Launch of Franklin Templeton Fixed Tenure Fund (FTFTF) - Series XII - Plan C

Given our recent success in Fixed Tenure Fund NFOs, we are launching Franklin Templeton Fixed Tenure Fund (FTFTF) - Series XII – Plan C (5 year plan).   

The product with its hybrid structure is ideal for investors with a moderate risk profile and for those who are looking for an investment horizon of 5 years. The FTFTF series has delivered a good performance as can be seen from the track record of some of the earlier funds that have been in existence for more than 3 years  –

As of January 29, 2010	Last 1 Year	Last 3 years **	Since inception **
FTFTF - Series I	21.86%	9.08%	12.19%
Benchmark*	22.85%	8.22%	10.35%
FTFTF - Series II	29.10%	10.56%	11.89%
Benchmark*	22.85%	8.22%	9.45%
FTFTF - Series IV	23.30%	8.04%	8.99%
Benchmark*	22.85%	8.22%	8.78%
FTFTF - Series VI	24.59%	7.75%	9.43%
Benchmark*	22.85%	8.22%	9.25%

Past performance may or may not be sustained in future. *25% S&P CNX 500 + 65% Crisil Composite Bond Fund Index + 10% Crisil Liquid Fund Index; ** Compounded and annualised returns based on Growth Plan NAVs as on January 29, 2010: FTFTF – Series I: Rs.17.1820, FTFTF – Series II: Rs.16.3080, FTFTF - Series IV: Rs.14.0069, FTFTF - Series VI: Rs.13.6478. Inception date: FTFTF – Series I: 18.5.2005, FTFTF – Series II: 23.9.2005, FTFTF - Series IV - 3.3.2006, FTFTF Series VI – 18.8.2006.

Given below are the key details :

NFO Date :                                              : February 19, 2010 – March 31, 2010

Duration of the fund                                  : 5 years

Allotment Date                                       : April 23, 2010

Choices/Minimum investment                 : Growth and Dividend Payout options / Rs.10,000

To Invest Call: 0-9818269396

Dividend in 6 of Birla M.F Equity Schemes( record date: 26th Feb),( Perfromance attached)

Its Raining Dividends again in Birla Mutual Fund.............................!

We are pleased to announce Dividends in Six Equity Schemes with record date of 26th Feb 2010. Details are as follows:

Name of the Scheme	Plan	Rate of Dividend (%)	Rs. per unit on face value of Rs.10/- per unit	N.A.V as on Feb 18th 2010	Record date	Exit Load
Birla Sun Life MNC Fund	Dividend	37.50%	Rs. 3.75/-	Rs. 74.77/-	26th Feb 2010	1.00%for 365 days
Birla Sun Life New Millennium Fund	Dividend	7.50%	Rs. 0.75/-	Rs. 13.59/-	26th Feb 2010	1.00%for 365 days
Birla Sun Life Dividend Yield Plus	Dividend	6.50%	Rs. 0.65/-	Rs. 13.57/-	26th Feb 2010	1.00%for 365 days
Birla Sun Life Advantage Fund	Dividend	62.50%	Rs. 6.25/-	Rs. 89.33/-	26th Feb 2010	0.50 % for 7 days
Birla Sun Life Buy India Fund	Dividend	12.50%	Rs. 1.25/-	Rs. 22.42/-	26th Feb 2010	0.50 % for 7 days
Birla Sun Life India Opportunities Fund	Dividend	10.00%	Rs. 1.00/-	Rs. 18.87/-	26th Feb 2010	0.50 % for 7 days

Also find attached the perfromance of all these schemes in the same order. We are glad to share that all these schemes are outperforming Sensex and Nifty across time horizons. It clearly demonstrates our success in investment management capabilities that have been nurtured and honed over many years. This is not a flash in the pan performance  but has come over multiple market cycles.

Performance as on 19-Feb-10 ( Value Research)
Scheme	AAUM(Rs Cr)	90 Days	180 Days	1 Year	3 year	5 year
Birla Sun Life MNC	191.01	3.31	25.01	101.4	9.26	19.29
Birla Sun Life New Millennium	68.5	3.91	15.71	101.1	-5.9	14.16
Birla Sun Life Dividend Yield Plus	352.63	1.65	21.94	94.18	17.11	19.77
Birla Sun Life Advantage	414.74	-3.88	12.66	92.93	2.98	17.06
Birla Sun Life Buy India	52.39	0.87	20.3	95.06	7.37	21.23
Birla Sun Life India Opportunities	54.1	2.08	21.16	124.77	-3.66	11.8
BSE Sensex		-3.54	9.33	79.06	3.98	19.72
S&P CNX Nifty		-2.89	10.26	73.69	5.17	18.71

SIP Returns of suggested Top Mutual Funds

Find below returns of Investment made in to fund through SIP mode

Fund Category	Large Cap Fund	Large Cap Fund	Large Cap Fund	Large Cap Fund	Mid Cap Fund	Mid Cap Fund	Mid-Small Cap Fund	Mid Cap Fund
Fund Names	Birla Sun Life Equity Fund - Growth	HDFC Top 200 - Growth	Reliance RSF - Equity - Growth	Religare Contra Fund - Growth	ICICI Prudential Discovery Fund - Growth	IDFC Premier Equity Fund - Growth	Sundaram BNP Paribas SMILE Fund - Growth	Tata Equity P/E Fund - Growth
Total Invested Amount through SIP	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000
SIP Amount	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000
Units Accumulated	Total Units : 1389.83	Total Units : 2001.52	Total Units : 13153.94	Total Units : 25476.72	Total Units : 10251.77	Total Units : 13942.72	Total Units : 12326	Total Units : 8524.64
No.  Months	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25
Current Price	Current Price : 236.73	Current Price : 171.913	Current Price : 27.0503	Current Price : 14.51	Current Price : 40.33	Current Price : 26.2606	Current Price : 29.4246	Current Price : 42.0415
Current Value	Current Value : 329014.46 (as on 20 Feb 2010)	Current Value : 344087.31 (as on 20 Feb 2010)	Current Value : 355818.02 (as on 20 Feb 2010)	Current Value : 369667.21 (as on 20 Feb 2010)	Current Value : 413453.88 (as on 20 Feb 2010)	Current Value : 366144.19 (as on 20 Feb 2010)	Current Value : 362687.62 (as on 20 Feb 2010)	Current Value : 358388.65 (as on 20 Feb 2010)
SIP Returns	Return : 31.61%	Return : 37.63%	Return : 42.33%	Return : 47.87%	Return : 65.38%	Return : 46.46%	Return : 45.08%	Return : 43.36%

SIP Returns are calculated from 1Feb, 2008 to 1Feb'2010

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