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Birla Sun Life Mutual Fund is a joint endeavour between Aditya Birla Group (India) and Sun Life Financial Company (Canada). Investments of Birla Sun Life Mutual Fund are handled by Birla Sun Life Asset Management Co. Ltd. BSL Mutual Fund specialises in various investment objectives like tax savings, personal savings, wealth creation, etc. They offer a diverse range of investments like tax saving Mutual Funds, Birla Sun Life SIP, Birla Sun Life Equity Fund, etc. The company is backed by one of the largest research team of Analyst in the industry, who are dedicated to tracking down the best companies to invest in.
Birla Sun Life MNC Fund is known for its consistent performance and in helping its customers to reach their financial goals. Birla MF schemes are well crafted to cater the needs of the investors.
AMC | Aditya Birla Sun Life Mutual Fund |
---|---|
Date of Setup | December 23, 1994 |
AUM | INR 249269.92 crore (Jun-30-2018) |
Chairman | Mr. Kumar Mangalam Birla |
CEO/MD | Mr. A. Balasubramanian |
Compliance Officer | Ms. Hemanti Wadhwa |
Investor Service Officer | Ms. Keerti Gupta |
Headquarters | Mumbai |
Customer Care Number | 1800 270 7000 / 1800 22 7000 |
Fax | 022 - 43568110/ 8111 |
Telephone | 022 – 43568000 |
connect[AT]birlasunlife.com | |
Website | www.birlasunlife.com |
Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. The group has a strong presence across various areas of financial services such as Life Insurance, corporate lending, structured finance, and corporate equity. This fund house was established in 1994 and since then, it has been striving to cater the diverse and varied requirements of the individuals. The fund house is trying to reach out to people with the help of its strong and robust distribution network and branches.
ABSL Mutual Fund has sector specific fund schemes, fund of funds schemes, and varied range of Mutual Fund schemes. The Asset Management Company (AMC) ensures that people get the maximum benefits out of their investment amount.
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The equity instrument provided by Birla Sun Life Mutual Fund helps investors to reduce their tax burden. The AMC offers Equity Linked Savings Scheme (ELSS), which caters to the tax-savings needs of the investors. ELSS helps investors to save tax under Section 80C of income tax Act and at the same time helps to grow the invested money through equity investments.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.26
↓ -0.18 ₹3,515 11.9 13.9 11.2 23.8 23.9 8.7 Aditya Birla Sun Life Small Cap Fund Growth ₹87.313
↓ -0.48 ₹4,914 16 -0.2 1.4 23.9 29 21.5 Aditya Birla Sun Life Equity Fund Growth ₹1,816.96
↓ -0.56 ₹22,826 10 6.8 9.1 22.2 23.2 18.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹144.539
↓ -0.19 ₹7,774 10.1 6.9 8.6 20.8 21.6 18.7 Aditya Birla Sun Life Frontline Equity Fund Growth ₹536.27
↓ -0.47 ₹29,859 9.9 7.2 7.3 20.5 22.2 15.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
Debt Plans offered by Birla Mutual Fund aim at preserving customers’ money by providing them with tax-saving options and better liquidity than those offered by other bank accounts. The AMC offers Liquid Funds and Ultra Short-Term Funds, which provides potential returns in the time period of 1-3 years.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.364
↑ 0.12 ₹28,436 2.4 4.8 9.3 8.1 8.5 6.84% 4Y 18D 6Y 1M 20D Aditya Birla Sun Life Savings Fund Growth ₹549.219
↑ 0.26 ₹18,981 2.2 4.1 8.1 7.4 7.9 6.92% 4M 13D 5M 8D Aditya Birla Sun Life Money Manager Fund Growth ₹371.119
↑ 0.21 ₹26,590 2.2 4.2 8.1 7.5 7.8 6.67% 6M 25D 6M 25D Aditya Birla Sun Life Medium Term Plan Growth ₹40.0046
↑ 0.05 ₹2,504 2.9 7.5 13.9 14.9 10.5 7.43% 3Y 7M 17D 4Y 10M 20D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.7402
↑ 0.03 ₹9,193 2.5 4.8 9 7.7 7.9 6.92% 2Y 8M 12D 3Y 6M 18D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
Hybrid Fund are a type of Mutual Funds that is a combination of equity and debt funds. This fund allows an investor to invest in both debt and equity market in certain proportions.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Regular Savings Fund Growth ₹67.0865
↑ 0.04 ₹1,385 4 4.9 9.4 10.5 12 10.5 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,545.43
↓ -0.23 ₹7,465 9 5.5 6.5 16.7 18.6 15.3 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.55
↑ 0.03 ₹7,710 7.3 7.6 9.7 15.7 15.3 13 Aditya Birla Sun Life Arbitrage Fund Growth ₹26.5736
↑ 0.01 ₹18,204 1.7 3.5 7 6.8 5.5 7.5 Aditya Birla Sun Life Equity Savings Fund Growth ₹22.04
↑ 0.03 ₹646 3.9 5 8 10.4 10.5 8.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
