Birla Sun Life Mutual Fund - Individual Risk Profiler

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Individual Risk Profiler

Answering these questions will help you focus on your investment objectives and understand more about your investment style. Circle the points for each answer. At the end, add the points for each answer. Compare your total with the allocation totals to the right to help you and your investment advisor find your balancing point. Based on your profile you can decide on the plan most suitable to your investment need?

Personal Details

Name
Email Id.
Telephone No.

Time horizon

Your demographic profile and future income needs

What is your current age ?

When do you expect to start drawing from your savings ?

Long-term Investment Objectives

Your expectations on how an investment should perform over the long term

What is your objective for this investment?

Assuming normal market conditions, what would you expect from this investment over a period ?

To generally keep pace with the stock market

To slightly trail the stock market, but make a good profit

To trail the stock market, but make moderate profit

To have some stability, but make modest profits

To have a high degree of stability, but make small profits

Suppose the stock market generates negative or zero returns in the long term, what would you expect from this investment ?

To lose money

To make very little or nothing

To eke out a little gain

To make a modest gain

To be little affected by what happens in the stock market

Short-term risk appetite

Your appetite toward short-term volatility

Which of these statements would best describe your expectations about the performance of this investment over the next three years' period ?

I don't mind if i lose money

I can tolerate a loss

I can tolerate a small loss

I'd have a hard time tolerating any loss

I need to see at least a little return

Which of these statements would best describe your expectations about the performance of this investment over the next three months' period ?

Who cares? One calendar quarter means nothing

I wouldn't worry about losses in that time frame

If I suffered a loss of greater than 10%, I'd get concerned

I can only tolerate small short-term losses

I'd have a hard time stomaching any losses

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Birla Sun Life Asset Management Company Limited
2nd Floor, Tower A, Ahura Centre, Mahakali Caves Road, Andheri (East), Mumbai - 400 093