Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund was founded jointly between ABCL and Sun Life AMC in 1994 and is the principal investment manager for the Aditya Birla Sun Life Mutual Fund. ABSLAMC, formerly known as Birla Sun Life Asset Management Company Limited, is a trusted company founded under the Indian Trust Act of 1882. In addition, Aditya Birla Sun Life mutual funds online has a variety of businesses, including portfolio management services, real estate investment, and alternative investment funds. Portfolio management services are customized to provide consistent, long-term results by adopting a research-based, systematic investment approach.

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Aditya Birla Capital Limited (ABCL) is the Aditya Birla Group’s financial services platform which has a strong presence in life insurance, wealth management, online personal finance management, private equity, home finance, structured finance, pension fund management, etc. Aditya Birla Sun Life mutual funds online strives to meet individual and corporate customers’ end-to-end financial services needs. View More

Aditya Birla Sun Life AMC Online in India offers investment trusts, portfolio management, offshore and real estate services. The company is almost debt-free and has an excellent track record of return on equity (ROE) of approximately 37.07% for three years (March 2021). The company maintains a strong dividend of 53.78%, and it has been reported that after-tax profits increased 27% to INR 186.2 billion in the three months to December 2021. In an IPO filing, the asset manager said that the company reported an after-tax profit of INR 146.8 billion in the same quarter of the previous fiscal year.

Gross revenue for the quarter increased from INR 321.91 billion a year ago to INR 353 billion. Aditya Birla Sun Life Mutual Fund is India’s fourth-largest wealth management company, with an average AUM of INR 2.98 billion per quarter. As of December 31, 2020, the company’s total assets under management came to Rs. 2,736.43 billion, including mutual funds (excluding domestic FoF), portfolio management services, offshore and real estate offerings.

As of December 31, 2020, the Aditya Birla Sun Life AMC Online in India managed 135 plans, including 35 equity, 93 debt and two cash schemes, 5 ETFs, and six domestic FoFs. And the institutional investors’ average monthly assets under management (MAAUM) is Rs. 1,412,43 billion as per CRISIL, which is ranked 4th among competitors.

The company has automated its operations, like customer onboarding, cash management, transactions, data analytics, online payments, other transactions, accounting, customer service, and other features. The company is one of India’s largest non-bank asset management companies and is undoubtedly a well-known and reliable brand with experienced promoters. It boasts a fast-growing customer base with a fully diversified product portfolio, modified, enhanced, and innovative plans and schemes.

Aditya Birla Sun Life Mutual Fund Key Information

  • Founded on
  • 1994
  • Name of the Mutual Fund
  • Aditya Birla Sun Life AMC Ltd
  • Setup Date
  • 34691
  • Date of Incorporation
  • 34582
  • Sponsor Name
  • Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc.
  • Trustee Name
  • Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc.
  • Chairman
  • Aditya Birla Sun Life Trustee Private Limited
  • Managing Director & Chief Executive Officer
  • Mr Kumar Mangalam Birla
  • Chief Operating Offier / Chief Finance Officer
  • Mr A. Balasubramanian
  • Compliance Officer
  • Ms Hemanti Wadhwa
  • Assets Managed
  • INR 269278.03 crore (Mar-31-2021)
  • Auditor
  • Messrs Deloitte Haskins & Sells LLP – For Asset Management Company / S. R. Batliboi & Company – For Mutual Fund
  • Custodian
  • Citibank
  • Registrars
  • Computer Age Management Services Pvt. Ltd
  • Address
  • One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill, 841, S.B. Marg, Elphinstone Rd. Mum – 400 013
  • Telephone Nos.
  • 022-43568000
  • Fax Nos.
  • 022-43568110/8111
  • E-mail
  • care.mutualfunds@adityabirlacapital.com

Aditya Birla Sun Life Mutual Fund Managers

Mohit Sharma - Investment Team - Senior Fund Manager

Mohit Sharma is a Senior Fund Manager at Aditya Birla Sun Life Mutual Fund (ABSLAMC) with over 15 years of experience. Mohit has been part of ABSLAMC for the past 5 years. His previous experience includes Standard Chartered Bank, ICICI Bank, Irevna Limited (a subsidiary of CRISIL), and entrepreneurial experience. Mohit completed business administration at IIM Calcutta (2005) and engineering research at IIT Madras (2003).

Bhupesh Bameta - Investment Team - Fund Manager & Economist

Mr Bhupesh Bameta is a fund manager and an influential economist at Aditya Birla Sun Life Mutual Fund. He has 12 years of experience in the financial services industry and joined Aditya Birla Sun Life AMC Online in India’s fixed income investment team in December 2017. Before joining ABSLAMC, he was Head of Forex and Rate Desk at Edelweiss Securities Limited. He also worked for Quant Capital for six years as an economist.