The tax saving Mutual Fund offered by Aditya Birla Sun Life MF helps to reduce your tax burden and also aims to provide growth on your invested money through equity investments. By investing in this fund, investors can save more than INR 45,000 per annum in taxes and can also create wealth with equity markets. This tax saving Mutual Fund has a lock-in period of three years and is available in both lump sum and SIP investment options. Investors seeking long-term capital growth along with tax benefits under SEC 80C can ideally invest here.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Tax Relief '96 Growth ₹61.26
↓ -0.19 ₹15,368 12.3 7.7 6.1 18.6 15.8 16.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
An Open-ended growth scheme with the objective of 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. Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Frontline Equity Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Advantage Fund) An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach. Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 24 Feb 95. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Equity Advantage Fund Returns up to 1 year are on An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity,
20% debt and money market securities Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Tax Relief '96 Returns up to 1 year are on 1. Aditya Birla Sun Life Frontline Equity Fund
CAGR/Annualized
return of 19.1% since its launch. Ranked 14 in Large Cap
category. Return for 2024 was 15.6% , 2023 was 23.1% and 2022 was 3.5% . Aditya Birla Sun Life Frontline Equity Fund
Growth Launch Date 30 Aug 02 NAV (01 Jul 25) ₹536.27 ↓ -0.47 (-0.09 %) Net Assets (Cr) ₹29,859 on 31 May 25 Category Equity - Large Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.34 Information Ratio 0.64 Alpha Ratio 2.25 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,456 30 Jun 22 ₹15,553 30 Jun 23 ₹19,193 30 Jun 24 ₹25,376 30 Jun 25 ₹27,229 Returns for Aditya Birla Sun Life Frontline Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 3.5% 3 Month 9.9% 6 Month 7.2% 1 Year 7.3% 3 Year 20.5% 5 Year 22.2% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.6% 2023 23.1% 2022 3.5% 2021 27.9% 2020 14.2% 2019 7.6% 2018 -2.9% 2017 30.6% 2016 7.4% 2015 1.1% Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
Name Since Tenure Mahesh Patil 17 Nov 05 19.55 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 34.21% Consumer Cyclical 11.78% Industrials 8.85% Technology 8.69% Consumer Defensive 7.07% Energy 6.38% Health Care 5.86% Basic Materials 4.71% Communication Services 4.44% Utility 2.29% Real Estate 1.35% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.21% Debt 0.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK8% ₹2,468 Cr 12,689,852 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹2,390 Cr 16,528,292 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY5% ₹1,568 Cr 10,033,663 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹1,533 Cr 10,787,510 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT5% ₹1,352 Cr 3,678,215 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹1,102 Cr 5,937,535 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK4% ₹1,088 Cr 9,126,955 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK3% ₹949 Cr 4,574,639 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M3% ₹804 Cr 2,700,646 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC2% ₹727 Cr 17,383,392
↑ 912,248 2. Aditya Birla Sun Life Small Cap Fund
CAGR/Annualized
return of 12.7% since its launch. Ranked 1 in Small Cap
category. Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% . Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (01 Jul 25) ₹87.313 ↓ -0.48 (-0.55 %) Net Assets (Cr) ₹4,914 on 31 May 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.1 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,377 30 Jun 22 ₹18,769 30 Jun 23 ₹24,199 30 Jun 24 ₹35,231 30 Jun 25 ₹35,730 Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 4.6% 3 Month 16% 6 Month -0.2% 1 Year 1.4% 3 Year 23.9% 5 Year 29% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% 2015 13.4% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 20.08% Financial Services 18.16% Consumer Cyclical 18.1% Basic Materials 11.98% Health Care 10.2% Consumer Defensive 7.9% Real Estate 4.81% Technology 2.76% Utility 1.45% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹152 Cr 230,364 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹104 Cr 1,989,077
↓ -255,341 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹103 Cr 53,467
