Wednesday, June 3, 2015

Birla Sun Life ’95 Fund

Birla Sun Life '95 Fund
 Birla Sun Life '95 Fund (An Open-ended Balanced Scheme) - With a legacy of over 20 years, this scheme seeks to achieve long-term growth of your investments by striking a balance between the potential growth of equity and safety of debt.
 What's unique about the scheme?
 
It invests in a mix of equities and bonds, money market instruments, etc. with an objective to generate long-term growth of capital and current income with moderate levels of risk
It has the flexibility to maintain equity exposure between 50% - 75% depending on the market conditions.
 
Bottom-up approach for stock selection and top-down approach for sector selection.

 

If you would have invested a lump sum amount of Rs.10,000 on February 10, 1995, your total corpus would have been Rs.5,61,580 as on March 31, 2015. Click here to know the detailed performance of the scheme.

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You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

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