ಆದಿತ್ಯ ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ ಟಾಪ್ 6 ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ನಿಧಿಗಳು

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ABSL ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
- ಎರಡರಲ್ಲೂ ಬೆಸ್ಟ್
- ಕಡಿಮೆ/ಮಧ್ಯ ಅಪಾಯ, ಹೆಚ್ಚಿನ ಆದಾಯ
ಅತ್ಯುತ್ತಮ ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಸಮತೋಲಿತ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು
ABSL ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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ಆದಿತ್ಯ ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರಿಂದ 6 ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ನಿಧಿಗಳು

Updated on April 27, 2025 , 4583 views

ದೀರ್ಘಕಾಲದವರೆಗೆ, ಸಮತೋಲಿತಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಹೂಡಿಕೆದಾರರಿಗೆ ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡಿವೆ ಮತ್ತು ಅವರನ್ನು ಪೂರೈಸಲು ಸಹಾಯ ಮಾಡಿದೆಹಣಕಾಸಿನ ಗುರಿಗಳು. ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು ಎಂದು ಕರೆಯಲ್ಪಡುವ ಈ ನಿಧಿಗಳು ಸಾಲ ಮತ್ತು ಎರಡರಲ್ಲೂ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು. ದಿಸಮತೋಲಿತ ನಿಧಿ ಸಾಮಾನ್ಯವಾಗಿ ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಅದರ ಪೋರ್ಟ್‌ಫೋಲಿಯೋ ಸ್ವತ್ತುಗಳ 65 - 75% ವರೆಗೆ ಮತ್ತು ಸ್ಥಿರದಲ್ಲಿ ಸಮತೋಲನವನ್ನು ಹೊಂದಿದೆಆದಾಯ ಭದ್ರತೆಗಳು.

ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ನಲ್ಲಿ ಕೆಲವು ಹಳೆಯ ಸಮತೋಲಿತ ಯೋಜನೆಗಳನ್ನು ಹೊಂದಿದೆಮಾರುಕಟ್ಟೆ. ಉದಾಹರಣೆಗೆ, ಆದಿತ್ಯ ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಇಕ್ವಿಟಿ ಹೈಬ್ರಿಡ್ 95 ಫಂಡ್ ಅದ್ಭುತವಾದ ಟ್ರ್ಯಾಕ್ ರೆಕಾರ್ಡ್ ಹೊಂದಿರುವ ಅತ್ಯಂತ ಹಳೆಯ ಸಮತೋಲಿತ ನಿಧಿ ಯೋಜನೆಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. 10 ವರ್ಷಗಳಿಂದ, ನಿಧಿಯು ನಿರಂತರವಾಗಿ ಮಾರುಕಟ್ಟೆಯಲ್ಲಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿದೆ.

ಇದರೊಂದಿಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರುAMC, ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನ ಟಾಪ್ 6 ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ನಿಧಿಗಳು ಇಲ್ಲಿವೆ. AUM ನಂತಹ ಕೆಲವು ಪ್ರಮುಖ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಇತ್ಯಾದಿ.

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ABSL ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಎರಡರಲ್ಲೂ ಬೆಸ್ಟ್

ಸಮತೋಲಿತ ನಿಧಿಗಳು ಕಡಿಮೆ ಬಾಷ್ಪಶೀಲವಾಗಿರುತ್ತವೆ. ಅವರು ಈಕ್ವಿಟಿ ಮತ್ತು ಎರಡರಲ್ಲೂ ಉತ್ತಮವಾದದ್ದನ್ನು ನೀಡುತ್ತಾರೆಸಾಲ ನಿಧಿ ಈಕ್ವಿಟಿ ಘಟಕದ ಮೂಲಕ ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಮತ್ತು ಸಾಲದ ಅಂಶದ ಮೂಲಕ ಸ್ಥಿರತೆಯನ್ನು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳುವುದು.