↓ -19,800 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹101 Cr 612,219 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹100 Cr 181,892 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹96 Cr 224,193 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹95 Cr 906,130
↑ 357,145 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | BRIGADE2% ₹94 Cr 862,251 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹91 Cr 1,330,824 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK2% ₹89 Cr 750,000 3. Aditya Birla Sun Life Equity Advantage Fund
CAGR/Annualized
return of 17% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2024 was 15.6% , 2023 was 26.9% and 2022 was -13% . Aditya Birla Sun Life Equity Advantage Fund
Growth Launch Date 24 Feb 95 NAV (01 Jul 25) ₹916.02 ↓ -2.78 (-0.30 %) Net Assets (Cr) ₹5,737 on 31 May 25 Category Equity - Large & Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.1 Information Ratio -1.79 Alpha Ratio -2.36 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,538 30 Jun 22 ₹14,981 30 Jun 23 ₹18,128 30 Jun 24 ₹24,559 30 Jun 25 ₹25,474 Returns for Aditya Birla Sun Life Equity Advantage Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 3.9% 3 Month 11.3% 6 Month 4% 1 Year 3.7% 3 Year 19.4% 5 Year 20.6% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.6% 2023 26.9% 2022 -13% 2021 38.3% 2020 18.3% 2019 8.9% 2018 -13.7% 2017 41.8% 2016 8.5% 2015 5.2% Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 27.28% Consumer Cyclical 21.74% Basic Materials 12.46% Industrials 11.64% Energy 5.33% Technology 4.68% Health Care 4.54% Communication Services 3.31% Consumer Defensive 2.58% Utility 2.05% Real Estate 1.67% Asset Allocation
Asset Class Value Cash 2.41% Equity 97.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK5% ₹281 Cr 1,943,767 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE3% ₹170 Cr 1,198,240 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹162 Cr 294,012 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK3% ₹158 Cr 810,161 Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY2% ₹140 Cr 894,616 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 24 | APLAPOLLO2% ₹139 Cr 764,939 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 29 Feb 24 | HINDPETRO2% ₹136 Cr 3,303,402 Max Financial Services Ltd (Financial Services)
Equity, Since 29 Feb 24 | MFSL2% ₹131 Cr 873,898 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK2% ₹131 Cr 1,100,146 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | AUBANK2% ₹120 Cr 1,728,116 4. Aditya Birla Sun Life Tax Relief '96
CAGR/Annualized
return of 11.1% since its launch. Ranked 4 in ELSS
category. Return for 2024 was 16.4% , 2023 was 18.9% and 2022 was -1.4% . Aditya Birla Sun Life Tax Relief '96
Growth Launch Date 6 Mar 08 NAV (01 Jul 25) ₹61.26 ↓ -0.19 (-0.31 %) Net Assets (Cr) ₹15,368 on 31 May 25 Category Equity - ELSS AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.22 Information Ratio -1.14 Alpha Ratio 0.3 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,545 30 Jun 22 ₹12,510 30 Jun 23 ₹14,586 30 Jun 24 ₹19,640 30 Jun 25 ₹20,845 Returns for Aditya Birla Sun Life Tax Relief '96
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 1 Jul 25 Duration Returns 1 Month 4.1% 3 Month 12.3% 6 Month 7.7% 1 Year 6.1% 3 Year 18.6% 5 Year 15.8% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.4% 2023 18.9% 2022 -1.4% 2021 12.7% 2020 15.2% 2019 4.3% 2018 -4.5% 2017 43.2% 2016 3.4% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Tax Relief '96
Name Since Tenure Dhaval Shah 31 Oct 24 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.73% Consumer Cyclical 14.46% Health Care 9.96% Industrials 8.68% Technology 8.11% Basic Materials 7.55% Consumer Defensive 6.42% Energy 6.18% Communication Services 3.34% Utility 1.23% Real Estate 0.66% Asset Allocation
Asset Class Value Cash 1.67% Equity 98.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹1,321 Cr 9,137,798 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK7% ₹1,123 Cr 5,775,252
↑ 759,757 Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY5% ₹742 Cr 4,749,292 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | AXISBANK4% ₹603 Cr 5,060,879 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | FORTIS4% ₹539 Cr 7,634,241
↓ -12,494 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹534 Cr 3,760,426 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL3% ₹513 Cr 2,761,864
↓ -384,413 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT3% ₹405 Cr 1,101,782 State Bank of India (Financial Services)
Equity, Since 31 Jan 22 | SBIN3% ₹392 Cr 4,828,465 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | TVSHLTD2% ₹359 Cr 302,632
After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.
