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Aditya Birla Sun Life Mutual Fund

Updated on March 22, 2023 , 14762 views

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

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
Email connect[AT]birlasunlife.com
Website www.birlasunlife.com

About Aditya Birla Sun Life Mutual Fund

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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Top Mutual Fund Schemes Offered by Birla Mutual Fund

Equity Fund

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹37.39
↓ -0.48
₹2,385-5.9-4.83.930.4811.5
Aditya Birla Sun Life Small Cap Fund Growth ₹48.8754
↓ -0.51
₹2,902-1.5-7.3-4.436.94.5-6.5
Aditya Birla Sun Life India GenNext Fund Growth ₹133.89
↓ -0.95
₹3,218-4.5-7.93.228.612.25.1
Aditya Birla Sun Life Frontline Equity Fund Growth ₹331.77
↓ -2.70
₹21,132-4.1-2.4-0.130.3103.5
Aditya Birla Sun Life Focused Equity Fund Growth ₹86.619
↓ -0.71
₹5,634-5.2-3.6-2.727.39.80.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

Debt Funds

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Money Manager Fund Growth ₹312.258
↑ 0.02
₹13,0951.83.45.55.74.87.76%5M 19D5M 19D
Aditya Birla Sun Life Savings Fund Growth ₹463.058
↑ 0.00
₹14,4571.73.25.35.74.87.83%5M 19D6M
Aditya Birla Sun Life Corporate Bond Fund Growth ₹94.1193
↑ 0.02
₹12,1211.53.44.67.24.18%1Y 8M 23D2Y 2M 1D
Aditya Birla Sun Life Medium Term Plan Growth ₹31.9362
↑ 0.02
₹1,6521.73.521.21424.88.15%2Y 9M 11D4Y 3M 11D
Aditya Birla Sun Life Liquid Fund Growth ₹359.119
↑ 0.03
₹28,0721.73.25.64.34.87.22%1M 2D1M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

Hybrid Fund

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Aditya Birla Sun Life Regular Savings Fund Growth ₹52.4129
↓ -0.08
₹1,58501.22.414.36.85.3
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,004.94
↓ -4.64
₹7,046-2.5-4-7236.8-1.7
Aditya Birla Sun Life Arbitrage Fund Growth ₹22.635
↑ 0.01
₹4,2891.734.94.24.94.1
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹73.93
↓ -0.34
₹6,386-1.6-0.22.820.68.44.2
Aditya Birla Sun Life Equity Savings Fund Growth ₹17.04
↓ -0.06
₹451-0.9-0.8-0.612.45.9-1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

Tax Saving ELSS Schemes

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Aditya Birla Sun Life Tax Relief '96 Growth ₹37.76
↓ -0.20
₹12,755-6.3-6.3-4.119.14.7-1.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

Top Performing Mutual Funds of Birla Sun Life

1. Aditya Birla Sun Life Frontline Equity Fund

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 CAGR/Annualized return of 18.6% since its launch.  Ranked 14 in Large Cap category.  Return for 2022 was 3.5% , 2021 was 27.9% and 2020 was 14.2% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (24 Mar 23) ₹331.77 ↓ -2.70   (-0.81 %)
Net Assets (Cr) ₹21,132 on 28 Feb 23
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.09
Information Ratio -0.08
Alpha Ratio 0.93
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,744
29 Feb 20₹10,078
28 Feb 21₹12,972
28 Feb 22₹15,183
28 Feb 23₹15,653

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -2.5%
3 Month -4.1%
6 Month -2.4%
1 Year -0.1%
3 Year 30.3%
5 Year 10%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0517.22 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.8%
Technology11.82%
Consumer Cyclical9.53%
Consumer Defensive7.37%
Energy6.79%
Health Care6.01%
Industrials5.97%
Basic Materials5.57%
Communication Services4.29%
Utility1.72%
Real Estate1.17%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,862 Cr22,383,782
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,683 Cr10,497,547
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,593 Cr10,388,042
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,172 Cr4,979,005
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹934 Cr4,396,487
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
4%₹886 Cr10,162,148
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹708 Cr9,195,251
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹631 Cr11,401,570
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹563 Cr2,147,908
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹495 Cr4,409,692

2. Aditya Birla Sun Life Small Cap Fund

(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 CAGR/Annualized return of 10.5% since its launch.  Ranked 1 in Small Cap category.  Return for 2022 was -6.5% , 2021 was 51.4% and 2020 was 19.8% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (24 Mar 23) ₹48.8754 ↓ -0.51   (-1.03 %)
Net Assets (Cr) ₹2,902 on 28 Feb 23
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.3
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹7,601
29 Feb 20₹7,143
28 Feb 21₹9,980
28 Feb 22₹11,965
28 Feb 23₹12,001

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -3.5%
3 Month -1.5%
6 Month -7.3%
1 Year -4.4%
3 Year 36.9%
5 Year 4.5%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani1 Apr 220.84 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials21.82%
Consumer Cyclical20.85%
Financial Services14.66%
Basic Materials10.84%
Consumer Defensive9%
Technology7.21%
Health Care5.58%
Communication Services3.01%
Real Estate2.87%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash3.72%
Equity96.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹94 Cr346,400
↓ -10,665
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
3%₹75 Cr1,386,183
↓ -44,838
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹69 Cr223,165
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
2%₹64 Cr1,072,811
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
2%₹63 Cr429,463
↓ -553
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 532215
2%₹60 Cr693,565
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹57 Cr552,971
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | VIPIND
2%₹57 Cr812,526
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | RADICO
2%₹56 Cr496,208
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹55 Cr172,216

3. Aditya Birla Sun Life Equity Advantage Fund

(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 CAGR/Annualized return of 16.5% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2022 was -13% , 2021 was 38.3% and 2020 was 18.3% .

