Kim birla-sun-life-financial-planning-fo f

KEY INFORMATION MEMORANDUM
BIRLA SUN LIFE FINANCIAL PLANNING FOF
(An Open Ended Fund of Funds Scheme)
This Product is suitable for investors who are seeking*:
Aggressive Plan:
 capital appreciation through strategic asset allocation which is based
on satisfying the needs to a specific risk return profile (Aggressive) of
investors in the long term
 investment in portfolio of mutual fund schemes (predominantly in
equity funds)
Conservative Plan:
on satisfying the needs to a specific risk-return profile (Conservative)
of investors in the long term
 investment in portfolio of mutual fund schemes (predominantly in liquid
/ money market funds & debt funds)
Prudent Plan:
on satisfying the needs to a specific risk-return profile (Prudent) of
investors in the long term
 investment in portfolio of mutual fund schemes (predominantly in a
combination of equity funds, liquid / money market funds & debt funds)
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Continuous Offer of units at NAV based prices
NAME OF THE ASSET MANAGEMENT COMPANY
BIRLA SUN LIFE ASSET MANAGEMENT COMPANY
LIMITED
One Indiabulls Centre, Tower-1, 17th floor, Jupiter Mill
Compound, 841, Senapati Bapat Marg, Elphinstone Road,
Mumbai - 400 013
Tel.: +91-22 43568000
Fax No. +91-22 43568110 / 8111
CIN: U65991MH1994PLC080811
NAME OF MUTUAL FUND
BIRLA SUN LIFE MUTUAL FUND
One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill
Compound, 841, Senapati Bapat Marg, Elphinstone Road,
Mumbai - 400 013
Tel. +91-22 43568000
Fax No. +91-22 43568110 / 8111
Website www.birlasunlife.com
This Key Information Memorandum (KIM) sets forth the information, which a prospective investor ought to know
before investing. For further details of the scheme/Mutual Fund, due diligence certificate by the AMC, Key
Personnel, investors’ rights & services, risk factors, penalties & pending litigations etc. investors should,
before investment, refer to the Scheme Information Document and Statement of Additional Information
available free of cost at any of the Investor Service Centres or distributors or from the website
www.birlasunlife.com.
The Scheme particulars have been prepared in accordance with Securities and Exchange Board of India
(Mutual Funds) Regulations 1996, as amended till date, and filed with Securities and Exchange Board of
India (SEBI). The units being offered for public subscription have not been approved or disapproved by
SEBI, nor has SEBI certified the accuracy or adequacy of this KIM.

Birla Sun Life Financial Planning FoF Page 2 of 16
Name of the
Scheme
Birla Sun Life Financial Planning Fund - Conservative Plan / Prudent Plan / Aggressive Plan
Structure An Open Ended Fund of Funds Scheme
Investment
Objective
The primary objective of the Scheme is to generate capital appreciation primarily from a portfolio of equity
and debt funds accessed through the diversified investment styles of underlying Scheme selected in
accordance with the BSLAMC process. There can be no assurance that the investment objective of the
Scheme will be realized.
Inception Date May 09, 2011
No. of Folios &
AUM (as on May
31, 2016)
No. of Folios: Aggressive Plan - 12591; Conservative Plan – 577; Prudent Plan- 2005
AUM in Crs: Aggressive - ` 111.31; Conservative Plan - ` 5.44; Prudent Plan- ` 16.88
Asset Allocation
Pattern of the
Scheme
Under normal circumstances, the asset allocation is as follows:
Aggressive Plan:
Instruments Indicative allocations
( % of total assets)
Risk Profile
Maximum Minimum
Equity Funds 77 63 High
Liquid funds, Money Market funds 23.75 13.50 Low
Debt Funds other than Liquid Funds, Money Market
Funds
19.25 9 Low to
Medium
Gold Exchange Traded Funds 14.50 4.25 High
Money Market Securities 10.25 0 Low
Conservative Plan:
Risk Profile
Maximum Minimum
Liquid Funds, Money Market Funds 53 40 Low
Funds
35 22 Low to
Medium
Gold Exchange Traded Funds 23 10 High
Money Market Securities 13 0 Low
Prudent Plan:
Risk Profile
Maximum Minimum
Liquid funds, Money Market funds 40.50 25.50 Low
Funds
32 17 Low to Medium
Gold Exchange Traded Funds 23.50 8.50 High
Money Market Securities 15 0 Low
All 3 Plans under the Scheme can invest in third party mutual fund Scheme and / or Scheme of
Birla Sun Life Mutual Fund.

Investment
Strategy
Target allocation across plans for each asset class:
Instruments Conservative Plan Prudent Plan Aggressive Plan
Equity funds 20.00% 40.00% 70.00%
Liquid Funds,
Money Market
Funds
44.00% 30.00% 15.00%
Debt Funds other
than Liquid Funds,
Money Market
Funds
24.00% 20.00% 10.00%
Gold ETFs 12.00% 10.00% 5.00%
BSLAMC typically selects underlying Scheme and allocate to them as per the defined investment process
across each asset class.
Then as per the asset allocation in each plan of the product, the portfolio is replicated.
e.g. For Conservative Plan, 20% of the plan will be allocated to a portfolio of equity Scheme, 44% of the
plan will be allocated to a portfolio of liquid funds / money market funds, 24% of the plan will be allocated to
debt funds and 12% to gold ETFs.
An investor, depending on his risk profile, could choose a plan.
The investment team would rebalance the plans at periodic intervals. The rebalancing period would be
determined by the permitted allocation range, market conditions, inflows / outflows from the plan.
Risk Profile of
the Scheme
Mutual Fund Units involve investment risks including the possible loss of principal. Please read the
Scheme Information Memorandum (SID) carefully for details on risk factors before investment. Scheme
specific Risk Factors are summarized below:
 The Scheme returns can be impacted by issues pertaining to the NAV’s of underlying Scheme of mutual
funds where the Scheme has invested. These could be issues such as uncharacteristic performance,
changes in the business ownership and / or investment process, key staff departures etc.
 Each plan has an allocation range within each asset class. The fund manager of the scheme has the
discretion of active allocation to the asset class within the permitted range. This flexibility at times could
impact the performance of each plan if the decision to allocate higher or lower percentage to an asset
class does not go right. E.g. if the range for equities is 50-60%. In a rising market, 50% allocation and in
falling market, 60% allocation to equities would result in lower returns.
Risk Control  Investment in funds selected as per BSLAMC process;
 Regular monitoring of the investments internally to reduce risk;
 Diversification achieved through investment in more than one fund at any point of time;
 Tracking and monitoring deviation from the benchmark;
 Tracking Investor concentrations;
 Regularly tracking the liquidity of the portfolio of the underlying funds;
 Regularly checking and tracking credit quality of the portfolio of the underlying funds;
 Favoring funds with strong parent backing.
Plans/Options The Scheme will have Regular Plan and Direct Plan** with a common portfolio and separate NAVs.
Investors should indicate the Plan for which the subscription is made by indicating the choice in the
application form.
Each of the above (Regular and Direct) Plan under the scheme will have the following Options:
(1) Dividend Option (Payout & Reinvestment Facility)
(2) Growth Option
**DIRECT PLAN:
i. Direct Plan is only for investors who purchase /subscribe Units in a Scheme directly with the
Mutual Fund and is not available for investors who route their investments through a
Distributor.
ii. Eligible investors: All categories of investors (whether existing or new Unitholders) as permitted
under the Scheme Information Document of the Scheme are eligible to subscribe under Direct Plan.

