Birla Sun Life MNC Mutual Fund

The fund that invests in securities of multinational companies in order to achieve long-term growth of capital with relatively moderate levels of risk.

Birla Sun Life MNC Mutual Fund - Highlights

Long term capital growth
Investments primarily in equity and equity related securities of multinational companies (MNCs)

A multinational company has a lot to offer – latest technology, time-tested expertise and global understanding to name a few. These offerings enable them to widen their reach across continents and therefore better growth opportunities.

Wouldn't you want your investments to have this global edge, which can help you achieve your long-term goals?

Presenting Birla Sun Life MNC Fund, which aims to invest in securities of multinational companies through a research based investment approach to achieve long term growth of capital.

Birla Sun Life MNC Mutual Fund - Highlights

Invests in multinational companies
Diversified and quality portfolio
Strong performance track record

Why Birla Sun Life MNC Fund?

MNCs are generally considered to be high quality companies with global edge and therefore present a better potential for growth. Birla Sun Life MNC Fund invests in securities of multinational companies through a research based investment approach to achieve long term capital growth.

Why choose multinational companies?

Multinational companies generally have strong parentage backed by professional management. They are also known for the best use of latest technology and global experience. Such synergies can help translate strengths into superior products and services, in turn commanding a higher market share or a price premium. All these factors can lead to high growth rates for the company in the long run.

Investment objective:

An open-ended growth scheme with the objective to achieve growth of capital at relatively moderate levels of risk by investing in securities of multinational companies through a research based investment approach.

Nature of scheme	An Open ended Growth Scheme
Inception Date (Date Of Allotment)	27-December-1999
Scheme Objective	The fund that invests in securities of multinational companies in order to achieve long-term growth of capital with relatively moderate levels of risk.
Asset Allocation	Upto 100% in equity and equity related instruments. Upto 20% in debt and money market instruments.
Investment Strategy	The investment emphasis of the Schemes would be on identifying companies with sound corporate managements and prospects of good future growth. A track record of superior performance and corporate governance will be added considerations. Essentially, the focus would be on stocks driven by long term fundamentals. However, short-term opportunities would also be seized, provided underlying values supports these opportunities. Liquidity will be very important consideration for investment decisions, due to the potential of large redemptions inherent in open-end schemes. As a result, a significant proportion of the Scheme's equity investments will be made in relatively liquid large capitalization stocks, including established blue-chips and emerging blue-chip stocks. In addition, as far as supported by liquidity considerations, investments in small and medium capitalization growth stocks will also be emphasized in expectation of higher returns. A portion of the funds will also be invested in IPOs and other primary market offerings that meet our investment criteria.
Fund Manager	Mr. Ajay Garg
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	1% if redeemed /switched out within 365 days from the date of allotment.Nil if redeemed /switched after 365 days from the date of allotment. **Exit Load is NIL for units issued in Bonus & Dividend Reinvestment.
Benchmark	Nifty MNC
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.