Birla Sun Life Asset Management Company Ltd. is a joint venture between the Aditya Birla Group and the Sun Life Financial Services Inc. based in Canada. The Birla Mutual Fund was established in the year 1994. The company is one of the leading mutual fund investment companies in India with assets of more than Rs.17, 098 crore under management as of Aug 2006. The company has operations in many markets like Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda.
Sun Life Financial is a leading international financial services organization which provides a diverse range of protection and wealth accumulation products like fund schemes, monthly income funds, equity schemes, debt and treasury products, and offshore funds. Different types of investment option for everyone are offered by Birla mutual Fund whether you are a businessman or salaried professional, a retired person or housewife, an aggressive investor or a conservative capital builder.
How to invest in mutual funds?
Through www.birlasunlife.com, you can invest your money at right place. If you are a first time investor in Birla Sun Life Mutual Fund then first of all select the scheme in which you want to invest. Now, fill an application form for purchasing units. You can get the form via downloading it from the website or by contacting a branch office or a CAMS branch office or by requesting its customer care team. After that, you have to submit the form by attaching PAN card, address proof and cheque/DD at any of the funds’ official points of acceptance centers. Investors investing Rs 50,000 or more in a scheme need to comply with the Know Your Client (KYC) norms.
If you are an existing investor in Birla Sun Life Mutual Fund then select invest ‘exiting investor’ option which is given on the right side of the web page. You have to write user ID and password to make the investment to activate your online account. If you want to update your contact details, then please visit their Change Your Communication Details Section of the website or contact customer care team. You can also see demos of online registration and login.
For Online Purchase additional units, first visit the Login Section of Birla Sun Life Mutual Fund website and generate your CIP/TPIN. Now, enter your folio number and registered email id. The CIP/TPIN will be generated by email to your registered email id. If you receive your CIP/TPIN then login in your account by entering your FOLIO number and your unique CIP/TPIN. Now, you are ready to invest in your chosen Birla Sun Life Mutual Fund scheme.
You can also buy funds by filling the ‘Additional Purchase Slip’ which is given with the account statement. Form is also available at website or you can get by contacting a branch office or a CAMS branch office or by requesting our customer care department. After that, you have to submit the form at any of the funds’ official points of acceptance centers with the duly filled cheque. Investors investing Rs 50,000 or more in a scheme need to comply with the Know Your Client (KYC) norms.
Know Your Client (KYC):
The term ‘Know Your Client’ is mainly used for Customer Identification Process. Under The Prevention of Money Laundering Act, 2002 (PMLA), Securities and Exchange Board of India (SEBI) has issued a guideline which requires Mutual Funds to follow enhanced Know Your Client (KYC) norms. This requires verification of identity and address, financial status, occupation and such other personal information as may be prescribed by guidelines, rules and regulation. The investors have to fill this form by downloading from its official website and attached with the documents like PAN card and proof of address. After that, submit the KYC form at any of the Points of Service Centres.
Systematic Investment Plan (SIP):
Systematic Investment Plan (SIP) is one type of planning method in which investor can invest their money in mutual funds through small and periodic installments. The minimum amount of investment is Rs. 1000/- on a monthly basis. He/she can select the tenure of the installments with minimum investment tenure of 3 years. Systematic Investment Plan inculcates financial discipline and average out your cost of investment which reduces your risk, and helps you in compounding your wealth.
Systematic Transfer Plan:
Systematic Transfer Plan is combination of debt fund and equity fund. This plan gives us fairly consistent returns and potential to create wealth. These plans are best for those Investors who want stable returns by investing lump sum money in schemes and ensure small coverage to equity schemes in order to avail of the potential for higher growth through equities. There are three options for investing in Systematic Transfer Plan: Weekly Transfer Plan, Monthly Transfer Plan and Quarterly Systematic Transfer Plan.
Systematic Withdrawal Plan:
A Systematic Withdrawal Plan (SWP) is a facility which allows an investor to withdraw their money from an existing mutual fund at preset intervals. Investor can reinvest this money in another fund or retain in cash. To create a regular flow of income from their investments, Systematic withdrawal plans are used by investors. There are two types of Systematic Withdrawal Plan (SWP) in which investors can withdraw their money (1) Fixed Withdrawal: In Fixed Withdrawal, one can withdrawn specify amount from their investment on a monthly/quarterly basis. (2) Appreciation Withdrawal: In Appreciation Withdrawal, investor can withdraw your appreciated amount on a monthly/quarterly basis. Different types of calculators are also available like Dream Vs Reality Calculator, Second Income Calculator, SIP calculator, and Make your money work Harder Calculator. You can download all these calculators. Birla Sun Life Mutual Fund also provides you Tax Saving Planner in which you can calculate your tax according to section 80c of the Indian Income Tax Act, 1961.
Birla Mutual Fund – Investment Options:
Equity Schemes
* Diversified Funds
* Birla Sun Life Equity Fund
* Birla Sun Life Frontline Equity Fund
* Birla Midcap Fund
* Birla Sun Life International Equity Fund
* Birla Top 100 Fund
* Birla Advantage Fund
* Birla Equity Plan
* Birla Index Fund
* Birla Tax Plan 98
Theme Based Fund
* Birla India GenNext Fund
* Birla India Opportunities Fund
Sectoral Fund
* Birla Sun Life Buy India Fund
* Birla Sun Life New Millennium 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 Cash Plus
* Birla Sun Life – Cash Manager
Fixed Maturity Plans
* Birla FMP
* Fixed Term Funds
* Birla Fixed Term Plan Series
* Birla MNC Fund
* Birla Sun Life Basic Industries Fund
* Birla Infrastructure Fund
* Birla Floating Rate Fund
* Cash Funds
* Debt Schemes
Long Term Funds
* Birla Income Plus
* Birla Sun Life Income Fund
* Birla Bond Index Fund
* Birla Dynamic Bond Fund
How to access NAV?
For latest NAV, first select category, it will show you latest NAV table with Scheme Code, Scheme Name, NAV Date, NAV (Rs.), Subscription Price, and Redemption Price. You can also get the latest NAV as SMS by Sending NAV
* www.indobase.com (Link)
* www.amfiindia.com (Link)
How to get E-statement?
If you want account statement on demand, then first select statement type then write your folio number and email ID and enter the text which is given in the box. Lastly, click on ‘submit’ button. You have to register your email id/mobile number for email/mobile account statement. Please download the Email/Mobile No. Registration Form and submit to the nearest branch for registering your email id/mobile number.
Registered Office Address:
Birla Sun Life Asset Management Company Ltd.
One India Bulls Centre, Tower 1,
17th Floor, Jupiter Mill Compound,
841, Senapati Bapat Marg, Elphinstone Road,
Mumbai-400 013.
Quick Contacts:
Toll Free: 1-800-270-7000
Toll Free (MTNL/BSNL): 1-800-22-7000
E-mail Id: connect@birlasunlife.com
SMS: GAIN to 56161
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