iii. Modes for applying: Investments under Direct Plan can be made through various modes offered by
the Mutual Fund for investing directly with the Mutual Fund [except through Stock Exchange Platforms
for Mutual Funds and all other Platform(s) where investors’ applications for subscription of units are
routed through Distributors].
iv. How to apply:
a. Investors desirous of subscribing under Direct Plan of a Scheme will have to ensure to indicate
“Direct Plan” against the Scheme name in the application form.
b. Investors should also indicate “Direct” in the ARN column of the application form.
Default Plan /
Option / Sub-
option
(In case the
investor fails to
specify his
preference, the
given default plan /
option / sub-option
would apply)
Default Plan: In case Distributor code is mentioned in the application form, but "Direct Plan" is indicated
against the Scheme name, the Distributor code will be ignored and the application will be processed under
Direct Plan. Further, where application is received for Regular Plan without Distributor code or "Direct"
mentioned in the ARN Column, the application will be processed under Direct Plan
Default Option/ Sub-Option: Dividend Option / Reinvestment Facility.
In case of valid application received without indicating choice between options under the scheme, the same
shall be considered as Dividend Option with Reinvestment facility and processed accordingly.
Applicable NAV
(after the scheme
opens for
repurchase and
sale)
In accordance with provisions of SEBI circular CIR/IMD/DF/21/2012 dated September 13, 2012, SEBI
circular dated No. Cir/ IMD/ DF/ 19/ 2010 dated November 26, 2010, SEBI Circular No. IMD/ CIR No. 11 /
142521 / 08 dated October 24, 2008 and SEBI Circular SEBI/ IMD/ CIR No.11/ 78450/ 06 dated October
11, 2006 and further amendments if any, thereto, the following cut-off timings shall be observed by Mutual
Fund in respect of purchase/ redemption/ switches of units of the scheme, and the following NAVs shall be
applied in each case:
I. APPLICABLE NAV FOR SUBSCRIPTIONS/ PURCHASE INCLUDING SWITCH-IN OF UNITS:
For an amount less than ` 2 lacs:
 In respect of valid applications received upto 3.00 p.m. by the Mutual Fund alongwith a local cheque or
a demand draft payable at par at the place where the application is received, the closing NAV of the
day on which application is received shall be applicable.
 In respect of valid applications received after 3.00 p.m. by the Mutual Fund alongwith a local cheque
or a demand draft payable at par at the place where the application is received, the closing NAV of the
next business day shall be applicable.
For an amount of ` 2 lacs and above#:
In respect of valid applications for purchase of units with amount equal to or more than ` 2 lacs, the closing
NAV of the day (or immediately following Business Day if that day is not a Business day) on which the
funds are available for utilization, shall be applicable.
In respect of subscriptions/purchase/Switch-in application with amount equal to or more than ` 2 lacs, for
allotment of units at applicable NAV as above, it shall be ensured that:
i. Application is received before the applicable cut-off time (i.e. 3.00 p.m.)
ii. Funds for the entire amount of subscription / purchase /switch-in as per the application are credited
to the bank account of the respective scheme before the applicable cut-off time (i.e. 3.00 p.m.).
iii. The funds are available for utilization before the applicable cut-off time without availing any credit
facility whether intra-day or otherwise, by the respective scheme.
II. APPLICABLE NAV FOR REDEMPTIONS INCLUDING SWITCH-OUT OF UNITS:
 In respect of valid applications received upto 3.00 p.m. by the Mutual Fund, same day’s closing NAV
shall be applicable.
 In respect of valid applications received after 3.00 p.m. by the Mutual Fund, the closing NAV of the
next business day shall be applicable.
While the Applicable NAV shall be as per cut-off time specified above, the NAV shall be declared in
accordance with the provisions as mentioned in the SID.
#Investors are requested to note that the following practice of aggregating multiple / split applications /
transactions shall be followed and accordingly the closing Net Asset Value (NAV) of the day on which the funds
are available for utilization is being implemented where the aggregated amount of investments is Rs. 2 lacs and
above.
(a) All transactions received on same Business Day (as per cut-off timing and Time stamping rule prescribed
under SEBI (Mutual Funds) Regulations,1996 or circulars issued thereunder from time to time).
(b) Transactions shall include purchases, additional purchases, and exclude Switches, Systematic Investment
Plans (SIP) / Systematic Transfer Plans (STP) and trigger transactions.
(c) Aggregation of transactions shall be done on the basis of investor(s) Permanent Account Number (PAN). In

case of joint holding in folios, transactions with similar holding pattern will be aggregated.
(d) Such aggregation shall be done irrespective of the number of folios under which the investor is investing and
irrespective of source of funds, mode of payment, location and time of application
(e) All transactions will be aggregated where investor holding pattern is same as stated above, irrespective of
whether the amount of the individual transaction is above or below ` 2 lacs.
(f) Only transactions in the same scheme shall be clubbed. This will include transactions at plan / options level
(i.e. Regular Plan, Direct Plan, Dividend Option, Growth Option, etc).
(g) Transactions in the name of minor received through guardian will not be aggregated with the transaction in
the name of same guardian. However, two or more transactions in the same folio of a minor will be
considered for aggregation.
Minimum
Application
Amount / Number
of Units
Purchase (Incl.
Switch-in)
Minimum of ` 5,000/-
and in multiples of ` 1/-
thereafter
Additional Purchase (Incl. Switch-in)
Minimum of ` 1,000/- and in multiples of `
1/- thereafter
Repurchase
In Multiples of ` 1/- or 0.001 units.
Despatch of
Proceeds of
Repurchase
(Redemption)
Request
Within 10 working days of the receipt of the redemption request at the official points of acceptance of Birla
Sun Life Mutual Fund.
Benchmark Index Aggressive Plan: 70% Nifty 50+ 15% CRISIL Liquid Fund index + 10% CRISIL Composite Bond Fund index
+5% INR price of Gold
Conservative Plan: 20% Nifty 50 + 44% CRISIL Liquid Fund index + 24% CRISIL Composite Bond Fund
index + 12% INR price of Gold
Prudent Plan: 40% Nifty 50 + 30% CRISIL Liquid Fund index + 20% CRISIL Composite Bond Fund index +
10% INR price of Gold
The fund reserves the right to change the benchmark for evaluation of the performance of the scheme from
time to time, subject to SEBI Regulations and other prevailing guidelines if any.
Dividend Policy Dividends will be declared subject to availability of distributable surplus and at the discretion of the
AMC/Trustee. On payment of Dividends, the NAV will stand reduced by the amount of dividend and
dividend distribution tax, if any.
Name of the
Fund Manager
and Tenure for
which the fund
manager has
been managing
the Scheme
Fund Manager Managing Since Tenure
Mr. Shravan Sreenivasula December 15, 2014 1.50 years
Name of the
Trustee
Company
Birla Sun Life Trustee Company Private Limited
Performance of
the Scheme
Birla Sun Life Financial Planning Fund - Aggressive Plan (BSLFPF – AP)
I. PERFORMANCE OF THE SCHEME AS AT MARCH 31, 2016
Return
Last 1 Year
*
Last 3
years
Last 5 years Since
Inception
Birla Sun Life Financial Planning Fund
FoF - Aggressive Plan
(I ti M 09 2011)
3.55 15.81 11.12 11.15
Customised Index# 0.19 9.83 8.04 8.00

