आदित्य बिर्ला सन लाइफ म्युच्युअल फंड

Updated on September 1, 2025 , 16968 views

बिर्ला सन लाइफ म्युच्युअल फंड आदित्य बिर्ला समूह (भारत) आणि सन लाइफ फायनान्शियल कंपनी (कॅनडा) यांच्यातील संयुक्त प्रयत्न आहे. बिर्ला सन लाइफ म्युच्युअल फंडाची गुंतवणूक बिर्ला सन लाइफ अॅसेट मॅनेजमेंट कंपनी लिमिटेड द्वारे हाताळली जाते. बीएसएल म्युच्युअल फंड कर बचत, वैयक्तिक बचत, संपत्ती निर्माण इत्यादीसारख्या विविध गुंतवणुकीच्या उद्दिष्टांमध्ये माहिर आहे. ते कर बचत सारख्या विविध प्रकारच्या गुंतवणुकीची ऑफर देतात.म्युच्युअल फंड, बिर्ला सन लाइफSIP, बिर्ला सन लाइफइक्विटी फंड, इ. कंपनीला उद्योगातील विश्लेषकांच्या सर्वात मोठ्या संशोधन संघाचा पाठिंबा आहे, जे गुंतवणूक करण्यासाठी सर्वोत्तम कंपन्यांचा मागोवा घेण्यास समर्पित आहेत.

बिर्ला सन लाइफ MNC फंड त्याच्या सातत्यपूर्ण कामगिरीसाठी आणि ग्राहकांना त्यांचे आर्थिक उद्दिष्ट गाठण्यात मदत करण्यासाठी ओळखला जातो. बिर्ला MF योजना गुंतवणुकदारांच्या गरजा पूर्ण करण्यासाठी चांगल्या प्रकारे तयार केल्या आहेत.

AMC	आदित्य बिर्ला सन लाइफ म्युच्युअल फंड
सेटअपची तारीख	23 डिसेंबर 1994
एयूएम	INR 249269.92 कोटी (जून-30-2018)
अध्यक्ष	श्री. कुमार मंगलम बिर्ला
सीईओ/एमडी	श्री. ए. बालसुब्रमण्यम
अनुपालन अधिकारी	कु. हेमंती वाधवा
गुंतवणूकदार सेवा अधिकारी	कु. कीर्ती गुप्ता
मुख्यालय	मुंबई
ग्राहक सेवा क्रमांक	1800 270 7000 / 1800 22 7000
फॅक्स	022 - 43568110/ 8111
दूरध्वनी	022 - 43568000
ईमेल	[AT] birlasunlife.com ला कनेक्ट करा
संकेतस्थळ	www.birlasunlife.com

आदित्य बिर्ला सन लाइफ म्युच्युअल फंड बद्दल

आदित्य बिर्ला सन लाइफ (ABSL) म्युच्युअल फंड हा आदित्य बिर्ला कॅपिटल लिमिटेडचा एक भाग आहे. यासारख्या आर्थिक सेवांच्या विविध क्षेत्रांमध्ये या समूहाची मजबूत उपस्थिती आहेजीवन विमा, कॉर्पोरेट कर्ज देणे, संरचित वित्त आणि कॉर्पोरेट इक्विटी. या फंड हाऊसची स्थापना 1994 मध्ये झाली आणि तेव्हापासून ते व्यक्तींच्या विविध आणि विविध गरजा पूर्ण करण्यासाठी प्रयत्नशील आहे. फंड हाऊस आपल्या मजबूत आणि मजबूत वितरण नेटवर्क आणि शाखांच्या मदतीने लोकांपर्यंत पोहोचण्याचा प्रयत्न करत आहे.

ABSL म्युच्युअल फंडामध्ये सेक्टर विशिष्ट फंड योजना आहेत,निधीचा निधी योजना आणि म्युच्युअल फंड योजनांची विविध श्रेणी. मालमत्ता व्यवस्थापन कंपनी (AMC) लोकांना त्यांच्या गुंतवणुकीच्या रकमेतून जास्तीत जास्त लाभ मिळतील याची खात्री करते.

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बिर्ला म्युच्युअल फंड द्वारे ऑफर केलेल्या शीर्ष म्युच्युअल फंड योजना

