Birla Sun Life Mutual Fund launches Birla Sun Life Dual Advantage Fund Series I

NFO period: 09^th June – 20^th June, 2016

Highlights of the NFO:

• Scheme type – A close ended hybrid scheme


• Investment objective – The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in equity and equity related instruments. The scheme does not guarantee/indicate any returns. There can be no assurance that the scheme's objectives will be achieved.


• Product suitability – The product is suitable for investors who are seeking income and capital appreciation by investing primarily in debt and money market instruments for regular returns & equity and equity related instruments for capital appreciation.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 10/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend Option(Payout Facility).


• Fund Manager – Mr. Prasad Dhonde, Mr. Ajay Garg and Mr. Vineet Maloo


• Benchmark – Mix of 80% Crisil Composite Bond Fund Index & 20% CNX Nifty Index


• Maturity – 1125 days from the date of allotment