FoF - Aggressive Plan - Direct Plan
(Inception - January 01 2013)
4.29 16.54 - 12.80
Customised Index# 0.19 9.83 - 8.91
Note: Past performance may or may not be sustained in future *Absolute Returns
For dividend option, the returns would assume reinvestment of dividend, net of distribution taxes, if any
#70% Nifty 50 + 15% CRISIL Liquid Fund index + 10% CRISIL Composite Bond Fund index +5% INR price
of Gold
II. ABSOLUTE RETURNS FOR EACH FINANCIAL YEAR (FY APR-MAR)
Birla Sun Life Financial Planning Fund - Conservative Plan (BSLFPF – CP)
I. PERFORMANCE OF THE SCHEME AS AT MARCH 31, 2016
Return
Last 1 Year
*
Last 3
years
Last 5 years Since
Inception
FoF - Conservative Plan
(Inception May 09 2011)
5.41 9.02 8.38 8.47
Customised Index^ 5.86 8.21 8.19 8.20
FoF - Conservative Plan - Direct Plan
(Inception - January 01,2013)
5.94 9.58 - 8.34
Customised Index^
5.86 8.21 - 7.75
^20% Nifty 50 + 44% CRISIL Liquid Fund index + 24% CRISIL Composite Bond Fund index + 12% INR
price of Gold
-0.88%
34.20%
14.56%
-1.58%
12.16%
-3.61%
18.05%
11.98%
2.20%
13.36%
-0.17%
34.99%
15.07%
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
30.00%
35.00%
40.00%
2015-2016 2014-2015 2013-2014 2012-2013 2011-2012
BSL Financial Planning Fund FoF
- Aggressive Plan – RP$
Customised Index
BSL Financial Planning Fund FoF -
Aggressive Plan– DP@

Birla Sun Life Financial Planning Fund - Prudent Plan (BSLFPF – PP)
I. PERFORMANCE OF THE SCHEMES AS AT MARCH 31, 2016
Return
Last 1 Year
*
Last 3
years
Last 5 years Since
Inception
FoF - Prudent Plan
(Inception - May 09,2011)
4.37 11.57 9.50 9.56
Customised Index
3.60 8.80 8.11 8.10
FoF - Prudent Plan - Direct Plan
(Inception - January 01,2013)
4.93 12.14 - 9.90
Customised Index
3.60 8.80 - 8.14
^40% Nifty 50 + 30% CRISIL Liquid Fund index + 20% CRISIL Composite Bond Fund index + 10% INR
price of Gold
3.85%
14.78%
7.82%
2.85%
10.49%
5.09%
4.04%
3.22%
4.66%
11.82%
4.38%
15.37%
8.34%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
16.00%
18.00%
2015-2016 2014-2015 2013-2014 2012-2013 2011-2012
BSL Financial Planning
Fund FoF - Conservative
Plan – RP$
1.65%
22.37%
10.43%
1.37%
11.22%
1.64%
9.30%
6.24%
3.60%
12.67%
2.19%
23.00%
10.85%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
2015-2016 2014-2015 2013-2014 2012-2013 2011-2012
BSL Financial Planning Fund FoF -
Prudent Plan – RP$
Customised Index

Expenses of the
Scheme:
(i) Load Structure
Entry Load*: Nil
Exit Load: For redemption/switch out of units within 365 days from the date of allotment: 1.00% of
applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil
* In terms of SEBI circular no. SEBI/IMD/CIR No.4/ 168230/09 dated June 30, 2009, no entry load will be
charged by the Scheme to the investor effective August 1, 2009. Upfront commission shall be paid directly
by the investor to the AMFI registered Distributors by a separate cheque based on the investors’
assessment of various factors including the service rendered by the distributor.
 No Exit Loads / CDSC will be chargeable in case of switches made from Growth option to Dividend
option or vice-versa within the respective Plans offered under the Scheme.
 No entry or exit load shall be charged in respect of units issued to unitholders on Reinvestments of
Dividends and units issued to unitholders as Bonus units.
 Switch of investments from Regular Plan (whether the investments were made before or after January
01, 2013) to Direct Plan shall be subject to applicable exit load, if any, and vice versa.
(ii) Recurring
expenses
(As a % of daily
net assets)
Actual (unaudited) expenses for the financial year ended March 31, 2016:
Plans Regular Plan Direct Plan Underlying Scheme(s)
Aggressive Plan 1.39% 0.62% 1.09%
Conservative Plan 1.34% 0.81% 0.62%
Prudent Plan 1.44% 0.91% 0.83%
Maximum estimated permissible expenses, including investment management and advisory fees,
as a % per annum of daily net assets:
Expense Head / Nature of Expense % of daily Net
Assets - Regular
% of daily Net Assets –
Direct Plan
Investment Management and Advisory
Fees (AMC fees)
Upto 2.50% @
(including weighted
average of charges
levied by the
underlying Scheme)
Upto 2.00% $
(including weighted
average of charges
levied by the underlying
Scheme)
Trustee fee
Audit fees
Custodian fees
Registrar & Transfer Agent (RTA) Fees
Marketing & Selling expense incl. agent
commission
Cost related to investor communications
Cost of fund transfer from location to
location
Cost of providing account
statements/allotment advice and
dividend/ redemption cheques and
warrants
Costs of statutory Advertisements
Cost towards investor education &
awareness (at least 2 bps) ^
Brokerage & transaction cost over and
above 12 bps and 5 bps for cash and
derivative market trades resp.
Service tax on expenses other than
investment and advisory fees
Service tax on brokerage and transaction
cost
Other expenses

