Birla Sun Life Equity Mutual Fund

A Diversified Equity Fund that looks for opportunities without any sectoral or market cap bias with the aim to give you long term growth of capital.

Birla Sun Life Equity Mutual Fund - Highlights

Long term capital growth
Investments in equity and equity related securities

Brilliance can come from varied sectors and sizes.

Opportunities can come from companies big and small, from new industries or old ones. It may also keep changing; today one company or sector yields spectacular returns; tomorrow, another might overshadow it.

Presenting, Birla Sun Life Equity Fund (BSL Equity Fund) which looks for opportunities without any sectoral or size bias with the aim of giving you long term capital growth.

Birla Sun Life Equity Mutual Fund - Highlights

Scheme invests without any sector or market bias
Companies with sound management following both top-down and bottom-up approach
Potential wealth creation with equity

Invest without any sector or market bias

Opportunities can come in all sizes. The fund has a multi cap investment style with no sector or market cap bias which gives the fund manager the flexibility to invest in companies with different market cap. The scheme intends to maintain equity allocation of >90% and has the flexibility to move within different market caps and / or sector.

The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document (SID) of the scheme. Please refer to the SID for asset allocation, investment strategy and scheme specific risk factors.

Companies with sound management following both top-down and bottom-up approach

The scheme would adopt top-down and bottom-up approach of investing and will aim at being diversified across various industries and / or sectors and / or market capitalisation. Some of these could be turnaround companies, while some could be contrarian calls with a certain level of conviction that these businesses have good long term prospects. The investment emphasis of the scheme would be on identifying companies with sound corporate management and prospects of good future growth. Essentially, the focus would be on stocks driven by long-term fundamentals. Short-term opportunities would also be seized, provided underlying values support these opportunities. A portion of the scheme will also be invested in IPOs, emerging sectors, concept stocks and other primary market offerings that meet our investment criteria.

The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document (SID) of the scheme. Please refer to the SID for asset allocation, investment strategy and scheme specific risk factors.

Potential long term wealth creation with equity

The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. The focus would be on stocks driven by long-term fundamentals.

Get the latest NAV on SMS, send NAV <51> as an SMS to 567679. Premium SMS charges apply.

Nature of scheme	An Open ended Growth Scheme
Inception Date (Date Of Allotment)	27-August-1998
Scheme Objective	A Diversified Equity Fund that looks for opportunities without any sectoral or market cap bias with the aim to give you long term growth of capital.
Asset Allocation	80-100%: Equities & Equity related securities. 0-20%: Debt & Money Market instruments
Fund Manager	Mr. Anil Shah
Investor Risk Profile	Medium to High
Investment Plans / Options	Dividend (Reinvestment, Payout & Sweep) Growth
Investment Option by default	Dividend Reinvestment
Minimum subscription amount	Rs.5,000/- and in multiples of Re. 1/- thereafter
Minimum additional investment	Rs. 1,000/- and in multiples of Re. 1/- thereafter
Entry Load*	Nil
Exit Load	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.
Benchmark	BSE 200
Indicative Dividend Calendar	At the Discretion of Trustees
*In terms of SEBI circular no. SEBI/IMD/CIR No.4/ 168230/09 dated June 30, 2009, no entry load will be charged by the Scheme to the investor effective August 1, 2009. Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors' assessment of various factors including the service rendered by the distributor.