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 Equity Very High -15.7 - 3,134
Aditya Birla SL Midcap Fund Equity Very High 6.1 1 3,601
Aditya Birla SL Small Cap Fund Equity Very High 0 1 2,952
Aditya Birla SL Infrastructure Fund Equity Very High 4.5 2 554
Aditya Birla SL India GenNext Fund Equity Very High 9.4 3 3,076
Aditya Birla SL Dividend Yield Fund Equity Very High 3 - 835
Aditya Birla SL Pharma & Healthcare Fund Equity Very High -14.4 - 475
Aditya Birla SL Equity Advantage Fund Equity Very High -7.3 1 5,570
Aditya Birla SL Pure Value Fund Equity Very High 1.9 1 4,046
Aditya Birla SL Flexi Cap Fund Equity Very High -2.1 3 16,102
Aditya Birla SL Manufacturing Equity Fund Equity Very High -2 - 707
Aditya Birla SL FTP – Series PU – Direct Growth Debt Moderate 3.3 - 327
Aditya Birla SL FTP – Series PV – Direct Growth Debt Moderate 3.3 - 230
Aditya Birla SL FTP – Series SO – Direct Growth Debt Moderate 3.3 - 25
Aditya Birla SL FTP – Series SN – Direct Growth Debt Moderate 3.3 - 62
Aditya Birla SL Frontline Equity Fund Equity Very High 3.3 2 22,209
Aditya Birla SL Focused Equity Fund Equity Very High 2 3 5,989
Aditya Birla SL Nifty 50 Index Fund Other Very High 3 3 449
Aditya Birla SL FP FoF – Aggressive – Direct Growth Other Very High 4.9 3 162
Aditya Birla SL CEF – Global Agri Plan-Direct Growth Equity Very High 23.7 - 18
Aditya Birla SL Asset Allocator FoF-Dir Growth Other High 3.3 - 138
Aditya Birla SL Banking&Financial Services-DirGrowth Equity Very High 5.2 3 2,434
Aditya Birla SL Equity Hybrid ’95 Fund Hybrid Very High -0.2 2 7,960
Aditya Birla SL FTP – Series SI Growth Debt Moderate 11.1 - 128
Aditya Birla SL FTP – Series SJ Growth Debt Moderate 11.1 - 380
Aditya Birla SL FTP – Series RC Growth Debt Moderate 11.1 - 458
Aditya Birla SL FTP – Series RL Growth Debt Moderate 11.1 - 73
Aditya Birla SL FTP – Series RH Growth Debt Moderate 11.1 - 126
Aditya Birla SL FTP – Series RR Growth Debt Moderate 11.1 - 54
Aditya Birla SL FTP – Series SL Growth Debt Moderate 11.1 - 178
Aditya Birla SL FTP – Series SA Growth Debt Moderate 11.1 - 59
Aditya Birla SL FTP – Series QF Growth Debt Moderate 11.1 - 84
Aditya Birla SL DAF – Sr.2 Debt Moderate 11.1 - 60
Aditya Birla SL FTP – Series PY Growth Debt Moderate 11.1 - 187
Aditya Birla SL FTP – Series RP Growth Debt Moderate 11.1 - 724
Aditya Birla SL FTP – Series SF Growth Debt Moderate 11.1 - 50
Aditya Birla SL FTP – Series RN Growth Debt Moderate 11.1 - 610
Aditya Birla SL FTP – Series SG Growth Debt Moderate 11.1 - 253
Aditya Birla SL Bal Bhavishya Yojna – Dir Growth Solution Oriented Very High 1.9 1 622
Aditya Birla SL Retirement-The 30s Plan-Dir Growth Solution Oriented Very High 0.9 1 257
Aditya Birla SL Inter Equity – Plan B-Direct Growth Equity Very High -4.7 - 94
Aditya Birla SL FP FoF – Moderate – Direct Growth Other High 4.4 3 28
Aditya Birla SL Balanced Advantage Fund Hybrid Very High 4.1 3 6,907
Aditya Birla SL Tax Relief ’96 – Direct Growth Equity Very High -0.9 1 14,200
Aditya Birla SL Global Emerging Oppt Fund Other Very High -10.7 - 267
Aditya Birla SL Retirement-The 40s Plan-Dir Growth Solution Oriented Very High 1.2 1 95
Aditya Birla SL Tax Plan – Direct Growth Equity Very High -2.1 - 379
Aditya Birla SL MNC Fund Equity Very High -0.7 - 3,705
Aditya Birla SL Regular Savings Fund Hybrid Moderately High 5.8 3 1,668
Aditya Birla SL Regular Savings Fund Hybrid Moderately High 5.8 - 1,668
