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.

Top 10 Aditya Birla Sun Life Mutual Fund Schemes –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
Aditya Birla SL Digital India Fund – Direct Growth Equity Very High -2.36 - 3,028
Aditya Birla SL India GenNext Fund – Direct Growth Equity Very High 4.50 3 2,635
Aditya Birla SL Midcap Fund – Direct Growth Equity Very High 4.64 1 3,281
Aditya Birla SL CEF – Global Agri Plan-Direct Growth Equity Very High 12.56 - 18
Aditya Birla SL FTP – Series SI Growth Debt Moderate 11.18 - 128
Aditya Birla SL FTP – Series SJ Growth Debt Moderate 11.18 - 380
Aditya Birla SL FTP – Series RC Growth Debt Moderate 11.18 - 458
Aditya Birla SL FTP – Series RL Growth Debt Moderate 11.18 - 73
Aditya Birla SL FTP – Series RH Growth Debt Moderate 11.18 - 126
Aditya Birla SL FTP – Series RR Growth Debt Moderate 11.18 - 54
Aditya Birla SL FTP – Series SL Growth Debt Moderate 11.18 - 179
Aditya Birla SL FTP – Series SA Growth Debt Moderate 11.18 - 59
Aditya Birla SL FTP – Series QF Growth Debt Moderate 11.18 - 85
Aditya Birla SL DAF – Sr.2 Growth Debt Moderate 11.18 - 60
Aditya Birla SL FTP – Series PY Growth Debt Moderate 11.18 - 188
Aditya Birla SL FTP – Series RP Growth Debt Moderate 11.18 - 724
Aditya Birla SL FTP – Series SF Growth Debt Moderate 11.18 - 51
Aditya Birla SL FTP – Series RN Growth Debt Moderate 11.18 - 611
Aditya Birla SL FTP – Series SG Growth Debt Moderate 11.18 - 254
Aditya Birla SL Global Emerging Oppt Fund-Dir Growth Other Very High -10.74 - 266
Aditya Birla SL Dividend Yield Fund – Direct Growth Equity Very High -2.37 - 788
Aditya Birla SL Gold Fund – Direct Growth Other High 7.36 2 268
Aditya Birla SL Asset Allocator FoF-Dir Growth Other High 1.11 - 122
Aditya Birla SL Small Cap Fund – Direct Growth Equity Very High -6.94 1 2,668
Aditya Birla SL FP FoF – Aggressive – Direct Growth Other Very High 1.17 3 154
Aditya Birla SL Manufacturing Equity Fund-Dir Growth Equity Very High -8.81 - 658
Aditya Birla SL Flexi Cap Fund – Direct Growth Equity Very High -4.18 3 15,003
Aditya Birla SL Focused Equity Fund – Direct Growth Equity Very High 0.29 3 5,616
Aditya Birla SL FTP – Series PU – Direct Growth Debt Moderate 2.22 - 327
Aditya Birla SL FTP – Series PV – Direct Growth Debt Moderate 2.22 - 231
Aditya Birla SL FTP – Series SO – Direct Growth Debt Moderate 2.22 - 25
Aditya Birla SL FTP – Series SN – Direct Growth Debt Moderate 2.22 - 63
Aditya Birla SL Frontline Equity Fund – Direct Growth Equity Very High 1.36 2 20,706
Aditya Birla SL Nifty 50 Index Fund – Direct Growth Other Very High 1.30 3 374
Aditya Birla SL FP FoF – Moderate – Direct Growth Other High 2.29 3 27
Aditya Birla SL Equity Advantage Fund-Direct Growth Equity Very High -8.46 2 5,205
Aditya Birla SL Balanced Advantage Fund-Dir Growth Hybrid Moderately High 1.06 3 6,721
Aditya Birla SL Inter Equity – Plan A-Direct Growth Equity Very High -8.66 - 126
Aditya Birla SL Infrastructure Fund – Direct Growth Equity Very High -4.16 2 508
Aditya Birla SL Equity Hybrid ’95 Fund-Direct Growth Hybrid Very High -0.21 3 7,764
Aditya Birla SL Inter Equity – Plan B-Direct Growth Equity Very High -6.91 - 94
Aditya Birla SL FP FoF – Conservative – Direct Growth Other Moderately High 2.80 4 14
Aditya Birla SL Regular Savings Fund-Dir Growth Hybrid Moderately High 5.31 3 1,664
Aditya Birla SL Regular Savings Fund-Dir (Payment) Hybrid Moderately High 5.31 - 1,664
Aditya Birla SL Pure Value Fund – Direct Growth Equity Very High -5.83 1 3,748
Aditya Birla SL Retirement-The 30s Plan-Dir Growth Solution Oriented Very High -5.16 1 232
Aditya Birla SL Retirement-The 40s Plan-Dir Growth Solution Oriented Very High -3.80 1 90
Aditya Birla SL Equity Savings Fund – Direct Growth Hybrid Moderately High -1.01 2 513
Aditya Birla SL Short Term Fund-DirGrowth Debt Moderate 3.82 5 6,982
