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Statotory Details : Constitution : Birla Sun Life Mutual Fund (BSLMF) hass been set up as a Trust under the Indian Trust Act, 1882. Sponsors : Aditya Birla Nuvo Limite and Sun Life (India) AMC Investments Inc. (liability restricted to seed corpus of Rs. 1 Lac). Trustee : Birla Sun Life Trustee Company Pvt. Ltd. Investment Manager : Birla Sun Life Asset Management Company Ltd. Risk Factors : Mutual Funds & securities investments are subject to market risks & there can be no assurance or guarantee that the objective of the Schemes will be achieved. As with any investment in securities, the NAV of Units issued under the Schemes may go up or down depending on the various factors & forces affecting capital markets & money markets. Past performance of the Sponsor / Investment Manager / Mutual Fund does not indicate the future performance of the Schemes & may not necessarily provide a basis of comparison with other investments. The name of the Schemes do not, in any manner, indicate either the quality of the Schemes or their future prospects or returns. Unitholders in the Schemes are not being offered any guaranteed/assured returns. Investors should read the Scheme Information Document/Statement of Additional Information/Key Information Memorandum available at investor Service Centres and with Distributors carefully before investing. Oxyzen Financial SM Oxyzen Financial SM T/36, Shantinagar Soc, Nr. Aroma School, B/h. Fortune Landmark, Ashram Road, Usmanpura, Ahmedabad, Gujarat, India – 380013. Ph. : + 91 (79) 27553074- 75 E-mail [email protected] | www.oxyzen.co.in

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Page 1: Oxyzen birla booklet

Statotory Details : Constitution : Birla Sun Life Mutual Fund (BSLMF) hass been set up as a Trust under the Indian Trust Act, 1882. Sponsors : Aditya Birla Nuvo Limite and Sun Life (India) AMC Investments Inc. (liability restricted to seed corpus of Rs. 1 Lac). Trustee : Birla Sun Life Trustee Company Pvt. Ltd. Investment Manager : Birla Sun Life Asset Management Company Ltd.Risk Factors : Mutual Funds & securities investments are subject to market risks & there can be no assurance or guarantee that the objective of the Schemes will be achieved. As with any investment in securities, the NAV of Units issued under the Schemes may go up or down depending on the various factors & forces affecting capital markets & money markets. Past performance of the Sponsor / Investment Manager / Mutual Fund does not indicate the future performance of the Schemes & may not necessarily provide a basis of comparison with other investments. The name of the Schemes do not, in any manner, indicate either the quality of the Schemes or their future prospects or returns. Unitholders in the Schemes are not being offered any guaranteed/assured returns. Investors should read the Scheme Information Document/Statement of Additional Information/Key Information Memorandum available at investor Service Centres and with Distributors carefully before investing.

Oxyzen FinancialSM

Oxyzen FinancialSM

T/36, Shantinagar Soc, Nr. Aroma School,B/h. Fortune Landmark, Ashram Road, Usmanpura,

Ahmedabad, Gujarat, India – 380013.Ph. : + 91 (79) 27553074- 75

E-mail [email protected] | www.oxyzen.co.in

Page 2: Oxyzen birla booklet

assistance,

round the clock.

Website

Visit www.birlasunlife.com

View product details

Get Online Protfolio Access

View protfolio

Purchase

Redeem

You can also drop a mail at [email protected]. Our client relationsrepresentatives will get in touch with you at the earliest.

Oxyzen FinancialSM

Page 3: Oxyzen birla booklet

Oxyzen FinancialSM

Oxyzen FinancialSM

Disclaimer :Any information/views contained in this booklet does not constitute and shall be deemed not to constitute an advice, an offer to sell/purchase or as an invitation or solicitation to do so for any securities of any entity, and do not necessarily represent the views or policies of Birla Sun Life Asset Management Company Ltd. (BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of nay information that may be displayed in this booklet form time to time. Wherever possible, all the figures and data given are dated, and the same may or may not be relevant at a future date. In the preparation of the material contained, BSLAMC has used information that is publicly available, including information developed in-house. While utmost care has been exerciese, BSLAMC or any of its officers, employees, personnel, directors make no representation or disclaim any liability with regard to the same. Forward looking statements, if any, contained herein are based on internal views and assumptions and subject to known and unknown risks and uncertainties which could materially impact or differ the actual results or performance from those expressed or implied under those statements. Further the opinions expressed and facts referred to are subject to change without notice and BSLAMC is under no obligation to update the same. Further, the information on tax implications stated in this booklet are based on the Mutual Fund’s understanding of such tax laws in force and ins provided for general information purpose only. In view of the individual nature of tax benefits, each investor is advised to consult with his or her own tax consultant with respect to the specific tax and other implications arising out of their participation in any Mutual Fund scheme. Recipients of this booklet should exercise due care and read all scheme related documents (including if necessary, obtaining the advice of tax/legal/accounting/financial/other professional (s) prior to taking of any decision, acting or omitting to act. The recipient alone shall be fully responsible/liable for any decision taken on this booklet.The Material provided in the booklet cannot be reproduced or quoted anywhere, in part or in whole, or in any other manner whatsoever without express permission from Birla Sun Life Asset Management Company Ltd.

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03 12Oxyzen FinancialSM

Oxyzen FinancialSM

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28.325%

11 Oxyzen FinancialSM

Oxyzen FinancialSM

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05

Your income may be taxed.Your income may be taxed.

28.325%

10Oxyzen FinancialSM

Oxyzen FinancialSM

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8.40% p.a.8.75% p.a.

Data Source : For FD, 8.75% p.a. for 1 yr to less than 2 yrs from State bank of India effective from1/4/13, www.sbi.co.inFor PO MIS, 8.4 p.a., www.indiapost.gov.in For Regular Income solutions, MFI Explorer data ason 1/4/13; Loads are subject to change as per the decision of individual fund house.

09

1% more every year =1% more every year =

Oxyzen FinancialSM

Oxyzen FinancialSM

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07 08

Attractive returns.Low lock-oin period.Tax-free dividends.

Attractive returns.Low lock-oin period.Tax-free dividends.

8.75% 1-4-13,

Oxyzen FinancialSM

Oxyzen FinancialSM