इक्विटी फंड

बिर्ला सन लाइफ म्युच्युअल फंडाद्वारे प्रदान केलेले इक्विटी इन्स्ट्रुमेंट गुंतवणूकदारांना त्यांचा कर ओझे कमी करण्यास मदत करते. AMC इक्विटी लिंक्ड बचत योजना ऑफर करते (ELSS), जे गुंतवणूकदारांच्या कर-बचतीच्या गरजा पूर्ण करते. ELSS गुंतवणूकदारांना कर वाचवण्यास मदत करतेकलम 80C च्याआयकर कायदा आणि त्याच वेळी इक्विटी गुंतवणुकीद्वारे गुंतवलेले पैसे वाढण्यास मदत करते.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹58.73 ↑ 0.35	₹3,497	-2	13.9	2.7	14.3	19.7	8.7
Aditya Birla Sun Life Small Cap Fund Growth	₹84.7168 ↑ 0.66	₹5,011	0.1	22.5	-5.8	17.3	23.3	21.5
Aditya Birla Sun Life Equity Fund Growth	₹1,780.01 ↑ 10.30	₹23,127	1.3	16.1	-0.3	17	19.6	18.5
Aditya Birla Sun Life Tax Relief '96 Growth	₹60.56 ↑ 0.38	₹15,457	2.9	17.6	-0.9	13.8	13.6	16.4
Aditya Birla Sun Life India GenNext Fund Growth	₹220.82 ↑ 1.17	₹6,239	5	18.2	-1.5	15.3	20.2	17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Equity Fund	Aditya Birla Sun Life Tax Relief '96	Aditya Birla Sun Life India GenNext Fund
Point 1	Bottom quartile AUM (₹3,497 Cr).	Bottom quartile AUM (₹5,011 Cr).	Highest AUM (₹23,127 Cr).	Upper mid AUM (₹15,457 Cr).	Lower mid AUM (₹6,239 Cr).
Point 2	Established history (11+ yrs).	Established history (18+ yrs).	Oldest track record among peers (27 yrs).	Established history (17+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 19.69% (lower mid).	5Y return: 23.34% (top quartile).	5Y return: 19.61% (bottom quartile).	5Y return: 13.64% (bottom quartile).	5Y return: 20.24% (upper mid).
Point 6	3Y return: 14.34% (bottom quartile).	3Y return: 17.32% (top quartile).	3Y return: 17.04% (upper mid).	3Y return: 13.76% (bottom quartile).	3Y return: 15.32% (lower mid).
Point 7	1Y return: 2.67% (top quartile).	1Y return: -5.83% (bottom quartile).	1Y return: -0.34% (upper mid).	1Y return: -0.92% (lower mid).	1Y return: -1.53% (bottom quartile).
Point 8	Alpha: -8.11 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 2.91 (top quartile).	Alpha: 1.19 (upper mid).	Alpha: -1.89 (bottom quartile).
Point 9	Sharpe: 0.09 (top quartile).	Sharpe: -0.43 (bottom quartile).	Sharpe: -0.25 (upper mid).	Sharpe: -0.36 (bottom quartile).	Sharpe: -0.34 (lower mid).
Point 10	Information ratio: 0.19 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.27 (top quartile).	Information ratio: -0.94 (bottom quartile).	Information ratio: -0.30 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Bottom quartile AUM (₹3,497 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: High.
5Y return: 19.69% (lower mid).
3Y return: 14.34% (bottom quartile).
1Y return: 2.67% (top quartile).
Alpha: -8.11 (bottom quartile).
Sharpe: 0.09 (top quartile).
Information ratio: 0.19 (upper mid).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹5,011 Cr).
Established history (18+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.34% (top quartile).
3Y return: 17.32% (top quartile).
1Y return: -5.83% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.43 (bottom quartile).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Equity Fund

Highest AUM (₹23,127 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.61% (bottom quartile).
3Y return: 17.04% (upper mid).
1Y return: -0.34% (upper mid).
Alpha: 2.91 (top quartile).
Sharpe: -0.25 (upper mid).
Information ratio: 0.27 (top quartile).

Aditya Birla Sun Life Tax Relief '96

Upper mid AUM (₹15,457 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.64% (bottom quartile).
3Y return: 13.76% (bottom quartile).
1Y return: -0.92% (lower mid).
Alpha: 1.19 (upper mid).
Sharpe: -0.36 (bottom quartile).
Information ratio: -0.94 (bottom quartile).

Aditya Birla Sun Life India GenNext Fund

Lower mid AUM (₹6,239 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: High.
5Y return: 20.24% (upper mid).
3Y return: 15.32% (lower mid).
1Y return: -1.53% (bottom quartile).
Alpha: -1.89 (bottom quartile).
Sharpe: -0.34 (lower mid).
Information ratio: -0.30 (bottom quartile).

