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Public Disclosure-Aditya Birla Sun Life Pension Fund

Policies

Investment Policy Public Disclosures
Grievance Redressal Policy Public Disclosures
Voting Policy Public Disclosures
Letter of appointment of Independent Director Public Disclosures
Related Party Transaction Policy Public Disclosures
Stewardship Policy Public Disclosures
Whistle Blower Policy Public Disclosures
Executive Remuneration Philosophy/Policy Public Disclosures
Customer Acceptance Policy Public Disclosures
Stewardship Policy FY 2018-19 Public Disclosures
Stewardship Policy FY 2019-20 Public Disclosures
Anti Money Laundering Policy Public Disclosures

Circular

Common Stewardship Code Public Disclosures
Enrollment of Overseas Citizen of India (OCI) in NPS Public Disclosures
PFRDA Circular on Introduction of choice of Pension Funds and Investment Pattern in Tier-I of NPS for Central Government subscribers Public Disclosures
PFRDA Guidelines on Self Dealing, Front Running and Insider Training Public Disclosures
Trail commission to POPs on voluntary contributions through D-Remit Public Disclosures

GoI’s Ordinance and Press note regarding extension of timelines for making tax saving investments.

GoI’s Ordinance Public Disclosures
Press note - Important features and extension of time limits in respect of GoI ordinance Public Disclosures

Scheme Annual Report

F.Y. 2017-18 Public Disclosures
F.Y. 2018-19 Public Disclosures
F.Y. 2019-20 Public Disclosures
F.Y. 2020-21 Public Disclosures
F.Y. 2021-22 Public Disclosures

Annual Reports

F.Y. 2015-16 Public Disclosures
F.Y. 2016-17 Public Disclosures
F.Y. 2017-18 Public Disclosures
F.Y. 2018-19 Public Disclosures
F.Y. 2019-20 Public Disclosures
F.Y. 2020-21 Public Disclosures
F.Y. 2021-22 Public Disclosures

Others

4th AGM Notice Public Disclosures
5th AGM Notice Public Disclosures
6th AGM Notice Public Disclosures
Resignation of Director Public Disclosures
Candidature letter for 2020-21 Public Disclosures
Resignation of Director Public Disclosures
Candidature letter for 2021-22 Public Disclosures
Annual report on stewardship for FY 2020-21 Public Disclosures
7th AGM notice Public Disclosures
Transcript of 7th AGM Public Disclosures
MGT7 - Annual Return 2020-21 Public Disclosures
List of Group Companies Public Disclosures
EOGM Notice Public Disclosures
Transcript EGM ABSLPML November 25 2021 Public Disclosures
Revision in Investment Management Fees Public Disclosures
MGT7 - Annual Return 2021-22 Public Disclosures
Annual Report on Stewardship For FY 21-22 Public Disclosures
8th AGM Notice Public Disclosures
Auditor Certificate on Voting FY 2021-22 Public Disclosures
EOGM Notice August 25 2022 Public Disclosures
Annual Stewardship Compliance Report FY 2022-23 Public Disclosures
MGT7 - Annual Return 2022-23 Public Disclosures
Auditor Certificate on Voting FY 2022-23 Public Disclosures

Quarterly Portfolio Risk Profiling

Portfolio Risk profiling for June 2022 Public Disclosures
Portfolio Risk profiling for September 2022 Public Disclosures
Portfolio Risk profiling for December 2022 Public Disclosures
Portfolio Risk profiling for March 2023 Public Disclosures

Scheme Financials

Scheme financials for Half Yearly ended 30th September 2017 Public Disclosures
Scheme financials for Half Yearly ended 31st March 2018 Public Disclosures
Scheme financials for Half Yearly ended 28th September 2018 Public Disclosures
Scheme financials for Half Yearly ended 31st March 2019 Public Disclosures
Scheme financials for Half Yearly ended 30th September 2019 Public Disclosures
Scheme financials for Half Yearly ended 31st March 2020 Public Disclosures
Scheme financials for Half Yearly ended 30th September 2020 Public Disclosures
Scheme financials for Half Yearly ended 31st March 2021 Public Disclosures
Scheme financials for Half Yearly ended 30th September 2021 Public Disclosures
Scheme financials for Half Yearly ended 31st March 2022 Public Disclosures
Scheme financials for Half Yearly ended 30th September 2022 Public Disclosures
Scheme financials for Half Yearly ended 31st March 2023 Public Disclosures

Voting Report

Q3 2017-18 Public Disclosures
Q4 2017-18 Public Disclosures
Q1 2018-19 Public Disclosures
Q2 2018-19 Public Disclosures
Q3 2018-19 Public Disclosures
Q4 2018-19 Public Disclosures
Q1 2019-20 Public Disclosures
Q2 2019-20 Public Disclosures
Q3 2019-20 Public Disclosures
Q4 2019-20 Public Disclosures
Q1 2020-21 Public Disclosures
Q2 2020-21 Public Disclosures
Q3 2020-21 Public Disclosures
Q4 2020-21 Public Disclosures
Q1 2021-22 Public Disclosures
Q2 2021-22 Public Disclosures
Q3 2021-22 Public Disclosures
Q4 2021-22 Public Disclosures
Q1 2022-23 Public Disclosures
Annual Proxy Voting Policy FY 2021-22 Public Disclosures
Q2 2022-23 Public Disclosures
Q3 2022-23 Public Disclosures
Q4 2022-23 Public Disclosures

Monthly Portfolio Reports

2017 Public Disclosures
2018 Public Disclosures
2019 Public Disclosures
2020 Public Disclosures
2021 Public Disclosures
2022 Public Disclosures
2023 Public Disclosures
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