birla sun life mutual fund

Check Here Birla Sun Life Mutual Fund Factsheet 2017

Birla Sun Life mutual fund company is a joint venture between Aditya Birla and Sun Life Financial Inc of Canada. Talking about the mutual fund factsheet, it is a monthly PDF that is maintained by the company wherein there are main informations related to the particular fund.

There are different factsheets for different months as the NAV value is subject to change on daily basis. A person can easily download the factsheet for a particular from the official website of Birla Sun Life mutual fund.   

What is Birla Sun Life Mutual Fund Factsheet?

As mentioned above, Birla Sun Life Mutual Fund factsheet is the monthly track record of the mutual funds run by the Aditya Birla SL Mutual Fund which is accessible from its official website. The fact sheet is easy to understand and tells you the details of the fund you want to know.

Mutual Fund fact sheet analysis is simple as it is the sheet that tells you the portfolio and investment profile of all the mutual fund schemes being run by the mutual fund company. The sheet includes the following points in details:

  • Fund Manager
  • Application Amount for Fresh Subscription
  • Minimum Additional Amount
  • Yield to Maturity
  • SIP
  • NAV
  • Benchmark
  • Entry Load
  • Exit Load
  • Modified Duration
  • Standard Deviation
  • Sharpe Ratio
  • Beta
  • AUM
  • Holdings
  • Nature of Scheme
  • Rating Profile

How to check the fact sheet mutual fund?

The factsheet is easy to check as it has been designed by keeping in mind the customer’s readability and understanding. So, you will find no difficulty in reading the factsheet. You can choose the month for which you want to check the factsheet. You can either download the PDF for future references or just have a look at it online every time you will need it.

Where will I get Birla Sun Life Mutual Fund Factsheet PDF?

The factsheet is available online on the official website of the company. You do not need any kind of login ID to check the factsheet. The factsheet is in the form of PDF which is easily downloadable.

How is Mutual Fund Factsheet helpful?

You must have read above that the PDF includes the most important details of the company. From the details of the fund managers to the SIP, from NAV to Exit Loan, you will get every detail that is beneficial for those who either want to start Mutual Fund investments or are already an investor and want to check the performance of their fund/s. Having said that, if you are already an investor, you must have the idea about the benefits of the factsheet.

However, if you want to invest in Mutual Fund via lump sum or in Mutual Fund SIP, you must review the factsheet. Coming to the point where you want to know which fund you should invest in, Net Asset Value (NAV) is the thing you have to look for. It is the value of the fund that changes daily.

So, you can review the factsheet and check how and which fund is performing well. For your reference, here are some of the top Mutual Fund SIP options you have at Birla Sun Life.

Equity Funds

  • Birla Sun Life Banking And Financial Services Fund
  • Birla Sun Life Midcap Fund
  • BSL Tax Relief’96 Fund- (ELSS U/S 80C Of IT ACT)
  • Birla Sun Life Equity Fund
  • Birla Sun Life Frontline Equity Fund
  • Birla Sun Life Dividend Yield Plus
  • BSL Pure Value Fund
  • Birla Sun Life Tax Plan – (ELSS U/S 80C Of IT ACT)
  • Birla Sun Life MNC Fund
  • Birla Sun Life Advantage Fund
  • Birla Sun Life India GenNext Fund
  • Birla Sun Life Index Fund
  • Birla Sun Life Top 100 Fund
  • Birla Sun Life Small & Midcap Fund
  • Birla Sun Life Manufacturing Equity Fund
  • Birla Sun Life India Opportunities Fund
  • Birla Sun Life Infrastructure Fund
  • Birla Sun Life India Reforms Fund
  • BSL Special Situations Fund
  • BSL CEF – Global Agri Plan
  • Birla Sun Life New Millennium Fund
  • BSL International Equity-Plan A
  • BSL International Equity-Plan B
  • BSL Global Real Estate Fund
  • BSL Global Commodities Fund

Debt Funds

  • Birla Sun Life Corporate Bond Fund
  • Birla Sun Life Income Plus
  • Birla Sun Life Constant Maturity 10 Year Gilt Fund
  • Birla Sun Life Short Term Fund
  • Birla Sun Life Govt. Securities Long Term
  • BSL Medium Term Plan
  • Birla Sun Life Gilt Plus – PF
  • Birla Sun Life Treasury Optimizer Plan
  • Birla Sun Life Dynamic Bond Fund
  • Birla Sun Life Floating Rate Fund – Long Term
  • Birla Sun Life Floating Rate Fund Short Term Plan
  • Birla Sun Life Savings Fund
  • Birla Sun Life Cash Plus
  • Birla Sun Life Short Term Opportunities Fund

Hybrid Funds

  • Birla Sun Life Balanced ’95 Fund
  • BSL Financial Planning FOF – Aggressive Plan
  • Birla Sun Life Monthly Income
  • Birla Sun Life MIP II – Wealth 25 Plan
  • BSL Financial Planning FOF – Prudent Plan
  • Birla Sun Life Equity Savings Fund
  • Birla Sun Life Balanced Advantage Fund
  • BSL Asset Allocator Multi Manager FoF Scheme
  • Birla Sun Life MIP
  • Birla Sun Life MIP II-Savings 5 Plan
  • BSL Financial Planning FOF – Conservative Plan
  • Birla Sun Life Enhanced Arbitrage Fund

Tax Planning

  • BSL Tax Relief’96 Fund- (ELSS U/S 80C Of IT ACT)
  • Birla Sun Life Tax Plan – (ELSS U/S 80C Of IT ACT

 

DisclaimerMutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.

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