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Birla Sun Life 95 Fundis an all weather fund which has a Balanced Asset Allocation. It seeks to achieve long-term growth at moderate levels of risk by striking a balance between the potential growth of equity and relatively safer debt instruments. Smart stock picking with a disciplined profit booking approach during uptrend & adding exposure to equity during downtrends has helped the fund achieve top performance among its peers.

The fund has delivered an impressive CAGR 21.80% p.a since inception against CNX Nifty which has returned 14.77%, resulting in a clear outperformance by over 7%. An investment of Rs. 1 Lakh at inception in the fund would have multiplied over 46 times in over 19 years to Rs. 46.67 Lakhs compared to Rs 7.75 Lakhs in CNX Nifty.

A monthly SIP of Rs. 10,000 in the fund since inception would have made an investor a crorepati, with the folio valued at Rs. 2.84 Crores as on 31^st July 2014 as against a cumulative investment of just Rs. 23.3 Lakhs. With the recent tax changes for Fixed Income schemes, this fund allows investors the additional benefit of allocating assets with a mix of Debt and Equity, while enjoying equity tax treatment on the entire investment including 0% Dividend Distribution tax and Nil LTCG for investments held for over 1 year.

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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