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Aditya Birla Sun Life Mutual Fund

Updated on September 29, 2023 , 15405 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 Small Cap Fund Growth ₹64.494
↑ 0.56
₹4,16016.427.326.329.910.7-6.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹46.47
↑ 0.22
₹2,8609.920.421.426.68.411.5
Aditya Birla Sun Life Equity Fund Growth ₹1,258.75
↑ 4.60
₹17,4069.313.914.520.611.1-1.1
Aditya Birla Sun Life India GenNext Fund Growth ₹159.9
↑ 0.79
₹4,0259.716.713.522.713.65.1
Aditya Birla Sun Life Frontline Equity Fund Growth ₹386.08
↑ 0.94
₹23,7588.31313.320.9113.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 ₹322.19
↑ 0.07
₹15,6371.73.87.154.87.32%5M 23D5M 23D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹97.1847
↑ 0.01
₹17,9611.53.96.85.44.17.62%2Y 2M 5D2Y 9M 22D
Aditya Birla Sun Life Savings Fund Growth ₹477.445
↑ 0.09
₹14,7831.73.76.85.14.87.39%5M 1D5M 8D
Aditya Birla Sun Life Floating Rate Fund - Long Term Growth ₹301.96
↑ 0.05
₹12,6901.847.15.34.87.46%11M 12D1Y 1M 2D
Aditya Birla Sun Life Medium Term Plan Growth ₹32.9241
↑ 0.00
₹1,8911.13.86.913.524.87.95%2Y 10M 6D4Y 7M 28D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 Equity Hybrid 95 Fund Growth ₹1,156.62
↑ 3.11
₹7,2777.612.610.717.38.3-1.7
Aditya Birla Sun Life Regular Savings Fund Growth ₹55.6067
↑ 0.05
₹1,5072.85.87.511.87.25.3
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹82.21
↑ 0.20
₹6,8185.79.711.613.49.84.2
Aditya Birla Sun Life Arbitrage Fund Growth ₹23.311
↑ 0.02
₹5,2351.83.56.54.654.1
Aditya Birla Sun Life Equity Savings Fund Growth ₹18.61
↑ 0.01
₹4654.37.98.89.96.6-1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 ₹44.22
↑ 0.03
₹14,253912.78.211.76.2-1.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 19% 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 (22 Aug 23) ₹386.08 ↑ 0.94   (0.24 %)
Net Assets (Cr) ₹23,758 on 31 Jul 23
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.93
Information Ratio 0.35
Alpha Ratio 3.34
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 Sep 18₹10,000
30 Sep 19₹10,410
30 Sep 20₹10,082
30 Sep 21₹16,165
30 Sep 22₹15,879
30 Sep 23₹18,573

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 ₹395,578.
Net Profit of ₹95,578
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 22 Aug 23

DurationReturns
1 Month -0.2%
3 Month 8.3%
6 Month 13%
1 Year 13.3%
3 Year 20.9%
5 Year 11%
10 Year
15 Year
Since launch 19%
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 0517.8 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services36.81%
Consumer Cyclical12.42%
Technology9.87%
Industrials7.5%
Consumer Defensive7.32%
Energy6.19%
Basic Materials5.81%
Health Care5.54%
Communication Services3.87%
Utility2.02%
Real Estate1.64%
Asset Allocation
Asset ClassValue
Cash1%
Equity98.99%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
11%₹2,552 Cr16,242,924
↑ 2,069,424
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,032 Cr21,189,918
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,417 Cr9,874,127
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,250 Cr5,193,755
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,070 Cr3,957,641
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹817 Cr8,391,819
↓ -431,178
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹714 Cr8,342,637
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹640 Cr11,401,570
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹588 Cr3,735,556
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
2%₹563 Cr12,812,316

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 12.1% 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 (22 Aug 23) ₹64.494 ↑ 0.56   (0.87 %)
Net Assets (Cr) ₹4,160 on 31 Jul 23
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 1.41
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 Sep 18₹10,000
30 Sep 19₹8,852
30 Sep 20₹8,796
30 Sep 21₹15,994
30 Sep 22₹15,175
30 Sep 23₹19,387

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 ₹395,578.
Net Profit of ₹95,578
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 22 Aug 23

