The fund offers a range of investment options, which include diversified and sector specific equity schemes, fund of fund schemes, hybrid and monthly income funds, a wide range of debt and treasury products and offshore funds.
BSLAMC follows a long-term, fundamental research based approach to investment. The approach is to identify companies, which have excellent growth prospects and strong fundamentals.
Equity Schemes
Diversified Fund
Birla Sun Life Pure Value Fund
Birla Sun Life Pure Value Fund is a fund that seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.
Birla Sun Life Frontline Equity Fund
Birla Sun Life Frontline Equity Fund is an open-ended diversified equity fund, which invests in handpicked frontline stocks (i.e. stocks which have the potential of providing superior growth opportunities) such that it is representative of all leading sectors of its chosen benchmark.
Birla Sun Life - Tax Relief'96
This fund aims at achieving long term growth of capital along with Income Tax benefits for investors under section 80C.
Birla Sun Life International Equity Fund
Plan A-100% Intl. allocation
Capitalizes the strengths of individual countries all across the world.
The fund identifies top performing stocks even in markets that post low growth figures.
Plan B-30% Intl. allocation
Capitalizes the strengths of individual countries all across the world.
The fund identifies top performing stocks even in markets that post low growth figures.
BSLAMC follows a long-term, fundamental research based approach to investment. The approach is to identify companies, which have excellent growth prospects and strong fundamentals.
Capitalizes the strengths of individual countries all across the world.
The fund identifies top performing stocks even in markets that post low growth figures.
Plan B-30% Intl. allocation
Capitalizes the strengths of individual countries all across the world.
The fund identifies top performing stocks even in markets that post low growth figures.
Birla Sun Life Advantage Fund
This fund ensures that your hard-earned savings are invested in a way that earns superior returns.
Birla Sun Life Long Term Advantage Fund
Objective
Long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities.
Birla Sun Life Tax Plan
The fund offers superior growth opportunities and avail benefits under Section 80C of the Income Tax Act, 1961.
Birla Sun Life Equity Fund
This Fund enables investors to capitalize on the immense growth opportunities provided by the stock market while at the same time minimizing the risk.
Birla Sun Life Midcap Fund
Birla Midcap Fund is an open ended growth fund which focuses on investing in the Midcap segment of the market with a disciplined investment approach.
The fund seeks to achieve long-term growth of capital at controlled level of risk by primarily investing in Mid Cap Stocks.
Birla Sun Life Special Situations Fund
The objective of the scheme is to generate long-term growth of capital by investing in a portfolio of equity and equity related securities. The scheme would follow an investment strategy that would take advantage of special situations and contrarian investment style.
Birla Sun Life Top 100 Fund
Birla Top 100 Fund is an open ended growth scheme which will focus on investing predominantly in a diversified portfolio of Large Cap stocks.
Birla Sun Life Long Term Advantage Fund - Series 1
The objective of the fund is to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap.
Birla Sun Life Dividend Yield Plus
Birla Dividend Yield Plus has a portfolio that seeks to provide a combination of high dividend yield, Substantial capital protection and strong possibility of capital gains
Birla Sun Life Index Fund
Birla Index Fund is an open ended Index Linked Growth Scheme with an objective to generate returns that are commensurate with the performance of the Nifty.
Theme Based Fund
Birla Sun Life India GenNext Fund
The basic theme of the Birla India GenNext Fund is to target growth of capital by investing in companies that are expected to benefit from the changing consumption patterns in India.
Birla Sun Life India Opportunities Fund
Birla India Opportunities Fund (BIOF) is an open-ended scheme that invests in foreign exchange earning companies. BIOF aims to identify companies that seek to utilize India's low cost and high quality resources to service the needs of global customers.
Birla Sun Life MNC Fund
The fund invests exclusively in securities of multinational companies in order to achieve long-term growth of capital with relatively moderate levels of risk.
Birla Sun Life Basic Industries Fund
Birla Sun Life Basic Industries Fund is an open-ended equity fund investing in basic and core sector industries like Banks, Capital goods and Automobiles.
Birla Sun Life Infrastructure Fund
Birla Infrastructure Fund seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.
Sectoral Fund
Birla Sun Life Buy India Fund
Objective
Birla Sun Life Buy India Fund is a multi sector open-end growth scheme with the objective of long-term growth of capital through a portfolio with a target allocation of 100% equity, focusing on investing in businesses that are driven by India's large population and inherent consumption patterns. The secondary objective is income generation and distribution of dividend.
Minimum subscription amount
Rs.5,000/- and in multiples of Re. 1/- thereafter
Entry Load
For Purchase / switch in of units less than Rs. 5 Crores in value: 2.25% For Purchase / switch in of units equal to or greater than Rs. 5 Crores in value: NIL
Exit Load
For Purchase / Switch in of Units, less than Rs. 5 crores in value, an exit load of 1.00% is payable if units are redeemed / switched out within 12 months from the date of allotment. For Purchase / Switch in of Units, equal to or greater than Rs. 5 crores in value, no exit load is payable.
Birla Sun Life New Millennium Fund
Objective
Birla Sun Life New Millenium Fund is a multi-sector open-end growth scheme with the objective of long-term growth of capital through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.
Minimum subscription amount
Rs.5,000/- and in multiples of Re. 1/- thereafter
Entry Load
For Purchase / switch in of units less than Rs. 5 Crores in value: 2.25% For Purchase / switch in of units equal to or greater than Rs. 5 Crores in value: NIL
Exit Load
For Purchase / Switch in of Units, less than Rs. 5 crores in value, an exit load of 1.00% is payable if units are redeemed / switched out within 12 months from the date of allotment. For Purchase / Switch in of Units, equal to or greater than Rs. 5 crores in value, no exit load is payable.
