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Recent Regulatory Changes in your Mutual Funds

Old Scheme Name Type of Changed Detailed Changes
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Change in fundamental attributes Asset allocation changed from Debt Funds (including Income Funds, Gilt Funds, Floating Rate Funds, Short Term Funds, Fixed Maturity Plans, and Liquid Funds.) - 90-100%, Money Market Securities - 0-10% to Debt Funds & Liquid Funds - 95-100%, Money Market Securities - 0-5%

Scheme Type changed from An open ended Fund of Funds scheme to An open ended fund of funds scheme investing in dynamically managed portfolio of Debt Funds
Aditya Birla Sun Life Advantage Fund Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Advantage Fund to Aditya Birla Sun Life Equity Advantage Fund

Asset allocation changed from Equities & Equity related Instruments - 70-100%; Debt Securities & Money Market instruments - 0-30%. to Equity & Equity Related Instruments of Large Cap companies- 0-35%; Equity & Equity Related Instruments of Mid Cap companies- 0-35%; Equity and equity related instruments of Companies other than Large Cap and Midcap- 0-30%; Debt Securities & Money Market instruments- 0-30%.

Objective changed from The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment approach. to The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Scheme Type changed from An Open ended Growth Scheme to An open ended equity scheme investing in both large cap and midcap stocks
Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme Change in fundamental attributes Asset allocation changed from Equity Funds - 0-100%, Debt Funds, Liquid Funds, Money Market Funds - 0-100%, Money Market Securities - 0-10% to Equity Funds,Debt Funds & Liquid Funds- 95-100%; Money Market Securities- 0-5%.

Benchmark changed from CRISIL Hybrid 35+65 - Aggressive Index to CRISIL Hybrid 50+50 Moderate Index

Scheme Type changed from An open ended fund of funds scheme to An open ended fund of funds scheme investing predominantly in equity funds, debt funds & liquid funds
Aditya Birla Sun Life Balanced 95 Fund Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Balanced 95 Fund to Aditya Birla Sun Life Equity Hybrid 95 Fund

Asset allocation changed from Equity & Equity Related Instruments- 50-75%; Debt & Money Market instruments (including securitised debt)- 25-40%; Units issued by REITs & InvITs- 0-10%. to Equity & Equity Related Instruments- 65-80%; Debt & Money Market instrumentsincluding securitised debt)- 20-35%; Units issued by REITs & InvITs- 0-10%.

Objective changed from The objective of the scheme is to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend. to The objective of the scheme is to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of dividend.

Scheme Type changed from An Open ended Balanced Scheme to An open ended hybrid scheme investing predominantly in equity and equity related instruments
Aditya Birla Sun Life Balanced Advantage Fund Change in fundamental attributes Asset allocation changed from Equity and equity related securities- 0-100%; Debt and money market instruments- 0-100%; Units issued by REITs & InvITs- 0-10% to Equity & Equity Derivatives (equity hedged exposure)- 65-100%; Debt and money market instruments- 0-35%; Units issued by REITs & InvITs- 0-10%.

Benchmark changed from CRISIL Hybrid 35+65 - Aggressive Index to CRISIL Hybrid 50+50 Moderate Index

Scheme Type changed from An Open ended Asset Allocation Scheme to An open ended Dynamic Asset Allocation fund
Aditya Birla Sun Life Banking & Financial Services Fund Change in fundamental attributes Scheme Type changed from An Open ended Banking & Financial Services Sector scheme to An open ended equity scheme investing in the Banking & Financial Services sectors
Aditya Birla Sun Life Banking &PSU Debt Fund Merger / Change in fundamental attributes Merger / Change in fundamental attributes

Name changed from Aditya Birla Sun Life Banking &PSU Debt Fund to Aditya Birla Sun Life Savings Fund

Scheme Type changed from An Open ended Short Term Income Scheme to An open ended ultra-short term debt scheme investing in instruments such that Macaulay duration of the portfolio is between 3 months and 6 months
Aditya Birla Sun Life Cash Manager Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Cash Manager to Aditya Birla Sun Life Low Duration Fund

Objective changed from The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of very short maturities with a view to provide reasonable returns. to The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Scheme Type changed from An Open ended Income Scheme to An open ended low duration debt scheme investing in instruments such that Macaulay duration of the portfolio is between 6 months and 12 months
Aditya Birla Sun Life Cash Plus Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Cash Plus to Aditya Birla Sun Life Liquid Fund

Asset allocation changed from Equities & Equity related Instruments-75-100%; Debt Securities and Money market instruments (Including Securitised Debt)-0-25%. to Equity and Equity related Instruments of Large Cap Companies-80-100%; Equity and equity related instruments of Companies other than Large Cap- 0-20%; Debt Securities and Money market instruments(Including Securitised Debt)- 0-20%.

Benchmark changed from S&P BSE 200 to Nifty 50

Objective changed from The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, S&P BSE 200. The secondary objective is income generation and distribution of dividend. to The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective is income generation and distribution of dividend.

Scheme Type changed from An Open ended Growth Scheme to An Open ended equity scheme predominantly investing in large cap stocks
Aditya Birla Sun Life Commodities Equities Fund - Global Agri Plan Change in fundamental attributes Scheme Type changed from An Open ended Growth Scheme to An open ended equity scheme following the global agriculture theme
Aditya Birla Sun Life Constant Maturity 10 Year Gilt Fund Merger Merger

Name changed from Aditya Birla Sun Life Constant Maturity 10 Year Gilt Fund to Aditya Birla Sun Life Government Securities Fund (formerly known as Aditya Birla Sun Life Gilt Plus - PF Plan)
Aditya Birla Sun Life Corporate Bond Fund Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Corporate Bond Fund to Aditya Birla Sun Life Credit Risk Fund

Scheme Type changed from An Open ended Income Scheme to An open ended debt scheme predominantly
Aditya Birla Sun Life Dividend Yield Plus Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Dividend Yield Plus to Aditya Birla Sun Life Dividend Yield Fund

Benchmark changed from Nifty 500 to Nifty Dividend Opportunities 50 Index

Scheme Type changed from An open ended growth scheme to An open ended equity scheme predominantly investing in dividend yielding stocks
Aditya Birla Sun Life Dynamic Bond Fund Change in fundamental attributes Objective changed from The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in High Quality Debt and Money Market Instruments. to The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.