DurationReturns
1 Month 3.9%
3 Month 16.4%
6 Month 27.3%
1 Year 26.3%
3 Year 29.9%
5 Year 10.7%
10 Year
15 Year
Since launch 12.1%
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 Gajwani4 Oct 220.91 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials22.53%
Consumer Cyclical19.9%
Financial Services19.11%
Technology10.15%
Basic Materials6.98%
Consumer Defensive5.1%
Health Care4.56%
Real Estate2.54%
Communication Services1.09%
Asset Allocation
Asset ClassValue
Cash7.34%
Equity92.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹114 Cr346,400
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹106 Cr1,072,811
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹105 Cr784,280
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹98 Cr223,165
Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 30 Jun 23 | 543412
2%₹93 Cr1,460,521
↑ 576,573
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹90 Cr3,384,616
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 22 | FEDERALBNK
2%₹87 Cr6,076,131
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
2%₹83 Cr2,759,605
↑ 800,063
Gokaldas Exports Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | GOKEX
2%₹82 Cr1,033,157
↓ -59,751
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Jul 23 | ISEC
2%₹76 Cr1,211,269
↑ 763,331

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 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 (22 Aug 23) ₹681.49 ↑ 5.00   (0.74 %)
Net Assets (Cr) ₹5,241 on 31 Jul 23
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.7
Information Ratio -1.5
Alpha Ratio -4.03
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 Sep 18₹10,000
30 Sep 19₹10,063
30 Sep 20₹10,388
30 Sep 21₹17,291
30 Sep 22₹15,300
30 Sep 23₹17,720

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 22 Aug 23

DurationReturns
1 Month 1.7%
3 Month 10.8%
6 Month 16.8%
1 Year 12.9%
3 Year 19.6%
5 Year 9%
10 Year
15 Year
Since launch 17%
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 230.53 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services27.54%
Consumer Cyclical25.29%
Industrials15.92%
Basic Materials9.32%
Technology8.22%
Energy3.67%
Health Care3.25%
Communication Services2.62%
Consumer Defensive2.02%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity98.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
6%₹312 Cr3,252,048
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹211 Cr1,340,489
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
4%₹192 Cr799,120
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹174 Cr3,100,462
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
3%₹162 Cr1,129,725
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | COFORGE
2%₹117 Cr214,404
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 500493
2%₹112 Cr1,044,855
Polycab India Ltd (Industrials)
Equity, Since 31 May 21 | POLYCAB
2%₹107 Cr208,009
↓ -31,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹105 Cr146,532
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 543401
2%₹94 Cr698,965

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 10.1% 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 (22 Aug 23) ₹44.22 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹14,253 on 31 Jul 23
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 0.42
Information Ratio -2.54
Alpha Ratio -4.91
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹9,860
30 Sep 20₹10,289
30 Sep 21₹13,870
30 Sep 22₹12,968
30 Sep 23₹14,666

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 ₹357,992.
Net Profit of ₹57,992
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 22 Aug 23

DurationReturns
1 Month 0.2%
3 Month 9%
6 Month 12.7%
1 Year 8.2%
3 Year 11.7%
5 Year 6.2%
10 Year
15 Year
Since launch 10.1%
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 211.67 Yr.
Dhaval Gala1 Apr 221.42 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services31.33%
Consumer Cyclical14.56%
Industrials11.91%
Health Care8.87%
Technology7.71%
Basic Materials6.41%
Consumer Defensive5.46%
Energy4.9%
Communication Services2%
Real Estate0.95%
Utility0.76%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹1,147 Cr7,296,704
↓ -950,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,144 Cr11,929,740
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
5%₹737 Cr2,727,107
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
5%₹688 Cr2,860,213
Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY
5%₹660 Cr4,595,392
Honeywell Automation India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 08 | HONAUT
4%₹615 Cr155,085
↓ -7,531
State Bank of India (Financial Services)
Equity, Since 31 Jan 22 | SBIN
3%₹476 Cr8,478,465
↑ 50,000
Shoppers Stop Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | 532638
3%₹389 Cr5,341,050
↓ -6,601
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | 532843
3%₹367 Cr11,057,579
↓ -1,000,000
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE
2%₹318 Cr570,837

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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