Company Profile

Birla Sun Life Asset Management Company Ltd. (BSLAMC), the investment managers of Birla Sun Life
Mutual Fund, is a joint venture between the Aditya Birla Group and the Sun Life Financial Services Inc. of
Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun
Life's global experience.

Established in 1994, Birla Sun Life Mutual fund has emerged as one of India's leading flagships of Mutual
Funds business managing assets of a large investor base. Our solutions offer a range of investment options,
including 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.

Birla Sun Life Asset Management Company has one of the largest team of research analysts in the industry,
dedicated to tracking down the best companies to invest in. BSLAMC strives to provide transparent, ethical
and research-based investments and wealth management services.

Heritage

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 operates in 26 countries – India, UK, Germany, Hungary, Brazil, Italy, France, Luxembourg,
Switzerland, Australia, USA, Canada, Egypt, China, Thailand, Laos, Indonesia, Philippines, UAE, Singapore,
Myanmar, Bangladesh, Vietnam, Malaysia, Bahrain and Korea.

A US $29 billion corporation in the League of Fortune 500, the Aditya Birla Group is anchored by an
extraordinary work force of 130,000 employees, belonging to 40 different nationalities. Over 60 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 Inc 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 Inc 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.

Philosophy
 
Birla Sun Life Asset Management Company follows a long-term, fundamental research based approach to
investment. The approach is to identify companies, which have excellent growth prospects 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.

 
Vision
To be a leader and role model in a broad based and integrated financial services business.

 
Mission
 
To consistently pursue investor's wealth optimization by:
 
Achieving superior and consistent investment results.

Creating a conducive environment to hone and retain talent.

Providing customer delight.

Institutionalizing system-approach in all aspects of functioning.

Upholding highest standards of ethical values at all times.

 
Values
 
Integrity

Commitment

Passion

Seamlessness

Speed
 

Senior Management
 
Mr. A Balasubramanian, Chief Executive Officer - BSLAMC
 
 

 
Mr. Navin Tewari, Head-Sales and Customer Engagement - BSLAMC

 
Mr. Sarb Preet Singh, Head Institutional Sales - BSLAMC
 

 
Mr. Ashok Suvarna, COO - BSLAMC

 
Mr. Manoj Kumar Gandhi, Head Finance and Strategy - BSLAMC
 
Manoj Kumar Gandhi is the Head Finance and Strategy for Birla Sun Life Asset
 

 
Ms. Rama Vasantharajan - Head-Compliance & Risk Management -
BSLAMC
 
 

 
Mr. Rajesh Srivastava - Head Human Resources, BSLAMC
 

 
Mr. Rahul Parikh, Head Business Development - BSLAMC
 

 
Ms. Molly Kapoor, Head Customer Service - BSLAMC
 
Mr. Bhavdeep Bhatt, Head Products - BSLAMC

 
Mr. Rajiv Joshi, Head - Legal, Compliance and Secretarial - BSLAMC
Mr. Thrivikram Iyer, Head Risk Management - BSLAMC

Birla Sun Life Mutual Fund • 1CNBC TV18 - CRISIL Mutual Fund of the Year Award for 2008. Award
Methodology & Disclaimer:

Birla Sun Life Mutual Fund, Category - Mutual Fund House of the Year, out of 27 fund houses. Fund
Houses winning at least two awards for their schemes in the category level awards for 2008 were considered
for the award based on consistency of fund house's performance across various scheme categories in the
four quarterly CRISIL CPR rankings released during the calendar year 2008. The individual CRISIL CPR ranks
for their schemes were aggregated on a weighted average basis to arrive at the final ranks for fund houses
in both the years.
Birla Sun Life Mutual Fund, Category – Debt Fund House of the Year, out of 27 Fund houses. The
award is based on consistency of fund house’s performance across the Gilt, Income, Income – Short, Liquid
– Retail, Liquid – Institutional, Liquid – Super Institutional, MIP (Aggressive & Conservative) and Liquid Plus
categories in the four quarterly CRISIL CPR rankings released during the calendar year 2008. The individual
CRISIL CPR ranks for their schemes were aggregated on a weighted average basis to arrive at the final
ranks for fund houses.
Birla Sun Life Income Fund (Income Category) 17 schemes: Only Winner.
Birla Sun Life Ultra Short Term Fund - Retail (Income – Short Term Funds) 15 schemes: Only Winner.
Birla Sun Life Gilt Plus –Regular Plan (Gilt Category) 11 schemes: Only Winner.
Schemes present in all four quarterly CRISIL CPRs were considered for the award. The award is based on
consistency of the scheme’s performance in the four quarterly CRISIL CPR rankings released during the
calendar year 2008. The individual CRISIL CPR parameter scores averaged for the four quarters were further
multiplied by the parameter weights as per the CRISIL CPR methodology to arrive at the final scores. A
detailed methodology of the CRISIL CPR is available at www.crisil.com. Past performance is no
guarantee of future results. Rankings and Award Source: CRISIL FundServices, CRISIL Ltd.

LIPPER Awards India 2009: Award Methodology & Disclaimers:

Birla Sun Life Mutual Fund: Best Group over 3 years (2005-2008). Group Name - Mixed Asset, Size: 12
fund houses were eligible for the group award. Fund groups with at least five equity, five bond, or three
mixedasset portfolios in the respective asset classes were eligible for a group award. The lowest average
decile(1) rank of the three years’ Consistent Return measure of the eligible funds per asset class and group
determined the asset class group award winner.
Birla Sun Life Asset Allocation Fund-Moderate Plan-Growth (BSLAAF-MP-GR): Best Fund – 3 year
performance (2005-2008) No. of Schemes: 7; Classification-Mixed Asset INR Balanced,
Birla Sun Life Income Fund-Growth (BSLIF-Gr): Best Fund - 3 year performance (2005-2008) & 10
year performance (1998 – 2008), No. of Schemes: 99 & 16 respectively ; Classification-Bond Indian Rupee-
General. BSLAAF-MP-Gr & BSLIF-Gr are awarded Lipper Awards India 2009 on the basis of Consistent Return
(Effective Return) value over the relevant performance period. Entry/Exit load not considered. Ranking
source: Lipper - A Reuter Co. www.lipperweb.com

ICRA Mutual Fund Awards 2009 - Ranking Methodology & Disclaimers:

Birla Sun Life Mutual Fund – “Star Fund House of the Year – Debt”: Birla Sun Life Mutual Fund won
Star Fund House of the Year by ICRA Mutual Fund Awards 2009 in the Debt Category. In total 24 fund
houses were eligible for the award. To qualify for the award a fund house needs to have atleast one ranked
scheme in each of the four debt categories defined by ICRA. The scoring considered the asset under
management and assessed the number of superior performing schemes managed by the fund house over
the one-year period ended 31 Dec 2008. Birla Sun Life Dynamic Bond Fund – 7-Star Fund (Category:
Open Ended Debt-Short Term, No. of schemes: 17) for 1 year performance ended 31 Dec 2008. Birla Sun
Life Dividend Yield Plus - 5-Star Fund (Category: Open Ended Diversified Equity - Aggressive, No. of
schemes: 51) for 1 year performance ended 31 Dec 2008. Birla Sun Life MNC Fund – 5-Star Fund
(Category: Open Ended Diversified Equity - Aggressive, No. of schemes: 51) for 1 year performance ended
31 Dec 2008. Birla Sun Life Frontline Equity Fund Plan A – Two 5-Star Fund Rankings both in ‘Open
Ended Diversified Equity - Defensive’ schemes Category – 51 and 55 Schemes – 1 and 3 year performance
ended 31 Dec 2008 respectively. Birla Sun Life Savings Fund - Institutional Plan (erstwhile Birla Sun Life
Liquid Plus – Institutional Plan)- 5-Star Fund (Category: Open Ended Liquid Plus - Institutional Plan, No. of
Schemes: 34) 1 year performance ended 31 Dec 2008. Birla Sun Life Income Plus - 5-Star Fund
(Category: Open Ended Debt – Long Term, No. of Schemes: 21) 3 year performance ended 31 Dec 2008.
Birla Sun Life Gilt Plus-Regular Plan - 5-Star Fund (Category: Open Ended Gilt, No. of Schemes: 21) 3
year performance ended 31 Dec 2008. The rank is an outcome of an objective and comparative analysis
against various parameters, including: risk adjusted return, fund size, company concentration, portfolio
turnover and liquidity. 7-Star Fund Rank indicates - Best Performance amongst the 5-Star Funds. 5-Star
Fund Rank indicates - Best performance (Top 10% of the category). Entry/Exit Loads not considered. Past
Performance is no guarantee of future results. Ranking Source & Publisher: ICRA Online Limited
 