Aditya Birla SL Bal Bhavishya Yojna – Dir Growth Solution Oriented Very High -5.97 1 541
Aditya Birla SL Corporate Bond Fund-Dir Growth Debt Moderately Low 3.06 5 16,866
Aditya Birla SL Banking&PSU Debt Fund-DirGrowth Debt Moderately Low 3.33 4 12,046
Aditya Birla SL Income Fund – Dir Growth Debt Moderate 2.34 4 1,545
Aditya Birla SL Tax Relief ’96 – Direct Growth Equity Very High -6.86 2 13,185
Aditya Birla SL Govt Securities Fund-Dir Growth Debt Moderate 1.89 4 1,171
Aditya Birla SL Active Debt Multi-Mgr FoF-Dir Growth Other Moderate -6.93 2 9.72
Aditya Birla SL Low Duration Fund-Dir Growth Debt Moderate 4.03 5 11,985
Aditya Birla SL Credit Risk Fund – Dir Growth Debt Moderately High 4.81 3 1,254
Aditya Birla SL Credit Risk Fund – Dir (Bonus) Debt Moderately High 4.81 - 1,254
Aditya Birla SL Floating Rate Fund-Direct Growth Debt Moderately Low 3.86 - 14,069
Aditya Birla SL MNC Fund – Direct Growth Equity Very High -8.25 - 3,500
Aditya Birla SL Tax Plan – Direct Growth Equity Very High -7.69 - 364
Aditya Birla SL Savings Fund – Direct Growth Debt Moderate 4.00 4 15,213
Aditya Birla SL Money Manager Fund – Dir Growth Debt Moderate 3.83 5 13,543
Aditya Birla SL Medium Term Plan – Direct Growth Debt High 8.00 3 1,437
Aditya Birla SL Arbitrage Fund – Dir Growth Hybrid Low 4.10 3 8,333
Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth Solution Oriented Moderate 1.73 1 36
Aditya Birla SL Liquid Fund – Direct Growth Debt Moderate 3.68 4 35,935
Aditya Birla SL Retirement-The 50s Plan-Dir Growth Solution Oriented Moderate -0.70 2 27
Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth Debt Moderately High 4.30 - 407
Aditya Birla SL Dynamic Bond Fund – Dir Growth Debt Moderately High 2.89 3 1,416
Aditya Birla SL Banking&Financial Services-DirGrowth Equity Very High -7.53 3 2,124
Aditya Birla SL Overnight Fund – Dir Growth Debt Low 3.50 4 14,933
Aditya Birla SL Global Excellence Equity Fund of Fund – Dir Growth Other Very High -15.04 - 147
Aditya Birla SL Multi-Cap Fund – Dir Growth Equity Very High 3.48 - 3,432
Aditya Birla SL Nifty 50 EWI Fund – Direct Growth Other Very High 1.28 - 112
Aditya Birla SL FTP – Series TI – Direct Growth Debt Moderate 2.03 - 252
Aditya Birla SL FTP – Series TJ – Direct Growth Debt Moderate - - 21
Aditya Birla SL Silver ETF FOF – Direct Growth Other Very High - - 62
Aditya Birla SL Nifty SDL Apr 2027 Index Fund-Dir Growth Other Moderate - - 2,036
Aditya Birla SL Special Opportunities Fund-Dir Growth Equity High 4.69 - 617
Aditya Birla SL Nifty Next 50 Index Fund-Dir Growth Other Very High - - 34
Aditya Birla SL ESG Fund – Direct Growth Equity Very High -3.99 - 963
Aditya Birla SL Credit Risk Fund-Seg PF1-Dir Growth Debt Moderately High -59.08 - 66
Aditya Birla SL Credit Risk Fund-Seg PF1-Dir (B) Debt Moderately High -59.08 - 66
Aditya Birla SL Dynamic Bond Fund-SegPF1-DirGrowth Debt Moderately High -59.09 - 50
Aditya Birla SL Medium Term Plan-SegPF1-DirGrowth Debt High -59.08 - 130
Aditya Birla SL PSU Equity Fund – Direct Growth Equity Very High 5.46 - 886
Aditya Birla SL Crisil AAA Jun 2023 Index Fund-Dir Growth Other Moderately Low - - 517
Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund – Direct Growth Other Moderate - - 5,230
Aditya Birla SL Pharma & Healthcare Fund – Dir Growth Equity Very High -11.93 - 470
Aditya Birla SL NASDAQ 100 FOF – Dir Growth Other Very High - - 64
Aditya Birla SL Business Cycle Fund – Dir Growth Equity Very High - - 2,239
Aditya Birla SL Nifty Midcap 150 IF – Dir Growth Other Very High -0.68 - 64
Aditya Birla SL FTP – Series TQ – Direct Growth Debt Moderate - - 175
Aditya Birla SL Crisil SDL Plus AAA PSU Apr 2025 60:40 Index Fund-Dir Growth Other Moderately Low - - 126
Aditya Birla SL Nifty Smallcap 50 IF – Dir Growth Other Very High -20.85 - 40
Aditya Birla SL Crisil SDL Plus AAA PSU Apr 2027 60:40 Index Fund-Dir Growth Other Moderate - - 644

