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

Funds at a Glance
WEALTH CREATION SOLUTIONS
SCHEME PLAN/ OPTION DEFAULT OPTION** MINIMUM
INVESTMENT
PLAN^
OPTION
AMOUNT
Birla Sun Life Equity Fund Regular Plan Dividend (Payout/Reinvestment/Sweep) Dividend Reinvestment FP: ` 5,000/-
AP: ` 1,000/-
Direct Plan
Growth
Birla Sun Life Advantage Fund Regular Plan Dividend (Payout/Reinvestment/Sweep) Dividend Reinvestment FP: ` 5,000/-
AP: ` 1,000/-
Direct Plan
Growth
EXIT LOAD
For redemption-switch out consider
from the date of allotment.
within 365 days/1% of applicable NAV.
within 7 days/0.50% of applicable NAV.
Birla Sun Life Midcap Fund Regular Plan Dividend (Dividend / Reinvestment / Sweep)
Direct Plan Growth (Growth with Triggered Facility)
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Frontline Equity Fund Regular Plan Dividend (Dividend / Growth / Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Infrastructure Fund Regular Plan Dividend (Dividend / Growth / Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life India GenNext Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life New Millennium Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Top 100 Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 Days/1% of applicable NAV.
Birla Sun Life Buy India Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 7 days/0.50% of applicable NAV.
Birla Sun Life MNC Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Index Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 7 days/0.50% of applicable NAV.
Birla Sun Life India
Opportunities Fund
Regular Plan
Direct Plan
Dividend (Payout/Reinvestment/Sweep)
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 7 days/0.50% of applicable NAV.
Birla Sun Life Small & Midcap Fund Regular Plan Dividend (Payout / Reinvestment)
Direct Plan
Growth
Dividend Payout
FP: ` 5,000/-
AP : ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life India Reforms Fund Regular Plan Dividend (Payout / Reinvestment)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP : ` 1,000/-
within 1 year/1% of applicable NAV.
Birla Sun Life Dividend Yield Plus Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life ‘95 Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Asset Allocation Fund -
Aggressive Plan
Regular Plan
Birla Sun Life Asset Allocation Fund -
Moderate Plan
Dividend (Payout / Reinvestment)
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
Nil
Birla Sun Life Asset Allocation Fund -
Conservative Plan
Direct Plan
Birla Sun Life Special Situations Fund Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
• Choice of Plan : Growth
• Choice of Option : Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Commodity Equities Fund
(Global Agri Plan, Global Precious Metals Plan,
Global Multi Commodity Plan)
Regular Plan
Direct Plan
Dividend (Payout / Reinvestment /Sweep)
Growth
Growth / Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 30 days/3% of applicable NAV.
after 30 days but before 365 days/1% of applicable
NAV.
Birla Sun Life International Equity Fund (Plan A) Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
Nil
Birla Sun Life International Equity Fund (Plan B) Regular Plan Dividend (Payout/Reinvestment/Sweep)
Direct Plan
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Pure Value Fund Regular Plan Dividend (Payout/Reinvestment)
Direct Plan
Growth
• Choice of Plan : Growth
• Choice of Option : Reinvestment
FP : ` 5,000/-
AP : ` 1,000/-
within 365 days/1% of applicable NAV.
Birla Sun Life Long Term
Advantage Fund
Regular Plan
Direct Plan
Dividend (Payout/Reinvestment)
Growth
Dividend Reinvestment
FP: ` 5,000/-
AP: ` 1,000/-
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.
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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