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Aditya Birla Sun Life Mutual Fund

Updated on November 15, 2019 , 2998 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 (%)2018 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹30.55
↑ 0.10
₹1,80611.21017.516.414.6-2.4
Aditya Birla Sun Life Small Cap Fund Growth ₹29.8629
↓ -0.04
₹2,2371-8.2-11.616.6-22.6
Aditya Birla Sun Life India GenNext Fund Growth ₹89.95
↑ 0.27
₹1,19212.314.316.615.813.4-1.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹61.5919
↑ 0.27
₹4,1928.7811.211.28.3-4.1
Aditya Birla Sun Life Equity Advantage Fund Growth ₹418.02
↑ 1.48
₹4,90010.58.49.19.39.6-13.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

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 (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹76.0563
↑ 0.04
₹16,6052.35.410.57.677.2%1Y 5M 5D1Y 11M 8D
Aditya Birla Sun Life Savings Fund Growth ₹388.743
↑ 0.12
₹14,73924.497.77.66.75%4M 28D5M 12D
Aditya Birla Sun Life Money Manager Fund Growth ₹262.931
↑ 0.07
₹10,2191.74.28.57.67.95.98%4M 20D4M 20D
Aditya Birla Sun Life Government Securities Fund Growth ₹56.628
↑ 0.03
₹2671.58.214.27.16.96.42%4Y 1M 20D5Y 10M 24D
Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹254.175
↑ 0.17
₹8,4622.46.3117.36.67.11%2Y 2M 5D3Y 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

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 (%)2018 (%)
Aditya Birla Sun Life Regular Savings Fund Growth ₹40.1825
↑ 0.02
₹1,9902.74.36.95.88-2.2
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹758.6
↑ 2.41
₹11,6745.24.75.37.37.7-5
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹54.99
₹2,6885.66.68.28.18.40.7
Aditya Birla Sun Life Arbitrage Fund Growth ₹19.7066
↓ -0.01
₹4,6921.33.16.366.56
Aditya Birla Sun Life Equity Savings Fund Growth ₹13.95
↑ 0.04
₹7915.96.28.77.3 -1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

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 (%)2018 (%)
Aditya Birla Sun Life Tax Relief '96 Growth ₹31.47
↑ 0.06
₹9,1298.65.35.512.310.6-4.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

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 20% since its launch.  Ranked 14 in Large Cap category.  Return for 2018 was -2.9% , 2017 was 30.6% and 2016 was 7.4% .

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 (15 Nov 19) ₹228.96 ↑ 0.75   (0.33 %)
Net Assets (Cr) ₹20,692 on 30 Sep 19
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.1
Information Ratio -1.22
Alpha Ratio -1.83
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
31 Oct 14₹10,000
31 Oct 15₹10,534
31 Oct 16₹12,027
31 Oct 17₹14,262
31 Oct 18₹13,605
31 Oct 19₹14,958

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 ₹376,357.
Net Profit of ₹76,357
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 15 Nov 19

DurationReturns
1 Month 4.9%
3 Month 7.8%
6 Month 6.7%
1 Year 8.5%
3 Year 10.5%
5 Year 8%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
2011 -22.9%
2010 18.7%
2009 90.5%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0513.88 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services41.84%
Technology10.18%
Energy9.26%
Consumer Defensive8.4%
Consumer Cyclical6.83%
Basic Materials6.28%
Industrials6.26%
Health Care4.72%
Utility2.35%
Communication Services1.52%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.04%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹2,129 Cr17,348,450
↓ -404,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,747 Cr40,279,640
↓ -734,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,218 Cr15,121,074
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,007 Cr7,560,866
↓ -97,024
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹901 Cr6,112,365
↑ 447,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
4%₹794 Cr30,568,069
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹792 Cr4,004,964
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹697 Cr25,740,434
↓ -1,168,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹539 Cr7,873,119
↑ 1,608,807
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹485 Cr4,488,996

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 9.2% since its launch.  Ranked 1 in Small Cap category.  Return for 2018 was -22.6% , 2017 was 56.7% and 2016 was 9.7% .

