Addendum to the offer document of Birla Advantage Fund, Birla Dividend
Yield Plus, Birla MNC Fund, Birla Midcap Fund, Birla India Opportunities
Fund and Birla Balance
The load structure of the following schemes of Birla Mutual Fund with effect from May
17, 2004 will be as follows:
Equity Funds
Entry Load
Birla Advantage Fund
Birla Dividend Yield Plus
Nil
(i) In respect of each purchases / switch
in of Units less than Rs. 5 crores in value,
an Entry load of 2.25% is applicable.
Birla MNC Fund
(ii) In respect of each purchases / switch
Birla Midcap Fund
in of Units, equal to or greater than Rs. 5
crores in value, No Entry load is
Birla India Opportunities Fund applicable.
Birla Balance
Exit Load
Nil
Nil
Nil
Nil
Nil
Lateral Shift between schemes: No entry Load is applicable for lateral shifts between
any of the above equity schemes.
The revised load structure will be applicable to all investments made on or after May 17,
2004. The AMC reserves the right to increase / decrease / introduce a Load at any time
in future on a prospective basis. However such increase / decrease / introduction would
be subject to the limits prescribed under the regulations.
Date: May 14, 2004
Place: Mumbai