Debt Schemes
Long Term Fund
Birla Sun Life Income Plus
Birla Income Plus (BIP) is an open-ended debt scheme with the objective to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach.
Birla Sun Life Income Fund
Birla Sun Life Income Fund (Formerly: Alliance Income Fund) is an open-ended income scheme with the objective of generating income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Birla Sun Life Dynamic Bond Fund
Birla Dynamic Bond Fund is a scheme with an investment objective to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality Debt and Money Market Instruments.
Gilt Fund
Birla Sun Life Gilt Plus
• Liquid Plan
• PF Plan
Its Objective is to generate income and capital appreciation through investments exclusively in Government securities.
• Regular Plan
Birla Gilt Plus invests exclusively in Central Government Securities with an objective of generating income and capital appreciation for the investors.
Birla Sun Life - Government Securities Fund (LTP)
The Scheme seeks to provide investors investors current income consistent with a portfolio invested 100% in securities issued by the Government of India or the State Government and the secondary objective is capital appreciation.
Short Term Fund
Birla Sun Life Liquid Plus
The primary objective of the scheme is to generate regular income through investments in debt and money market instruments. Income may be generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The scheme will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.
Birla Sun Life - Short Term Fund
Birla Sun Life Short Term Fund aims 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.
Floating Rate Fund
Long Term Plan
The primary objective of the Scheme is to generate regular income through investment in a portfolio comprising substantially of floating rate debt/money market instruments. The scheme may invest a portion of its net assets in fixed rate debt securities and money market instruments. The scheme will endeavour to minimize interest rate risk and act as a hedge against increase in interest rates.
Short Term Plan
The primary objective of the Scheme is to generate regular income through investment in a portfolio comprising substantially of floating rate debt/money market instruments. The scheme may invest a portion of its net assets in fixed rate debt securities and money market instruments. The scheme will endeavour to minimize interest rate risk and act as a hedge against increase in interest rates.
Cash Fund
Birla Sun Life Cash Plus
Its objectibe is to provide reasonable returns at a high level of safety and liquidity through judicious investments in high quality debt and money market instruments.
Birla Sun Life - Cash Manager
Birla Sun Life Cash Manager aims to provide current income, which is consistent with a portfolio that offers superior liquidity by investing 100% in a diversified portfolio of debt (fixed income) & money market securities.
Fixed Maturity Plan
Birla Sun Life FMP
Birla Fixed Maturity Plan is specifically designed to control price risk. It is ideal for risk averse investors seeking stable returns over a fixed period similar to bank fixed deposits.
Fixed Term Funds
• Birla Sun Life Fixed Term Plan Series
Interval Income Funds
• Birla Sun Life Interval Income Fund Series
Hybrid Schemes
Balanced Funds
Birla Sun Life Balance
Birla Balance strikes a balance between the growth that equity offers and the safety that debt provides, thus seeking to maximize returns on your investments at moderate levels of risk.
Birla Sun Life 95 Fund
Birla Sun Life 95 Fund strikes a balance between the growth that equity offers and the safety that debt provides, and thereby helps you achieve the best of both worlds. Thus fund seeks to maximize returns on your investment at moderate levels of risk.
MIP
Birla Sun Life MIP
Birla MIP is an open-ended income scheme which seeks to generate regular income through investments in fixed income securities so as to make monthly payment or distribution to Unit-holders with the secondary objective being growth of capital through investments in equity.
Birla Sun Life MIP II
Saving 5 Plan
Its objective is to generate regular income through investment in fixed income securities so as to make monthly payment or distrbutions to unit holders with the secondary objective being growth of capital.
Wealth 25 Plan
Its objective is to generate regular income through investment in fixed income securities so as to make monthly payment or distrbutions to unit holders with the secondary objective being growth.
Birla Sun Life - Monthly Income
Birla Sun Life Monthly Income is an open-end regular income scheme with the primary objective to generate regular income so as to make monthly and quarterly distributions to Unit-holders and the secondary objective being growth of capital.
Fund of Funds
Birla Sun Life Asset Allocation Fund
Conservative:
It provides a convenient and inexpensive way of creating a basket of funds for the investor, which is rebalanced monthly. The scheme has the option of investing upto 30% of its assets in schemes managed by other Mutual Funds.
Moderate:
It provides a convenient and inexpensive way of creating a basket of funds for the investor, which is rebalanced monthly. The scheme has the option of investing upto 30% of its assets in schemes managed by other Mutual Funds.
Aggressive:
It provides a convenient and inexpensive way of creating a basket of funds for the investor, which is rebalanced monthly. The scheme has the option of investing upto 30% of its assets in schemes managed by other Mutual Funds.
Capital Protection Fund
Birla Sun Life Capital Protection Oriented Fund
-----------------------------------------------------------------
Also, know how to buy mutual funds online:
Invest in DSP BlackRock Mutual Funds Online
Invest in Reliance Mutual Funds Online
Invest in HDFC Mutual Funds Online
Invest in Sundaram Mutual Funds Online
Invest in Birla Sunlife Mutual Funds Online
Invest in IDFC Mutual Funds Online
Invest in UTI Mutual Funds Online
Invest in SBI Mutual Funds Online
Invest in L&T Mutual Funds Online
Invest in Edelweiss Mutual Funds Online
