Birla Sun Life Focused Equity Fund – Series 3

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The launch of Birla Sun Life Focused Equity Fund – Series 3. The fund will be a Large cap diversified fund (3 year close ended) which will invest in the Top 100 companies by Market Capitalization. The NFO dates for the fund will be 7^th October 2014 to 21^st October 2014.

The fund is the third part in the RGESS series and has some of the following features:

ü The fund is a Large Cap diversified fund which focuses on creating value by investing in shares of handpicked companies from S&P BSE 100 and CNX 100. The fund can also invest in the PSU Navratna, Maharatna and Miniratna

ü It will have a close ended structure which allows the fund manager to follow abuy-and-hold strategy and stay invested in certain high-conviction ideas

ü An additional Tax Benefit for eligible RGESS investors to claim benefits under section (80CCG) of the Income Tax Act, 1961, over and above section 80C

Performance Track record

Below attached is the performance for BSL Focused Equity Fund – Series 1 and Series 2 w.r.t benchmark.

Scheme Name	Launch Date	Time since launch	Since Inception (in%)
Birla Sun Life Focused Equity Fund - Series 1	24-Feb-14	7 Months	32.8
Birla Sun Life Focused Equity Fund - Series 2	26-Mar-14	6 Months	28.6
CNX 100			19.2

The funds occupy 2 spots in the top 3 funds in the Large cap category on the basis of performance and has beaten some of the best known names in the category. Below table which highlights the same. Data as on 25^th September 2014.

Scheme Name	6 Monthreturns (in %)
Birla Sun Life Focused Equity Fund - Series 1	32.8
Birla Sun Life Focused Equity Fund - Series 2	28.6
DSPBR Top 100 Equity	24.4
Franklin India Bluechip	22.8
HDFC Top 200	29.6
ICICI Prudential Focused Bluechip Equity	25.9
ICICI Prudential Top 100	25.6
SBI Magnum Equity	24.4
UTI Mastershare	24.8

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