Maximum total expense ratio (TER)
permissible under Regulation 52 (6) (a)
Upto 2.50% @
(including weighted
average of charges
levied by the
underlying Scheme)
Upto 2.00% $
(including weighted
average of charges
levied by the
underlying Scheme)
Additional expenses under regulation 52
(6A) (c)
Upto 0.20% @ Upto 0.20% $
Additional expenses for gross new
inflows from specified cities
Upto 0.30% @
-
@There are no sub-limits under any of the expense head specified above and the total expense
ratio of up to 2.50% (Regular)/ 2.00% (Direct Plan) is fungible amongst the different expense heads.
# Commission/ Distribution expenses will not be charged In case of Direct Plan. Thus, it is estimated that
the expense ratio of the Direct Plan would be lower by at least 10% p.a vis-a-vis through Distributor Plan.
$ Commission/ Distribution expenses will not be charged In case of Direct Plan. Thus, it is estimated that
the expense ratio of the Direct Plan would be lower by at least 20% p.a vis-a-vis through Distributor Plan.
These estimates are made in good faith by the Investment Manager and are subject to change, both inter
se and as an increase or decrease in the estimated total annual recurring expenses. Though the
Investment Manager will make efforts to keep the recurring expenses to the minimum, actual expenses
under any head and / or the total expenses may be more or less than the estimates. The Investment
Manager retains the right to charge the actual expenses to the Fund, however the expenses charged will
not exceed the statutory limit prescribed by the Regulations.
The purpose of the above table is to assist the investor in understanding the various costs and expenses
that an investor in the scheme will bear directly or indirectly. The above estimates for recurring expense
are for indicative purposes only and have been made in good faith as per the information available to the
AMC based on past experience.
Note:
(a) The total expenses of the scheme including weighted average of charges levied by the underlying
Scheme shall not exceed 2.50 per cent of the daily net assets of the scheme.
(b) Direct Plan shall have a lower total expense ratio as compared to expense ratio of Regular Plan under
same scheme. The difference in the expense ratio between the Direct Plan and Regular Plan will be
only resulting from exclusion of distribution expenses, commission, etc. for distribution of Units under
Regular Plan.
(c) ^ In terms of SEBI Circular No. CIR/IMD/DF/21/2012 dated September 13, 2012, the AMC / Mutual
Fund shall annually set apart at least 2 basis points (i.e. 0.02%) on daily net assets of the scheme
within the maximum limit of Total Expense Ratio as per Regulation 52 of the SEBI (MF) Regulations
for investor education and awareness initiatives.
(d) In terms of SEBI Circular No. CIR/IMD/DF/21/2012 dated September 13, 2012, AMC may charge
service tax on following Fees and expenses as below:
a. Investment Management and Advisory Fees: AMC may charge service tax on investment
management and advisory fees to the scheme in addition to the maximum limit of Total
Expense Ratio as prescribed under Regulation 52 of the SEBI (MF) Regulations.
b. Other than Invesment Management and Advisory Fees: AMC may charge service tax on
expenses other than investment management and advisory fees to the scheme within the
maximum limit of Total Expense Ratio as prescribed under Regulation 52 of the SEBI (MF)
Regulations. Further, service tax on Brokerage and transaction cost incurred for execution of
trades, will be within the maximum limit of Total Expense Ratio as prescribed under
Regulation 52 of the SEBI (MF) Regulations
(e) Additional Expenses upto 0.20% of daily net assets as permissible under regulation 52 (6A) (c) may
be charged by AMC under different heads of expenses mentioned under Regulation 52 (2) and (4) and
more specifically stated in table above.
(f) Fungibility of Maximum Permissible expense: The maximum total expense ratio (TER) that can be
charged to the scheme will be subject to such limits as prescribed under the SEBI (MF) Regulations.
The said maximum TER shall either be apportioned under various expense heads as enumerated

above, without any sub limit or allocated to any of the said expense head(s) at the discretion of AMC.
Also, the types of expenses charged shall be as per the SEBI (MF) Regulations.
(g) Investors should note that, the investors will also bear the recurring expenses of the
underlying Scheme in which Fund of Funds scheme makes investment.
Investors should note that the total recurring expenses of the scheme excluding issue or redemption expenses,
whether initially borne by the Mutual Fund or by the AMC, but including the investment management and
advisory fee, shall not exceed the limits as prescribed under Regulation 52 of the SEBI (MF) Regulations.
Subject to the SEBI (MF) Regulations, expenses over and above the prescribed ceiling will be borne by the
AMC.
Waiver of Load
for Direct
Applications
Not Applicable
Tax treatment for
the Investors
(Unitholders)
Investors are advised to refer to the details in the Statement of Additional Information and also
independently refer to his tax advisor.
Daily Net Asset
Value (NAV)
Publication
The NAV will be declared on all business days and will be published in atleast 2 daily newspapers in
accordance with SEBI (MF) Regulations. NAV can also be viewed on www.birlasunlife.com and
www.amfiindia.com Investors can also call up at our toll free number 1800-22-7000 / 1800-270-7000.
For Investor
Grievances
please contact
Birla Sun Life Asset Management
Company Limited
One India Bulls Centre, Tower 1, 17th Floor,
Jupiter Mill Compound, 841, Senapati Bapat
Marg, Elphinstone Road, Mumbai 400 013
Tel.: 1800-270-7000 / 1800-22-7000 ,
E-mail: connect@birlasunlife.com
CIN: U65991MH1994PLC080811
Registrar & Transfer Agents:
Computer Age Management Services Pvt. Ltd. (CAMS)
Rayala Towers, 158, Anna Salai, Chennai - 600002.
Contact Details: 1800-425-2267
E-mail: birlasunlife@camsonline.com
Website Address:www.camsonline.com
Unitholders’
Information
APPLICABLE TO INVESTORS WHO OPT TO HOLD UNITS IN PHYSICAL (NON-DEMAT) MODE AND
DO NOT HAVE DEMAT ACCOUNT :
For normal transactions during ongoing sales and repurchase:
 On acceptance of the application for subscription, an allotment confirmation specifying the number of units
allotted to the investor shall be sent by way of email and/or SMS’s to the investors’ registered email address
and/or mobile number not later than 5 (five) business days.
 Thereafter, a Consolidated Account Statement (CAS) for each calendar month to the Unitholder(s) in
whose folio(s) transaction(s) has/have taken place during the month, on or before 10th of the
succeeding month shall be sent by e-mail/mail. CAS shall contain details relating to all the
transactions** carried out by the investor, including details of transaction charges paid to the
distributor, if any, across all schemes of all mutual funds, during the month and holding at the end of
the month.
 **The word 'transaction' shall include purchase, redemption, switch, dividend payout, dividend
reinvestment, Systematic Investment Plan, Systematic Withdrawal Plan, Systematic Transfer Plan and
bonus transactions.
 In case of specific request is received from investors, account statement shall be issued to the
investors within 5 (five) business days from the receipt of such request without any charges. The
unitholder may request for a physical account statement by writing/calling the AMC/ISC/R&T.
 In the event the account has more than one registered holder, the first named Unitholder shall receive
the CAS/account statement.
 The transactions viz. purchase, redemption, switch, dividend payout, etc., carried out by the
Unitholders shall be reflected in the CAS on the basis of Permanent Account Number (PAN).
 The CAS shall not be received by the Unitholders for the folio(s) not updated with PAN details. The
Unitholders are therefore requested to ensure that the folio(s) are updated with their PAN.
 No Account statements will be issued to investors opted to hold units in electronic (demat)
mode, since the statement of account furnished by depository participant periodically will
contain the details of transactions

