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Top 10 Best Aditya Birla Sun Life SIP Mutual Funds 2020

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Top 10 Aditya Birla Sun Life SIP Mutual Funds 2020

Updated on February 19, 2020 , 115 views

Birla Sun Life SIP is a great way to invest in Mutual Funds. Systematic Investment plan or SIP is an efficient financial planning tool that helps you build wealth, over a period of time. Here a specific amount is invested for a stipulated interval. You can start Investing just INR 1000 and build a sufficient amount in the long-run. This disciplined approach in a SIP helps you to hedge the investment against Inflation. Some of the other benefits of Birla Sun Life SIPs are:

Investors keen to invest in a SIP, here’s a list of the best Birla Sun Life SIP Mutual Funds to invest in 2020. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

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Birla

Best Aditya Birla SIP Mutual Funds in Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Aditya Birla Sun Life Digital India Fund Growth ₹59.49
↓ -0.23
₹440 1,000 9.413.313.118.510.29.6
Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹24.5039
↑ 0.17
₹81 1,000 5.312.416.614.47.924.7
Aditya Birla Sun Life India GenNext Fund Growth ₹94.77
↑ 0.05
₹1,485 1,000 4.918.324.513.511.914.6
Aditya Birla Sun Life MNC Fund Growth ₹812.57
↓ -0.21
₹3,918 1,000 3.816.712.511.27.64.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.05
↑ 0.11
₹1,969 1,000 1.713.320.811.112.414.9
Aditya Birla Sun Life Tax Relief '96 Growth ₹33.09
↓ -0.04
₹10,308 500 3.515.112.2118.64.3
Aditya Birla Sun Life Equity Fund Growth ₹791.92
↑ 0.61
₹12,098 100 5.316.818.899.88.5
Aditya Birla Sun Life Focused Equity Fund Growth ₹64.2364
↓ -0.10
₹4,450 1,000 3.313.71897.711.3
Aditya Birla Sun Life Frontline Equity Fund Growth ₹232.96
↑ 0.25
₹20,708 100 0.89.812.27.76.77.6
Aditya Birla Sun Life Equity Advantage Fund Growth ₹449.29
↑ 0.87
₹5,039 1,000 7.119.221.97.68.58.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 20

1. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (20 Feb 20) ₹59.49 ↓ -0.23   (-0.39 %)
Net Assets (Cr) ₹440 on 31 Jan 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.98
Information Ratio 0.51
Alpha Ratio 5.13
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 Jan 15₹10,000
31 Jan 16₹10,264
31 Jan 17₹9,621
31 Jan 18₹13,670
31 Jan 19₹14,877
31 Jan 20₹16,557

Aditya Birla Sun Life Digital India 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 Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 20

DurationReturns
1 Month 3.3%
3 Month 9.4%
6 Month 13.3%
1 Year 13.1%
3 Year 18.5%
5 Year 10.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 145.96 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Technology74.68%
Communication Services14.74%
Industrials8.56%
Asset Allocation
Asset ClassValue
Cash2%
Equity97.98%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
30%₹129 Cr1,760,049
↓ -43,225
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
10%₹43 Cr751,417
↑ 3,417
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
8%₹34 Cr157,133
↓ -2,350
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹33 Cr430,569
↑ 33,069
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹28 Cr615,965
↓ -32,335
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
5%₹22 Cr8,159
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹16 Cr281,741
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
4%₹15 Cr7,250
Sun TV Network Ltd (Communication Services)
Equity, Since 28 Feb 18 | 532733
3%₹15 Cr338,523
↓ -9,800
MindTree Ltd (Technology)
Equity, Since 30 Sep 19 | 532819
3%₹14 Cr170,340
↑ 21,340

2. Aditya Birla Sun Life International Equity Fund - Plan A

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets

Aditya Birla Sun Life International Equity Fund - Plan A is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a CAGR/Annualized return of 7.6% since its launch.  Ranked 36 in Global category.  Return for 2019 was 24.7% , 2018 was 4.1% and 2017 was 13.5% .

