Birla Sun Life Insurance Company

Birla Sun Life Mutual Fund was set up in the year 1994. It provides a range of investment products on equity and fixed income asset classes. It is one of the leading Mutual Funds in India and has been recipient of various awards for its investment performance.

Heritage Birla Sun Life Mutual Fund is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada. Birla Sun Life Mutual Fund offers a wide range of top quality financial services solutions for resident and non-resident Indians. The Aditya Birla Group The Aditya Birla Group is one of India's largest business houses. Global in vision, rooted in Indian values, the Group is driven by a performance ethic pegged on value creation for its multiple stakeholders.The Group's operations span 66 state of the art, straddling India, Thailand, Malaysia, Indonesia, Egypt, Philippines, Canada, Australia and China.

A US $28 billion corporation with a market cap. of US $31.5 billion and in the League of Fortune 500, the Aditya Birla Group is anchored by an extraordinary force of 100,000 employees, belonging to 25 different nationalities. Over 50 per cent of its revenues flow from its operations across the world.

The Aditya Birla Group is a dominant player in all its areas of operations viz; Aluminium, Copper, Cement, Viscose Staple Fibre, Carbon Black, Viscose Filament Yarn, Fertilisers, Insulators, Sponge Iron, Chemicals, Branded Apparels, Insurance, Mutual Funds, Software and Telecom. The Group has strategic joint ventures with global majors such as Sun Life (Canada), AT&T (USA), the Tata Group and NGK Insulators (Japan), and has ventured into the BPO sector with the acquisition of TransWorks, a leading ITES/BPO company. Sun Life Financial Sun Life Financial is a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda.

As of 30 June 2007, the Sun Life Financial group of companies had total assets under management of CDN $ 435 billion.

Track Record With a proven track record of 12 years, Birla Sun Life Mutual Fund has been a catalyst towards the growth of the private sector asset management business.

Innovations Birla Sun Life Mutual Fund was the first to launch Birla Cash Plus, a liquid fund. Birla Dividend Yield Plus which is a dividend yield fund. Birla Bond Index Fund (a debt index fund) which replicates the Crisil Composite Bond Fund Index, has been assigned AAAF rating by Crisil. Investment Philosophy Birla Sun Life Mutual Fund follows a long-term, fundamental research based approach to investment. The approach is to identify companies, which have excellent credit-worthiness and strong fundamentals. The fundamentals include the quality of the company's management, sustainability of its business model and its competitive position, amongst other factors. Birla Sun Life Asset Management Company (BSLAMC) has one of the largest team of research analysts in the industry, dedicated to tracking down the best companies to invest in.

BSLAMC will always strive to provide transparent, ethical and research-based investments and wealth management services.

Geographical Reach Today, BSLAMC is present in 111 locations, including 74 branches. Product Offerings Birla Sun Life Mutual Fund offers a range of investment options, which include diversified and sector specific equity schemes, fund-of-fund schemes, hybrid and monthly income funds, a wide range of debt and treasury products and offshore funds. BSLAMC also provides Private Wealth Management services.