Topic: Please give details of Discipline Advantage Plan from Birla Sun Life Mutual Fund?

What are its advantages?

* Under the Discipline Advantage Plan, an investor will have the facility to systematically transfer his investments from the schemes to any of the eligible equity schemes.
* The eligible equity schemes are Birla Sun Life Frontline Equity Fund, Birla Sun Life Midcap Fund, Birla Sun Life Top 100 Fund, Birla Sun Life Equity Fund, Birla Sun Life Infrastructure Fund and Birla Sun Life Tax Relief96.
* The new plan introduced under the schemes will have the same investment objective, portfolio, liquidity and expense ratio as that of existing plans of the respective schemes.
* There will be no entry load on this plan, while an exit load of 2.50 per cent will be charged for units redeemed within 2 years from the date of allotment.
* However, there will be no exit load charged for transfer of units to eligible schemes but an entry load may be charged as applicable to respective eligible equity scheme.

Advantages of Discipline Advantage Plan

1. This facility enables an investor to take the benefit of market volatility by taking exposure to equities at targeted BSE Sensex levels
2. This facility ensures automatic transferability of investments from the debt scheme to the selected equity scheme of HDFC MF at a closing BSE Sensex level of investor's choice

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