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan A

Aditya Birla Sun Life International Equity Fund - Plan A
Growth
Launch Date 31 Oct 07
NAV (20 Feb 20) ₹24.5039 ↑ 0.17   (0.72 %)
Net Assets (Cr) ₹81 on 31 Jan 20
Category Equity - Global
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 3.01
Sharpe Ratio 1.28
Information Ratio -0.08
Alpha Ratio 0.3
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 Jan 15₹10,000
31 Jan 16₹9,326
31 Jan 17₹9,977
31 Jan 18₹11,673
31 Jan 19₹12,550
31 Jan 20₹14,652

Aditya Birla Sun Life International Equity Fund - Plan A SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Aditya Birla Sun Life International Equity Fund - Plan A

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 20

DurationReturns
1 Month 1%
3 Month 5.3%
6 Month 12.4%
1 Year 16.6%
3 Year 14.4%
5 Year 7.9%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 24.7%
2018 4.1%
2017 13.5%
2016 -2.1%
2015 0%
2014 1.7%
2013 36.4%
2012 16.3%
2011 7.9%
2010 4.9%
Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan A
NameSinceTenure
Vineet Maloo31 Oct 0712.18 Yr.

Data below for Aditya Birla Sun Life International Equity Fund - Plan A as on 31 Jan 20

Equity Sector Allocation
SectorValue
Health Care26.4%
Industrials14.51%
Financial Services14.07%
Consumer Defensive13.2%
Consumer Cyclical10.64%
Technology9.85%
Communication Services5.26%
Utility1.82%
Asset Allocation
Asset ClassValue
Cash4.26%
Equity95.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
3%₹2 Cr
Microsoft Corp (Technology)
Equity, Since 30 Nov 17 | MSFT
3%₹2 Cr2,000
McDonald's Corp (Consumer Cyclical)
Equity, Since 31 Mar 18 | MCD
3%₹2 Cr1,600
Zimmer Biomet Holdings Inc (Healthcare)
Equity, Since 31 Oct 19 | ZBH
3%₹2 Cr2,100
The Walt Disney Co (Communication Services)
Equity, Since 30 Sep 18 | DIS
3%₹2 Cr2,100
Guidewire Software Inc (Technology)
Equity, Since 30 Apr 18 | GWRE
3%₹2 Cr2,700
Essilorluxottica (Healthcare)
Equity, Since 31 Jul 19 | EL
3%₹2 Cr1,950
Berkshire Hathaway Inc B (Financial Services)
Equity, Since 31 Oct 17 | BRK.B
3%₹2 Cr1,300
Bank of America Corp (Financial Services)
Equity, Since 31 Oct 19 | BAC
3%₹2 Cr8,000
Novo Nordisk A/S B (Healthcare)
Equity, Since 31 Oct 19 | NOVO B
3%₹2 Cr4,700

3. Aditya Birla Sun Life India GenNext Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 8 in Sectoral category.  Return for 2019 was 14.6% , 2018 was -1.6% and 2017 was 39.4% .

Below is the key information for Aditya Birla Sun Life India GenNext Fund

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (20 Feb 20) ₹94.77 ↑ 0.05   (0.05 %)
Net Assets (Cr) ₹1,485 on 31 Jan 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.34
Information Ratio 0.59
Alpha Ratio 8.3
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 Jan 15₹10,000
31 Jan 16₹9,415
31 Jan 17₹11,512
31 Jan 18₹14,958
31 Jan 19₹14,517
31 Jan 20₹17,315

Aditya Birla Sun Life India GenNext Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 20

DurationReturns
1 Month 0.8%
3 Month 4.9%
6 Month 18.3%
1 Year 24.5%
3 Year 13.5%
5 Year 11.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.6%
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
2013 4.8%
2012 46%
2011 -14.5%
2010 28.5%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Anil Shah23 Sep 136.27 Yr.
Chanchal Khandelwal26 Aug 154.35 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services34.46%
Consumer Defensive19.28%
Consumer Cyclical13.91%
Basic Materials7.16%
Health Care6.95%
Industrials3.55%
Communication Services3.51%
Technology2.28%
Real Estate1.59%
Asset Allocation
Asset ClassValue
Cash7.3%
Equity92.67%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
7%₹103 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
7%₹97 Cr1,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹80 Cr630,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
4%₹61 Cr2,549,384
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC
4%₹51 Cr210,300
↑ 30,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹38 Cr505,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
2%₹34 Cr202,342
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 500830
2%₹34 Cr230,600
Whirlpool of India Ltd (Technology)
Equity, Since 28 Feb 14 | 500238
2%₹32 Cr133,898
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 May 18 | 532978
2%₹29 Cr30,860

4. Aditya Birla Sun Life MNC Fund

An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach.