कर्ज निधी

बिर्ला म्युच्युअल फंडाने ऑफर केलेल्या डेट प्लॅनचे उद्दिष्ट ग्राहकांना इतर बँक खात्यांद्वारे ऑफर केलेल्या कर-बचतीचे पर्याय आणि उत्तम तरलता प्रदान करून त्यांचे पैसे वाचवणे हा आहे. AMC ऑफर करतेलिक्विड फंड आणि अल्ट्रा शॉर्ट-टर्म फंड, जे 1-3 वर्षांच्या कालावधीत संभाव्य परतावा देतात.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Aditya Birla Sun Life Savings Fund Growth	₹555.061 ↑ 0.07	₹20,795	1.7	4.1	7.9	7.4	7.9	6.6%	5M 26D	7M 2D
Aditya Birla Sun Life Money Manager Fund Growth	₹374.862 ↑ 0.05	₹29,515	1.6	4.1	7.9	7.5	7.8	6.17%	5M 19D	5M 19D
Aditya Birla Sun Life Corporate Bond Fund Growth	₹113.591 ↑ 0.13	₹28,598	0.1	4	7.8	7.6	8.5	6.9%	4Y 6M 11D	6Y 10M 17D
Aditya Birla Sun Life Medium Term Plan Growth	₹40.236 ↑ 0.02	₹2,744	0.9	4.8	12.7	9.2	10.5	7.44%	3Y 6M 18D	4Y 9M 4D
Aditya Birla Sun Life Short Term Opportunities Fund Growth	₹48.0294 ↑ 0.02	₹10,524	0.7	4.4	8.1	7.3	7.9	6.93%	2Y 8M 26D	3Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Medium Term Plan	Aditya Birla Sun Life Short Term Opportunities Fund
Point 1	Lower mid AUM (₹20,795 Cr).	Highest AUM (₹29,515 Cr).	Upper mid AUM (₹28,598 Cr).	Bottom quartile AUM (₹2,744 Cr).	Bottom quartile AUM (₹10,524 Cr).
Point 2	Established history (22+ yrs).	Established history (19+ yrs).	Oldest track record among peers (28 yrs).	Established history (16+ yrs).	Established history (22+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 7.92% (lower mid).	1Y return: 7.85% (bottom quartile).	1Y return: 7.80% (bottom quartile).	1Y return: 12.72% (top quartile).	1Y return: 8.11% (upper mid).
Point 6	1M return: 0.47% (upper mid).	1M return: 0.48% (top quartile).	1M return: -0.35% (bottom quartile).	1M return: -0.07% (bottom quartile).	1M return: -0.05% (lower mid).
Point 7	Sharpe: 3.76 (top quartile).	Sharpe: 3.35 (upper mid).	Sharpe: 1.54 (bottom quartile).	Sharpe: 2.94 (lower mid).	Sharpe: 1.86 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 6.60% (bottom quartile).	Yield to maturity (debt): 6.17% (bottom quartile).	Yield to maturity (debt): 6.90% (lower mid).	Yield to maturity (debt): 7.44% (top quartile).	Yield to maturity (debt): 6.93% (upper mid).
Point 10	Modified duration: 0.49 yrs (upper mid).	Modified duration: 0.47 yrs (top quartile).	Modified duration: 4.53 yrs (bottom quartile).	Modified duration: 3.55 yrs (bottom quartile).	Modified duration: 2.74 yrs (lower mid).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹20,795 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.92% (lower mid).
1M return: 0.47% (upper mid).
Sharpe: 3.76 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.60% (bottom quartile).
Modified duration: 0.49 yrs (upper mid).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹29,515 Cr).
Established history (19+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 7.85% (bottom quartile).
1M return: 0.48% (top quartile).
Sharpe: 3.35 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.17% (bottom quartile).
Modified duration: 0.47 yrs (top quartile).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹28,598 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 7.80% (bottom quartile).
1M return: -0.35% (bottom quartile).
Sharpe: 1.54 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.90% (lower mid).
Modified duration: 4.53 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

Bottom quartile AUM (₹2,744 Cr).
Established history (16+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 12.72% (top quartile).
1M return: -0.07% (bottom quartile).
Sharpe: 2.94 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.44% (top quartile).
Modified duration: 3.55 yrs (bottom quartile).

Aditya Birla Sun Life Short Term Opportunities Fund

Bottom quartile AUM (₹10,524 Cr).
Established history (22+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.11% (upper mid).
1M return: -0.05% (lower mid).
Sharpe: 1.86 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.93% (upper mid).
Modified duration: 2.74 yrs (lower mid).