APPLICABLE TO INVESTORS WHO OPT TO HOLD UNITS IN ELECTRONIC (DEMAT) MODE:
 On acceptance of the application for subscription, an allotment confirmation specifying the number of units
allotted to the investor shall be sent by way of email and/or SMS’s to the investors’ registered email address
and/or mobile number not later than 5 (five) business days.
 Thereafter, Single Consolidated Account Statement (SCAS), based on PAN of the holders, shall be
sent by Depositories, for each calendar month within 10th day of the succeeding month to the
unitholders in whose folio(s)/demat account(s) transactions have taken place during that month.
 SCAS shall be sent by Depositories every half yearly (September/ March), on or before 10th day of
succeeding month, detailing holding at the end of the sixth month, to all such unitholders in whose
folios and demat accounts there have been no transactions during that period.
 In case of demat accounts with nil balance and no transactions in securities and in mutual fund folios,
the depository shall send account statement in terms of regulations applicable to the depositories.
 Consolidation shall be done on the basis of Permanent Account Number (PAN). In the event the folio /
demat account has more than one registered holder, the first named Unit holder / Account holder shall
receive the SCAS. For the purpose of SCAS, common investors across mutual funds / depositories
shall be identified on the basis of PAN. Consolidation shall be based on the common sequence/ order
of investors in various folios/ demat accounts across mutual funds / demat accounts across depository
participants.
 In case of multiple accounts across two depositories, the depository with whom the demat account
has been opened earlier will be the default depository which will consolidate the details across
depositories and Mutual Fund investments and dispatch the SCAS to the unitholders.
 Unitholders whose folio(s)/demat account(s) are not updated with PAN shall not receive SCAS.
Unitholders are therefore requested to ensure that their folio(s)/demat account(s) are updated with
PAN.
 For Unitholders who have provided an e-mail address in KYC records, the SCAS will be sent by e-
mail.
 The Unitholders may request for account statement for mutual fund units held in physical mode. In
case of a specific request received from the Unitholders, account statement shall be provided to the
unitholders within 5 business days from the receipt of such request.
 No account statements will be issued to unitholders opted to hold units in demat mode, since the
statement of account furnished by depository participant periodically will contain the details of
transactions.
 SCAS sent within the time frame mentioned above is provisional and is subject to realisation of
payment instrument and/or verification of documents, including the application form
Half Yearly Consolidated Account Statement:
 A CAS detailing holding across all schemes of all mutual funds at the end of every six months (i.e.
September/ March), shall be sent by mail/e-mail on or before 10th day of succeeding month, to all
such Unitholders in whose folios no transaction has taken place during that period. Such Consolidated
Account Statement shall reflect the latest closing balance and value of the Units prior to the date of
generation of the consolidated account statement.
 The half yearly consolidated account statement will be sent by e-mail to the Unitholders whose e-mail
address is available, unless a specific request is made to receive in physical.
COMMUNICATION BY EMAIL
 For those unitholders who have provided an e-mail address, the AMC will send the communication by
email. Unitholders who receive e-mail statements may download the documents after receiving e-mail
from the Mutual Fund. Should the Unitholder experience any difficulty in accessing the electronically
delivered documents, the Unitholder shall promptly advise the Mutual Fund to enable the Mutual Fund to

make the delivery through alternate means. It is deemed that the Unitholder is aware of all security risks
including possible third party interception of the documents and contents of the documents becoming
known to third parties.
Annual Report:
The scheme wise annual report or an abridged summary thereof shall be sent to all Unitholders not later
than four months from the date of closure of the relevant accounting year and full annual report shall be
available for inspection at the Head Office of the Mutual Fund and a copy shall be made available to the
Unitholders on request on payment of nominal fees, if any.
The scheme wise annual report or an abridged summary thereof (the reports) shall be sent:
(i) By e-mail only to the Unitholders whose e-mail address is available with BSLAMC / Mutual Fund;
(ii) In physical form to the Unitholders whose email address is not available with Mutual Fund and/or to
those Unitholders who have opted / requested for the same.
Accordingly, unitholders are requested to ensure that their folio(s) are updated with e-mail address, in case
they wish to receive the reports electronically i.e. via e-mail. Also, in case the unitholders wish to receive
physical copies of reports they may indicate as such, notwithstanding registration of e-mail address with
BSLAMC / Mutual Fund.
The physical copy of the scheme wise annual report or abridged summary thereof shall be made available
to the investors at the registered office of the BSLAMC. A link of the scheme annual report or abridged
summary thereof shall be displayed prominently on the website of the Mutual Fund (www.birlasunlife.com)
and shall also be displayed on the website of AMFI (www.amfiindia.com).
Half Yearly Disclosures (Unaudited Financial Results / Portfolio):
Mutual Fund / AMC shall within one month from the close of each half year, (i.e. 31st March and on 30th
September), host a soft copy of its unaudited financial results on its website (www.birlasunlife.com).
Further, the Mutual Fund / AMC shall publish an advertisement disclosing the hosting of such unaudited
half yearly financial results on their website, in atleast one national English daily newspaper and a regional
newspaper published in the language of the region where the Head Office of the Mutual Fund is situated.
The Mutual Fund / AMC shall before the expiry of one month from the close of each half year (i.e. 31st
March and 30th September), publish complete statement of the scheme portfolio in prescribed format as at
end of such half year in one national English daily newspaper and in a regional newspaper published in the
language of the region where the Head Office of the Mutual Fund is situated.
Monthly Portfolio Disclosures:
The monthly portfolio of the scheme (alongwith ISIN) shall also be made available on the website of Mutual
Fund (www.birlasunlife.com) on or before tenth day of the succeeding month.
Scheme Portfolio
Holdings
a) Top 10 holdings (as on May 31, 2016)
Birla Sun Life Financial Planning Fund - Aggressive Plan (BSLFPF – AP)
Issuer % to net Assets
SBI Blue Chip Fund-Direct Plan -Growth 15.20%
Birla Sun Life Advantage Fund - Gr - Dir Pl 14.47%
Birla Sun Life Frontline Eq Fd - Gr - Direct Plan 14.42%
MOSt Focused Multicap 35-Direct Plan-Growth Option 14.40%
Birla Sun Life Cash Plus - Growth - Direct Plan 12.31%
Mirae Asset India Opp'ties Fund-Direct Plan- Growth 12.19%
SBI Magnum Gilt Fund - Long Term-Dir Pl - Growth 5.47%
IDFC Dynamic Bond Fund-Direct Plan-Growth 5.43%
Goldman Sachs Gold ETF (Gold Bees) 2.58%
Kotak MF Gold ETF 1.75%

