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Aditya Birla Sun Life Fixed Term Plan – Series QW (1099 days)

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NFO Period from August 7 – August 13, 2018

Mumbai, August 9, 2018: Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Ltd.), a subsidiary of Aditya Birla Capital Limited (formerly known as Aditya Birla Financial Services Ltd.), and investment manager to Aditya Birla Sun Life Mutual Fund (ABSLMF) has launched Aditya Birla Sun Life Fixed Term Plan Series – QW (“the scheme”), a close-ended income scheme with tenure of 1099 days, from and including the date of allotment. The New Fund Offer (NFO) is open for subscription from August 7 – August 13, 2018 with price of units of the scheme at face value of Rs.10 per unit.

A Fixed Term Plan (FTP) enables investors to get the indexation benefit from investments over a 3 year period, thus reducing the tax outgo. FTPs predominantly invest in corporate bonds of diverse credit ratings and hence, across sectors that lowers risk owing to diversification and may as well contribute towards optimization of portfolio gains.

The scheme will have Regular Plan and Direct Plan with a common portfolio and separate NAVs. Each of the Regular and Direct Plan under the scheme will have Growth Option, and Dividend Option (Normal Dividend and Quarterly Dividend sub-option) with Payout Facility. The Scheme is benchmarked against CRISIL Composite Bond Fund Index and will be managed by Mr. Mohit Sharma, Fund Manager, Aditya Birla Sun Life Mutual Fund.

The scheme aims to generate superior risk-adjusted returns on a consistent basis through a research driven investment approach in line with the investment objective of the scheme. The endeavour of the Fund Manager will be to allocate assets of the scheme between various debt and money market instruments maturing on or before the duration of the scheme. The actual percentage of investment in various fixed income securities will be decided after considering various factors like the prevailing interest rate and inflation scenario, performance of corporate sector, general liquidity and other considerations.

The AMC will calculate and disclose the first NAV(s) of the scheme not later than 5 (five) Business days from the date of allotment. Thereafter the NAV will be calculated and disclosed for every Business Day. No redemption or repurchase will be permitted prior to maturity of the Scheme. The scheme will be listed on NSE and/or any other recognized stock exchanges as may be decided by AMC from time to time and the Unitholders who wish to redeem units may do so through Stock Exchange at prevailing listed price on such Stock Exchange.

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

About Aditya Birla Sun Life Mutual Fund, an Aditya Birla Capital Company

Established in 1994, Aditya Birla Sun Life Mutual Fund (ABSLMF), is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc.

Having total assets under management (AUM) of Rs. 2475 billion for the quarter ended March 31st, 2018, ABSLMF is the third largest Fund house in India based on domestic average AUM as published by the Association of Mutual Funds of India (AMFI). An impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and sound investment performance has helped the company garner around 6 million investor folios as of March 31st, 2018.

Company Information: Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited, Investment Manager for Aditya Birla Sun Life Mutual Fund) One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road, Mumbai – 400 013. Tel.: 4356 8000. Website: CIN: U65991MH1994PLC080811

Aditya Birla Capital Limited (ABCL) is the holding company of all the financial services businesses of the Aditya Birla Group. With a strong presence across the life insurance, asset management, private equity, corporate lending, structured finance, project finance, general insurance broking, wealth management, equity, currency and commodity broking, online personal finance management, housing finance, pension fund management and health insurance business, ABCL is committed to serving the end-to-end financial services needs of its retail and corporate customers under a unified brand — Aditya Birla Capital.

Anchored by more than 14,500 employees, ABCL has a nationwide reach through over 1,500 points of presence across 400 plus cities and more than 190,000 agents / channel partners. Aditya Birla Capital manages, through its subsidiaries and joint ventures, aggregate assets worth over Rs. 3000 billion and has a lending book of Rs. 514 billion as of March 31st, 2018, placing it among the top 5 private diversified NBFCs in India (Source: CRISIL), the 3rd largest assets management company in India by domestic AAUM as published by AMFI for the quarter ended March 2018 and as one of the Top 5 Fund Managers in India (excl. LIC).

About Sun Life Financial

Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2018, Sun Life Financial had total assets under management (“AUM”) of $979 billion. For more information please visit

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