Empower for the Month of February 2013 - Birla Sun Life Mutual Fund
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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Industry Allocation<br />
SAVINGS SOLUTIONS<br />
<strong>Birla</strong> <strong>Sun</strong> <strong>Life</strong> Enhanced<br />
Arbitrage <strong>Fund</strong><br />
Allocation as a %<br />
<strong>of</strong> Net Assets %<br />
Banks 29.78%<br />
Retailing 16.67%<br />
Power 8.65%<br />
S<strong>of</strong>tware 8.39%<br />
Industrial Capital Goods 7.18%<br />
Future and Options -71.15%<br />
Cash & Cash Equivalents 15.11%<br />
Net receivables / payables 85.38%<br />
Total Net Assets 100%<br />
TAX SAVINGS SOLUTIONS<br />
<strong>Birla</strong> <strong>Sun</strong> <strong>Life</strong> Tax Plan<br />
Allocation as a %<br />
<strong>of</strong> Net Assets %<br />
Banks 20.53%<br />
S<strong>of</strong>tware 9.04%<br />
Finance 8.61%<br />
Pharmaceuticals 7.44%<br />
Auto Ancillaries 5.99%<br />
Cement 4.92%<br />
Consumer Non Durables 4.66%<br />
Petroleum Products 4.65%<br />
Auto 4.13%<br />
Transportation 3.53%<br />
Retailing 3.28%<br />
Pesticides 3.11%<br />
Construction Project 2.99%<br />
Industrial Capital Goods 2.83%<br />
Industrial Products 2.23%<br />
Media & Entertainment 2.00%<br />
Non - Ferrous Metals 1.74%<br />
Ferrous Metals 1.20%<br />
Power 1.10%<br />
Minerals/Mining 1.01%<br />
Oil 0.98%<br />
Consumer Durables 0.91%<br />
Cash & Cash Equivalents 1.99%<br />
Net receivables / payables 0.01<br />
Total Net Assets 100%<br />
<strong>Birla</strong> <strong>Sun</strong> <strong>Life</strong> Tax Relief ‘96<br />
Allocation as a %<br />
<strong>of</strong> Net Assets %<br />
Banks 20.70%<br />
S<strong>of</strong>tware 9.09%<br />
Finance 8.65%<br />
Pharmaceuticals 7.48%<br />
Auto Ancillaries 6.02%<br />
Cement 4.95%<br />
Consumer Non Durables 4.69%<br />
Petroleum Products 4.68%<br />
Auto 4.16%<br />
Transportation 3.55%<br />
Retailing 3.30%<br />
Pesticides 3.12%<br />
Construction Project 3.00%<br />
Industrial Capital Goods 2.84%<br />
Industrial Products 2.24%<br />
Media & Entertainment 2.01%<br />
Non - Ferrous Metals 1.75%<br />
Ferrous Metals 1.21%<br />
Power 1.11%<br />
Minerals/Mining 1.02%<br />
Oil 0.98%<br />
Consumer Durables 0.91%<br />
Cash & Cash Equivalents 1.46%<br />
Net receivables / payables 1.07%<br />
Total Net Assets 100%<br />
Note: The above Allocation is as on January 31, <strong>2013</strong> as per Industry classification as recommended by AMFI.<br />
The Financial Solution(s) stated 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,<br />
ei<strong>the</strong>r <strong>the</strong> quality <strong>of</strong> any particular Scheme or guarantee any specific per<strong>for</strong>mance/returns.<br />
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