Aditya Birla Sun Life MNC Fund is a Equity - Sectoral fund was launched on 27 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 22 in Sectoral category.  Return for 2019 was 4.7% , 2018 was -4.6% and 2017 was 38% .

Below is the key information for Aditya Birla Sun Life MNC Fund

Aditya Birla Sun Life MNC Fund
Growth
Launch Date 27 Dec 99
NAV (20 Feb 20) ₹812.57 ↓ -0.21   (-0.03 %)
Net Assets (Cr) ₹3,918 on 31 Jan 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.42
Information Ratio -0.12
Alpha Ratio 3.78
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 Jan 15₹10,000
31 Jan 16₹10,132
31 Jan 17₹10,801
31 Jan 18₹14,083
31 Jan 19₹13,498
31 Jan 20₹14,641

Aditya Birla Sun Life MNC Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Aditya Birla Sun Life MNC Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 20

DurationReturns
1 Month 2.5%
3 Month 3.8%
6 Month 16.7%
1 Year 12.5%
3 Year 11.2%
5 Year 7.6%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.7%
2018 -4.6%
2017 38%
2016 -3.6%
2015 17.6%
2014 70.9%
2013 10.2%
2012 42.4%
2011 -13.2%
2010 32.7%
Fund Manager information for Aditya Birla Sun Life MNC Fund
NameSinceTenure
Ajay Garg18 Jun 0910.54 Yr.

Data below for Aditya Birla Sun Life MNC Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services17.6%
Health Care17.32%
Consumer Defensive16.58%
Industrials15.2%
Consumer Cyclical13.96%
Basic Materials12.58%
Technology4.5%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Pfizer Ltd (Healthcare)
Equity, Since 30 Apr 05 | PFIZER
10%₹377 Cr891,362
↓ -62,887
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 07 | 517174
9%₹346 Cr126,556
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
8%₹324 Cr1,923,122
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Nov 13 | GILLETTE
8%₹297 Cr452,335
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 05 | 500660
7%₹280 Cr1,740,296
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
7%₹253 Cr709,860
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 31 Oct 06 | 500165
5%₹182 Cr3,485,654
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 11 | 500043
5%₹177 Cr1,011,489
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | IDFCFIRSTB
4%₹169 Cr37,330,284
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Dec 14 | 523398
4%₹162 Cr843,023

5. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 3 in Sectoral category.  Return for 2019 was 14.9% , 2018 was -2.4% and 2017 was 47.6% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (20 Feb 20) ₹31.05 ↑ 0.11   (0.36 %)
Net Assets (Cr) ₹1,969 on 31 Jan 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.78
Information Ratio -1.09
Alpha Ratio -8.13
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 Jan 15₹10,000
31 Jan 16₹8,764
31 Jan 17₹11,973
31 Jan 18₹16,122
31 Jan 19₹14,796
31 Jan 20₹17,455

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 20

DurationReturns
1 Month -0.2%
3 Month 1.7%
6 Month 13.3%
1 Year 20.8%
3 Year 11.1%
5 Year 12.4%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 136.05 Yr.
Dhaval Gala26 Aug 154.35 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services94.35%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
14%₹280 Cr2,200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
12%₹231 Cr4,280,190
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹167 Cr393,716
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
6%₹126 Cr910,929
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹121 Cr1,600,739
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹100 Cr594,830
Clearing Corporation Of India Limited
CBLO | -
5%₹95 Cr
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
5%₹95 Cr1,869,288
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
5%₹91 Cr97,200
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹90 Cr2,709,080

6. 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 10.5% since its launch.  Ranked 4 in ELSS category.  Return for 2019 was 4.3% , 2018 was -4.5% and 2017 was 43.2% .

