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Aditya Birla Sun Life Mutual Fund

Updated on June 28, 2025 , 16766 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 (%)2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.26
↓ -0.18
₹3,51511.913.911.223.823.98.7
Aditya Birla Sun Life Small Cap Fund Growth ₹87.313
↓ -0.48
₹4,91416-0.21.423.92921.5
Aditya Birla Sun Life Equity Fund Growth ₹1,816.96
↓ -0.56
₹22,826106.89.122.223.218.5
Aditya Birla Sun Life Focused Equity Fund Growth ₹144.539
↓ -0.19
₹7,77410.16.98.620.821.618.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹536.27
↓ -0.47
₹29,8599.97.27.320.522.215.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25

Debt 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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.364
↑ 0.12
₹28,4362.44.89.38.18.56.84%4Y 18D6Y 1M 20D
Aditya Birla Sun Life Savings Fund Growth ₹549.219
↑ 0.26
₹18,9812.24.18.17.47.96.92%4M 13D5M 8D
Aditya Birla Sun Life Money Manager Fund Growth ₹371.119
↑ 0.21
₹26,5902.24.28.17.57.86.67%6M 25D6M 25D
Aditya Birla Sun Life Medium Term Plan Growth ₹40.0046
↑ 0.05
₹2,5042.97.513.914.910.57.43%3Y 7M 17D4Y 10M 20D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.7402
↑ 0.03
₹9,1932.54.897.77.96.92%2Y 8M 12D3Y 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

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 (%)2024 (%)
Aditya Birla Sun Life Regular Savings Fund Growth ₹67.0865
↑ 0.04
₹1,38544.99.410.51210.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,545.43
↓ -0.23
₹7,46595.56.516.718.615.3
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹107.55
↑ 0.03
₹7,7107.37.69.715.715.313
Aditya Birla Sun Life Arbitrage Fund Growth ₹26.5736
↑ 0.01
₹18,2041.73.576.85.57.5
Aditya Birla Sun Life Equity Savings Fund Growth ₹22.04
↑ 0.03
₹6463.95810.410.58.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25

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 (%)2024 (%)
Aditya Birla Sun Life Tax Relief '96 Growth ₹61.26
↓ -0.19
₹15,36812.37.76.118.615.816.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25

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 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% .

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 (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.

DateValue
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

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 ₹530,691.
Net Profit of ₹230,691
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 1 Jul 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Mahesh Patil17 Nov 0519.55 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.21%
Consumer Cyclical11.78%
Industrials8.85%
Technology8.69%
Consumer Defensive7.07%
Energy6.38%
Health Care5.86%
Basic Materials4.71%
Communication Services4.44%
Utility2.29%
Real Estate1.35%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.21%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹2,468 Cr12,689,852
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,390 Cr16,528,292
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,568 Cr10,033,663
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,533 Cr10,787,510
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,352 Cr3,678,215
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹1,102 Cr5,937,535
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
4%₹1,088 Cr9,126,955
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹949 Cr4,574,639
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹804 Cr2,700,646
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
2%₹727 Cr17,383,392
↑ 912,248

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 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% .

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 (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.

DateValue
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

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 ₹627,226.
Net Profit of ₹327,226
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 1 Jul 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Abhinav Khandelwal31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials20.08%
Financial Services18.16%
Consumer Cyclical18.1%
Basic Materials11.98%
Health Care10.2%
Consumer Defensive7.9%
Real Estate4.81%
Technology2.76%
Utility1.45%
Asset Allocation
Asset ClassValue
Cash4.04%
Equity95.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
3%₹152 Cr230,364
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹104 Cr1,989,077
↓ -255,341
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹103 Cr53,467
↓ -19,800
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹101 Cr612,219
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹100 Cr181,892
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹96 Cr224,193
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING
2%₹95 Cr906,130
↑ 357,145
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | BRIGADE
2%₹94 Cr862,251
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
2%₹91 Cr1,330,824
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK
2%₹89 Cr750,000

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 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% .

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 (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.

DateValue
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

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 ₹505,644.
Net Profit of ₹205,644
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 1 Jul 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Vishal Gajwani31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services27.28%
Consumer Cyclical21.74%
Basic Materials12.46%
Industrials11.64%
Energy5.33%
Technology4.68%
Health Care4.54%
Communication Services3.31%
Consumer Defensive2.58%
Utility2.05%
Real Estate1.67%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
5%₹281 Cr1,943,767
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
3%₹170 Cr1,198,240
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
3%₹162 Cr294,012
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
3%₹158 Cr810,161
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
2%₹140 Cr894,616
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 24 | APLAPOLLO
2%₹139 Cr764,939
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 29 Feb 24 | HINDPETRO
2%₹136 Cr3,303,402
Max Financial Services Ltd (Financial Services)
Equity, Since 29 Feb 24 | MFSL
2%₹131 Cr873,898
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
2%₹131 Cr1,100,146
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | AUBANK
2%₹120 Cr1,728,116

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 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% .

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 (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.

DateValue
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

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 ₹447,579.
Net Profit of ₹147,579
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 1 Jul 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Dhaval Shah31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.73%
Consumer Cyclical14.46%
Health Care9.96%
Industrials8.68%
Technology8.11%
Basic Materials7.55%
Consumer Defensive6.42%
Energy6.18%
Communication Services3.34%
Utility1.23%
Real Estate0.66%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,321 Cr9,137,798
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹1,123 Cr5,775,252
↑ 759,757
Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY
5%₹742 Cr4,749,292
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | AXISBANK
4%₹603 Cr5,060,879
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | FORTIS
4%₹539 Cr7,634,241
↓ -12,494
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹534 Cr3,760,426
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL
3%₹513 Cr2,761,864
↓ -384,413
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
3%₹405 Cr1,101,782
State Bank of India (Financial Services)
Equity, Since 31 Jan 22 | SBIN
3%₹392 Cr4,828,465
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | TVSHLTD
2%₹359 Cr302,632

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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