LAYOUT OF THE FACILITY:

 Mobile Investment facility: Birla Sun Life Mutual Fund (BSLMF) is offering a facility
to its customers for management of their portfolio investments on the move via their
mobile phones. BSLMF has launched a new platform called “Mobile Investment
Manager” in partnership with MCHEK India Payment Systems Pvt. Ltd (mChek). This
service will be available to existing Birla Sun Life customers and can be used for
accessing portfolio information, making additional purchases, registering for SIPs and
also for switches and redemptions.

 Online investment facility: Birla Sun life Mutual Fund introduces the online investment
facility. This would help to invest your funds through “Click of a Mouse”. The Step by
Step demo for investing online is available to guide to invest.

 Dividend sweep facility: Birla Sun Life Mutual Fund has announced the introduction of
Dividend Sweep Facility. Under the facility, one can opt for switching the dividend
earned under Open ended Debt Schemes into any other Open Ended Equity or Balanced
Scheme of the fund.

 Systematic investment plan facility: SIP allows investors to invest small amounts of
money in schemes of Birla Sun Life Mutual Fund on a regular basis

 Systematic transfer plan facility: STP allows the Investors to invest by transfer of a
fixed amount from any of the following schemes to any open ended scheme of Birla Sun
Life Mutual Fund. Since the amount is fixed per month the investor gets the benefit of
Rupee Cost Averaging.

 Systematic withdrawal plan facility: A Systematic Withdrawal Plan (SWP) is a

financial plan that allows an investor to withdraw money from an existing mutual fund
portfolio at predetermined intervals

 Electronic clearance system facility: Our Electronic Clearance System (ECS) is one of
our many initiatives of making financial planning a simple and hassle-free undertaking
for you.