NFO -Birla Emerging Leaders Fund -Series 6 Apr 2015

March 30, 2015

Birla SunLife Mutual Fund launched new fund offer Birla SL  Emerging Leaders Fund-Series 3, a closed ended scheme. The NFO Opens for subscription on 30 March 2015 & closes on 13 April 2015.  No entry load will be applicable for the scheme.

The fund is a 3.5-Year close ended equity scheme with an objective to generate long term capital appreciation. It will invest in equity and equity-related securities of small and mid cap companies (Emerging Leaders) that have a potential to rerate and deliver returns in the next 3-5 years.

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[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]Key Scheme Feature 

Scheme NameBirla Emerging Leaders Fund - Series 6
Fund HouseBirla Mutual Fund
TypeClosed Ended - 3.5 years
CategoryMid Cap & Small Cap
BenchmarkS&P BSE Mid Cap Index
OptionGrowth / Dividend
Fund Manager
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Scheme NameBirla Emerging Leader Fund-Series 6
NFO Open30 March 2015
NFO Close13 April 2015
Scheme Type3.5 year close ended scheme
PlanRegular
Minimum Application AmountRs 5000 and in multiples of Rs 1 thereafter
Load StructureFor Purchase during NFO : Entry & Exit - NIL

Cheque Details      : “Birla SL  Emerging Leaders Fund-Series 6”

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • Investors willing to take exposure in equity and equity related securities

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[wptabtitle] Objective[/wptabtitle] [wptabcontent]

Investment Objective for Emerging Leaders Fund-Series 6 Issue

  • To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities , including equity derivatives, in the Indian market with focus on small & mid cap stocks.
  • Quality companies with potential high growth using strong fundamental research processes
  • Help to create wealth by investing in the potential Leaders of tomorrow

Birla Sun Life Emerging Leaders Fund – Series 6

Scheme Attributes

  • A 3.5-year closed ended equity fund with objective to generate long term capital appreciation
  • The Scheme endeavours to follow bottom up approach of investing without any sectoral bias but favoured towards small and mid caps
  • Invests in equity and equity-related securities of small and mid cap companies that have a potential to rerate in the next 3-5 years
  • The investment emphasis would be on identifying high growth top-line and bottom-line companies with sound corporate managements

 

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[wptabtitle]Why[/wptabtitle] [wptabcontent]

 

Stock Selection Idea – Emerging Leaders Fund 

complete market cycle Strong portfolio construction process i.e. perspective on various sectors/companies to growth/business cycle: Bottom up oriented gaining from a top down understand their placement in their respective

  • Top Down Approach is predominantly followed with significant and continuous efforts made on evaluating global and India macro trends, on the basis of which an overweight/ underweight stance on the businesses/sub industries level can be taken
  • Bottom up stock picking is used to pick stocks where risk reward is hugely in favour to take advantage of mispriced opportunities. The stock will be included in the portfolio only after a certain level of conviction on its ability to construct ROE/ROA and growth in its topline and bottomline
  • The fund will strive to maintain a High Small and Midcap Allocation to enable higher alpha generation over peer group & benchmark over a longer term on account of rerating and mispricing of growth
  • The Universe seek to include sectors which are beneficiaries of the economic recovery and changing business environment like:

    Banking and Finance

    Auto and Auto Ancillaries,

    Capital Goods

    Infrastructure

    Pharmaceuticals etc.

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Contact Us for Investment

rajendra@puneinvest.com

Mobile 77 1991 7444 / 800 775 0904

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