Apr 23, 2010

Birla Sun Life Capital Protection Oriented Fund Series 2


Birla Sun Life Capital Protection Oriented Fund Series 2 is an investment solution that aims‘deposits plus’ return for its investors,
 at the maturity of the Fund. The Fund is a close ended fund with the maturity period of 36 months from the date of allotment.

The Fund’s tenure of 36 months is designed to offer Triple indexation benefit to investors. The benefit is subject to both the inflation rate
and the prevailing tax regulations from time to time.

The fund is targeted for conservative savers who seek returns that could be higher than high quality conventional deposits, without compromising the safety of the portfolio. Due to the tax efficiency of the mutual funds over conventional savings options (gains v/s income), the post tax return differential could be even higher.

The fund will largely invest in debt and a small portion would be invested into equity.


• Debt Strategy:
  • The debt investments will be made in G-Secs or ICRA approved LAAA or equivalent rated securities only.
  • The duration of such instruments would be 36 months or lower, calculated from the date of fund’s allotment.
  • The debt portion will be managed passively. (Active trading in debt instruments can be done only if the additional yield on the new instruments, with the same tenor as the original instrument, more than compensates for the impact cost incurred on selling the original security)
  • The Fund would invest in debt securities as much amount as required to reach 100 at maturity. As per the conditions specified in the ICRA rating, if we assume an expense of 1.5% p.a. then the initial indicative Debt allocation could be between 85-100% of net assets and thus the rest could be into equities. The estimate is on worst case scenario assumptions due to the nature of the scheme. The normal market environment may help enhance equity allocation. Currently 3 year AAA rated securities yield is about 7.5-7.75% p.a.

• Equity Strategy:
  •  The equity portion will have a 2 dimensional strategy aiming better returns & avoiding negative surprises.
                            Strategy 1 - Valuation                                            Strategy 2 - Lock in gains


NFO Opening Date                                           -  21-April-2010
NFO Closing Date                                             -  21-May-2010

Tenure of the investments                                - 36 months


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