Aditya Birla SL FP FoF – Conservative – Direct Growth Other Moderately High 4 4 14
Aditya Birla SL Equity Savings Fund Hybrid Moderately High -0.3 2 519
Aditya Birla SL Medium Term Plan – Direct Growth Debt Moderately High 24.8 5 1,628
Aditya Birla SL Gold Fund Other High 6.2 2 260
Aditya Birla SL Inter Equity – Plan A-Direct Growth Equity Very High -7.8 - 104
Aditya Birla SL Short Term Fund Debt Moderate 4.1 4 5,762
Aditya Birla SL Credit Risk Fund Debt Moderately High 7.5 3 1,224
Aditya Birla SL Credit Risk Fund Debt Moderately High 7.5 - 1,224
Aditya Birla SL Corporate Bond Fund Debt Moderately Low 3.2 4 13,768
Aditya Birla SL Income Fund Debt Moderate 1.9 4 1,555
Aditya Birla SL Banking&PSU Debt Fund Debt Moderate 3.2 3 9,611
Aditya Birla SL Govt Securities Fund Debt Moderate 1.6 4 1,286
Aditya Birla SL Low Duration Fund Debt Moderate 4.3 5 12,455
Aditya Birla SL Active Debt Multi-Mgr FoF-Dir Growth Other Moderate 2.6 2 9.58
Aditya Birla SL Floating Rate Fund Debt Moderately Low 3.9 - 12,403
Aditya Birla SL Savings Fund Debt Moderate 4.1 4 14,507
Aditya Birla SL Retirement-The 50s Plan-Dir Growth Solution Oriented Moderately High 2 2 27
Aditya Birla SL Money Manager Fund Debt Moderate 4.1 4 14,499
Aditya Birla SL Dynamic Bond Fund Debt Moderate 6 3 1,784
Aditya Birla SL Arbitrage Fund Hybrid Low 4.1 3 5,627
Aditya Birla SL Retirement-The 50sPlus-Debt-DirGrowth Solution Oriented Moderate 1.5 1 30
Aditya Birla SL Liquid Fund Debt Moderate 4 4 42,493
Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth Debt Moderately High 4.8 - 435
Aditya Birla SL Overnight Fund Debt Low 3.9 4 11,825
Aditya Birla SL Multi-Cap Fund Equity Very High 4.7 - 3,755
Aditya Birla SL Nifty 50 EWI Fund Other Very High 6.1 - 115
Aditya Birla SL FTP – Series TI – Direct Growth Debt Moderate 1.9 - 259
Aditya Birla SL FTP – Series TT – Direct Growth Debt Moderate - - 87
Aditya Birla SL Long Duration Fund Debt Moderate - - 40
Aditya Birla SL FTP – Series TJ – Direct Growth Debt Moderate 2.1 - 21
Aditya Birla SL Silver ETF FOF – Direct Growth Other Very High - - 68
Aditya Birla SL Nifty SDL Apr 2027 Index Fund Other Moderate - - 3,688
Aditya Birla SL Special Opportunities Fund Equity Very High 6.8 - 663
Aditya Birla SL Nifty Next 50 Index Fund Other Very High - - 43
Aditya Birla SL ESG Fund Equity Very High -4.5 - 1,012
Aditya Birla SL Credit Risk Fund Debt Moderately High -59 - 66
Aditya Birla SL Credit Risk Fund Debt Moderately High -59 - 66
Aditya Birla SL Dynamic Bond Fund Debt Moderate -59 - 50
Aditya Birla SL Medium Term Plan-SegPF1-DirGrowth Debt Moderately High -59 - 130
Aditya Birla SL PSU Equity Fund Equity Very High 20.4 - 897
Aditya Birla SL Crisil IBX AAA – Jun 2023 Index Fund Other Moderately Low - - 1,193
Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund Other Moderate - - 6,880
Aditya Birla SL NASDAQ 100 FOF – Dir Growth Other Very High - - 90
Aditya Birla SL FTP – Series TS – Direct Growth Debt Moderately Low - - 143
Aditya Birla SL Business Cycle Fund Equity Very High - - 2,398
Aditya Birla SL Nifty Midcap 150 IF – Dir Growth Other Very High 8.8 - 76
Aditya Birla SL FTP – Series TQ – Direct Growth Debt Moderate - - 179
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU – Apr 2025 Index Fund Other Moderately Low - - 133
Aditya Birla SL Nifty Smallcap 50 IF – Dir Growth Other Very High -14.5 - 45
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU – Apr 2027 Index Fund Other Moderate - - 872

