Application Form enclosed.
PLEASE PRINT IT NOW.
FILL IN.
ATTACH photocopy of KYC COMPLIANCE LETTER / PANCARD.
Also enclosed crossed order cheque written with REVERSE Carbon Paper below it .
COURIER IMMEDIATELY TO MY ADDRESS.
| Scheme Name | Birla Sun Life Tax Relief'96 | | Nature of scheme | An Open ended Equity Linked Savings Schemes (ELSS) with a lock-in of 3 years. | | Inception Date (Date Of Allotment) | 29-Mar-1996 | | Scheme Objective | An open ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities. | | Asset Allocation | 80-100%: Equities & Equity related securities. 0-20%: Debt & Money Market instruments | | Fund Manager | Ajay Garg | | Investor Risk Profile | Medium to High | | Investment Plans / Options | Dividend (Reinvestment, Payout & Sweep)
Growth | | Investment Option by default | Dividend Plan / Payout Facility | | Minimum subscription amount | Rs.500/- and in multiples of Re. 1/- thereafter | | Minimum additional investment | Rs.500/- and in multiples of Re.1/- thereafter. | | Entry Load* | Nil | | Exit Load | Nil | | Current Expense Ratio | 2.03% (With Effect from 01.08.09) | | Benchmark | BSE 200 | | Investment Style | Growth | | Indicative Dividend Calendar | At the Discretion of Trustees. | |
| | |
| | * In terms of SEBI circular no. SEBI/IMD/CIR No.4/ 168230/09 dated June 30, 2009, no entry load will be charged by the Scheme to the investor effective August 1, 2009. Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors' assessment of various factors including the service rendered by the distributor. |
With Warm regards
wealth4u
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