ಕಡಿಮೆ/ಮಧ್ಯ ಅಪಾಯ, ಹೆಚ್ಚಿನ ಆದಾಯ

ಮೇಲೆಆಧಾರ ಸ್ವತ್ತುಗಳ ಹಂಚಿಕೆ, ಸಮತೋಲಿತ ನಿಧಿಗಳ ಮೇಲಿನ ಆದಾಯವನ್ನು ಅಪಾಯಕ್ಕೆ ಸರಿಹೊಂದಿಸಲಾಗುತ್ತದೆ. ಮೂಲಕಹೂಡಿಕೆ ಒಳಗೆಸಣ್ಣ ಕ್ಯಾಪ್ ಮತ್ತುಮಿಡ್ ಕ್ಯಾಪ್ ಷೇರುಗಳು, ಈಕ್ವಿಟಿ ಲಾಭಗಳು ಹೆಚ್ಚು ಮತ್ತು ಸಂಬಂಧಿತ ಅಪಾಯಅಂಶ ಸಾಲದ ಹೂಡಿಕೆಯಿಂದ ನಿಯಂತ್ರಿಸಲ್ಪಡುತ್ತದೆ.

ಅತ್ಯುತ್ತಮ ಬಿರ್ಲಾ ಸನ್ ಲೈಫ್ ಸಮತೋಲಿತ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)	Sub Cat.
Aditya Birla Sun Life Regular Savings Fund Growth	₹65.5836 ↑ 0.06	₹1,377	3.7	3.3	10.3	8.7	12.7	10.5	Hybrid Debt
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,458.66 ↑ 3.11	₹7,193	3	-1.5	8.3	11.1	18.5	15.3	Hybrid Equity
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹103.25 ↑ 0.11	₹7,321	4.7	2.5	10.9	12.8	16	13	Dynamic Allocation
Aditya Birla Sun Life Arbitrage Fund Growth	₹26.308 ↑ 0.02	₹14,236	1.9	3.6	7.3	6.7	5.4	7.5	Arbitrage
Aditya Birla Sun Life Equity Savings Fund Growth	₹21.51 ↑ 0.04	₹632	2.8	3.2	7.9	8.1	10.7	8.2	Equity Savings
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25

1. Aditya Birla Sun Life Regular Savings Fund

(Erstwhile Aditya Birla Sun Life MIP II - Wealth 25 Plan)

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Aditya Birla Sun Life Regular Savings Fund is a Hybrid - Hybrid Debt fund was launched on 22 May 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.4% since its launch. Ranked 4 in Hybrid Debt category. Return for 2024 was 10.5% , 2023 was 9.6% and 2022 was 5.3% .

Below is the key information for Aditya Birla Sun Life Regular Savings Fund

Aditya Birla Sun Life Regular Savings Fund Growth
Launch Date	22 May 04
NAV (29 Apr 25)	₹65.5836 ↑ 0.06 (0.09 %)
Net Assets (Cr)	₹1,377 on 31 Mar 25
Category	Hybrid - Hybrid Debt
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.67
Information Ratio	-0.12
Alpha Ratio	0.91
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹12,856
31 Mar 22	₹14,310
31 Mar 23	₹14,672
31 Mar 24	₹16,387
31 Mar 25	₹17,944

Aditya Birla Sun Life Regular Savings Fund SIP 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 Regular Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	1.8%
3 Month	3.7%
6 Month	3.3%
1 Year	10.3%
3 Year	8.7%
5 Year	12.7%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	10.5%
2022	9.6%
2021	5.3%
2020	13.4%
2019	9.2%
2018	5.8%
2017	-2.2%
2016	15.5%
2015	13.1%
2014	5.4%

Fund Manager information for Aditya Birla Sun Life Regular Savings Fund

Name	Since	Tenure
Mohit Sharma	31 Oct 24	0.42 Yr.
Harshil Suvarnkar	22 Mar 21	4.03 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	4.88%
Equity	21.81%
Debt	72.97%
Other	0.34%

Equity Sector Allocation

Sector	Value
Financial Services	8.23%
Basic Materials	1.95%
Industrials	1.89%
Technology	1.68%
Consumer Cyclical	1.54%
Health Care	1.46%
Real Estate	1.26%
Energy	1.22%
Communication Services	1.19%
Consumer Defensive	1.04%
Utility	0.34%

Debt Sector Allocation

Sector	Value
Corporate	43.2%
Government	30.47%
Cash Equivalent	4.17%

Credit Quality

Rating	Value
AA	15.57%
AAA	84.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cholamandalam Investment And Fin. Co. Ltd Debentures \| -	4%	₹61 Cr	6,000
6.79% Govt Stock 2034 Sovereign Bonds \| -	3%	₹36 Cr	3,500,000
LIC Housing Finance Limited Debentures \| -	2%	₹31 Cr	3,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹31 Cr	300
Nuvama Wealth Finance Ltd Debentures \| -	2%	₹30 Cr	3,000 ↑ 3,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| HDFCBANK	2%	₹30 Cr	159,000 ↓ -10,353
7.1% Govt Stock 2034 Sovereign Bonds \| -	2%	₹29 Cr	2,800,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	2%	₹27 Cr	200,000 ↓ -32,335
Rural Electrification Corporation Limited Debentures \| -	2%	₹26 Cr	250
6.92% Govt Stock 2039 Sovereign Bonds \| -	2%	₹26 Cr	2,500,000