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 (15 Nov 19) ₹29.8629 ↓ -0.04   (-0.13 %)
Net Assets (Cr) ₹2,237 on 30 Sep 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.64
Information Ratio 0.19
Alpha Ratio -3.44
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
31 Oct 14₹10,000
31 Oct 15₹11,736
31 Oct 16₹15,250
31 Oct 17₹19,995
31 Oct 18₹15,519
31 Oct 19₹14,529

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 ₹357,992.
Net Profit of ₹57,992
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 15 Nov 19

DurationReturns
1 Month 1.7%
3 Month 1%
6 Month -8.2%
1 Year -11.6%
3 Year 1%
5 Year 6.6%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
2011 -23.3%
2010 19.2%
2009 107.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 144.13 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Industrials20.04%
Financial Services17.96%
Consumer Cyclical17.3%
Basic Materials11.14%
Technology9.4%
Health Care5.05%
Utility4.98%
Consumer Defensive1.99%
Energy1.17%
Asset Allocation
Asset ClassValue
Cash11.36%
Equity88.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
12%₹264 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹82 Cr2,400,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹73 Cr2,700,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Aug 16 | 532706
3%₹73 Cr2,000,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹69 Cr3,830,000
↑ 30,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹66 Cr1,450,000
↑ 100,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
3%₹57 Cr3,370,000
Tata Metaliks Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 513434
2%₹55 Cr899,377
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | FEDERALBNK
2%₹50 Cr6,000,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 28 Feb 19 | 532702
2%₹50 Cr2,400,000
↑ 400,000

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 17.5% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2018 was -13.7% , 2017 was 41.8% and 2016 was 8.5% .

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 (15 Nov 19) ₹418.02 ↑ 1.48   (0.36 %)
Net Assets (Cr) ₹4,900 on 30 Sep 19
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio -0.1
Information Ratio -1.13
Alpha Ratio -4.13
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
31 Oct 14₹10,000
31 Oct 15₹11,304
31 Oct 16₹13,778
31 Oct 17₹16,996
31 Oct 18₹14,468
31 Oct 19₹16,151

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 ₹385,859.
Net Profit of ₹85,859
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 15 Nov 19

DurationReturns
1 Month 6.2%
3 Month 10.5%
6 Month 8.4%
1 Year 9.1%
3 Year 9.3%
5 Year 9.6%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.7%
2017 41.8%
2016 8.5%
2015 5.2%
2014 60.1%
2013 7.2%
2012 29.7%
2011 -28%
2010 14.4%
2009 87.3%
Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
NameSinceTenure
Satyabrata Mohanty17 Oct 117.96 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services41.93%
Basic Materials12.71%
Consumer Cyclical11.85%
Technology10.58%
Industrials9.15%
Energy4.89%
Health Care3.86%
Consumer Defensive3.03%
Utility0.93%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹476 Cr3,874,664
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
9%₹417 Cr9,605,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹254 Cr628,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
5%₹240 Cr1,799,800
↓ -810,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹198 Cr2,920,400
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
3%₹170 Cr6,798,600
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹155 Cr82,020
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | KOTAKBANK
3%₹148 Cr900,000
↓ -186,400
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 17 | RAMCOCEM
3%₹146 Cr1,941,777
↑ 37,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹142 Cr5,249,500

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 10.3% since its launch.  Ranked 4 in ELSS category.  Return for 2018 was -4.5% , 2017 was 43.2% and 2016 was 3.4% .

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 (15 Nov 19) ₹31.47 ↑ 0.06   (0.19 %)
Net Assets (Cr) ₹9,129 on 30 Sep 19
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.29
Information Ratio -0.39
Alpha Ratio -6.12
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,636
31 Oct 16₹13,315
31 Oct 17₹16,489
31 Oct 18₹15,821
31 Oct 19₹17,451

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 ₹395,578.
Net Profit of ₹95,578
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 15 Nov 19

DurationReturns
1 Month 4.3%
3 Month 8.6%
6 Month 5.3%
1 Year 5.5%
3 Year 12.3%
5 Year 10.6%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.5%
2017 43.2%
2016 3.4%
2015 9.2%
2014 54.6%
2013 9.1%
2012 36.6%
2011 -29.6%
2010 13.5%
2009 102.8%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Ajay Garg1 Oct 0612.84 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 30 Sep 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
9%₹881 Cr6,012,936
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | 517174
8%₹818 Cr291,315
↑ 10,197
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
8%₹751 Cr3,522,583
↑ 242,463
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE
7%₹711 Cr878,672
↑ 1,239
Pfizer Ltd (Healthcare)
Equity, Since 30 Apr 11 | PFIZER
7%₹659 Cr1,623,958
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 10 | 500660
5%₹514 Cr3,093,350
↑ 57,275
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
4%₹435 Cr1,211,346
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹413 Cr2,626,017
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
4%₹397 Cr2,693,268
Clearing Corporation Of India Limited
CBLO | -
3%₹335 Cr

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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