Birla Sun Life Financial Planning Fund - Conservative Plan (BSLFPF – CP)
SBI Magnum Gilt Fund - Long Term-Dir Pl - Growth 12.17%
IDFC Dynamic Bond Fund-Direct Plan-Growth 12.04%
Mirae Asset India Opp'ties Fund-Direct Plan-Growth 2.26%
Birla Sun Life Financial Planning Fund - Prudent Plan (BSLFPF – PP)
Magnum Gilt Fund - Long Term-Dir Pl - Growth 10.31%
IDFC Dynamic Bond Fund-Direct Plan-Growth SBI 10.06%
Birla Sun Life Frontline Eq Fd - Gr - Direct Plan 8.47%
Mirae Asset India Opp'ties Fund-Direct Plan-Growth 6.15%
b) Sector-wise Allocation (as on May 31, 2016)
Not Applicable
Transaction
Charges
(For Lumpsum
Purchases and
SIP Investments
routed through
distributor /
agent)
SEBI has, with the intent to enable investment by people with small saving potential and to increase reach of
Mutual Fund products in urban areas and in smaller towns, wherein the role of the distributor is considered
vital, allowed AMCs vide its circular No. Cir/ IMD/ DF/13/ 2011 dated August 22, 2011 to deduct transaction
charges for subscription of `10,000/- and above.
In accordance with the said circular, BSLAMC / Mutual Fund will deduct the transaction charges from the
subscription amount and pay to the distributors as shown below (who have opted-in to receive the
transaction charges on basis of type of product). Thereafter, the balance of the subscription amount shall
be invested.
1. Transaction charges shall be deducted for Applications for purchase/ subscription relating to new
inflows and routed through distributor/ agent:
Investor Type Transaction charges^
First Time Mutual Fund Investor (across
Mutual Funds)
` 150 for subscription application of `10,000 and
above.
Investor other than First Time Mutual Fund
Investor
` 100 for subscription application of `10,000 and
above.

2. ^The transaction charge, if any, shall be deducted by the BSLAMC from the subscription amount and
paid to the distributor; and the balance shall be invested and accordingly units allotted. The statement
of account shall clearly state the net investment as gross subscription less transaction charge and
depict the number of units allotted against the net investment amount.
However, Transaction charges in case of investments through Systematic Investment Plan (SIP) from
first time mutual fund investor and investor other than first time mutual fund investor shall be deducted
only if the total commitment (i.e. amount per SIP installment x No. of installments) amounts to Rs.
10,000/- or more. The transaction charges shall be deducted in 3-4 installments.
3. Transaction charges shall not be deducted/applicable for:
(a) purchases / subscriptions for an amount less than ` 10,000/-;
(b) Transaction other than purchases / subscriptions relating to new inflows such as Switches, etc.
(c) Purchases / subscriptions made directly with the Mutual Fund (i.e. not routed through any
distributor / agent).
(d) Transactions carried out through the Stock Exchange Platforms for Mutual Funds.
4. Investor should note that, as per SEBI circular no. SEBI/IMD/CIR No. 4/ 168230/09, dated June 30, 2009,
the upfront commission, if any, on investment made by the investor shall continue to be paid by the
investor directly to the Distributor by a separate cheque, based on his assessment of various factors
including the service rendered by the Distributor.
Notwithstanding anything contained in the Key Information Memorandum, the provisions of SEBI (Mutual
Funds) Regulations, 1996 and Guidelines thereunder shall be applicable. Further, investors may ascertain
about any further changes from the Mutual Fund/Investor Service Centres / Distributors or Brokers.
Date: June 29, 2016 Place: Mumbai

Gist of Comparison with other schemes of Birla Sun Life Mutual Fund.
The Investment Strategy of Birla Sun Life Financial Planning FoF is different from the existing scheme of the fund below:
Name of
Existing
Scheme
Asset Allocation Pattern Primary
Investment
Pattern
Differentiation with
the Scheme
AUM in
Crs. (as
on May
31, 2016
No. Of
Folios
(as on
May 31,
2016)
BIRLA SUN
LIFE
GLOBAL
REAL
ESTATE
FUND
Instruments Indicative allocation (%
of total assets)
Risk
Profile
The Scheme is to
seek capital
appreciation by
investing
predominantly in
ING (L) Invest
Global Real
Estate. The
Scheme may also
invest a certain
portion of its
corpus in Money
Market
Instruments / liquid
funds / money
market mutual
funds, in order to
meet liquidity
requirements from
time to time. There
can be no
assurance that the
investment
objective of the
Scheme will be
realized.
The Scheme aims to
generate returns by
investing in mutual
fund Scheme selected
in accordance with the
BSLAMC process, as
per the risk-return
profile of investors.
22.32 4990
Minimum Maximum
ING (L)
Invest Global
Real Estate
Fund
95 100 High
Money
Market
Instruments/li
quid funds
/money
market
mutual funds
0 5 Low to
Medium
BIRLA SUN
LIFE ACTIVE
DEBT MULTI
MANAGER
FOF
SCHEME
of total assets)
Risk
Profile
The Scheme is to
generate returns
from a portfolio of
pure debt oriented
funds accessed
through the
diverse investment
styles of
underlying scheme
selected in
accordance with
the BSLAMC
process. There
can be no
assurance that the
investment
objective of the
Scheme will be
realized.
92.59 304
Maximum Minimum
Debt Funds
(including
Income
Funds, Gilt
Funds,
Floating Rate
Funds, Short
Term Funds,
Fixed
Maturity
Plans, and
Liquid
Funds.)
100 90 Low to
Medium
Money
market
Securities
10 0 Low

BIRLA SUN
LIFE
GLOBAL
COMMODITI
ES FUND
of total assets)
Risk
Profile
The Scheme is to
achieve long-term
capital growth by
investing primarily
in units of global
mutual funds
which invest in
commodity related
securities.
There can be no
assurance that the
investment
objective of the
Scheme will be
realized.
2.32 699
Maximum Minimum
Global
mutual funds
which invest
in commodity
related
securities.
100 95 High
Money
market
Securities
5 0 Low
BIRLA SUN
LIFE ASSET
ALLOCATO
R MULTI
MANAGER
FOF
SCHEME
of total assets)
Risk
Profile 3.30 376
Maximum Minimum
Debt Funds,
Liquid Funds,
Money
Market
Funds
100 0 Low to
Medium
Money
Market
Securities
10 0 Low

(PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM. All sections to be completed in ENGLISH in BLACK / BLUE COLOURED INK and in BLOCK LETTERS.)
Application No.
Collection Centre /
BSLAMC Stamp & Signature
Application No.
Received from Mr. / Ms. _____________________________________________________________________________ Date : _____/_____/___________
ENCLOSED)][ (Please tick
ACKNOWLEDGEMENT SLIP (To be filled in by the Investor)
Birla Sun Life Asset Management Company Limited
Toll Free : 1-800-270-7000/ 1-800-22-7000 | sms ‘GAIN’ to 567679 | Email: connect@birlasunlife.com
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai 400 013
FIRST / SOLE APPLICANT INFORMATION (MANDATORY) (Refer Instruction No. 2,3,4) Fresh / New Investors fill in all the blocks. (1 to 10) In case of investment "On behalf of Minor", Please Refer Instruction no. 2(ii)1.
NAME OF FIRST / SOLE APPLICANT
PAN / PEKRN (Mandatory)
NAME OF THE SECOND APPLICANT
TRANSACTION CHARGES FOR APPLICATIONS ROUTED THROUGH DISTRIBUTORS/AGENTS ONLY (Refer Instruction 1 (viii))
In case the subscription (lumpsum) amount is ` 10,000/- or more and your Distributor has opted to receive Transaction Charges, ` 150/- (for first time mutual fund investor) or ` 100/- (for investor other than first
time mutual fund investor) will be deducted from the subscription amount and paid to the distributor. Units will be issued against the balance amount invested.
Existing Folio No.
EXISTING UNITHOLDER please ll in your Folio No., Name & Email ID and then proceed to Section 5 (Applicable details and Mode of holding will be as per the existing Folio No.)
First Applicant / Authorised Signatory Second Applicant Third Applicant
EUIN is mandatory for “Execution Only” transactions. Ref. Instruction No. 9
I/we hereby confirm that the EUIN box has been intentionally left blank my me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of
in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.
Mr. Ms.M/s.
Mr. Ms.M/s.
NAME OF THE THIRD APPLICANT Mr. Ms.M/s.
Date of Birth** D D M M YYYY KYC
Resident Individual NRI - NROFIIs PIOHUF Club / Society Body Corporate Minor Government Body
Trust Others (Please Specify)Partnership FirmNRI - NRE Bank & FI Sole Proprietor
TAX STATUS )][ (Please tick
QFI
MODE OF HOLDING )] (Please Refer Instruction No. 2(v))[ (Please tick Anyone or Survivor (Default option is Anyone or survivor)Joint Single
ISD CODE
NAME OF THE GUARDIAN (In case First / Sole Applicant is minor) / CONTACT PERSON - DESIGNATION / PoA HOLDER (In case of Non-individual Investors)
RELATIONSHIP OF GUARDIAN (Refer Instruction No. 2(ii))
** Mandatory in case the First / Sole Applicant is MinorProof of the Relationship with Minor**
(Applicable for First / Sole Applicant)
Mr. Ms.M/s.
PAN / PEKRN (Mandatory) Date of Birth** D D M M YYYY KYC
TEL: OFF. S T D -
TEL: RESI S T D -
Distributor Name / ARN No. Sub Broker Name / ARN No. Sub Broker Code Employee Unique ID. No. (EUIN)
AADHAR Card Number
AADHAR Card Number
AADHAR Card Number
AADHAR Card Number
PAN/PEKRN Proof KYC Complied NECS Form Yes No
Provident Fund
• Capital appreciation through strategic asset allocation which is based on satisfying the needs to a
specific risk-return profile (Aggressive) of investors in the long term
• investment in portfolio of mutual fund schemes (predominantly in equity funds)
woL
teraedoM
High
LOW HIGH
woL
Investors understand that their principal will be at Moderately High risk
RISKOMETER
Birla Sun Life Financial Planning FOF - Aggressive Plan
(An Open ended Fund of Funds Scheme)
Birla Sun Life Financial Planning FOF - Aggressive Plan

S.
No.
1.
Scheme Name Plan / Option
Net Amount Paid (`) Payment Details
Cheque/DD No./UTR No.
(in case of NEFT/RTGS)
Bank and Branch
BSL Financial Planning FOF - Aggressive Plan
3. BANK ACCOUNT DETAILS (Please note that as per SEBI Regulations it is mandatory for investors to provide their bank account details) Refer Instruction No. 3(A)
(pleasespecify)SAVINGS CURRENT NRE NRO FCNR OTHERS
Name of the Bank
Branch Address
Pin Code City
Account No.
11 Digit IFSC Code 9 Digit MICR Code
Account Type )][ (Please tick
2. )]GO GREEN [ (Please tick (Refer Instruction No. 10)
Annual ReportAccount Statement Other Statutory Information
SMS Transact Online Access I/ We would like to register for my/our SMS Transact and/ or Online AccessMobile No.
)][ (Please tickDefault Communication mode is E-mail only, if you wish to receive following document(s) via physical mode:
Email Id
+91
Facebook Id Twitter Id
Private Sector Service Public Sector Service Government Service Business Professional Agriculturist Retired Housewife
Student Forex Dealer Others .............................................................................................. (please specify)
Below 1 Lac 1-5 Lacs 10-25 Lacs > 25 Lacs - 1 Crore > 1 Crore
Net worth (Mandatory for Non - Individuals Rs. ______________________________________ as on D D M M YYYY [Not older than 1 year]
5-10 Lacs
SECOND APPLICANT Below 1 Lac 1-5 Lacs 10-25 Lacs > 25 Lacs - 1 Crore > 1 Crore OR Net Worth ______________________________________5-10 Lacs
THIRD APPLICANT Below 1 Lac 1-5 Lacs 10-25 Lacs > 25 Lacs - 1 Crore > 1 Crore OR Net Worth ______________________________________5-10 Lacs
4. INVESTMENT DETAILS )][ (Please tick (Refer Instruction No. 5, 9 & 14) (If this section is left blank, only folio will be created)
# (Type of Account : Saving / Current / NRE / NRO / FCNR / NRSR) *All purchases are subject to realization of funds ^Refer to Instruction No. 5 (vi)
1.
S.
No.
*Cheque / DD Favouring
Scheme Name (refer Instruction 5)
Plan / Option Sweep to
(applicable only for Dividend option)
Amount
Invested (`)
^DD
Charges
Net Amount
Paid (`)
Bank and Branch and Account Number
BSL Financial Planning FOF-
Aggressive Plan
Scheme Name
Plan / Option
Seperate cheque/ demand draft must be issued for each investment drawn in favour of respective scheme name and the instrument should be crossed “A/c Payee Only”.
Please write appropriate scheme name as well as the Plan/Option/Sub Option
OCCUPATION )][ (Please tick
FIRST APPLICANT
GROSS ANNUAL INCOME )][ (Please tick
I am Politically Exposed Person
For Individuals
I am Related to Politically Exposed Person
Not Applicable
For Non-Individual Investors (Companies, Trust, Partnership etc.)
Yes
Yes
Yes
Yes
No
No
No
No
Is the company a Listed Company or Subsidiary of Listed Company or Controlled by a Listed Company:
(If No, please attach mandatory UBO Declaration)
Foreign Exchange / Money Charger Services
Gaming / Gambling / Lottery / Casino Services
Money Lending / Pawning
KYC DETAILS (Mandatory)
FIRST APPLICANT
SECOND APPLICANT
THIRD APPLICANT
Cheque
Date
MAILING ADDRESS OF FIRST / SOLE APPLICANT (P.O.Box Address is not sufﬁcient. Please provide full address.) (Indian Address in case of NRIs/FIIs)
PINCODE
CITY
STATE

