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

Funds at a Glance
SAVINGS SOLUTIONS
SCHEME
PLAN/OPTION
(which continue for fresh
subscription)
DEFAULT OPTION**
MINIMUM
INVESTMENT
AMOUNT
EXIT LOAD
For redemption-switch out consider from the date of allotment.
PLAN^
OPTION
Birla Sun Life Cash Plus
Regular Plan
Direct Plan
Daily Dividend (Payout / Reinvestment)
Daily Dividend Reinvestment
Weekly Dividend (Payout / Reinvestment) FP: ` 5,000/-
Dividend (Payout / Reinvestment) AP: ` 1,000/-
Growth
Nil
Birla Sun Life Cash Manager Regular Plan Daily Dividend (Reinvestment) Daily Dividend Reinvestment FP: ` 5,000/-
Direct Plan
Weekly Dividend (Reinvestment) AP: ` 1,000/-
Growth
Nil
Birla Sun Life Savings Fund Regular Plan Daily Dividend (Reinvestment)
Weekly Dividend (Payout / Reinvestment)
Direct Plan
Growth
Daily Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
Nil
Birla Sun Life Ultra Short Term Fund Regular Plan
Direct Plan
Daily Dividend (Reinvestment)
Weekly Dividend (Payout / Reinvestment)
Fortnightly Dividend (Payout / Reinvestment)
Growth
Daily Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
Nil
Birla Sun Life Dynamic Bond Fund
Regular Plan
Direct Plan
Monthly Dividend Sweep
Monthly Dividend (Payout / Reinvestment /Sweep)
Quarterly Dividend (Payout / Reinvestment /Sweep)
• Choice of Option : Quarterly Dividend
• Choice of Sub-Option : Dividend
Reinvestment
FP: ` 5,00,000/-
FP: ` 5,000/-
FP: ` 5,000/-
AP: ` 1,000/-
AP: ` 1,000/-
AP: ` 1,000/-
Growth FP: ` 5,000/- AP: ` 1,000/-
Within 180 days: 0.50% of applicable NAV. After 180 days: Nil.
Birla Sun Life Medium Term Plan
Regular Plan
Direct Plan
Quarterly Dividend (Payout / Reinvestment)
Half Yearly Dividend (Payout / Reinvestment)
Dividend (Payout / Reinvestment /Sweep)
Growth
Growth
FP: ` 5,000/-
AP: ` 1,000/-
For redemption / switch-out of units within 365 days from the date of allotment:
2.00% of applicable NAV. For redemption / switch-out of units after 365 days
but before 730 days from the date of allotment: 1.00% of applicable NAV. For
redemption / switch-out of units after 730 days from the date of allotment: Nil.
Birla Sun Life Floating Rate Fund -
Long Term Plan
Regular Plan
Direct Plan
Daily Dividend (Reinvestment)
Weekly Dividend (Reinvestment)
Growth
Daily Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
Nil
Birla Sun Life Floating Rate Fund -
Short Term Plan
Regular Plan
Direct Plan
Daily Dividend (Reinvestment)
Weekly Dividend (Reinvestment)
Growth
Daily Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
Nil
Birla Sun Life Income Plus
Regular Plan
Direct Plan
Dividend (Payout / Reinvestment)
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
For redemption / switch-out of units within 365 days from the date of allotment:
1.00% of applicable NAV. For redemption / switch-out of units after 365 days from
the date of allotment: Nil.
Birla Sun Life Short Term Fund
(Erstwhile Birla Sun Life Income Fund)
Regular Plan
Direct Plan
Monthly Dividend (Payout/Reinvestment/Sweep)
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 30 days/0.50% of applicable NAV
Birla Sun Life Gilt Plus - Regular Plan Regular Plan Quarterly Dividend (Payout / Reinvestment /Sweep)
Direct Plan
Growth
Birla Sun Life Gilt Plus - Liquid Plan Regular Plan Quarterly Dividend (Payout / Reinvestment /Sweep)
Annual Dividend (Payout / Reinvestment /Sweep)
Direct Plan
Growth
Growth
FP: ` 5,000/-
AP: ` 1,000/-
For Liquid Plan, Regular Plan & PF Plan (Quarterly/Annual Div) Nil For PF Plan
(Growth) within 365 days/1% of applicable NAV.
Birla Sun Life Gilt Plus - PF Plan Regular Plan Quarterly Dividend (Payout / Reinvestment /Sweep)
Direct Plan
Growth (Quarterly Gain / Annual Gain)
Birla Sun Life Government Securities
Fund- Long Term Plan
Birla Sun Life Government Securities
Fund- Short Term Plan
Birla Sun Life Enhanced Arbitrage
Fund
Birla Sun Life Short Term
Opportunities Fund
Regular Plan
Direct Plan
Regular Plan
Direct Plan
Regular Plan
Direct Plan
Regular Plan
Direct Plan
Dividend (Payout / Reinvestment)
Growth
Daily Dividend (Reinvestment)
Growth
Dividend (Payout / Reinvestment /Sweep)
Growth
Quarterly Dividend (Payout / Reinvestment)
Dividend (Payout / Reinvestment)
Growth
Growth FP: ` 5,000/-
AP: ` 1,000/-
Growth
FP: ` 5,000/-
AP: ` 1,000/-
Dividend Reinvestment FP: ` 5,000/-
AP: ` 1,000/-
Growth
FP: ` 5,000/-
AP: ` 1000/-
within 365 days/1.00% of applicable NAV.
Nil
before 90 days/0.75% of applicable NAV.after 90 days to 180days/0.50% of
applicable NAV.after 180 days/Nil of applicable NAV.
For redemption / switch-out of units within 365 days from the date of allotment:
0.50% of applicable NAV.
^Direct Plan under the Schemes 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.
**Default Plan: In case Distributor code is mentioned in the application form, but “Direct Plan” is indicated against the Scheme name, the Distributor code will be ignored and the
application will be processed under Direct Plan. Further, where application is received for Regular Plan without Distributor code or “Direct” mentioned in the ARN Column, the application
will be processed under Direct Plan.The default option under the Regular or Direct Plan of the Scheme, as the case maybe, shall be applied accordingly.
The Financial Solution(s) stated above is ONLY for highlighting the many advantages perceived from investments in Mutual Funds but does not in any manner, indicate or imply, either
the quality of any particular Scheme or guarantee any specific performance/returns.
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