Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund was introduced after Sun Life Financial merged with Aditya Birla Group. Birla Sun Life Mutual Fund offers numerous investment options to the customers. Equity schemes that are both diversified and sector specific; hybrid and monthly income funds and a varied range of treasury products, debt products and offshore funds are the various investment options, which are offered by Birla Sun Life Mutual Fund.

Birla Sun Life Mutual Fund Investment Options include the following:
Equity Schemes
Debt Schemes
Hybrid Schemes
Offshore Schemes

The Equity Schemes of Birla Sun Life Mutual Fund can be divided into the following categories – Diversified Funds, Theme Based Funds and Sector Funds. The products under these segments are: Diversified Funds:
Birla Sun Life International Equity Fund
Birla Sun Life Equity Fund
Birla Sun Life Frontline Equity Fund
Birla Midcap Fund
Birla Sun Life – Tax Relief’96
Birla Top 100 Fund
Birla Advantage Fund
Birla Sun Life Long Term Advantage Fund – Series 1
Birla Long Term Advantage Fund
Birla Dividend Yield Plus
Birla Equity Plan
Birla Index Fund
Birla Tax Plan 98
Theme Based Funds:
Birla India GenNext Fund
Birla India Opportunities Fund
Birla MNC Fund
Birla Sun Life Basic Industries Fund
Birla Infrastructure Fund
Sector Funds:
Birla Sun Life Buy India Fund
Birla Sun Life New Millennium Fund
The Debt Schemes offered by Birla Sun Life Mutual Fund can further be divided into the following categories and products:
Long Term Funds
Birla Income Plus
Birla Sun Life Income Fund
Birla Bond Index Fund
Birla Dynamic Bond Fund

Gilt Fund
Birla Gilt Plus
Birla Sun Life – Government Securities Fund (LTP)

Short Term Fund
Birla Sun Life Liquid Plus
Birla Sun Life – Short Term Fund

Floating Rate Funds
Birla Floating Rate Fund

Cash Funds
Birla Cash Plus
Birla Sun Life – Cash Manager

Fixed Maturity Plans
Birla FMP

Fixed Term Funds
Birla Fixed Term Plan Series
The Hybrid Schemes offered by Birla Sun Life Mutual Fund can be divided into the following categories and products:
Balanced Funds
Birla Balance
Birla Sun Life 95′ Fund

MIP
Birla MIP
Birla MIP II
Birla Sun Life – Monthly Income

Fund of Funds
Birla Asset Allocation Fund

Capital Protected Fund
Birla Sun Life Capital Protection Oriented Fund
The Offshore Schemes offered by Birla Sun Life Mutual Fund are:
India Advantage Fund
Excel India Fund
Birla Sun Life Mutual Fund offers a comprehensive set of services for the clients. The customers can contact the help desk and have the following information:
Manage Investments
Sign-up for Services
Addenda
Contact
NRI Section
Query Submission
Authorized Collection Center
Market Watch
Information on starting an SIP
Information on other Value Added Services like STP and SWP

 

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