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Empower for the Month of February 2013 - Birla Sun Life Mutual Fund

Empower for the Month of February 2013 - Birla Sun Life Mutual Fund

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Regular Income Solutions<br />

What are Regular Income<br />

Solutions?<br />

Our Regular Income Solutions aim<br />

to preserve your money and provide<br />

regular income.<br />

Who can benefit from Regular Income<br />

Solutions?<br />

This is an ideal solutions <strong>for</strong> investors<br />

who are interested in alternative modes <strong>of</strong><br />

regular income, ei<strong>the</strong>r in present <strong>of</strong> after<br />

retirement stage, and have low propensity<br />

<strong>for</strong> risk.<br />

(Regular income is not assured & is subject to<br />

availability <strong>of</strong> distributable surplus.)<br />

Benefits <strong>of</strong> Regular Income Solutions:<br />

They aim to preserve your money & provide regular income: These schemes generally invest in instruments like bonds <strong>of</strong> reputed Indian<br />

companies and securities (bonds) issued by <strong>the</strong> Government <strong>of</strong> India which are considered relatively safe in order to generate regular income<br />

<strong>for</strong> you.<br />

They aim to fight Inflation: A small part is invested in equity i.e. stocks <strong>of</strong> Indian companies to help you stay ahead <strong>of</strong> inflation.<br />

Tax-efficient Returns: You may opt <strong>for</strong> a monthly dividend option where, in addition to <strong>the</strong> growth <strong>of</strong> your invested amount, a portion <strong>of</strong> <strong>the</strong><br />

same comes to you as monthly income which is given in <strong>the</strong> <strong>for</strong>m <strong>of</strong> dividends. These dividends are completely tax-free in your hands!<br />

A dividend distribution tax <strong>of</strong> 13.519% is applicable and is deducted by <strong>the</strong> fund house.<br />

Investors are advised to consult <strong>the</strong>ir tax advisor in view <strong>of</strong> individual nature <strong>of</strong> tax benefits.<br />

Wherever mentioned, Regular Income / Second Income / <strong>Month</strong>ly Dividend is not assured and is subject to availability <strong>of</strong> distributable surplus. The Financial Solution (Regular Income Solution) stated<br />

above is ONLY <strong>for</strong> highlighting <strong>the</strong> many advantages perceived from investments in <strong>Mutual</strong> <strong>Fund</strong>s but does not in any manner, indicate or imply, ei<strong>the</strong>r <strong>the</strong> quality <strong>of</strong> any particular Scheme or<br />

guarantee any specific per<strong>for</strong>mance/returns.<br />

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