Anuj Jain - Investment Team - Fund Manager

Mr Anuj Jain is an experienced fund manager at Aditya Birla Sun Life Mutual Fund with over 14 years of experience in the financial services industry. He joined Aditya Birla Sun Life AMC Online in India in August 2017. Previously he worked as the Deputy Managing Director and Head of Financial Sector Ratings at CARE Ratings Ltd and an analyst covering the global technology sector at Bank of America Continuum Solutions for over a year.

Monika Gandhi - Investment Team - Fund Manager

Ms Monika Gandhi, a Certified Associate of the Indian Institute of Bankers and a Chartered Accountant, has over 16 years of experience in banking and financial services. She joined Aditya Birla Sun Life Mutual Funds Online as a Senior Credit Analyst – Fixed Income in August 2017. Before joining Aditya Birla Sun Life Mutual Fund, she was Deputy General Manager of IDBI Bank for 13 years.

Harshil Suvarnkar - Investment Team - Fund Manager

Mr Harshil Suvarnkar has over 11 years of experience in the Finserv industry. Before joining ABSLAMC, he worked for Indiabulls Housing Finance Limited for 10 years. He was responsible for Head-market, Treasury, Treasury Investment, Asset and Liability Management (ALM), and Capital Markets Bonds. He holds a master’s degree in business administration from the Jamnalal Bajaj Institute of Management Studies (JBIMS) at the University of Mumbai and a PGD in securities law from the Government Law College.

How to invest in Aditya Birla Sun Life Mutual Fund?

There are quite a few mutual funds that your money can be invested in, including a wide variety of special funds that are classified by their investment preferences. One advantage of investing your money in these funds is the diversity of options it gives. View More

You can invest in equity, debt or hybrid funds depending on your area of interest and overall financial goals. If you are interested in investing in mutual funds but are unsure how to go about it, read below to find out everything you need to know.

If you want to invest in Aditya Birla Sun Life Mutual Funds, the process is extremely simple on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add Aditya Birla Sun Life and other mutual funds to your portfolio. The steps to invest are as follows:

Step 1: Log in to your 5Paisa Account. If you do not have one, register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device. 

Step 2: Search for the Aditya Birla Sun Life Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum 

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now button

Now that you have a basic idea of how the investment process works, you are all set to invest in Aditya Birla Sun Life Fund. Once your payment is successful, you can see the Aditya Birla Sun Life Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Top 10 Aditya Birla Sun Life Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Aditya Birla SL Midcap Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Anil Shah. With an impressive AUM of ₹4,912 Crores, this scheme's latest NAV is ₹744.03 as of 12-04-24.

Aditya Birla SL Midcap Fund – Direct Growth scheme has delivered a return performance of 54.6% in the last 1 year, 24.4% in the last 3 years, and an 17.6% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹4,912
  • 3Y Return
  • 54.6%

Aditya Birla SL Digital India Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Kunal Sangoi. With an impressive AUM of ₹4,563 Crores, this scheme's latest NAV is ₹173.27 as of 12-04-24.

Aditya Birla SL Digital India Fund – Direct Growth scheme has delivered a return performance of 33.6% in the last 1 year, 16.4% in the last 3 years, and an 22.2% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹4,563
  • 3Y Return
  • 33.6%

Aditya Birla SL India GenNext Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chanchal Khandelwal. With an impressive AUM of ₹4,796 Crores, this scheme's latest NAV is ₹210.49 as of 12-04-24.

Aditya Birla SL India GenNext Fund – Direct Growth scheme has delivered a return performance of 38.9% in the last 1 year, 20.4% in the last 3 years, and an 18.2% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹4,796
  • 3Y Return
  • 38.9%

Aditya Birla SL Pharma & Healthcare Fund – Dir Growth is an Sectoral / Thematic scheme that was launched on 11-07-19 and is currently under the management of our experienced fund manager Dhaval Shah. With an impressive AUM of ₹699 Crores, this scheme's latest NAV is ₹28.19 as of 12-04-24.

Aditya Birla SL Pharma & Healthcare Fund – Dir Growth scheme has delivered a return performance of 61.1% in the last 1 year, 17.4% in the last 3 years, and an 24.6% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹699
  • 3Y Return
  • 61.1%

Aditya Birla SL Dividend Yield Fund – Direct Growth is an Dividend Yield scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Dhaval Gala. With an impressive AUM of ₹1,271 Crores, this scheme's latest NAV is ₹446.27 as of 12-04-24.

Aditya Birla SL Dividend Yield Fund – Direct Growth scheme has delivered a return performance of 54% in the last 1 year, 27.5% in the last 3 years, and an 14.7% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹1,271
  • 3Y Return
  • 54%

Aditya Birla SL Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Vishal Gajwani. With an impressive AUM of ₹4,444 Crores, this scheme's latest NAV is ₹84.8797 as of 12-04-24.

Aditya Birla SL Small Cap Fund – Direct Growth scheme has delivered a return performance of 52.8% in the last 1 year, 20.9% in the last 3 years, and an 17.9% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹4,444
  • 3Y Return
  • 52.8%

Aditya Birla SL Infrastructure Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Mahesh Patil. With an impressive AUM of ₹985 Crores, this scheme's latest NAV is ₹94.29 as of 12-04-24.