2. Aditya Birla Sun Life Equity Hybrid 95 Fund

(Erstwhile Aditya Birla Sun Life Balanced 95 Fund)

An Open ended Balanced Scheme with the objective to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Equity Hybrid 95 Fund is a Hybrid - Hybrid Equity fund was launched on 10 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch. Ranked 3 in Hybrid Equity category. Return for 2024 was 15.3% , 2023 was 21.3% and 2022 was -1.7% .

Below is the key information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Aditya Birla Sun Life Equity Hybrid 95 Fund Growth
Launch Date	10 Feb 95
NAV (29 Apr 25)	₹1,458.66 ↑ 3.11 (0.21 %)
Net Assets (Cr)	₹7,193 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.84
Sharpe Ratio	0.13
Information Ratio	-0.79
Alpha Ratio	0.54
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
31 Mar 20	₹10,000
31 Mar 21	₹15,909
31 Mar 22	₹19,015
31 Mar 23	₹17,808
31 Mar 24	₹22,936
31 Mar 25	₹24,744

Aditya Birla Sun Life Equity Hybrid 95 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Aditya Birla Sun Life Equity Hybrid 95 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	2.9%
3 Month	3%
6 Month	-1.5%
1 Year	8.3%
3 Year	11.1%
5 Year	18.5%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	15.3%
2022	21.3%
2021	-1.7%
2020	24.2%
2019	11.7%
2018	4.8%
2017	-5%
2016	25.9%
2015	8.9%
2014	3.4%

Fund Manager information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Name	Since	Tenure
Chanchal Khandelwal	17 Feb 23	2.12 Yr.
Harshil Suvarnkar	22 Mar 21	4.03 Yr.
Dhaval Joshi	21 Nov 22	2.36 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	1.31%
Equity	79.24%
Debt	19.45%

Equity Sector Allocation

Sector	Value
Financial Services	24.07%
Consumer Cyclical	11.38%
Industrials	10.15%
Technology	7.72%
Health Care	5.72%
Basic Materials	5.63%
Consumer Defensive	5.22%
Energy	4.05%
Communication Services	3.06%
Real Estate	1.15%
Utility	1.09%

Debt Sector Allocation

Sector	Value
Corporate	13.89%
Government	5.35%
Cash Equivalent	1.46%
Securitized	0.06%

Credit Quality

Rating	Value
AA	18.94%
AAA	81.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 13 \| ICICIBANK	7%	₹499 Cr	3,700,018
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹406 Cr	2,222,004
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 18 \| RELIANCE	4%	₹271 Cr	2,128,812
Infosys Ltd (Technology) Equity, Since 31 May 11 \| INFY	4%	₹255 Cr	1,625,179
Bharti Airtel Ltd (Communication Services) Equity, Since 15 Aug 21 \| BHARTIARTL	3%	₹220 Cr	1,271,340 ↓ -80,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 23 \| LT	2%	₹166 Cr	474,235
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 15 Feb 22 \| SUNPHARMA	2%	₹159 Cr	915,275 ↓ -50,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 15 Jul 22 \| M&M	2%	₹151 Cr	566,602
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	2%	₹145 Cr	1,319,091 ↑ 25,000
LIC Housing Finance Limited Debentures \| -	2%	₹143 Cr	14,000 ↓ -2,000

3. Aditya Birla Sun Life Balanced Advantage Fund

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Ranked 19 in Dynamic Allocation category. Return for 2024 was 13% , 2023 was 16.5% and 2022 was 4.2% .

