Aditya Birla SunLife Balanced Advantage Fund

With the equity markets scaling new peaks, there is likely to be increased volatility in the short to medium horizon. Investors seeking solutions that aim to provide reasonable returns even in volatile markets and decent participation in bullish markets. In such challenging times, we recommend investing in BSL Balanced Advantage Fund as it will help investors through this volatile phase in equity markets too while seeking to provide stable compounding over a longer period.

BSL Balanced Advantage Fund Portfolio Update:

The portfolio (as of July 2017) is diversified across sectors and well positioned to benefit from volatility and generate reasonable returns over medium to long term. The portfolio is currently focusses on sectors like;

§ Banking & Financials – Prefer Pvt. Banks, Selective Corporate lenders & NBFCs with growth outlook and profitability

§ Consumer Non-Durables/Auto – 7th pay commission pay outs, government focus to double rural income, good monsoon all this augur well for the sectors

§ Oil & Gas – Strong refining margins & accomodative government policy bodes well for the sector

§ Metals – Supply demand situation improving due to supply rationalization

On fixed income side the fund has taken an exposure of around 17% to high quality corporate debt which offers attractive yields.

The net equity exposure for the fund as of July 2017 was 38.84% and the AUM size with 1900+ crores.

Aditya Birla SunLife Balanced Advantage Fund Performance Update:

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§ Dynamic asset allocation strategy has helped deliver consistently over medium to long term

§ The fund delivered 6.5% vis-a-vis market (Nifty 50) posting around 11.5% returns over last six months period, the under performance in the

short term over the broader market and its peers was largely contributed due to conservative Net equity exposure in the portfolio

§ The average net equity exposure in the portfolio over the same period has been sub 40% levels, thereby avoiding the volatility that markets

have seen off late

Aditya Birla Sun Life Small & Midcap Fund

Meet your investment requirements through Aditya Birla Sun Life Small & Midcap Fund (An Open-ended Small & Mid Cap Equity Mutual Fund), which invests a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Invest in Aditya Birla Sun Life Small & Midcap Fund (An Open-ended Small & Mid Cap Equity Scheme)

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund

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You can start your SIPs with Rs 500

Start your SIP in Mutual Funds with just Rs. 500!

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund

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For further information contact SaveTaxGetRich on 94 8300 8300

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Invest [at] SaveTaxGetRich [dot] Com

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Call us on 94 8300 8300

You can Start Daily SIPs

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund

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Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

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Call us on 94 8300 8300

Check before Investing in NFO

Don’t check and don’t invest. There is nothing better than having some evidence. However, once the fund house gets older you can check who they are, where they come from, who will manage your money and what is their approach. You also need to ask yourself if it is something you are not getting elsewhere.

Invest Mutual Funds Online

HDFC Mid-Cap Opportunities Fund

Performance – Regular Plan – Growth Option NAV as on 30th June, 2017 51.741
Period Scheme Returns (%) Benchmark Returns (%) # Additional Benchmark Returns (%) ## Value of Investment of () 10,000
Scheme () Benchmark
()#
Additional Benchmark
()##
Last 1 Year 28.63 28.32 14.88 12,863 12,832 11,488
Last 3 Years 20.95 16.89 7.74 17,703 15,977 12,509
Last 5 Years 26.26 19.23 12.50 32,129 24,116 18,036
Since Inception 17.82 11.74 8.36 51,741 30,426 22,353

^Past performance may or may not be sustained in the future. Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideraiton for computation of performance. #Nifty Free Float Midcap 100 Index ##NIFTY 50 Index. Inception Date: June 25, 2007. The Scheme is managed by Mr. Chirag Setalvad since inception. Different plans viz. Regular Plan and Direct Plan have a different expense structure. The expenses of the Direct Plan under the Scheme will be lower to the extent of the distribution expenses / commission charged in the Regular Plan.

SIP Performance – Regular Plan – Growth Option
Since Inception 10 year SIP 5 year SIP
Total Amount Invested () 12,10,000 12,00,000 6,00,000
Market Value as on June 30, 2017 () 40,31,981.28 39,80,240.28 11,57,994.13
Market Value of SIP in Benchmark# () 27,36,896.93 27,06,470.56 10,19,959.52
Returns (Annualised) (%) 22.57 22.69 26.67
Benchmark Returns (Annualised) (%) # 15.46 15.54 21.38

Assuming Rs.10,000 invested systematically on the first Business day of every month over a period of time. cAGR returns are computed after accounting for the cash flow by using XIRR method (investment internal rate of return). Load is not taken into consideration for computation of performance. The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. #Nifty Free Float Midcap 100 Index.

This product is suitable for investors who are seeking *

  • capital appreciation over long term
  • investment predominantly in equity and equity related instruments of Small and Mid Cap companies

Riskometer
moderate high risk

Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Invesco India Tax Plan

3. Tata India Tax Savings Fund

4. ICICI Prudential Long Term Equity Fund

5. Birla Sun Life Tax Relief 96

6. Franklin India TaxShield

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Birla Sun Life Tax Plan

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Start SIPs to avoid timing the Stock Market

Don't worry about timing the market

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Start SIPs to avoid timing the Stock Market

Don't worry about timing the market

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Axis Corporate Debt Opportunities Fund

Axis Corporate Debt Opportunities Fund is an open ended debt scheme investing in corporate debt securities with a typical average maturity range of 6 months to 18 months.

With allocation in AAA: 50% +/-5% and Non-AAA: 50%.

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Start Investing in SIPs

Make a small beginning for a bright future with SIP Investments

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 – 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300