हायब्रीड फंड

हायब्रीड फंड म्युच्युअल फंडांचा एक प्रकार आहे जो इक्विटी आणि डेट फंडांचे संयोजन आहे. हा फंड गुंतवणूकदाराला काही प्रमाणात डेट आणि इक्विटी मार्केटमध्ये गुंतवणूक करू देतो.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Regular Savings Fund Growth	₹67.1227 ↑ 0.13	₹1,524	1.2	6.7	6.8	8.9	10.8	10.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,515.17 ↑ 4.91	₹7,480	1.4	12.4	-0.1	12.7	15.9	15.3
Aditya Birla Sun Life Arbitrage Fund Growth	₹26.8163 ↓ 0.00	₹22,310	1.5	3.3	6.7	6.9	5.6	7.5
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹106.15 ↑ 0.34	₹8,157	1.4	11.5	3.7	12.7	13.4	13
Aditya Birla Sun Life Equity Savings Fund Growth	₹22.14 ↑ 0.03	₹839	1.9	6.2	6.4	8.8	9.4	8.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Equity Savings Fund
Point 1	Bottom quartile AUM (₹1,524 Cr).	Lower mid AUM (₹7,480 Cr).	Highest AUM (₹22,310 Cr).	Upper mid AUM (₹8,157 Cr).	Bottom quartile AUM (₹839 Cr).
Point 2	Established history (21+ yrs).	Oldest track record among peers (30 yrs).	Established history (16+ yrs).	Established history (25+ yrs).	Established history (10+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 10.84% (lower mid).	5Y return: 15.91% (top quartile).	5Y return: 5.63% (bottom quartile).	5Y return: 13.37% (upper mid).	5Y return: 9.35% (bottom quartile).
Point 6	3Y return: 8.92% (lower mid).	3Y return: 12.74% (top quartile).	3Y return: 6.94% (bottom quartile).	3Y return: 12.70% (upper mid).	3Y return: 8.76% (bottom quartile).
Point 7	1Y return: 6.82% (top quartile).	1Y return: -0.09% (bottom quartile).	1Y return: 6.71% (upper mid).	1Y return: 3.70% (bottom quartile).	1Y return: 6.44% (lower mid).
Point 8	1M return: 0.10% (bottom quartile).	1M return: 0.62% (lower mid).	1M return: 0.33% (bottom quartile).	1M return: 0.85% (top quartile).	1M return: 0.64% (upper mid).
Point 9	Alpha: 0.75 (top quartile).	Alpha: 0.09 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.38 (upper mid).	Sharpe: -0.38 (bottom quartile).	Sharpe: 0.96 (top quartile).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.01 (lower mid).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,524 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.84% (lower mid).
3Y return: 8.92% (lower mid).
1Y return: 6.82% (top quartile).
1M return: 0.10% (bottom quartile).
Alpha: 0.75 (top quartile).
Sharpe: 0.38 (upper mid).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Lower mid AUM (₹7,480 Cr).
Oldest track record among peers (30 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.91% (top quartile).
3Y return: 12.74% (top quartile).
1Y return: -0.09% (bottom quartile).
1M return: 0.62% (lower mid).
Alpha: 0.09 (upper mid).
Sharpe: -0.38 (bottom quartile).

Aditya Birla Sun Life Arbitrage Fund

Highest AUM (₹22,310 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 5.63% (bottom quartile).
3Y return: 6.94% (bottom quartile).
1Y return: 6.71% (upper mid).
1M return: 0.33% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.96 (top quartile).

Aditya Birla Sun Life Balanced Advantage Fund

Upper mid AUM (₹8,157 Cr).
Established history (25+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.37% (upper mid).
3Y return: 12.70% (upper mid).
1Y return: 3.70% (bottom quartile).
1M return: 0.85% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.12 (bottom quartile).

Aditya Birla Sun Life Equity Savings Fund

Bottom quartile AUM (₹839 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.35% (bottom quartile).
3Y return: 8.76% (bottom quartile).
1Y return: 6.44% (lower mid).
1M return: 0.64% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.01 (lower mid).

कर बचत ELSS योजना

आदित्य बिर्ला सन लाइफ MF द्वारे ऑफर केलेला कर बचत म्युच्युअल फंड तुमचा कर ओझे कमी करण्यास मदत करतो आणि इक्विटी गुंतवणुकीद्वारे तुमच्या गुंतवलेल्या पैशावर वाढ प्रदान करण्याचे उद्दिष्ट ठेवतो. या फंडात गुंतवणूक करून, गुंतवणूकदार दरवर्षी INR 45,000 पेक्षा जास्त कर वाचवू शकतात आणि इक्विटी मार्केटसह संपत्ती देखील निर्माण करू शकतात. या कर बचत म्युच्युअल फंडाचा लॉक-इन कालावधी तीन वर्षांचा आहे आणि तो एकरकमी आणि दोन्हीमध्ये उपलब्ध आहे.एसआयपी गुंतवणूक पर्याय SEC 80C अंतर्गत कर सवलतींसह दीर्घकालीन भांडवली वाढ इच्छिणारे गुंतवणूकदार आदर्शपणे येथे गुंतवणूक करू शकतात.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Tax Relief '96 Growth	₹60.56 ↑ 0.38	₹15,457	2.9	17.6	-0.9	13.8	13.6	16.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 1 Funds showcased

Commentary	Aditya Birla Sun Life Tax Relief '96
Point 1	Highest AUM (₹15,457 Cr).
Point 2	Oldest track record among peers (17 yrs).
Point 3	Top rated.
Point 4	Risk profile: Moderately High.
Point 5	5Y return: 13.64% (top quartile).
Point 6	3Y return: 13.76% (top quartile).
Point 7	1Y return: -0.92% (top quartile).
Point 8	Alpha: 1.19 (top quartile).
Point 9	Sharpe: -0.36 (top quartile).
Point 10	Information ratio: -0.94 (top quartile).

Aditya Birla Sun Life Tax Relief '96

Highest AUM (₹15,457 Cr).
Oldest track record among peers (17 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.64% (top quartile).
3Y return: 13.76% (top quartile).
1Y return: -0.92% (top quartile).
Alpha: 1.19 (top quartile).
Sharpe: -0.36 (top quartile).
Information ratio: -0.94 (top quartile).