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

Aditya Birla Sun Life Balanced Advantage Fund Growth
Launch Date	25 Apr 00
NAV (29 Apr 25)	₹103.25 ↑ 0.11 (0.11 %)
Net Assets (Cr)	₹7,321 on 31 Mar 25
Category	Hybrid - Dynamic Allocation
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.36
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹14,355
31 Mar 22	₹15,854
31 Mar 23	₹16,373
31 Mar 24	₹19,928
31 Mar 25	₹21,966

Aditya Birla Sun Life Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Aditya Birla Sun Life Balanced 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 29 Apr 25

Duration	Returns
1 Month	3%
3 Month	4.7%
6 Month	2.5%
1 Year	10.9%
3 Year	12.8%
5 Year	16%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2023	13%
2022	16.5%
2021	4.2%
2020	13.4%
2019	15.4%
2018	8.1%
2017	0.7%
2016	15.2%
2015	16.3%
2014	3.6%

Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund

Name	Since	Tenure
Harish Krishnan	31 Oct 24	0.42 Yr.
Lovelish Solanki	9 Oct 19	5.48 Yr.
Mohit Sharma	1 Apr 17	8.01 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	7.29%
Equity	74.89%
Debt	17.82%

Equity Sector Allocation

Sector	Value
Financial Services	21.52%
Industrials	8.94%
Basic Materials	8.59%
Consumer Cyclical	7.19%
Consumer Defensive	6.45%
Technology	5.92%
Energy	5.71%
Health Care	4.67%
Utility	2.36%
Real Estate	1.87%
Communication Services	1.67%

Debt Sector Allocation

Sector	Value
Corporate	10.84%
Cash Equivalent	9.25%
Government	4.26%
Securitized	0.75%

Credit Quality

Rating	Value
AA	24.44%
AAA	75.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 17 \| HDFCBANK	4%	₹306 Cr	1,673,242 ↑ 117,083
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹299 Cr	2,217,191 ↓ -159,374
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 18 \| RELIANCE	3%	₹253 Cr	1,980,730 ↓ -74,566
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| KOTAKBANK	3%	₹211 Cr	970,159 ↑ 184,358
7.18% Govt Stock 2037 Sovereign Bonds \| -	3%	₹187 Cr	18,000,000
Infosys Ltd (Technology) Equity, Since 31 Dec 07 \| INFY	2%	₹174 Cr	1,106,712 ↑ 57,350
Cholamandalam Investment And Fin. Co. Ltd Debentures \| -	2%	₹144 Cr	12,660
7.26% Govt Stock 2033 Sovereign Bonds \| -	2%	₹125 Cr	12,000,000
Shriram Transport Finance Company Limited Debentures \| -	2%	₹121 Cr	12,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 15 Aug 21 \| SBILIFE	2%	₹115 Cr	741,176 ↑ 78,316

4. Aditya Birla Sun Life Arbitrage Fund

(Erstwhile Aditya Birla Sun Life Enhanced Arbitrage Fund)

An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures).

Aditya Birla Sun Life Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 24 Jul 09. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.3% since its launch. Ranked 7 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7.1% and 2022 was 4.1% .

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

Aditya Birla Sun Life Arbitrage Fund Growth
Launch Date	24 Jul 09
NAV (29 Apr 25)	₹26.308 ↑ 0.02 (0.08 %)
Net Assets (Cr)	₹14,236 on 31 Mar 25
Category	Hybrid - Arbitrage
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.01
Sharpe Ratio	1.12
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-30 Days (0.5%),30 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,346
31 Mar 22	₹10,735
31 Mar 23	₹11,263
31 Mar 24	₹12,112
31 Mar 25	₹12,989

Aditya Birla Sun Life Arbitrage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for Aditya Birla Sun Life Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	0.7%
3 Month	1.9%
6 Month	3.6%
1 Year	7.3%
3 Year	6.7%
5 Year	5.4%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.5%
2022	7.1%
2021	4.1%
2020	3.8%
2019	4.1%
2018	6.2%
2017	6%
2016	5.6%
2015	6.5%
2014	7.6%

Fund Manager information for Aditya Birla Sun Life Arbitrage Fund

Name	Since	Tenure
Lovelish Solanki	15 Dec 14	10.3 Yr.
Mohit Sharma	3 Mar 25	0.08 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	20.76%
Equity	64.86%
Debt	14.32%
Other	0.05%

Equity Sector Allocation

Sector	Value
Financial Services	17.08%
Basic Materials	8.47%
Energy	7.78%
Consumer Cyclical	6.72%
Industrials	6.3%
Technology	5.03%
Communication Services	3.28%
Consumer Defensive	3.17%
Utility	3.08%
Health Care	2.66%
Real Estate	1.29%

