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Table of Contents
- About Aditya Birla Sun Life Mutual Fund
- Top Mutual Fund Schemes Offered by Birla Mutual Fund
- Top Performing Mutual Funds of Birla Sun Life
- List of Name Change in Schemes of Aditya Birla Sun Life Mutual Fund
- Birla Sun Life SIP Mutual Fund
- Mutual Fund Calculator
- Aditya Birla Sun Life Mutual Fund NAV
- How to Invest in Aditya Birla SL Mutual Fund?
- Aditya Birla Sun Life Mutual Fund Statement
- Why Opt for ABSL Mutual Fund?
- Corporate Address
- Sponsors
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Aditya Birla Sun Life Mutual Fund
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 |
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.
Fund NAV Net 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 -4.8 3.9 30.4 8 11.5 Aditya Birla Sun Life Small Cap Fund Growth ₹48.8754
↓ -0.51 ₹2,902 -1.5 -7.3 -4.4 36.9 4.5 -6.5 Aditya Birla Sun Life India GenNext Fund Growth ₹133.89
↓ -0.95 ₹3,218 -4.5 -7.9 3.2 28.6 12.2 5.1 Aditya Birla Sun Life Frontline Equity Fund Growth ₹331.77
↓ -2.70 ₹21,132 -4.1 -2.4 -0.1 30.3 10 3.5 Aditya Birla Sun Life Focused Equity Fund Growth ₹86.619
↓ -0.71 ₹5,634 -5.2 -3.6 -2.7 27.3 9.8 0.4 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Money Manager Fund Growth ₹312.258
↑ 0.02 ₹13,095 1.8 3.4 5.5 5.7 4.8 7.76% 5M 19D 5M 19D Aditya Birla Sun Life Savings Fund Growth ₹463.058
↑ 0.00 ₹14,457 1.7 3.2 5.3 5.7 4.8 7.83% 5M 19D 6M Aditya Birla Sun Life Corporate Bond Fund Growth ₹94.1193
↑ 0.02 ₹12,121 1.5 3.4 4.6 7.2 4.1 8% 1Y 8M 23D 2Y 2M 1D Aditya Birla Sun Life Medium Term Plan Growth ₹31.9362
↑ 0.02 ₹1,652 1.7 3.5 21.2 14 24.8 8.15% 2Y 9M 11D 4Y 3M 11D Aditya Birla Sun Life Liquid Fund Growth ₹359.119
↑ 0.03 ₹28,072 1.7 3.2 5.6 4.3 4.8 7.22% 1M 2D 1M 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.
Fund NAV Net 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 ₹1,585 0 1.2 2.4 14.3 6.8 5.3 Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,004.94
↓ -4.64 ₹7,046 -2.5 -4 -7 23 6.8 -1.7 Aditya Birla Sun Life Arbitrage Fund Growth ₹22.635
↑ 0.01 ₹4,289 1.7 3 4.9 4.2 4.9 4.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹73.93
↓ -0.34 ₹6,386 -1.6 -0.2 2.8 20.6 8.4 4.2 Aditya Birla Sun Life Equity Savings Fund Growth ₹17.04
↓ -0.06 ₹451 -0.9 -0.8 -0.6 12.4 5.9 -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.
Fund NAV Net 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 -4.1 19.1 4.7 -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
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 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% . 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.
Date Value 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 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 24 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Mahesh Patil 17 Nov 05 17.22 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 36.8% Technology 11.82% Consumer Cyclical 9.53% Consumer Defensive 7.37% Energy 6.79% Health Care 6.01% Industrials 5.97% Basic Materials 5.57% Communication Services 4.29% Utility 1.72% Real Estate 1.17% Asset Allocation
Asset Class Value Cash 2.64% Equity 97.36% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹1,862 Cr 22,383,782 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK8% ₹1,683 Cr 10,497,547 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY7% ₹1,593 Cr 10,388,042 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹1,172 Cr 4,979,005 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT4% ₹934 Cr 4,396,487 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 5322154% ₹886 Cr 10,162,148 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL3% ₹708 Cr 9,195,251 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN3% ₹631 Cr 11,401,570 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC3% ₹563 Cr 2,147,908 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH2% ₹495 Cr 4,409,692 2. Aditya Birla Sun Life Small Cap Fund
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% . 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.
Date Value 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 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 24 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Vishal Gajwani 1 Apr 22 0.84 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 21.82% Consumer Cyclical 20.85% Financial Services 14.66% Basic Materials 10.84% Consumer Defensive 9% Technology 7.21% Health Care 5.58% Communication Services 3.01% Real Estate 2.87% Utility 0.15% Asset Allocation
Asset Class Value Cash 3.72% Equity 96.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT3% ₹94 Cr 346,400
↓ -10,665 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL3% ₹75 Cr 1,386,183
↓ -44,838 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹69 Cr 223,165 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 5049732% ₹64 Cr 1,072,811 Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE2% ₹63 Cr 429,463
↓ -553 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 5322152% ₹60 Cr 693,565 Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5434012% ₹57 Cr 552,971 VIP Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | VIPIND2% ₹57 Cr 812,526 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | RADICO2% ₹56 Cr 496,208 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN2% ₹55 Cr 172,216 3. Aditya Birla Sun Life Equity Advantage Fund
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% . 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.
Date Value 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 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 24 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Atul Penkar 17 Feb 23 0 Yr. Data below for Aditya Birla Sun Life Equity Advantage Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 26.36% Consumer Cyclical 17.66% Technology 15.04% Basic Materials 12.17% Industrials 11.37% Health Care 5.64% Consumer Defensive 3.67% Energy 3.1% Communication Services 1.63% Utility 1.39% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹396 Cr 4,757,044
↓ -800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK6% ₹319 Cr 1,990,172 Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY5% ₹264 Cr 1,719,772
↓ -105,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹202 Cr 2,318,286
↓ -550,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹198 Cr 3,575,462
↓ -558,026 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 18 | LTIM4% ₹174 Cr 397,896
↓ -35,801 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹173 Cr 636,742 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE3% ₹153 Cr 649,120 PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 19 | PIIND3% ₹134 Cr 446,577 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000342% ₹109 Cr 184,724 4. Aditya Birla Sun Life Tax Relief '96
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% . 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.
Date Value 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 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 24 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Atul Penkar 31 Dec 21 1.09 Yr. Dhaval Gala 1 Apr 22 0.84 Yr. Data below for Aditya Birla Sun Life Tax Relief '96 as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 34.02% Consumer Cyclical 15.35% Industrials 12.97% Health Care 9.57% Basic Materials 8.24% Technology 8.22% Consumer Defensive 4.85% Energy 4.37% Communication Services 1.28% Asset Allocation
Asset Class Value Cash 1.13% Equity 98.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹998 Cr 11,997,072 Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY7% ₹854 Cr 5,568,905
↑ 620,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK6% ₹811 Cr 5,056,719
↑ 500,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC6% ₹803 Cr 3,060,149 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | HONAUT6% ₹748 Cr 190,645 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE4% ₹574 Cr 2,436,934 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT4% ₹566 Cr 2,662,082 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | 5322153% ₹439 Cr 5,038,621 Shoppers Stop Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | 5326383% ₹426 Cr 6,441,966 Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE3% ₹415 Cr 848,381
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
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
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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Great Article Covers all important aspects and good presentation.