बिर्ला सन लाइफचे टॉप परफॉर्मिंग म्युच्युअल फंड

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.

Research Highlights for Aditya Birla Sun Life Frontline Equity Fund

Highest AUM (₹30,235 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.84% (upper mid).
3Y return: 14.99% (upper mid).
1Y return: -1.79% (upper mid).
Alpha: 1.34 (top quartile).
Sharpe: -0.38 (upper mid).
Information ratio: 0.80 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.5%).

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 (03 Sep 25)	₹522.33 ↑ 2.07 (0.40 %)
Net Assets (Cr)	₹30,235 on 31 Jul 25
Category	Equity - Large Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	-0.38
Information Ratio	0.8
Alpha Ratio	1.34
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.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹15,398
31 Aug 22	₹15,927
31 Aug 23	₹17,755
31 Aug 24	₹24,381
31 Aug 25	₹23,754

Aditya Birla Sun Life Frontline Equity 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 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 3 Sep 25

Duration	Returns
1 Month	0.5%
3 Month	1.2%
6 Month	13.9%
1 Year	-1.8%
3 Year	15%
5 Year	18.8%
10 Year
15 Year
Since launch	18.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.6%
2023	23.1%
2022	3.5%
2021	27.9%
2020	14.2%
2019	7.6%
2018	-2.9%
2017	30.6%
2016	7.4%
2015	1.1%

Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund

Name	Since	Tenure
Mahesh Patil	17 Nov 05	19.8 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	34.36%
Consumer Cyclical	11.59%
Industrials	9.85%
Technology	8.08%
Consumer Defensive	7.14%
Health Care	5.93%
Energy	5.83%
Basic Materials	4.99%
Communication Services	4.46%
Utility	2.46%
Real Estate	1.37%

Asset Allocation

Asset Class	Value
Cash	1.87%
Equity	97.93%
Debt	0.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 07 \| HDFCBANK	8%	₹2,561 Cr	12,689,852
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹2,449 Cr	16,528,292
Infosys Ltd (Technology) Equity, Since 30 Apr 05 \| INFY	5%	₹1,514 Cr	10,033,663
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 05 \| RELIANCE	5%	₹1,481 Cr	10,653,436 ↓ -134,074
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 08 \| LT	4%	₹1,310 Cr	3,603,215 ↓ -75,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 17 \| BHARTIARTL	4%	₹1,137 Cr	5,937,535
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| 532215	3%	₹975 Cr	9,126,955
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| KOTAKBANK	3%	₹905 Cr	4,574,639
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 28 Feb 15 \| M&M	3%	₹865 Cr	2,700,646
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	3%	₹830 Cr	10,426,038 ↑ 2,545,902

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.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹5,011 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.34% (top quartile).
3Y return: 17.32% (top quartile).
1Y return: -5.83% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.43 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Navin Fluorine International Ltd (~2.6%).

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 (03 Sep 25)	₹84.7168 ↑ 0.66 (0.78 %)
Net Assets (Cr)	₹5,011 on 31 Jul 25
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.43
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 Aug 20	₹10,000
31 Aug 21	₹18,059
31 Aug 22	₹17,984
31 Aug 23	₹22,820
31 Aug 24	₹30,930
31 Aug 25	₹28,349

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 3 Sep 25

Duration	Returns
1 Month	0.3%
3 Month	0.1%
6 Month	22.5%
1 Year	-5.8%
3 Year	17.3%
5 Year	23.3%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	21.5%
2023	39.4%
2022	-6.5%
2021	51.4%
2020	19.8%
2019	-11.5%
2018	-22.6%
2017	56.7%
2016	9.7%
2015	13.4%

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Industrials	18.85%
Consumer Cyclical	17.51%
Financial Services	17.5%
Basic Materials	12.54%
Health Care	12%
Consumer Defensive	7.66%
Real Estate	4.78%
Technology	2.38%
Utility	1.49%

Asset Allocation

Asset Class	Value
Cash	5.3%
Equity	94.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹131 Cr	260,056 ↑ 36,630
Tega Industries Ltd (Industrials) Equity, Since 31 Dec 21 \| 543413	2%	₹107 Cr	560,000 ↓ -52,219
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JKCEMENT	2%	₹107 Cr	160,054 ↓ -11,838
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹105 Cr	1,395,824
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	2%	₹105 Cr	136,200 ↓ -35,000
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹96 Cr	1,890,924 ↓ -33,355
Fortis Healthcare Ltd (Healthcare) Equity, Since 28 Feb 21 \| 532843	2%	₹95 Cr	1,109,322
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| PNBHOUSING	2%	₹94 Cr	956,130 ↑ 50,000
Ramco Cements Ltd (Basic Materials) Equity, Since 28 Feb 25 \| RAMCOCEM	2%	₹91 Cr	770,321
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 20 \| POWERINDIA	2%	₹90 Cr	44,560 ↓ -5,407

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.

