Birla Sun Life - Equity Schemes - Mutual Funds

Equity Schemes - Mutual Funds

Birla Sun Life Pure Value Fund

As savvy consumers, all of us look at great value deals in our everyday life. In the world of equity investments, investing in stocks with great value has been a timeless principle.

Value investing, is a classical approach that looks at investing in quality stocks that may be available at bargain prices. The underlying rationale being that once the factors influencing the stock prices change, these stocks may get closer to their true or intrinsic value.

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.

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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. The scheme targets the same sectoral weights (+/- 5%) within its portfolio as the benchmark, the BSE 200. However, the choice of stocks is not limited to the benchmark, thus providing a wider universe of investible stocks.

Investing across sectors ensures diversification and at the same time investing in frontline stocks provides for a possibility of higher returns. Birla Sun Life Frontline Equity Fund is ideal for investors looking at investing in quality stocks across the leading sectors of the economy.

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Birla Sun Life Tax Relief '96

There are various income tax saving investment options available under Section 80C of the Income Tax Act. Among them, Equity Linked Savings Schemes (ELSS) offer an option of investing primarily in equity markets and thus the potential of generating higher returns. 80C investments like ELSS provide the investor with the dual benefit of Tax rebate under section 80C + Long term wealth creation.

Birla Sun Life Tax Relief '96 (BSLTR 96) is a fund which aims at achieving long term growth of capital along with Income Tax benefits for investors under section 80C. It follows a bottom-up approach to investing, where the emphasis is on identifying companies in quality businesses with a strong competitive position and run by quality management. Essentially the focus is on long term fundamentally driven values.

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