Below is the key information for Aditya Birla Sun Life Equity Advantage Fund

Aditya Birla Sun Life Equity Advantage Fund
Growth
Launch Date 24 Feb 95
NAV (24 Mar 23) ₹561.89 ↓ -3.78   (-0.67 %)
Net Assets (Cr) ₹4,836 on 28 Feb 23
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.81
Information Ratio -0.95
Alpha Ratio -12.31
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,990
29 Feb 20₹10,054
28 Feb 21₹12,872
28 Feb 22₹15,201
28 Feb 23₹13,818

Aditya Birla Sun Life Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Aditya Birla Sun Life Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -3.4%
3 Month -4.4%
6 Month -7.4%
1 Year -11.9%
3 Year 26.3%
5 Year 7.2%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -13%
2021 38.3%
2020 18.3%
2019 8.9%
2018 -13.7%
2017 41.8%
2016 8.5%
2015 5.2%
2014 60.1%
2013 7.2%
Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
NameSinceTenure
Atul Penkar17 Feb 230 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services26.36%
Consumer Cyclical17.66%
Technology15.04%
Basic Materials12.17%
Industrials11.37%
Health Care5.64%
Consumer Defensive3.67%
Energy3.1%
Communication Services1.63%
Utility1.39%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
8%₹396 Cr4,757,044
↓ -800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹319 Cr1,990,172
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
5%₹264 Cr1,719,772
↓ -105,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹202 Cr2,318,286
↓ -550,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹198 Cr3,575,462
↓ -558,026
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 18 | LTIM
4%₹174 Cr397,896
↓ -35,801
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
3%₹173 Cr636,742
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
3%₹153 Cr649,120
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 19 | PIIND
3%₹134 Cr446,577
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹109 Cr184,724

4. Aditya Birla Sun Life Tax Relief '96

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 CAGR/Annualized return of 9.2% since its launch.  Ranked 4 in ELSS category.  Return for 2022 was -1.4% , 2021 was 12.7% and 2020 was 15.2% .

Below is the key information for Aditya Birla Sun Life Tax Relief '96

Aditya Birla Sun Life Tax Relief '96
Growth
Launch Date 6 Mar 08
NAV (24 Mar 23) ₹37.76 ↓ -0.20   (-0.53 %)
Net Assets (Cr) ₹12,755 on 28 Feb 23
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.38
Information Ratio -1.88
Alpha Ratio -4.06
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,668
29 Feb 20₹10,119
28 Feb 21₹12,363
28 Feb 22₹12,621
28 Feb 23₹12,489

Aditya Birla Sun Life Tax Relief '96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Aditya Birla Sun Life Tax Relief '96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -3.5%
3 Month -6.3%
6 Month -6.3%
1 Year -4.1%
3 Year 19.1%
5 Year 4.7%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.4%
2021 12.7%
2020 15.2%
2019 4.3%
2018 -4.5%
2017 43.2%
2016 3.4%
2015 9.2%
2014 54.6%
2013 9.1%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Atul Penkar31 Dec 211.09 Yr.
Dhaval Gala1 Apr 220.84 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services34.02%
Consumer Cyclical15.35%
Industrials12.97%
Health Care9.57%
Basic Materials8.24%
Technology8.22%
Consumer Defensive4.85%
Energy4.37%
Communication Services1.28%
Asset Allocation
Asset ClassValue
Cash1.13%
Equity98.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹998 Cr11,997,072
Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY
7%₹854 Cr5,568,905
↑ 620,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
6%₹811 Cr5,056,719
↑ 500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
6%₹803 Cr3,060,149
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | HONAUT
6%₹748 Cr190,645
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
4%₹574 Cr2,436,934
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
4%₹566 Cr2,662,082
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | 532215
3%₹439 Cr5,038,621
Shoppers Stop Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | 532638
3%₹426 Cr6,441,966
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE
3%₹415 Cr848,381

List of Name Change in Schemes of Aditya Birla Sun Life Mutual Fund

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.

Birla Sun Life SIP Mutual Fund

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

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-

  • The desired investment duration
  • The frequency of investing (i.e., weekly/monthly/quarterly)
  • Expected Inflation rate (annual) for the years to come
  • Long term growth rate on investments

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

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹56/month for 5 Years
  or   ₹2,381 one time (Lumpsum)
to achieve ₹5,000
Invest Now

Aditya Birla Sun Life Mutual Fund NAV

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.

How to Invest in Aditya Birla SL Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Aditya Birla Sun Life Mutual Fund Statement

You can generate your ABSL Mutual Fund statement online on its website. All you need to do is provide your portfolio number.

Why Opt for ABSL Mutual Fund?

  • Safety: Birla Sun Life has a very impressive track record and it strives consistently for the safety of the investor’s money.
  • Tax Benefits: The Tax Saving Scheme offered by the AMC gives an option to reduce taxable income thus, saving tax. Birla Sun Life Relief 96 is one such scheme.
  • Steady Income: Birla Sun Life Mutual Fund offers a good channel for a steady income.
  • Building up Wealth: It is a good option for a gradual wealth creation over a period of time.
  • Monthly Income: People interested in short term funds can surely invest in Birla Sun Life Mutual Fund and have a steady monthly income out of it.
  • Strong Analytical Team: Birla Sun Life Asset Management Co. Ltd. has one of the world’s largest analytical teams to scout the market.

Corporate Address

One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road, Mumbai- 400 013

Sponsors

Aditya Birla Financial Services Private Limited. Sun Life (India) AMC Investments Inc.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Pawan, posted on 17 Dec 18 4:26 PM

Great Article Covers all important aspects and good presentation.

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