Research Highlights for Aditya Birla Sun Life Equity Advantage Fund

Lower mid AUM (₹5,736 Cr).
Oldest track record among peers (30 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.22% (lower mid).
3Y return: 13.47% (bottom quartile).
1Y return: -4.48% (lower mid).
Alpha: -1.28 (bottom quartile).
Sharpe: -0.47 (bottom quartile).
Information ratio: -1.62 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~5.0%).

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 (03 Sep 25)	₹895.76 ↑ 4.06 (0.46 %)
Net Assets (Cr)	₹5,736 on 31 Jul 25
Category	Equity - Large & Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.9
Sharpe Ratio	-0.47
Information Ratio	-1.62
Alpha Ratio	-1.28
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.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹16,505
31 Aug 22	₹15,500
31 Aug 23	₹17,407
31 Aug 24	₹23,543
31 Aug 25	₹22,115

Aditya Birla Sun Life Equity Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 3 Sep 25

Duration	Returns
1 Month	1.6%
3 Month	1.5%
6 Month	17.2%
1 Year	-4.5%
3 Year	13.5%
5 Year	17.2%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.6%
2023	26.9%
2022	-13%
2021	38.3%
2020	18.3%
2019	8.9%
2018	-13.7%
2017	41.8%
2016	8.5%
2015	5.2%

Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund

Name	Since	Tenure
Vishal Gajwani	31 Oct 24	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	26.94%
Consumer Cyclical	20.67%
Basic Materials	13.29%
Industrials	10.14%
Health Care	6.62%
Technology	5.2%
Consumer Defensive	3.51%
Energy	3.38%
Communication Services	3.34%
Utility	2.4%
Real Estate	2.23%

Asset Allocation

Asset Class	Value
Cash	2.27%
Equity	97.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| ICICIBANK	5%	₹288 Cr	1,943,767
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 20 \| JKCEMENT	3%	₹196 Cr	294,012
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹164 Cr	2,060,467 ↑ 452,876
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 14 \| HDFCBANK	3%	₹164 Cr	810,161
Infosys Ltd (Technology) Equity, Since 31 Jul 20 \| INFY	3%	₹150 Cr	991,001 ↑ 96,385
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jan 24 \| 540611	2%	₹143 Cr	1,928,116 ↑ 200,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 17 \| RELIANCE	2%	₹137 Cr	987,516 ↓ -210,724
Max Financial Services Ltd (Financial Services) Equity, Since 29 Feb 24 \| 500271	2%	₹131 Cr	873,898
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 24 \| APLAPOLLO	2%	₹122 Cr	764,939
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 22 \| BHARTIARTL	2%	₹118 Cr	614,238

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

Research Highlights for Aditya Birla Sun Life Tax Relief '96

Upper mid AUM (₹15,457 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.64% (bottom quartile).
3Y return: 13.76% (lower mid).
1Y return: -0.92% (top quartile).
Alpha: 1.19 (upper mid).
Sharpe: -0.36 (top quartile).
Information ratio: -0.94 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ICICI Bank Ltd (~8.8%).

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 (03 Sep 25)	₹60.56 ↑ 0.38 (0.63 %)
Net Assets (Cr)	₹15,457 on 31 Jul 25
Category	Equity - ELSS
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	-0.36
Information Ratio	-0.94
Alpha Ratio	1.19
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹13,154
31 Aug 22	₹13,195
31 Aug 23	₹14,048
31 Aug 24	₹19,315
31 Aug 25	₹18,938

Aditya Birla Sun Life Tax Relief '96 SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 3 Sep 25

Duration	Returns
1 Month	1.5%
3 Month	2.9%
6 Month	17.6%
1 Year	-0.9%
3 Year	13.8%
5 Year	13.6%
10 Year
15 Year
Since launch	10.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.4%
2023	18.9%
2022	-1.4%
2021	12.7%
2020	15.2%
2019	4.3%
2018	-4.5%
2017	43.2%
2016	3.4%
2015	9.2%

Fund Manager information for Aditya Birla Sun Life Tax Relief '96

Name	Since	Tenure
Dhaval Shah	31 Oct 24	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	32.12%
Consumer Cyclical	15.1%
Health Care	11.45%
Consumer Defensive	7.78%
Technology	7.78%
Industrials	7.07%
Basic Materials	7.01%
Energy	4.89%
Communication Services	3.42%
Utility	1.23%
Real Estate	0.68%

Asset Allocation

Asset Class	Value
Cash	1.5%
Equity	98.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹1,354 Cr	9,137,798
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	8%	₹1,166 Cr	5,775,252
Infosys Ltd (Technology) Equity, Since 30 Jun 08 \| INFY	5%	₹717 Cr	4,749,292
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jan 20 \| 532843	4%	₹655 Cr	7,634,241
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 08 \| 532215	3%	₹541 Cr	5,060,879
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 22 \| BHARTIARTL	3%	₹529 Cr	2,761,864
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 21 \| RELIANCE	3%	₹523 Cr	3,760,426
State Bank of India (Financial Services) Equity, Since 31 Jan 22 \| SBIN	3%	₹486 Cr	6,101,415 ↑ 1,272,950
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	3%	₹401 Cr	13,042,983
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 08 \| LT	3%	₹401 Cr	1,101,782

