Aditya Birla Sun Life Business Cycle Fund – Aditya Birla Sun Life Mutual Fund files offer document with SEBI

Aditya Birla Sun Life Business Cycle Fund

Aditya Birla Sun Life Mutual Fund has filed offer document with SEBI to launch an open ended equity scheme following business cycles based investing theme.

The New Fund Offer price is Rs.10 per unit. The objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

The fund manager for this scheme is Mr. Vineet Maloo

This product is suitable for investors who are seeking Long term capital appreciation and an equity scheme investing in Indian equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles inthe economy

The scheme asset allocation will be

  • Equity & Equity related instruments selected on the basis of business cycle (80% to 100%)
  • Other Equity & Equity related instruments (upto 20%)
  • Preference shares or any other asset as may be permitted by SEBI from time to time (upto 20%)
  • Debt and Money Market Instruments (upto 20%)
  • Units issued by REITs & InvITs (upto 10%)

The riskometer for this scheme is Very High

Aditya Birla Sun Life Business Cycle Fund

Scheme NameAditya Birla Sun Life Business Cycle Fund
About SchemeAn open ended equity scheme following business cycles based investing theme
Offer of UnitRs.10
Objectiveto  provide  long  term  capital  appreciation  by  investing predominantly  in  equity  and  equity  related  securities  with  a  focus  on  riding  business  cycles  through dynamic  allocation  between  various  sectors  and  stocks  at  different  stages  of  business  cycles  in  the economy.
Name  of  Fund ManageMr. Vineet Maloo
This product is suitable for investors who are seeking Long term capital appreciation

An equity scheme investing in Indian equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and  stocks  at  different  stages  of  business  cycles  inthe economy
The scheme asset allocation will beEquity & Equity related instruments selected on the basis of business cycle (80% to  100%)
Other Equity & Equity related instruments (upto 20%)
Preference shares or  any  other  asset  as may be permitted by SEBI from time to time (upto 20%)
Debt and Money Market Instruments (upto 20%)
Units issued by REITs & InvITs (upto 10%)
RiskometerVery High

Follow us on Telegram for all latest updates

Related Articles

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Latest Articles