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

Funds at a Glance
REGULAR INCOME SOLUTIONS
SCHEME PLAN/ OPTION DEFAULT OPTION** MINIMUM
INVESTMENT
PLAN^
OPTION
AMOUNT
Birla Sun Life Monthly Income
Regular Plan
Direct Plan
Monthly Dividend (Payout/Reinvestment/Sweep)
Quarterly Dividend (Payout/Reinvestment/Sweep)
Growth
• Choice of Plan : Growth
• Choice of Option within Monthly Dividend :
Dividend Reinvestment
• Choice of Plan within Quarterly Dividend :
Dividend Reinvestment
FP: ` 25,000/-
AP: ` 5,000/-
FP: ` 5,000/-
AP: ` 1,000/-
EXIT LOAD
For redemption-switch out consider
from the date of allotment.
within 365 days/1% of applicable NAV.
Birla Sun Life MIP
Regular Plan
Direct Plan
Monthly Dividend (Payout/Reinvestment/Sweep)
Monthly Payment (Instant / Deferred)
Growth
• Choice of Option within Monthly Dividend :
Dividend Reinvestment
• Choice of Option within Monthly Payment
Plan : Instant
FP: Dividend & Payment
Option ` 25,000/-
Growth: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life MIP II - Savings 5 Plan Regular Plan Monthly Dividend (Payout / Reinvestment /Sweep)
Monthly Payment
Direct Plan
Growth
Birla Sun Life MIP II - Wealth 25 Plan Regular Plan Monthly Dividend (Payout / Reinvestment /Sweep)
Monthly Payment
Direct Plan
Growth
• Choice of Option : Growth
• Choice of Sub-Option within Monthly Dividend
Option : Dividend Reinvestment
FP: Dividend & Payment
Option ` 25,000/-
Growth ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
within 365 days/1% 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.
TAX SAVINGS SOLUTIONS
SCHEME PLAN/ OPTION DEFAULT OPTION** MINIMUM
INVESTMENT
PLAN^
OPTION
AMOUNT
EXIT LOAD
For redemption-switch out consider
from the date of allotment.
Birla Sun Life Tax Relief ‘96 Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Payout
FP: ` 500/-
A : ` 500/-
Nil
Birla Sun Life Tax Plan Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Payout
^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.
FP: ` 500/-
AP: ` 500/-
Nil
WEALTH CREATION SOLUTIONS
LIST OF PLANS/OPTIONS DISCONTINUED FOR FURTHER SUBSCRIPTIONS W.E.F OCTOBER 01, 2012
SCHEME PLAN OPTION EXIT LOAD
For redemption-switch out consider from the date
of allotment.
Birla Sun Life Dividend Yield Plus*
PF Plan*
Dividend
Growth
within 365 days/1% of applicable NAV.
Birla Sun Life Commodity
Equities Fund (Global Agri Plan, Global Precious Metals Plan,
Global Multi Commodity Plan)
Institutional Plan*
Dividend
Growth
within 30 days/3% of applicable NAV.
after 30 days but before 365 days/1% of applicable NAV.
*Pursuant to SEBI Circular No. CIR/IMD/DF/21/2012 dated September 13, 2012 the aforesaid plans/options under respective scheme(s) stand discontinued for further subscriptions
w.e.f October 01, 2012. The existing investments, if any, under above plan/option shall continue till such investors remain invested in the said plan/option.
*Said Plans/Options stand discontinued and closed as there are no Unitholders thereunder.
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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