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
Assets Managed INR 281527.1 crore (Mar-31-2022)
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)

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.

How Can You Invest in Aditya Birla Sun Life 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. 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.

Aditya Birla Sun Life Fund Funds Performance and Minimum Investment

Adding to the mystery of the stock market are small-cap and large-cap stocks. It’s not common knowledge what the difference between the two is, especially if you’re relatively new in the stock market.

How do you measure the stock market’s performance? The easiest way to consider this is returning, or the change in the price of a stock between two different times. When it comes to the stock market, it is always important that you stay informed. As a stockholder, it is your responsibility to know if your investment is successful or not to make the right decisions.

Here is a quick look at the top 10 Aditya Birla Sun Life Fund mutual fund investment options that have provided high returns to investors:

Aditya Birla SL Digital India Fund – Direct-Growth

The investment objective of this scheme is to provide an opportunity for long-term investment in equities across sectors such as Information Technology (IT), Telecommunications (Telecom), Media & Entertainment (M&E) and other related ancillary sectors through a portfolio.

  • Category: Equity: Sectoral Technology
  • Scheme Type: Equity
  • NAV: INR 129.50 as on 09/08/2022
  • AUM: INR 2,939 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Kunal Sangoi
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-2.05% 32.50%  27.73%

Aditya Birla SL Midcap Fund – Direct-Growth

Mid-cap funds are a middle ground between large-cap funds and small-cap funds. They invest in companies with market capitalisation between INR 2,000 crore and INR 5,000 crore. Aditya Birla Sun Life Midcap Fund has been one of the most consistent performers in this category over the past five years. They invest in small and mid-cap companies, which usually have high growth potential but may be highly risky. The fund manager identifies promising mid-caps and buys them at attractive valuations.

  • Category: Equity Midcap
  • Scheme Type: Equity
  • NAV: INR 500.86 as on 09/08/2022
  • AUM: INR 3, 160.30 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Anil Shah
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
7.87% 22.42% 9.77%

Aditya Birla SL India GenNext Fund – Direct-Growth

Thematic funds invest in a specific industry or sector based on the fund’s theme. The portfolio manager of this fund has a long-term investment horizon and is not aggressive in its approach to making profits. This fund has a mix of defensive and growth stocks, which is suitable for investors who want to invest in the long term.

  • Category: Equity: Thematic-Consumption
  • Scheme Type: Equity
  • NAV: INR 155.75 as on 09/08/2022
  • AUM: INR 2,576.63 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Chanchal Khandelwal
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-

 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
12.21% 21.98% 14.70%

Aditya Birla SL Pharma & Healthcare Fund – Dir Growth

Thematic funds invest in stocks related to the theme of their investment objective. They can be based on industry, geography or even an economic cycle. Investors like them because they allow you to invest in niche industries without picking individual stocks or bonds.

The fund has a long-term objective of generating returns by investing in the stocks of companies that are likely to benefit from the change in demographics due to population growth and ageing.

  • Category: Thematic
  • Scheme Type: Equity
  • NAV: INR 18.25 as on 09/08/2022
  • AUM: INR 462.14 crore
  • Inception Date: 10th July 2019
  • Fund Manager: Dhaval Shah
  • SIP (Minimum Amount): INR 500/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-11.68% 21.26% 21.09%

Aditya Birla SL Dividend Yield Fund – Direct-Growth

Thematic-dividend yield is a long-term investment option offered by Aditya Birla Sun Life Mutual Fund. It aims to generate income through investments in debt and equity securities of companies with a sustainable business model, strong balance sheet and consistent track record of paying dividends.

