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 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
- 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
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 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 ₹3,525 Crores, this scheme's latest NAV is ₹527.9 as of 31-05-23.
Aditya Birla SL Midcap Fund scheme has delivered a return performance of 11.6% in the last 1 year, 33.5% in the last 3 years, and an 15.3% 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.)
- ₹3,525
- 3Y Return
- 11.6%
Aditya Birla SL Digital India Fund 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 ₹3,250 Crores, this scheme's latest NAV is ₹135.08 as of 31-05-23.
Aditya Birla SL Digital India Fund scheme has delivered a return performance of 6.3% in the last 1 year, 36.7% in the last 3 years, and an 21.2% 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.)
- ₹3,250
- 3Y Return
- 6.3%
Aditya Birla SL India GenNext Fund 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 ₹3,440 Crores, this scheme's latest NAV is ₹166.82 as of 31-05-23.
Aditya Birla SL India GenNext Fund scheme has delivered a return performance of 16.4% in the last 1 year, 27.1% in the last 3 years, and an 17.1% 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.)
- ₹3,440
- 3Y Return
- 16.4%
Aditya Birla SL Pharma & Healthcare Fund is an Sectoral / Thematic scheme that was launched on 10-07-19 and is currently under the management of our experienced fund manager Dhaval Shah. With an impressive AUM of ₹453 Crores, this scheme's latest NAV is ₹18.59 as of 31-05-23.
Aditya Birla SL Pharma & Healthcare Fund scheme has delivered a return performance of 5.5% in the last 1 year, 13.8% 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.)
- ₹453
- 3Y Return
- 5.5%
Aditya Birla SL Dividend Yield Fund 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 ₹882 Crores, this scheme's latest NAV is ₹305.86 as of 31-05-23.
Aditya Birla SL Dividend Yield Fund scheme has delivered a return performance of 20.1% in the last 1 year, 28.8% in the last 3 years, and an 11.8% 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.)
- ₹882
- 3Y Return
- 20.1%
Aditya Birla SL Small Cap Fund 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 ₹3,034 Crores, this scheme's latest NAV is ₹62.6606 as of 31-05-23.
Aditya Birla SL Small Cap Fund scheme has delivered a return performance of 18.5% in the last 1 year, 38.1% 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 Small Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹3,034
- 3Y Return
- 18.5%
Aditya Birla SL Infrastructure Fund 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 ₹606 Crores, this scheme's latest NAV is ₹63.04 as of 31-05-23.
Aditya Birla SL Infrastructure Fund scheme has delivered a return performance of 30.2% in the last 1 year, 38.9% in the last 3 years, and an 13.9% 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 Sectoral / Thematic funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹606
- 3Y Return
- 30.2%
Aditya Birla SL Flexi Cap Fund 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 ₹15,935 Crores, this scheme's latest NAV is ₹1287.61 as of 31-05-23.
Aditya Birla SL Flexi Cap Fund scheme has delivered a return performance of 12.5% in the last 1 year, 25.8% in the last 3 years, and an 15.8% 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.)
- ₹15,935
- 3Y Return
- 12.5%
Aditya Birla SL Equity Advantage Fund 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 ₹4,937 Crores, this scheme's latest NAV is ₹685.14 as of 31-05-23.
Aditya Birla SL Equity Advantage Fund scheme has delivered a return performance of 10.4% in the last 1 year, 24.6% 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 Large & Mid Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹4,937
- 3Y Return
- 10.4%
Aditya Birla SL Manufacturing Equity Fund 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 ₹627 Crores, this scheme's latest NAV is ₹21.68 as of 31-05-23.
Aditya Birla SL Manufacturing Equity Fund scheme has delivered a return performance of 11.2% in the last 1 year, 21.3% in the last 3 years, and an 9.7% 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 Sectoral / Thematic funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹627
- 3Y Return
- 11.2%
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.