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.

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 AMC Ltd Key Information

Founded 1994
Also Known As Birla Sun Life Asset Management Company Limited
Legal Name Aditya Birla Sun Life AMC Ltd
Stock Symbol NSE: ABSLAMC
Phone Number 1800 270 7000
Mutual Fund Aditya Birla Sun Life Mutual Fund
Setup Date Dec-23-1994
Incorporation Date Sep-05-1994
Sponsor Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc.
Trustee Aditya Birla Sun Life Trustee Private Limited
Chairman Mr Kumar Mangalam Birla
CEO / MD Mr A. Balasubramanian
Compliance Officer Ms Hemanti Wadhwa
Investor Service Officer Ms Keerti Gupta
Assets Managed INR 269278.03 crore (Mar-31-2021)
Auditors Messrs Deloitte Haskins & Sells LLP – For Asset Management Company / S. R. Batliboi & Company – For Mutual Fund
Custodians 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
Company Promoters: Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc.
Total Assets – 31-Mar-21 19,845.51(₹ in millions)
Total Revenue – 31-Mar-21 12,058.41 (₹ in millions)
Profit After Tax – 31-Mar-21 5,262.80 (₹ in millions)

How to Invest in Aditya Birla Sun Life Mutual Funds on 5paisa?

You can invest in any ADITYA BIRLA SUN LIFE Mutual fund schemes via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free

Below are the steps to invest in ADITYA BIRLA SUN LIFE Mutual Fund on 5paisa –

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred ADITYA BIRLA SUN LIFE Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose ADITYA BIRLA SUN LIFE AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

Your ADITYA BIRLA SUN LIFE Mutual Fund Investment with 5paisa is complete and you can enjoy the returns!

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Aditya Birla Sun Life AMC Ltd Mutual Fund – Top Managers

  1. 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).

  1. 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.

  1. Anuj Jain Fund Manager Investment Team

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.

  1. Monika Gandhi Fund Manager Investment Team

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.

  1. Harshil Suvarnkar Fund Manager Investment Team

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.