Birla Sun Life - India Advantage Fund

Application Form

Fund Launch Date

8th August 1996

Fund Structure

Open-end

Fiscal Year End

31st December

Minimum Subscription

US$ 5,000 and in multiple of ‘000 thereafter

Subscription Charge

4% Maximum

Redemption Charge

None

Net Asset Value Frequency

Daily i.e. Each Business Day

Available Share Class

`C’ Class Shares

International Investment Manager

Birla Sun Life Asset Management Co (Mauritius) Ltd

Sub-Fund

India Advantage (Offshore) Fund

Advantages

􀂃 Opportunity to earn more than regular Bank FCNR/NRE yields
􀂃 Tax efficient route to participate in Indian markets
􀂃 No complications of PAN card / KYC requirement
􀂃 Simplified process of investing
       – Application form (very low initial investment –US$ 5000)
       – Hassle free wire transfer of investment monies
     – Facsimile/Email Transmission of applications accepted
􀂃 Temporarily weak rupee now makes investment into India through offshore funds even more rewarding

Documents Required

􀂾 Passport Copies of the applicant/co-applicant.
􀂾 Any utility bills which proofs the current residence address of the applicant/co-applicant i.e. Bank/Credit card statement/water/electricity bills.