The fund offers a regular dividend income stream distributed over time through monthly or quarterly dividends. This fund is worth considering if you’re looking for a low-risk option that allows you to earn regular dividends from your investments over time.

  • Category: Thematic-dividend yield
  • Scheme Type: Equity
  • NAV: INR 270.33 as on 09/08/2022
  • AUM: INR 744.66 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Dhaval Gala
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-

 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
3.89% 20.48% 8.36%

Aditya Birla SL Small Cap Fund – Direct-Growth

The Aditya Birla Sun Life Small Cap Fund is a diversified equity fund that invests in small-cap and mid-cap companies’ equities. The fund seeks to generate returns from capital appreciation and income through a mix of stocks with varying levels of growth potential, market capitalisation and liquidity.

  • Category: Small Cap
  • Scheme Type: Equity
  • NAV: INR 55.80 as on 09/08/2022
  • AUM: INR 1857.12 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Nitesh Jain and Vishal Gajwani
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-4.30% 20.48% 7.33%

Aditya Birla SL Infrastructure Fund – Direct-Growth

Infrastructure funds are a great way to invest in the Indian economy. They provide investors with various choices and opportunities and are one of the few avenues that allow you to invest directly in the stock market.

The fund follows a long-term investment horizon, with an average holding period of 5 years or more for its holdings. This ensures that it doesn’t have excessive exposure to any sector or asset class, which helps avoid volatility and risk in the portfolio.

  • Category: Sectoral- Infrastructure
  • Scheme Type: Equity
  • NAV: INR 51.06 as on 09/08/2022
  • AUM: INR 477.22 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Nitesh Jain
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
0.59% 19.13% 6.68%

 

Aditya Birla SL Flexi Cap Fund – Direct-Growth

It aims to generate returns over the benchmark index by investing in a well-diversified portfolio of stocks. This scheme follows a dynamic asset allocation process, which means the fund manager will change its asset allocation as per market conditions and their outlook.

The fund manager will also invest in debt and money market instruments to reduce risk and volatility in the portfolio. The Aditya Birla Sun Life Flexi Cap Fund is an equity fund designed to provide superior return potential with low volatility through its flexible asset allocation strategy. 

  • Category: Flexi cap
  • Scheme Type: Equity
  • NAV: INR 1,106.48 as on 09/08/2022
  • AUM: INR 14, 349.08 crore
  • Inception Date: 27th August 1998
  • Fund Manager: Anil Shah, Vinod Bhat
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 100/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
1.14% 17.39% 10.02%

Aditya Birla SL Equity Advantage Fund-Direct Growth

Aditya Birla Sun Life Mutual Fund is a large and midcap fund which has the mandate to invest in stocks of companies with a market cap of INR 1,000 crore or more. The fund aims to achieve long-term capital appreciation by investing in equities of companies across sectors.

It has a long-term investment horizon of five years or more. It invests in companies that are listed on Indian stock exchanges. This fund looks to invest in companies with strong fundamentals valued at less than their intrinsic value.

  • Category: Large and Midcap
  • Scheme Type: Equity
  • NAV: INR 656.53 as on 09/08/2022
  • AUM: INR 4,930.24 crore
  • Inception Date: 1st January 2013
  • Fund Manager: Satyabrata Mohanty
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-2.81% 18.34% 8.41%

Aditya Birla SL Manufacturing Equity Fund-Dir Growth

Thematic funds invest in companies that are linked to a particular theme. Thematic funds provide investors with the opportunity to tap into an idea or story that is relevant to them.

Aditya Birla Sun Life Fund has a thematic approach to investing and aims to generate returns by investing in companies that offer products and services with high growth potential. It is one of the best options for investors who are looking for low-risk investment options.

  • Category: Thematic
  • Scheme Type: Equity
  • NAV: INR 20.61 as on 09/08/2022
  • AUM: INR 628.70 crore
  • Inception Date: 31st January 2015
  • Fund Manager: Anil Shah
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 1000/-
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
-1.52% 18.31% 8.25%

Frequently Asked Questions

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).

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

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.

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.

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.

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.

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.

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.

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.

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.

Invest Now