I/We wish to nominate I/We DO NOT wish to nominate and sign here ................................................................................................. 1st Applicant Signature (Mandatory)
5. DEMAT ACCOUNT DETAILS (OPTIONAL) (Please ensure that the sequence of names as mentioned in the application form matches with that of the A/c. held with the depository participant.) Refer Instruction No. 3(B)
NSDL:Depository Participant Name: _______________________________ DPID No.: I N Beneficiary A/c No.
CDSL:Depository Participant Name: _______________________________________ Beneficiary A/c No.
Enclosed: Client Master Transaction/ Statement Copy/ DIS Copy
6. NOMINATION DETAILS (Mandatory) (Refer Instruction No. 7)
Nominee Name and Address Guardian Name (in case of Minor) Allocation % Nominee/ Guardian Signature
Nominee 1
To register multiple nominee please ll separate Multiple nomination Form.
8. DECLARATION(S) & SIGNATURE(S) (Refer Instruction No. 1)
To,
The Trustee,
Birla Sun Life Mutual Fund
Having read and understood the contents of the Statement of Additional Information / Scheme Information Document of the Scheme, I/We hereby apply for units of the scheme and agree to abide by the terms, conditions,
rules and regulations governing the scheme. I/We hereby declare that the amount invested in the scheme is through legitimate sources only and does not involve and is not designed for the purpose of the contravention of
any Act, Rules, Regulations, Notifications or Directions of the provisions of the Income Tax Act, Anti Money Laundering Laws, Anti Corruption Laws or any other applicable laws enacted by the government of India from
time to time. I/We have understood the details of the scheme & I/we have not received nor have been induced by any rebate or gifts, directly or indirectly in making this investment.
For Non-Individual Investors: I/We hereby confirm that the object clause of the constitution document of the entity (viz. MOA / AOA / Trust Deed, etc.), allows us to apply for investment in this scheme of Birla Sun Life
Mutual fund and the application is being made within the limits for the same. I/We are complying with all requirements / conditions of the entity while applying for the investments and I/We, including the entity, if the case
may arise so, hereby agree to indemnify BSLAMC / BSLMF in case of any dispute regarding the eligibility, validity and authorization of the entity and/or the applicants who have applied on behalf of the entity.
For NRIs only: I/We confirm that I am/we are Non Residents of Indian Nationality/Origin and that I/we have remitted funds from abroad through approved banking channels or from funds in my/our Non-Resident External
/Non-Resident Ordinary /FCNR account. (Refer Inst. No. 6)
I/We confirm that details provided by me/us are true and correct.
**I have voluntarily subscribed to the on-line access for transacting through the internet facility provided by Birla Sun Life Asset Management Company Ltd. (Investment Manager of Birla Sun Life Mutual Fund) and confirm
of having read, understood and agree to abide the terms and conditions for availing of the internet facility more particularly mentioned on the website www.birlasunlife.com and hereby undertake to be bound by the same.
I further undertake to discharge the obligations cast on me and shall not at any time deny or repudiate the on-line transactions effected by me and I shall be solely liable for all the costs and consequences thereof.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the
Scheme is being recommended to me/us.
FATCA & CRS Declaration: I/ We have understood the information requirements of this Form (read along with FATCA & CRS Instructions) and hereby confirm that the information provided by me/ us on this Form is true,
correct, and complete. I/ We also confirm that I/ We have read and understood the FATCA & CRS Terms and Conditions and hereby accept the same. (Refer Inst. No. 14)
D D M M Y Y Y YDate
Signature of First Applicant / Authorised Signatory Signature of Second Applicant Signature of Third Applicant
FATCA & CRS INFORMATION For Individuals & HUF (Mandatory) Non Individual investors should mandatorily fill seperate FATCA detail form[Please tick (3)]
If Yes, please provide the following information [mandatory]
Category
Country of Birth
Country of Tax Residency#
Tax Payer Ref. ID No^
First Applicant (including Minor) Second Applicant/ Guardian Third Applicant
Please indicate all countries in which you are resident for tax purposes and the associated Tax Reference Numbers below.
The below information is required for all applicant(s)/ guardian
Place/ City of Birth
Is the applicant(s)/ guardian's Country of Birth / Citizenship / Nationality / Tax Residency other than India? Yes No
Address Type: Residential or Business Residential Business Registered Office (for address mentioned in form/existing address appearing in Folio)
Identification Type
[TIN or other, please specify]
Country of Tax Residency 2
Tax Payer Ref. ID No. 2
Country of Tax Residency 3
Tax Payer Ref. ID No. 3
#To also include USA, where the individual is a citizen/ green card holder of USA. În case Tax Identification Number is not available, kindly provide its functional equivalent.
7.
Name of Applicant
Nominee 2
Nominee 3

Application No.
Collection Centre /
Application No.
Existing Folio No.
Mr. Ms.M/s.
Mr. Ms.M/s.
QFI
ISD CODE
Mr. Ms.M/s.
TEL: OFF. S T D -
TEL: RESI S T D -
AADHAR Card Number
AADHAR Card Number
AADHAR Card Number
AADHAR Card Number
Provident Fund
specific risk-return profile (Conservative) of investors in the long term
• investment in portfolio of mutual fund schemes (predominantly in liquid / money market fund & debt
funds)
woL
teraedoM
High
LOW HIGH
woL
Investors understand that their principal will be at Moderate risk
RISKOMETER
Birla Sun Life Financial Planning FOF - Conservative Plan
Birla Sun Life Financial Planning FOF - Conservative Plan

S.
No.
1.
Bank and Branch
BSL Financial Planning FOF - Conservative
Plan
Name of the Bank
Branch Address
Pin Code City
Account No.
Email Id
+91
5-10 Lacs
1.
S.
No.
Amount
Invested (`)
^DD
Charges
Net Amount
Paid (`)
BSL Financial Planning FOF -
Conservative Plan
Scheme Name
Plan / Option
FIRST APPLICANT
For Individuals
Not Applicable
Yes
Yes
Yes
Yes
No
No
No
No
FIRST APPLICANT
SECOND APPLICANT
THIRD APPLICANT
Cheque
Date
PINCODE
CITY
STATE

Application No.
Collection Centre /
Application No.
Existing Folio No.
Mr. Ms.M/s.
Mr. Ms.M/s.
QFI
ISD CODE
Mr. Ms.M/s.
TEL: OFF. S T D -
TEL: RESI S T D -
AADHAR Card Number
AADHAR Card Number
AADHAR Card Number
AADHAR Card Number
Provident Fund
specific risk-return profile (Prudent) of investors in the long term
• investment in portfolio of mutual fund schemes (predominantly in a combination of equity funds, liquid /
money market funds & debt funds)
woL
teraedoM
High
LOW HIGH
woL
Investors understand that their principal will be at Moderately High risk
RISKOMETER
Birla Sun Life Financial Planning FOF - Prudent Plan
Birla Sun Life Financial Planning FOF - Prudent Plan

S.
No.
1.
Bank and Branch
BSL Financial Planning FOF - Prudent Plan
Name of the Bank
Branch Address
Pin Code City
Account No.
Email Id
+91
5-10 Lacs
1.
S.
No.
Amount
Invested (`)
^DD
Charges
Net Amount
Paid (`)
BSL Financial Planning FOF -
Prudent Plan
Scheme Name
Plan / Option
FIRST APPLICANT
For Individuals
Not Applicable
Yes
Yes
Yes
Yes
No
No
No
No
FIRST APPLICANT
SECOND APPLICANT
THIRD APPLICANT
Cheque
Date
PINCODE
CITY
STATE

TH
IS
PA
G
E
IS
IN
TEN
TIO
N
A
LLY
LEFT
B
LA
N
K

Kim birla-sun-life-financial-planning-fo f

Kim birla-sun-life-financial-planning-fo f

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