Equity and Hybrid Schemes

 
 
BSL 95 Fund
 
BSL Advantage Fund
 
BSL Asset Allocation Fund
 
BSL Basic Industries Fund
 
BSL Buy India Fund
 
BSL Capital Protection Scheme
 
BSL Commoditiies Equity Fund
 
BSL Dividend Yield Plus Fund
 
BSL Equity Fund
 
BSL Freedom Fund
 
BSL Frontline Equity Fund
 
BSL Index Fund
 
BSL India GenNext Fund
 
BSL India Opportunities Fund
 
BSL Infrastructure Fund
 
BSL International Equity Fund
 
BSL Long Term Advantage Fund - Series 1
 
BSL Long Term Advantage Fund
 
BSL Midcap Fund
 
BSL MIP II Savings 5 & Wealth 25
 
BSL MIP
 
BSL MNC Fund
 
BSL Monthly Income
 
BSL New Millenium Fund
 
BSL Pure Value Fund
 
BSL Special Situations Fund
 
BSL Tax Plan
 
BSL Tax Relief 96
 
BSL Top 100 Fund
 

Debt Schemes
 
 
BSL Cash Manager
 
BSL Cash Plus
 
BSL Dynamic Bond Fund
 
BSL Floating Rate Fund
 
BSL Gilt Plus
 
BSL Government Securities Fund
 
BSL Income Fund
 
BSL Income Plus
 
BSL Medium Term Plan
 
BSL Savings Fund
 
BSL Short Term Opportunities Fund
 
BSL Ultra Short Term Fund
 

Interval Schemes
 
BSL Enhanced Arbitrage Fund
 
BSL Equity Linked FMP
 
BSL FTP - Series AF
 
BSL FTP - Series BE
 
BSL FTP - Series BF
 
BSL FTP - Series BK
 
BSL FTP - Series BV
 
BSL FTP - Series CA
 
BSL FTP - Series CB
 
BSL FTP - Series CC
 
BSL FTP - Series CD
 
BSL Interval Income Fund
 
BSL Quarterly Interval Fund - Series
4
 

Birla Sunlife Mutual Fund is one of India's leading mutual funds with assets of over Rs.17,098 crore under
management as of Aug 2006. Birla Sun Life Asset Management Company Limited, the investment manager of Birla
Sunlife Mutual Fund, is a joint venture between the Aditya Birla Group and Sun Life Financial Services, leading
international financial services organization.

Established in 1994, Birla Sunlife AMC provides investors a range of 18 investment options, which include diversified
and sector specific equity schemes, a wide range of debt and treasury products, and two offshore funds. Both the
sponsors have equal stakes in the AMC.

In recognition to its high quality investment products, Birla Sun Life AMC became India's first asset management
company to be awarded the coveted ISO 9001:2000 certification by DNV Netherlands.

Here is a list of mutual funds of Birla Sunlife which includes Equity, Debt Schemes, Hybrid Schemes and Offshore
Schemes.