Debt Sector Allocation

Sector	Value
Corporate	18.11%
Cash Equivalent	11.57%
Government	5.4%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aditya BSL Money Mgr Dir Gr Investment Fund \| -	12%	₹1,646 Cr	44,758,197 ↓ -4,000,000
Aditya BSL FRF Dir Gr Investment Fund \| -	9%	₹1,299 Cr	37,135,768
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	4%	₹626 Cr	4,907,500 ↓ -226,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 24 \| ICICIBANK	3%	₹364 Cr	2,702,700 ↓ -711,200
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500295	3%	₹363 Cr	7,844,150 ↓ -529,000
Infosys Ltd (Technology) Equity, Since 31 Oct 23 \| INFY	2%	₹303 Cr	1,930,800 ↓ -240,400
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| HDFCBANK	2%	₹285 Cr	1,556,500 ↑ 29,700
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| 532215	2%	₹245 Cr	2,226,875 ↓ -732,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| M&M	2%	₹214 Cr	802,025 ↓ -85,575
HDFC Bank Ltd. Debentures \| -	1%	₹187 Cr	4,000 ↑ 4,000

5. Aditya Birla Sun Life Equity Savings Fund

To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 28 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.6% since its launch. Return for 2024 was 8.2% , 2023 was 11.6% and 2022 was -1% .

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

Aditya Birla Sun Life Equity Savings Fund Growth
Launch Date	28 Nov 14
NAV (29 Apr 25)	₹21.51 ↑ 0.04 (0.19 %)
Net Assets (Cr)	₹632 on 31 Mar 25
Category	Hybrid - Equity Savings
AMC	Birla Sun Life Asset Management Co Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.11
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
31 Mar 20	₹10,000
31 Mar 21	₹12,966
31 Mar 22	₹13,859
31 Mar 23	₹13,810
31 Mar 24	₹15,876
31 Mar 25	₹17,026

Aditya Birla Sun Life Equity Savings Fund SIP 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 Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	1.6%
3 Month	2.8%
6 Month	3.2%
1 Year	7.9%
3 Year	8.1%
5 Year	10.7%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.2%
2022	11.6%
2021	-1%
2020	12.8%
2019	11%
2018	7.8%
2017	-1.7%
2016	17.3%
2015	7.6%
2014	3.8%

Fund Manager information for Aditya Birla Sun Life Equity Savings Fund

Name	Since	Tenure
Atul Penkar	31 Oct 24	0.42 Yr.
Lovelish Solanki	27 Sep 24	0.51 Yr.
Harshil Suvarnkar	22 Mar 21	4.03 Yr.

Data below for Aditya Birla Sun Life Equity Savings Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	8.05%
Equity	70.37%
Debt	19.9%
Other	1.68%

Equity Sector Allocation

Sector	Value
Financial Services	23.9%
Industrials	9.04%
Energy	8.87%
Consumer Cyclical	5.66%
Basic Materials	4.61%
Real Estate	4.36%
Communication Services	3.64%
Technology	3.41%
Utility	2.98%
Health Care	2.4%
Consumer Defensive	1.49%

Debt Sector Allocation

Sector	Value
Government	16.62%
Cash Equivalent	6.36%
Corporate	4.97%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 14 \| HDFCBANK	8%	₹51 Cr	277,629 ↑ 2,457
Aditya BSL Money Mgr Dir Gr Investment Fund \| -	6%	₹38 Cr	1,046,731
Reliance Industries Ltd (Energy) Equity, Since 31 May 20 \| RELIANCE	5%	₹33 Cr	257,926 ↑ 2,220
GMR Airports Ltd (Industrials) Equity, Since 31 Jan 22 \| GMRAIRPORT	4%	₹22 Cr	2,947,500
State Bank of India (Financial Services) Equity, Since 15 Aug 21 \| SBIN	3%	₹22 Cr	280,157 ↑ 1,248
Bharti Airtel Ltd (Communication Services) Equity, Since 15 Aug 21 \| BHARTIARTL	3%	₹21 Cr	121,577 ↓ -56,597
7.32% Govt Stock 2030 Sovereign Bonds \| -	3%	₹21 Cr	2,000,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	3%	₹21 Cr	2,000,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Jul 23 \| ADANIPORTS	3%	₹20 Cr	166,333 ↑ 238
Nexus Select Trust Reits (Real Estate) -, Since 31 Aug 24 \| NXST	3%	₹17 Cr	1,328,368

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