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Aditya Birla Sun Life Mutual Fund

Updated on June 22, 2022 , 13701 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 (%)2021 (%)
Aditya Birla Sun Life Small Cap Fund Growth ₹45.7447
↑ 0.64
₹2,668-10.5-15.6-6.611.64.551.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹33.31
↑ 0.57
₹2,124-7.4-8.4-73.95.616.8
Aditya Birla Sun Life India GenNext Fund Growth ₹124.66
↑ 1.58
₹2,635-3.9-6.33.414.811.929.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹304.57
↑ 3.13
₹20,706-8.3-8.50.110.78.627.9
Aditya Birla Sun Life Focused Equity Fund Growth ₹81.5946
↑ 0.86
₹5,616-8.3-9.7-110.59.126.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

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 (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹443.13
↑ 0.06
₹14,4420.81.93.85.63.96.09%5M 23D6M
Aditya Birla Sun Life Money Manager Fund Growth ₹298.145
↑ 0.04
₹12,0600.71.83.75.43.85.91%5M 26D6M
Aditya Birla Sun Life Corporate Bond Fund Growth ₹89.5897
↑ 0.01
₹15,349-0.40.62.76.947.14%1Y 8M 19D2Y 8M 23D
Aditya Birla Sun Life Medium Term Plan Growth ₹26.318
↑ 0.00
₹1,425-0.14.47.14.67.17.61%2Y 4M 2D3Y 4M 6D
Aditya Birla Sun Life Liquid Fund Growth ₹343.495
↑ 0.04
₹39,14311.93.54.23.34.98%1M 13D1M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

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 (%)2021 (%)
Aditya Birla Sun Life Regular Savings Fund Growth ₹49.6232
↑ 0.11
₹1,634-3-0.44.27.95.813.4
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹970.85
↑ 6.98
₹7,430-10.2-7.2-1.18.86.724.2
Aditya Birla Sun Life Arbitrage Fund Growth ₹21.7589
↓ 0.00
₹8,3330.81.63.34.253.8
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹69.22
↑ 0.29
₹6,721-3.8-4-0.49.17.313.4
Aditya Birla Sun Life Equity Savings Fund Growth ₹16.32
↑ 0.07
₹513-4.8-6.2-26.55.312.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

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 (%)2021 (%)
Aditya Birla Sun Life Tax Relief '96 Growth ₹36.63
↑ 0.36
₹13,185-7-10.7-8.26.36.212.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

Top Performing Mutual Funds of Birla Sun Life

1. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 14 in Large Cap category.  Return for 2021 was 27.9% , 2020 was 14.2% and 2019 was 7.6% .

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

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (24 Jun 22) ₹304.57 ↑ 3.13   (1.04 %)
Net Assets (Cr) ₹20,706 on 31 May 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.4
Information Ratio -0.46
Alpha Ratio 0.5
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 May 17₹10,000
31 May 18₹10,852
31 May 19₹11,479
31 May 20₹9,210
31 May 21₹14,922
31 May 22₹16,070

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 24 Jun 22

DurationReturns
1 Month -1.7%
3 Month -8.3%
6 Month -8.5%
1 Year 0.1%
3 Year 10.7%
5 Year 8.6%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 36.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0516.55 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services36.02%
Technology12.66%
Consumer Cyclical9.03%
Energy8.39%
Consumer Defensive6.38%
Basic Materials6.23%
Health Care5.96%
Communication Services5.41%
Industrials4.71%
Utility1.6%
Real Estate0.86%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.51%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,955 Cr26,294,984
↓ -574,750
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,514 Cr9,656,063
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹1,469 Cr10,606,005
↑ 129,010
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,247 Cr4,470,294
↑ 64,444
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹902 Cr12,208,760
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹843 Cr4,973,099
↓ -3,450
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
4%₹783 Cr10,739,926
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹633 Cr12,762,860
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹484 Cr4,484,692
↓ -262,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
2%₹479 Cr2,147,908
↑ 144,600

2. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.5% since its launch.  Ranked 1 in Small Cap category.  Return for 2021 was 51.4% , 2020 was 19.8% and 2019 was -11.5% .