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 (20 Feb 20) ₹33.09 ↓ -0.04   (-0.12 %)
Net Assets (Cr) ₹10,308 on 31 Jan 20
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.41
Information Ratio -0.13
Alpha Ratio -3.11
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹9,511
31 Jan 17₹10,849
31 Jan 18₹14,746
31 Jan 19₹13,939
31 Jan 20₹15,037

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 ₹376,357.
Net Profit of ₹76,357
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 20 Feb 20

DurationReturns
1 Month 1.3%
3 Month 3.5%
6 Month 15.1%
1 Year 12.2%
3 Year 11%
5 Year 8.6%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.3%
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%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Ajay Garg1 Oct 0613.26 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services25.21%
Health Care14.86%
Industrials13.76%
Basic Materials11.61%
Consumer Cyclical11.18%
Energy9.1%
Consumer Defensive7.82%
Technology4.99%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
9%₹913 Cr6,028,079
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
8%₹850 Cr3,522,583
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | 517174
8%₹799 Cr292,357
Pfizer Ltd (Healthcare)
Equity, Since 30 Apr 11 | PFIZER
7%₹711 Cr1,682,598
↑ 58,640
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE
6%₹578 Cr879,261
↑ 589
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 10 | 500660
5%₹550 Cr3,412,527
↑ 157,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹442 Cr2,626,017
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
4%₹442 Cr1,239,841
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
4%₹380 Cr2,927,078
↑ 77,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
3%₹294 Cr2,308,258

7. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.6% since its launch.  Ranked 16 in Multi Cap category.  Return for 2019 was 8.5% , 2018 was -4.1% and 2017 was 33.5% .

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

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (20 Feb 20) ₹791.92 ↑ 0.61   (0.08 %)
Net Assets (Cr) ₹12,098 on 31 Jan 20
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.83
Information Ratio 0
Alpha Ratio 0
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 Jan 15₹10,000
31 Jan 16₹9,138
31 Jan 17₹11,934
31 Jan 18₹15,010
31 Jan 19₹13,937
31 Jan 20₹15,807

Aditya Birla Sun Life 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Aditya Birla Sun Life 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 20 Feb 20

DurationReturns
1 Month 1.7%
3 Month 5.3%
6 Month 16.8%
1 Year 18.8%
3 Year 9%
5 Year 9.8%
10 Year
15 Year
Since launch 22.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
2012 35.7%
2011 -29.4%
2010 14.2%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 127.25 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services38.22%
Basic Materials13.08%
Technology11.09%
Health Care10.79%
Communication Services5.96%
Consumer Defensive5.29%
Consumer Cyclical4.73%
Industrials4.07%
Energy2.5%
Utility0.94%
Asset Allocation
Asset ClassValue
Cash3.32%
Equity96.68%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
10%₹1,161 Cr21,540,000
↓ -3,760,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹1,127 Cr8,858,574
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
4%₹498 Cr6,806,000
↓ -229,000
Clearing Corporation Of India Limited
CBLO | -
4%₹479 Cr
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 15 | 500124
4%₹473 Cr1,644,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹421 Cr994,345
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 16 | 532755
4%₹421 Cr5,517,800
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
3%₹404 Cr8,854,966
↑ 926,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
3%₹381 Cr8,798,599
↓ -73,401
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
3%₹379 Cr11,341,000

8. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 24 in Focused category.  Return for 2019 was 11.3% , 2018 was -4.1% and 2017 was 30.9% .

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

Aditya Birla Sun Life Focused Equity Fund
Growth
Launch Date 24 Oct 05
NAV (20 Feb 20) ₹64.2364 ↓ -0.10   (-0.16 %)
Net Assets (Cr) ₹4,450 on 31 Jan 20
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 1.01
Information Ratio -0.69
Alpha Ratio 3.28
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 Jan 15₹10,000
31 Jan 16₹9,055
31 Jan 17₹10,709
31 Jan 18₹13,448
31 Jan 19₹12,377
31 Jan 20₹14,259

Aditya Birla Sun Life Focused 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Aditya Birla Sun Life Focused 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 20 Feb 20

