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BSL Infrastructure Fund




Two is always better then one.

Highlights:

  • Long term capital growth
  • Investments in equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India

 

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With the new Government, there is a strong focus on infrastructure investments, thanks to various new projects. Therefore, investing in infrastructure related companies can prove to be a winning idea for you. You can give this winning edge to your portfolio by investing in Birla Sun Life Infrastructure Fund. It is an Open ended Growth Scheme that seeks to invests in the area of infrastructure across industries like banking & financial services, capital goods, cement, construction, power & power equipment, ports, telecommunication, transportation, etc. However, the Investment Manager may add other sector/group industries, which broadly satisfy the category of infrastructure industries.
 
Highlights
 
  • Invests in companies with good fundamentals
  • Focus on infrastructure growth
 
Investment objective
 
The scheme seeks to provide medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India.
 
Why Infrastructure?
 
As the new government looks to address the policy logjam, an investment led recovery would pave way for improved manufacturing and service activity. We expect the growth mix to improve in favor of investments (as against consumption) leading to productivity growth over the next 2-3 years. So, we anticipate near term growth improvement on account of cyclical reasons, but as better policy landscape starts to bear fruits, structural recovery would support the near term growth, thus making a case for a higher potential growth rate.
 
Portfolio positioning and diversification:
 
The portfolio is currently diversified across 17 sectors. Investments in Birla Sun Life Infrastructure Fund goes well beyond roads, bridges and power stations. It also includes critical and diverse sectors like oil& gas, banking, ports, telecom and steel (since development of these sectors also contributes towards India's overall infrastructural growth). Therefore, your investments benefit from the entire nation-building effort.
 
 
Note: The above allocation is as on October 31, 2015, as per industry classification as recommended by AMFI.
Stocks/sectors mentioned above as a part of the portfolio may or may not be a part of the portfolio in future.

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Scheme Name Birla Sun Life Infrastructure Fund
Nature of scheme An Open ended Growth Scheme
Inception Date (Date Of Allotment) 17-March-2006
Scheme Objective

A fund that seeks to participate in growth and development of infrastructure in India by investing in equity and equity related securities of companies in the infra sector.

Asset Allocation

80% - 100%: Equities & Equity related securities. 0% - 20%: Debt & Money Market instruments

Investment Strategy

The corpus of the Scheme will be primarily invested in equity and equity related securities of the companies in the Infrastructure Sector. The Scheme may also invest a small portion of its corpus in money market instruments to manage its liquidity requirements. All companies selected will be analysed taking into account the business fundamentals like nature and stability of business, prospects of future growth and scalability, financial discipline and returns, valuations in relation to broad market and expected growth in earnings, the company's financial strength and track record. The scheme may also invest in ADR/ GDR and equities of listed overseas companies. These investments will be made in line with the RBI and SEBI guidelines and will be within the limits prescribed by SEBI/RBI from time to time.

Fund Manager Mr. Mahesh Patil
Investor Risk Profile Medium to High
Investment Plans / Options
Dividend (Reinvestment, Payout & Sweep) Growth
Investment Option by default Dividend Reinvestment
Minimum subscription amount
Rs. 5,000/- and in multiples of Re. 1/- thereafter.
Minimum additional investment
Rs. 1,000/- and in multiples of Re. 1/- thereafter.
Entry Load* Nil
Exit Load
1% if redeemed /switched out within 365 days from the date of allotment. Nil if redeemed / switched after 365 days from the date of allotment.

**Exit Load is NIL for units issued in Bonus & Dividend Reinvestment.
Benchmark Nifty 50
Indicative Dividend Calendar
At the Discretion of Trustees.

*In terms of SEBI circular no. SEBI/IMD/CIR No.4/ 168230/09 dated June 30, 2009, no entry load will be charged by the Scheme to the investor effective August 1, 2009. Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors' assessment of various factors including the service rendered by the distributor.

Historical NAV & Dividend

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To :

Additional Products

Scheme Name Birla Sun Life Infrastructure Fund
Systematic Investment Plan (SIP)
Create wealth through step-by-step investments. More Details
Systematic Investment Plan - SIP (Load Structure Applicable)
Entry Load : As applicable to the scheme. Exit Load : As applicable to the scheme.
Systematic Transfer Plan (STP)
Allows the investor to invest in a debt oriented scheme with stable returns and systematically transfer to an equity oriented scheme, thereby taking advantage of their wealth creating potential. Transfer IN Facility available.  More Details
Systematic Transfer Plan - STP (Load Structure Applicable)
Exit Load at time of transfer out of Debt Scheme: Nil. Entry Load at time of transfer into Equity Scheme: Entry Load as applicable to respective Scheme. Exit Load at time of redemption / repurchase: Exit Load as applicable to respective scheme.
No Additional Products Available


investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Market Updates

NAVs

Dividends

Toll Free:1-800-270-7000
(MTNL/BSNL):1-800-22-7000
Outside India:
022-66917777
(Call charges apply)

Between 9 AM to 9 PM, All days (IST)

New Fund Offers (NFO)

Mutual Fund Dictionary

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Disclaimer

The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.

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Declaration


The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Birla Sun Life Mutual Fund / Birla Sun Life Asset Management Company Limited (BSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of BSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.