आदित्य बिर्ला सन लाइफ म्युच्युअल फंडाच्या योजनांमधील नाव बदलाची यादी

नंतरसेबीचे (भारतीय सिक्युरिटीज अँड एक्सचेंज बोर्ड) चे अभिसरण ओपन-एंडेड म्युच्युअल फंडांचे पुनर्वर्गीकरण आणि तर्कसंगतीकरण, अनेकम्युच्युअल फंड घरे त्यांच्या योजनेच्या नावांमध्ये आणि श्रेणींमध्ये बदल समाविष्ट करत आहेत. वेगवेगळ्या म्युच्युअल फंडांनी सुरू केलेल्या समान योजनांमध्ये एकसमानता आणण्यासाठी सेबीने म्युच्युअल फंडांमध्ये नवीन आणि व्यापक श्रेणी आणल्या. एखाद्या योजनेत गुंतवणूक करण्यापूर्वी गुंतवणूकदारांना उत्पादनांची तुलना करणे आणि उपलब्ध विविध पर्यायांचे मूल्यमापन करणे सोपे जाईल याची खात्री करणे आणि हे सुनिश्चित करणे हे आहे.

आदित्य बिर्ला यांच्या योजनांची यादी येथे आहे ज्यांना नवीन नावे मिळाली आहेत:

विद्यमान योजनेचे नाव	नवीन योजनेचे नाव
आदित्य बिर्ला सन लाइफ वर्धित आर्बिट्रेज फंड	आदित्य बिर्ला सन लाइफ आर्बिट्रेज फंड
आदित्य बिर्ला सन लाइफमिप II - संपत्ती 25 योजना	आदित्य बिर्ला सन लाइफ रेग्युलर सेव्हिंग्स फंड
आदित्य बिर्ला सन लाइफ स्मॉल अँड मिडकॅप फंड	आदित्य बिर्ला सन लाइफलहान टोपी निधी
आदित्य बिर्ला सन लाइफ टॉप 100 फंड	आदित्य बिर्ला सन लाइफ फोकस्ड इक्विटी फंड
आदित्य बिर्ला सन लाइफ अॅडव्हांटेज फंड	आदित्य बिर्ला सन लाइफ इक्विटी अॅडव्हांटेज फंड
आदित्य बिर्ला सन लाइफ बॅलन्स्ड '95 फंड	आदित्य बिर्ला सन लाइफ इक्विटी हायब्रीड '९५ फंड
आदित्य बिर्ला सन लाइफ कॅश मॅनेजर	आदित्य बिर्ला सन लाइफ लो ड्युरेशन फंड
आदित्य बिर्ला सन लाइफ कॉर्पोरेटबंधन निधी	आदित्य बिर्ला सन लाइफ क्रेडिट रिस्क फंड
आदित्य बिर्ला सन लाइफ डिव्हिडंड यील्ड प्लस	आदित्य बिर्ला सन लाइफ डिव्हिडंड यील्ड फंड
आदित्य बिर्ला सन लाइफ फ्लोटिंग रेट फंड - अल्पकालीन	आदित्य बिर्ला सन लाइफ मनी मॅनेजर फंड
आदित्य बिर्ला सन लाइफ गिल्ट प्लस फंड - पीएफ योजना	आदित्य बिर्ला सन लाइफ गव्हर्नमेंट सिक्युरिटीज फंड
आदित्य बिर्ला सन लाइफ इनकम प्लस	आदित्य बिर्ला सन लाइफ इन्कम फंड
आदित्य बिर्ला सन लाइफ न्यू मिलेनियम फंड	आदित्य बिर्ला सन लाइफ डिजिटल इंडिया फंड
आदित्य बिर्ला सन लाइफ शॉर्ट टर्म फंड	आदित्य बिर्ला सन लाइफ कॉर्पोरेट बाँड फंड
आदित्य बिर्ला सन लाइफ ट्रेझरी ऑप्टिमायझर फंड	आदित्य बिर्ला सन लाइफ बँकिंग आणि PSUकर्ज निधी

*टीप- जेव्हा आम्हाला योजनेच्या नावांमधील बदलांबद्दल माहिती मिळेल तेव्हा यादी अपडेट केली जाईल.

बिर्ला सन लाइफ एसआयपी म्युच्युअल फंड

सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन (SIP) ही एक उत्तम पद्धत आहे ज्याद्वारे आपण करू शकतोम्युच्युअल फंडात गुंतवणूक करा आणि नियमित कालावधीत संपत्ती निर्माण करू शकते, म्हणजे—मासिक, त्रैमासिक किंवा वार्षिक. बिर्ला सन लाइफ SIP म्युच्युअल फंडामध्ये, गुंतवणूकदार INR 1000 पेक्षा कमी गुंतवणूक करण्यास सुरुवात करू शकतात. SIP मुळे आर्थिक शिस्त लावण्यात मदत होते आणि तुमच्या गुंतवणुकीच्या खर्चाची सरासरी काढण्यात आणि त्यामुळे तुमची जोखीम कमी करण्यात मदत होते.