DurationReturns
1 Month 0.2%
3 Month 3.3%
6 Month 13.7%
1 Year 18%
3 Year 9%
5 Year 7.7%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 -4.1%
2017 30.9%
2016 6.7%
2015 0%
2014 48.9%
2013 9.1%
2012 36.4%
2011 -21.6%
2010 18%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Mahesh Patil29 Jul 109.43 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services38.12%
Technology11.63%
Energy8.11%
Health Care7.02%
Basic Materials6.1%
Consumer Defensive5.56%
Consumer Cyclical5.44%
Communication Services5.2%
Industrials4.79%
Utility3.84%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.81%
Debt0.03%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹440 Cr3,458,212
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹376 Cr6,975,975
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
7%₹292 Cr3,991,488
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹255 Cr1,684,979
↑ 196,213
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
5%₹212 Cr1,630,622
↑ 28,970
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
5%₹210 Cr871,037
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹170 Cr14,259,400
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹168 Cr2,231,895
↓ -150,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500087
4%₹163 Cr3,400,498
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
4%₹155 Cr4,655,000
↑ 42,000

9. 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 19.7% since its launch.  Ranked 14 in Large Cap category.  Return for 2019 was 7.6% , 2018 was -2.9% and 2017 was 30.6% .

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 (20 Feb 20) ₹232.96 ↑ 0.25   (0.11 %)
Net Assets (Cr) ₹20,708 on 31 Jan 20
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.54
Information Ratio -1.17
Alpha Ratio -2.2
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 Jan 15₹10,000
31 Jan 16₹9,061
31 Jan 17₹10,692
31 Jan 18₹13,522
31 Jan 19₹12,649
31 Jan 20₹13,789

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 ₹357,992.
Net Profit of ₹57,992
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 20 Feb 20

DurationReturns
1 Month -0.7%
3 Month 0.8%
6 Month 9.8%
1 Year 12.2%
3 Year 7.7%
5 Year 6.7%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.6%
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%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0514.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services41.55%
Energy10.45%
Technology9.75%
Consumer Defensive7.66%
Industrials5.99%
Consumer Cyclical5.54%
Basic Materials5.53%
Health Care5.15%
Utility2.47%
Communication Services2.01%
Real Estate0.24%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.34%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹2,129 Cr16,738,450
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,000 Cr37,116,765
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,175 Cr16,071,274
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,145 Cr7,560,866
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹885 Cr6,815,431
↑ 530,066
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹830 Cr3,439,452
↓ -150,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹770 Cr23,056,434
↓ -620,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
3%₹709 Cr29,836,420
↓ -731,649
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹594 Cr7,873,119
Clearing Corporation Of India Limited
CBLO | -
3%₹536 Cr

10. 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 17.6% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2019 was 8.9% , 2018 was -13.7% and 2017 was 41.8% .

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 (20 Feb 20) ₹449.29 ↑ 0.87   (0.19 %)
Net Assets (Cr) ₹5,039 on 31 Jan 20
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.87
Information Ratio -0.71
Alpha Ratio 3.75
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 Jan 15₹10,000
31 Jan 16₹9,416
31 Jan 17₹11,626
31 Jan 18₹14,774
31 Jan 19₹12,725
31 Jan 20₹14,803

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 ₹376,357.
Net Profit of ₹76,357
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 20 Feb 20

DurationReturns
1 Month 3.4%
3 Month 7.1%
6 Month 19.2%
1 Year 21.9%
3 Year 7.6%
5 Year 8.5%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.9%
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%
Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
NameSinceTenure
Satyabrata Mohanty17 Oct 118.21 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services41.97%
Basic Materials12.33%
Consumer Cyclical10.15%
Energy7.77%
Industrials6.98%
Communication Services5.15%
Technology4.37%
Health Care4.08%
Consumer Defensive3.58%
Utility1.29%
Real Estate0.35%
Asset Allocation
Asset ClassValue
Cash1.96%
Equity98.04%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
10%₹482 Cr8,951,026
↓ -1,259,474
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹441 Cr3,466,429
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
8%₹385 Cr2,541,542
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹300 Cr708,796
↑ 34,814
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
4%₹212 Cr6,341,911
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹171 Cr2,271,761
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹162 Cr79,520
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 17 | RAMCOCEM
3%₹147 Cr1,941,777
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
3%₹146 Cr6,081,454
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Apr 19 | NAUKRI
3%₹144 Cr569,500

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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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