Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund focusses on creating long term wealth for investors through a range of simple and relevant investment solutions
History of Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life AMC Limited (ABSLAMC), the parent company of Aditya Birla Mutual Fund was started in the year 1994. They also handle other services like Portfolio Management Services, real estate management services, and alternative investment funds. They serve around 7.89 million investor folios and have a pan-India presence across 290+ locations. As of September 30, 2023, Aditya Birla Capital Limited manages aggregate AUM of over Rs. 4 lakh Crore
Vision
Aditya Birla Sun Life Mutual Fund envisions being the catalyst for financial growth, delivering innovative solutions, and securing lasting prosperity for our investors.
Mission
Aditya Birla Sun Life Mutual Fund’s mission is to empower investors, foster financial growth, and provide innovative solutions for long-term wealth creation and prosperity.
Awards and Recognitions of Aditya Birla Sun Life Mutual Fund
- Best Fund House of the year in 2018
- Best Investor Education in 2017
Top 5 Performing Aditya Birla Sun Life Mutual Fund by Category
Equity:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Aditya Birla Sun Life Pure Value Direct Fund | 48.80 | 56.33 | 56032.00 |
| Aditya Birla Sun Life Frontline Equity Direct Fund | 26.80 | 44.25 | 49512.00 |
| Aditya Birla Sun Life Equity Hybrid ‘95 Fund | 24.80 | 43.75 | 73348.00 |
| Aditya Birla Sun Life Equity Advantage Fund | 32.30 | 45.12 | 8689.00 |
| Aditya Birla Sun Life Small Cap Fund | 43.20 | 53.82 | 26837.00 |
Debt:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Aditya Birla Sun Life Banking & PSU Debt Fund | 7.40 | 8.24 | 6155.00 |
| Aditya Birla Sun Life Short Duration Fund | 5.02 | 6.17 | 13582.00 |
| Aditya Birla Sun Life Savings Bond Fund | 4.54 | 5.60 | 3201.00 |
| Aditya Birla Sun Life Credit Risk Fund | 5.42 | 7.48 | 3954.00 |
| Aditya Birla Sun Life Income Advantage Fund | 4.25 | 5.73 | 8602.00 |
Hybrid:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund | 33.50 | 43.75 | 73348.00 |
| Aditya Birla Sun Life Hybrid Equity Fund | 18.90 | 27.52 | 8472.00 |
| Aditya Birla Sun Life Multi Asset Fund - Balanced 65 | 18.90 | 27.34 | 4025.00 |
| Aditya Birla Sun Life Hybrid Debt Fund | 14.80 | 19.72 | 2205.00 |
| Aditya Birla Sun Life Multi Asset Fund - Hybrid 75 | 21.20 | 29.47 | 3127.00 |
Solution Oriented:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Aditya Birla Sun Life Wealth Creation - Child Plan | 13.72 | 19.21 | 11048.00 |
| Aditya Birla Sun Life Retirement Benefit Plus | 15.24 | 20.87 | 14201.00 |
| Aditya Birla Sun Life Tax Shield | 25.74 | 28.22 | 6702.00 |
| Aditya Birla Sun Life Capital Protector ELSS Tax Plan | 36.20 | 31.47 | 12053.00 |
| Aditya Birla Sun Life Wealth Creation - Equity - Retirement Solution | 19.82 | 25.36 | 3724.00 |
Why should I invest in Aditya Birla Sun Life Mutual Fund?
- Diversification – Aditya Birla offers a comprehensive range of investment products suited to various risk profiles and financial goals ensuring you find a product that aligns with your financial objective
- Proven track record - With a consistent history of delivering competitive and reliable returns, Aditya Birla Sun Life Mutual Fund showcases resilience across diverse market conditions, instilling confidence in investors
- Responsible and Sustainable Investing - Aditya Birla Sun Life Mutual Fund integrates environmental, social, and governance (ESG) principles into its investment strategies, reflecting a commitment to responsible and sustainable investing for a more ethical and enduring financial future.
- Innovative and research-driven strategies; the fund house is at the forefront of introducing innovative investment solutions, driven by in-depth market research.
How to Invest in the Aditya Birla Sun Life Mutual Fund Online?
To invest in an Aditya Birla Sun Life Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best Aditya Birla Sun Life Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.