Here is a list of Aditya Birla's schemes that got new names:
Existing Scheme Name | New Scheme Name |
---|---|
Aditya Birla Sun Life Enhanced Arbitrage Fund | Aditya Birla Sun Life Arbitrage Fund |
Aditya Birla Sun Life MIP II - Wealth 25 Plan | Aditya Birla Sun Life Regular Savings Fund |
Aditya Birla Sun Life Small & Midcap Fund | Aditya Birla Sun Life small cap Fund |
Aditya Birla Sun Life Top 100 Fund | Aditya Birla Sun Life Focused Equity Fund |
Aditya Birla Sun Life Advantage Fund | Aditya Birla Sun Life Equity Advantage Fund |
Aditya Birla Sun Life Balanced '95 Fund | Aditya Birla Sun Life Equity Hybrid '95 Fund |
Aditya Birla Sun Life Cash Manager | Aditya Birla Sun Life Low Duration Fund |
Aditya Birla Sun Life Corporate bond Fund | Aditya Birla Sun Life Credit Risk Fund |
Aditya Birla Sun Life Dividend Yield Plus | Aditya Birla Sun Life Dividend Yield Fund |
Aditya Birla Sun Life Floating Rate Fund - Short Term | Aditya Birla Sun Life Money Manager Fund |
Aditya Birla Sun Life Gilt Plus Fund - PF Plan | Aditya Birla Sun Life Government Securities Fund |
Aditya Birla Sun Life Income Plus | Aditya Birla Sun Life Income Fund |
Aditya Birla Sun Life New Millennium Fund | Aditya Birla Sun Life Digital India Fund |
Aditya Birla Sun Life Short Term Fund | Aditya Birla Sun Life Corporate Bond Fund |
Aditya Birla Sun Life Treasury Optimizer Fund | Aditya Birla Sun Life Banking & PSU Debt fund |
*Note-The list will be updated as and when we get an insight about the changes in the scheme names.
A Systematic Investment Plan (SIP) is one of the best methods through which one can invest in Mutual Funds and can create wealth over a regular period of time, i.e.—monthly, quarterly or annually. In Birla Sun Life SIP Mutual Fund, investors can start investing with as little as INR 1000. SIPs help in inculcating financial discipline and can also help in averaging out your cost of investment and hence reducing your risk.
mutual fund calculator, famously know as a sip calculator, is one of the best tools for effective financial planning. It helps to determine the expected return on the SIP investment. Whether one wants to buy a house, car, any asset, plan for retirement, a child’s higher education or any other financial goal, the SIP calculator can be a great tool to calculate the amount of investment and time period of investing required to reach each of these goals. All you need to do is give some basic inputs like-
And hence, the result would be stating the maturity amount along with gains that would be achieved after the specified tenure.
Know Your Monthly SIP Amount
Birla Sun Life Mutual Fund NAV can be found on the AMFI website. The latest NAV can also be found on the asset management company's website. You can also check for the historical NAV of the Birla Sun Life Mutual Fund on the AMFI website.
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Aditya Birla Financial Services Private Limited. Sun Life (India) AMC Investments Inc.
Great Article Covers all important aspects and good presentation.