म्युच्युअल फंड कॅल्क्युलेटर

म्युच्युअल फंड कॅल्क्युलेटर, म्हणून प्रसिद्ध आहेसिप कॅल्क्युलेटर, प्रभावी करण्यासाठी सर्वोत्तम साधनांपैकी एक आहेआर्थिक नियोजन. हे SIP गुंतवणुकीवर अपेक्षित परतावा निर्धारित करण्यात मदत करते. एखाद्याला घर, कार, कोणतीही मालमत्ता, योजना खरेदी करायची आहे कासेवानिवृत्ती, मुलाचे उच्च शिक्षण किंवा इतर कोणतेही आर्थिक उद्दिष्ट, SIP कॅल्क्युलेटर हे या प्रत्येक उद्दिष्टापर्यंत पोहोचण्यासाठी आवश्यक असलेल्या गुंतवणुकीची रक्कम आणि गुंतवणुकीचा कालावधी मोजण्यासाठी एक उत्तम साधन असू शकते. तुम्हाला फक्त काही मूलभूत इनपुट देणे आवश्यक आहे जसे की-

इच्छित गुंतवणूक कालावधी
गुंतवणुकीची वारंवारता (म्हणजे, साप्ताहिक/मासिक/त्रैमासिक)
अपेक्षितमहागाई पुढील वर्षांसाठी दर (वार्षिक).
गुंतवणुकीवर दीर्घकालीन वाढीचा दर

आणि म्हणूनच, निकाल मुदतीनंतर प्राप्त होणार्‍या नफ्यासह परिपक्वता रक्कम दर्शवेल.

Know Your Monthly SIP Amount

Total investment required is ₹56/month for 5 Years
or ₹2,381 one time (Lumpsum)
to achieve ₹5,000 Invest Now

आदित्य बिर्ला सन लाइफ म्युच्युअल फंड एनएव्ही

बिर्ला सन लाइफ म्युच्युअल फंडनाही वर आढळू शकतेAMFI संकेतस्थळ. नवीनतम NAV मालमत्ता व्यवस्थापन कंपनीच्या वेबसाइटवर देखील आढळू शकते. तुम्ही AMFI वेबसाइटवर बिर्ला सन लाइफ म्युच्युअल फंडाची ऐतिहासिक NAV देखील तपासू शकता.

आदित्य बिर्ला एसएल म्युच्युअल फंडात गुंतवणूक कशी करावी?

Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

सुरु करूया

आदित्य बिर्ला सन लाइफ म्युच्युअल फंड स्टेटमेंट

तुम्ही तुमचा ABSL म्युच्युअल फंड तयार करू शकताविधान त्याच्या वेबसाइटवर ऑनलाइन. तुम्हाला फक्त तुमचा पोर्टफोलिओ क्रमांक प्रदान करायचा आहे.

ABSL म्युच्युअल फंडाची निवड का करावी?

सुरक्षितता: बिर्ला सन लाइफचा अतिशय प्रभावी ट्रॅक रेकॉर्ड आहे आणि ती गुंतवणूकदारांच्या पैशाच्या सुरक्षिततेसाठी सातत्याने प्रयत्न करते.
कर लाभ: दकर बचत योजना AMC द्वारे ऑफर केलेले करपात्र उत्पन्न कमी करण्याचा पर्याय देते, त्यामुळे कर बचत. बिर्ला सन लाइफ रिलीफ 96 ही अशीच एक योजना आहे.
स्थिर उत्पन्न: बिर्ला सन लाइफ म्युच्युअल फंड स्थिर उत्पन्नासाठी एक चांगले चॅनल ऑफर करते.
संपत्ती उभारणे: ठराविक कालावधीत हळूहळू संपत्ती निर्माण करण्यासाठी हा एक चांगला पर्याय आहे.
मासिक उत्पन्न: स्वारस्य असलेले लोकअल्पकालीन निधी बिर्ला सन लाइफ म्युच्युअल फंडामध्ये निश्चितपणे गुंतवणूक करू शकता आणि त्यातून स्थिर मासिक उत्पन्न मिळवू शकता.
मजबूत विश्लेषणात्मक टीम: बिर्ला सन लाइफ अॅसेट मॅनेजमेंट कंपनी लिमिटेड कडे बाजारपेठ शोधण्यासाठी जगातील सर्वात मोठ्या विश्लेषणात्मक संघांपैकी एक आहे.

कॉर्पोरेट पत्ता

वन इंडिया बुल्स सेंटर, टॉवर 1, 17 वा मजला, ज्युपिटर मिल कंपाउंड, 841, एस.बी. मार्ग, एल्फिन्स्टन रोड, मुंबई- 400 013

प्रायोजक

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.