Aditya Birla SL Infrastructure Fund – Direct Growth scheme has delivered a return performance of 63% in the last 1 year, 30.2% in the last 3 years, and an 17% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹985
  • 3Y Return
  • 63%

Aditya Birla SL Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Anil Shah. With an impressive AUM of ₹19,967 Crores, this scheme's latest NAV is ₹1696.79 as of 12-04-24.

Aditya Birla SL Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 41.7% in the last 1 year, 18.4% in the last 3 years, and an 17.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹19,967
  • 3Y Return
  • 41.7%

Aditya Birla SL Equity Advantage Fund-Direct Growth is an Large & Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Atul Penkar. With an impressive AUM of ₹5,525 Crores, this scheme's latest NAV is ₹880.71 as of 12-04-24.

Aditya Birla SL Equity Advantage Fund-Direct Growth scheme has delivered a return performance of 40.1% in the last 1 year, 14% in the last 3 years, and an 16.1% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹5,525
  • 3Y Return
  • 40.1%

Aditya Birla SL Manufacturing Equity Fund-Dir Growth is an Sectoral / Thematic scheme that was launched on 31-01-15 and is currently under the management of our experienced fund manager Anil Shah. With an impressive AUM of ₹872 Crores, this scheme's latest NAV is ₹30.7 as of 12-04-24.

Aditya Birla SL Manufacturing Equity Fund-Dir Growth scheme has delivered a return performance of 53.6% in the last 1 year, 19.1% in the last 3 years, and an 13.1% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹872
  • 3Y Return
  • 53.6%

Closed NFO

Frequently Asked Questions

How much should I invest in an Aditya Birla Sun Life Mutual Fund SIP?

It is advisable to start small so that you can get used to investing regularly in mutual funds and not get frustrated if things don’t go according to plan immediately. Investing small amounts also helps you understand how well your funds are performing compared to others in their category, as well as benchmark indices like Nifty or Sensex (in the case of large-cap funds).

Can you increase the SIP amount for the Aditya Birla Sun Life Mutual Fund?

Yes, you can increase the investment amount of your SIP by making additional investments at any point in time during the life cycle of your scheme. However, there will be additional charges for doing so.

Do I need a DEMAT account for investing in Aditya Birla Sun Life Mutual Funds with 5Paisa?

You can buy, sell or switch mutual funds online. There are many benefits of buying and selling mutual funds online. With 5Paisa’s apps, you can purchase and trade mutual funds on the fly. Download the Invest app and the Mobile Trading App and open an MF account.

How many investment options does Aditya Birla Sun Life Mutual Funds offer?

Aditya Birla Sun Life Mutual Funds offers a wide range of investment options, including mutual funds, ETFs, bond funds, and liquid schemes. There are various investment options to help you reach your financial goals.

How do you identify your risk appetite for an Aditya Birla Sun Life Fund?

Risk appetite depends on factors such as age and financial situation, but there are typically four categories: low-risk, medium-risk, high-risk and very high-risk. The category that best fits your needs will depend on your financial goals and timeline for achieving them, as well as how comfortable you are with taking risks. If you have a long time horizon for saving for retirement and want to grow your wealth over time, then a medium- or high-risk category may be appropriate for you.

What is the minimum amount to start an Aditya Birla Sun Life Mutual Fund SIP online?

When you sign up for a SIP in the Aditya Birla Sun Life Mutual Fund, the minimum amount is INR 500.

What are the additional benefits of investing in Aditya Birla Sun Life Mutual Fund with 5Paisa?

Invest your money safely and securely with 5Paisa. The zero-commission platform offers a variety of investment options, including Mutual Funds, Gold, ETFs and more. Choose from SIP or Lumpsum options and avail of the ease of accessibility and user-friendly platform with no hidden charges.

Can you stop Aditya Birla Sun Life Mutual Funds online?

You can stop purchasing new shares in a mutual fund during a subscription period by going to your account on 5Paisa and requesting that it cancel your standing order for additional shares. Click on the “Stop SIP” option under the scheme, and you’re ready.

How can you determine which Aditya Birla Sun Life Fund to invest in while creating an investment portfolio?

You can start by identifying your risk appetite and asset allocation. Your risk appetite measures how much risk you are willing to take on for the potential of higher returns. Asset allocation is the process of dividing your money across different asset classes, such as equity and debt, so that the other classes balance out the risks associated with each class. Once you know your risk appetite and asset allocation, you can use these parameters to help select an Aditya Birla Sun Life fund based on its stated investment objective.

How is the Aditya Birla Sun Life Fund beneficial in boosting your investment portfolio?

The fund is managed by a team of analysts and professionals with extensive experience managing similar funds. They assess the markets before making investment decisions to ensure that your investments are safe and secure.

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