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

Investment Objective
SAVINGS SOLUTIONS
Birla Sun Life Cash Plus
Birla Sun Life Cash Manager
Birla Sun Life Savings Fund
Birla Sun Life Ultra Short Term Fund
Birla Sun Life Dynamic Bond Fund
Birla Sun Life Medium Term Plan
Birla Sun Life Income Plus
Birla Sun Life Short Term Fund
(Erstwhile Birla Sun Life Income
Fund)
Name change (w.e.f. 01 Feb, 2012)
Birla Sun Life Floating Rate Fund
Short Term Plan
Birla Sun Life Gilt Plus
Birla Sun Life Government
Securities Fund
Birla Sun Life Enhanced Arbitrage
Fund
Birla Sun Life Short Term
Opportunties Fund
An Open-ended liquid scheme with the objective to provide reasonable returns at a high level of safety and liquidity through judicious investments in
high quality debt and money market instruments.
An Open ended Income scheme with the objective to provide income which is consistent with a portfolio through investments in a basket of debt and
money market instruments of very short maturities with a view to provide reasonable returns.
The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe
generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal
market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.
An Open-ended short term income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a
diversified portfolio of debt and money market securities with relatively low levels of interest rate risk.
An Open-ended income scheme with the objective to generate optimal returns with high liquidity through active management of the portfolio by investing
in high quality debt and money market instruments.
The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to
make regular dividend payments to unit holders & secondary objective is growth of capital.
An Open-ended Income Scheme to generate consistent income through superior yields on its investments at moderate levels of risk through a
diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.
An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio
of debt and money market securities.
The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt /
money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments.
An Open - ended government securities scheme with the objective to generate income and capital appreciation through investments exclusively in
Government Securities.
An Open-ended Gilt scheme with the objective to provide investors current income consistent with a portfolio invested 100% in securities issued by the
Government of India or the State Governments, and the secondary objective is capital appreciation.
An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments.
Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures).
An Open ended Income scheme with the objective to generate regular income by investing primarily in investment grade fixed income securities / money
market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.
REGULAR INCOME SOLUTIONS
Birla Sun Life Monthly Income
Birla Sun Life MIP
Birla Sun Life MIP II - Wealth 25
Plan
Birla Sun Life MIP II - Savings 5
Plan
An Open-ended income scheme with the primary investment objective to generate regular income so as to make monthly and quarterly distributions to
Unit holders and the secondary objective as growth of capital. Monthly income is not assured and is subject to availability of distributable surplus
The primary objective of the scheme is to generate regular income so as to make monthly distributions to unit holders with the secondary objective
being growth of capital. Income may be generated through the receipt of coupon payments, the amortization of the discount on debt instruments, receipt
of dividends or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets
primarily in fixed income securities, money market instruments, cash and cash equivalents while at the same time maintaining a small exposure to
equity markets. (Monthly income is not assured and is subject to availability of distributable surplus.)
An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the
secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.
An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the
secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.
TAX SAVINGS SOLUTIONS
Birla Sun Life Tax Relief ‘96 An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80%
equity, 20% debt and money market securities
Birla Sun Life Tax Plan
An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for
investment.
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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