value investing strategy.
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. 43.4218|
|Date of Inception: Mar 27, 2008||NAV Per
|S&P BSE 200 # (%)||Nifty 50 ## (%)||Value of Standard Investment of Rs 10000 in|
|S&P BSE 200 #
|Nifty 50 ##
|Since inception till December 30, 2016 (CAGR)||10.0000||18.23||6.89||6.20||43422||17930||16947|
|December 31, 2015 to December 30, 2016 (Absolute)||39.8389||8.99||3.95||3.01||10899||10395||10301|
|December 31,2014 to December 31,2015 (Absolute)||38.2510||4.15||-1.48||-4.06||10415||9852||9594|
|December 31,2013 to December 31,2014 (Absolute)||19.2215||99.00||35.47||31.39||19900||13547||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. Mahesh Patil is 8. Total Schemes managed by Mr. Milind Bafna is 4. 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 : 27 years
Total Experience :
Every investor will like to buy stocks at low prices and sell them at high prices. But that’s easier said than done since it requires investment acumen. It is this expertise that you get when you invest in Birla Sun Life Value Fund. It follows value investment strategy i.e. the fund invests in the stocks available at discounted or lower price compared to prices based on stocks’ fundamentals.
Investment flexibility across market capitalisation
The scheme tends to follow a flexi-cap approach. This involves investing in stocks across market capitalisations depending on available investment opportunities.
The fund would follow a value investing strategy for the management of its portfolio. Value investing is buying into stocks that the market is undervalueing. Identification of such stocks is done through fundamental analysis. The value strategy, essentially focuses on companies with long track records and excellent managements. In addition, focus is also on long-term and cyclical industry trends in order to identify and measure the risks associated with a Company's business. By taking a disciplined approach to security selection, portfolios can yield good long-term total returns. The Fund Benchmark is S&P BSE Enhanced Index Value TRI.
(An open ended equity scheme following a value investment strategy)
*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.