Aditya Birla Sun Life Capital Protection Oriented Fund - Series 26

Investment Objective

The scheme seeks to provide capital appreciation linked to equity market with downside protection at the end of tenure. Fund expects to achieve down side protection by investing in debt securities maturing on or before the duration of the scheme, subject to the credit risk. Fund expects to achieve the market linked appreciation (upside) by investing inpremium of exchange traded options. The Fund proposes to restrict its derivative exposure only to the extent of buying of call options. Hence the maximum loss could be equivalent to the premium paid, not any more. Moreover, the premium paid will be equal or lower to the coupon receivable from fixed income securities after providing for fund expenses. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Fund Mandate