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 (24 Jun 22) ₹45.7447 ↑ 0.64   (1.42 %)
Net Assets (Cr) ₹2,668 on 31 May 22
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
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
31 May 17₹10,000
31 May 18₹11,126
31 May 19₹9,631
31 May 20₹6,034
31 May 21₹13,044
31 May 22₹13,133

Aditya Birla Sun Life Small Cap Fund SIP Returns

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

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -3%
3 Month -10.5%
6 Month -15.6%
1 Year -6.6%
3 Year 11.6%
5 Year 4.5%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 31.9%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Nitesh Jain1 Apr 220.16 Yr.
Vishal Gajwani1 Apr 220.16 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Basic Materials17.61%
Consumer Cyclical17.1%
Industrials16.76%
Financial Services10.31%
Consumer Defensive8.72%
Technology8.66%
Health Care7.36%
Real Estate3.08%
Communication Services3.05%
Asset Allocation
Asset ClassValue
Cash6.17%
Equity93.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | DEEPAKNTR
3%₹90 Cr388,430
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹88 Cr332,585
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 20 | AMBER
3%₹78 Cr211,341
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹72 Cr811,179
↓ -236,925
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹70 Cr223,165
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹70 Cr1,072,811
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 21 | BSOFT
2%₹65 Cr1,568,297
BEML Ltd (Industrials)
Equity, Since 28 Feb 18 | BEML
2%₹60 Cr363,357
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | RADICO
2%₹60 Cr668,871
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
2%₹58 Cr1,431,021

3. Aditya Birla Sun Life Equity Advantage Fund

(Erstwhile Aditya Birla Sun Life Advantage Fund)

An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach.

Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 24 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2021 was 38.3% , 2020 was 18.3% and 2019 was 8.9% .

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

Aditya Birla Sun Life Equity Advantage Fund
Growth
Launch Date 24 Feb 95
NAV (24 Jun 22) ₹538.22 ↑ 6.29   (1.18 %)
Net Assets (Cr) ₹5,205 on 31 May 22
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio -0.21
Information Ratio -0.44
Alpha Ratio -8.74
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 May 17₹10,000
31 May 18₹10,701
31 May 19₹10,649
31 May 20₹8,507
31 May 21₹14,764
31 May 22₹14,672

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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -3.6%
3 Month -15.6%
6 Month -20.2%
1 Year -9.2%
3 Year 9.9%
5 Year 6.7%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 29.7%
Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
NameSinceTenure
Satyabrata Mohanty17 Oct 1110.63 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services23%
Basic Materials17.27%
Technology14.01%
Health Care11.19%
Industrials10.81%
Consumer Cyclical9.97%
Energy5.63%
Communication Services3.24%
Utility2.4%
Consumer Defensive0.71%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
8%₹463 Cr6,224,770
↑ 376,776
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
6%₹319 Cr1,141,734
↑ 202,784
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
4%₹242 Cr1,921,538
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
3%₹196 Cr2,694,839
↑ 157,379
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
3%₹191 Cr1,219,816
↓ -454,959
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹180 Cr3,632,679
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
3%₹169 Cr636,742
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 18 | LTI
3%₹164 Cr338,160
↓ -84,711
Atul Ltd (Basic Materials)
Equity, Since 30 Nov 18 | ATUL
3%₹146 Cr162,542
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 19 | GUJGASLTD
2%₹136 Cr2,814,364

4. Aditya Birla Sun Life Tax Relief '96

An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities

Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.5% since its launch.  Ranked 4 in ELSS category.  Return for 2021 was 12.7% , 2020 was 15.2% and 2019 was 4.3% .

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

Aditya Birla Sun Life Tax Relief '96
Growth
Launch Date 6 Mar 08
NAV (24 Jun 22) ₹36.63 ↑ 0.36   (0.99 %)
Net Assets (Cr) ₹13,185 on 31 May 22
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio -0.68
Information Ratio -1.27
Alpha Ratio -9.55
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,831
31 May 19₹11,899
31 May 20₹10,180
31 May 21₹14,826
31 May 22₹14,409

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 24 Jun 22

DurationReturns
1 Month -2.2%
3 Month -7%
6 Month -10.7%
1 Year -8.2%
3 Year 6.3%
5 Year 6.2%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 36.6%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Atul Penkar31 Dec 210.41 Yr.
Dhaval Gala1 Apr 220.17 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services28.26%
Health Care13.89%
Industrials13.39%
Consumer Cyclical13.16%
Basic Materials11.28%
Energy9%
Technology5.54%
Consumer Defensive4.7%
Communication Services0.04%
Asset Allocation
Asset ClassValue
Cash0.75%
Equity99.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
9%₹1,236 Cr4,428,689
↓ -230,545
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | HONAUT
7%₹913 Cr227,564
↓ -21,050
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
6%₹827 Cr3,710,162
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹798 Cr10,740,869
↑ 800,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹780 Cr4,357,270
Pfizer Ltd (Healthcare)
Equity, Since 30 Apr 11 | PFIZER
5%₹658 Cr1,500,945
↓ -48,576
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | BAYERCROP
4%₹607 Cr1,305,407
↓ -15,000
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 10 | GLAXO
4%₹555 Cr3,530,486
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
4%₹547 Cr3,227,082
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
4%₹515 Cr3,716,719

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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