Scheme Type changed from An Open ended Income Scheme to An open ended dynamic debt scheme investing across duration
Aditya Birla Sun Life Enhanced Arbitrage Fund Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Enhanced Arbitrage Fund to Aditya Birla Sun Life Arbitrage Fund

Benchmark changed from CRISIL Liquid Fund Index to Nifty 50 Arbitrage Index

Scheme Type changed from An Open ended Equity Scheme to An open ended scheme investing in arbitrage opportunities
Aditya Birla Sun Life Equity Savings Fund Change in fundamental attributes Asset allocation changed from Equity & Equity Related instruments including derivatives - 65-80% (Out of which Cash-futures arbitrage - 20-60%, Net long equity exposure - 20-45%), Debt & Money market Instruments (including margin for derivatives) - 20-25%, Units issued by REITs & InvITs - 10% to Equity & Equity Related instruments including derivatives - 65-80% (Out of which Cash-futures arbitrage - 20-60%, Net long equity exposure - 20-45%), Debt & Money market Instruments (including margin for derivatives) - 10-35%, Units issued by REITs & InvITs - 10%

Scheme Type changed from An Open ended Equity Scheme to An open ended scheme investing in equity, arbitrage and debt
Aditya Birla Sun Life Financial Planning FoF - Aggressive Plan Change in fundamental attributes Asset allocation changed from Equity Funds - 63-77%, Liquid funds, Money Market funds - 13.5-23.75%, Debt Funds other than Liquid Funds, Money Market Funds - 9-19.25%, Gold Exchange Traded Funds - 4.25-14.5%, Money Market Securities - 0-10.5% to Equity Funds - 65-75%, Debt funds & Liquid funds - 25-35%, Money Market Instruments - 0-5%, Gold Exchange Traded Funds - 0-10%

Benchmark changed from 70% Nifty 50 + 15% CRISIL Liquid Fund + 10% CRISIL Composite Bond Fund + 5% INR price of gold to CRISIL Hybrid 35+65 Aggressive Index

Scheme Type changed from An open ended fund of funds scheme to An open ended fund of funds scheme investing in a portfolio of mutual fund schemes (predominantly in Equity Funds)
Aditya Birla Sun Life Financial Planning FoF - Conservative Plan Change in fundamental attributes Asset allocation changed from Equity Funds - 15-28%, Liquid funds, Money Market funds - 40-53%, Debt Funds other than Liquid Funds, Money Market Funds - 22-35%, Gold Exchange Traded Funds - 10-23%, Money Market Securities - 0-13% to Equity Funds - 35-25%, Debt funds & Liquid funds - 65-75%, Money Market Instruments - 0-5%, Gold Exchange Traded Funds - 0-10%

Benchmark changed from 20% Nifty 50 + 44% CRISIL Liquid Fund index + 24% CRISIL Composite Bond Fund index + 12% INR price of Gold. to CRISIL Short Term Debt Hybrid 75+25 Fund Index

Scheme Type changed from An open ended fund of funds scheme to An open ended fund of funds scheme investing in a portfolio of mutual fund schemes (predominantly in Liquid/Money Market Funds and Debt Funds)
Aditya Birla Sun Life Financial Planning FoF - Prudent Plan Change in fundamental attributes Asset allocation changed from Equity Funds - 34-49%, Liquid funds, Money Market funds - 25.5-40.5%, Debt Funds other than Liquid Funds, Money Market Funds - 17-32%, Gold Exchange Traded Funds - 8.5-23.5%, Money Market Securities - 0-15% to Equity Funds - 45-55%, Debt funds & Liquid funds - 45-55%, Money Market Instruments - 0-5%, Gold Exchange Traded Funds - 0-10%

Benchmark changed from 40% Nifty 50 + 30% CRISIL Liquid Fund index + 20% CRISIL Composite Bond Fund index + 10% INR price of Gold to CRISIL Hybrid 50+50 Moderate Index

Scheme Type changed from An open ended fund of funds scheme to An open ended fund of funds scheme investing in a portfolio of mutual fund schemes (predominantly in a combination of Equity Funds, Liquid/Money Market Funds and Debt Funds)
Aditya Birla Sun Life Floating Rate Fund - Short Term Plan Name Change / Change in fundamental attributes Name changed from Aditya Birla Sun Life Floating Rate Fund - Short Term Plan to Aditya Birla Sun Life Money Manager Fund

Asset allocation changed from Floating Rate Debt Securities (including securitized debt, money market instruments and Fixed rate debt instruments swapped for floating rate returns) - 65-100%, Fixed Rate Debt Securities (including securitized debt, money market instruments and Fixed rate debt instruments swapped for Fixed rate returns) - 0-35% to Money Market Instruments(including cash and CBLO)- Upto 100%.

Objective changed from The primary objective of the scheme is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The scheme may invest a portion of its net assets in fixed rate debt securities and money market instruments. to The primary objective of the scheme is to generate regular income through investment in a portfolio comprising of money market instruments.

Scheme Type changed from An Open ended Income Scheme to An open ended debt scheme investing in money market instruments
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