Aditya Birla Sun Life

Aditya Birla Sunlife Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 241
  • Average annual returns 22.29%

About Aditya Birla Sunlife Mutual Fund

Birla Sun Life Asset Management Company Ltd. (BSLAMC) oversees the investments of Aditya Birla Sun Life Mutual Fund. The Aditya Birla Group has formed a collaboration with Sun Life Financial Services Inc. of Canada. This agreement brings together Aditya Birla Group's experience of the Indian market and Sun Life's worldwide capabilities. This AMC was started on 5th August 1994 by Mr A. Balasubramaniam.

Aditya Birla Sun Life Mutual Fund offers a portfolio of 114 fund schemes, including 41 Equity, 44 Debt, and 13 hybrid funds. It currently holds the 6th rank among Asset Management Companies. Aditya Birla Sun Life Frontline Equity Fund, the flagship scheme, has exhibited an impressive average annualized return of 19.35% since its inception.

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Top Performing Aditya Birla Sunlife Mutual Fund in India for High Returns

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

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Lumpsum 3Y P.a 8.02%
SIP 3Y P.a. 10243.1%
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Lumpsum 3Y P.a 18.6%
SIP 3Y P.a. 29.85%
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Lumpsum 3Y P.a 13.96%
SIP 3Y P.a. 28.75%
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Lumpsum 3Y P.a 18.84%
SIP 3Y P.a. 25.67%
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SIP 3Y P.a. -
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Lumpsum 3Y P.a 19.35%
SIP 3Y P.a. 34.53%
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Lumpsum 3Y P.a 25.99%
SIP 3Y P.a. 30.25%
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Lumpsum 3Y P.a 23.08%
SIP 3Y P.a. 29.6%
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Lumpsum 3Y P.a 18.38%
SIP 3Y P.a. 25.7%
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Short Term

Long Term

SIP

Rolling Term

1 Week -0.64%
1 Month 0.54%
3 Months 64.2%
6 Months 64.2%
1 Year 64.2%
Invest
1 Week 1.83%
1 Month 1.96%
3 Months -2.95%
6 Months 15.23%
1 Year 35.12%
Invest
1 Week -4.55%
1 Month 1.27%
3 Months -10.4%
6 Months -3.97%
1 Year 31.96%
Invest
1 Week -2.66%
1 Month 4.09%
3 Months 9.46%
6 Months 10.16%
1 Year 30.02%
Invest
1 Week -2.36%
1 Month 1.92%
3 Months -7.05%
6 Months 2.28%
1 Year 29.18%
Invest
1 Week -3.36%
1 Month -1.24%
3 Months -14.54%
6 Months -5.98%
1 Year 28.03%
Invest
1 Week -3.94%
1 Month 3.94%
3 Months -4.29%
6 Months 4.71%
1 Year 27.28%
Invest
1 Week -3.42%
1 Month 1.99%
3 Months -7.63%
6 Months -2.67%
1 Year 26.56%
Invest
1 Week -3.11%
1 Month 3.17%
3 Months -6.42%
6 Months 1.24%
1 Year 26.24%
Invest
1 Week -2.77%
1 Month 1.79%
3 Months -8.32%
6 Months 2.08%
1 Year 24.67%
Invest
2 Years 8.02%
3 Years 8.02%
5 Years 8.02%
Annual Rt 9.47%
Invest
2 Years 34.19%
3 Years 18.6%
5 Years 24.38%
Annual Rt 24.93%
Invest
2 Years 29.27%
3 Years -
5 Years -
Annual Rt 27.74%
Invest
2 Years 40.38%
3 Years 13.96%
5 Years -
Annual Rt 10.8%
Invest
2 Years 30.78%
3 Years 18.84%
5 Years 20.31%
Annual Rt 12.54%
Invest
2 Years -
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5 Years -
Annual Rt 52.4%
Invest
2 Years 45.75%
3 Years 19.35%
5 Years -
Annual Rt 25.51%
Invest
2 Years 36.83%
3 Years 25.99%
5 Years 26.5%
Annual Rt 13.25%
Invest
2 Years 35.72%
3 Years 23.08%
5 Years -
Annual Rt 29.39%
Invest
2 Years 32.65%
3 Years 18.38%
5 Years 23.2%
Annual Rt 21.57%
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Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.91%
Fund Manager Dhaval Shah
Launch Date 22-May 2004
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 2.28%
Fund Manager Dhaval Shah
Launch Date 10-Jul 2019
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.88%
Fund Manager Pranav Gupta
Launch Date 18-Feb 2022
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.68%
Fund Manager Dhaval Joshi
Launch Date 01-Nov 2021
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 2.24%
Fund Manager Harish Krishnan
Launch Date 03-Feb 2015
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 2.07%
Fund Manager Dhaval Gala
Launch Date 10-Nov 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.01%
Fund Manager Pranav Gupta
Launch Date 01-Apr 2021
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 2.25%
Fund Manager Mahesh Patil
Launch Date 17-Mar 2006
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.01%
Fund Manager Pranav Gupta
Launch Date 01-Apr 2021
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 1.87%
Fund Manager Harish Krishnan
Launch Date 03-Oct 2002
Invest
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Aditya Birla Sunlife Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top Aditya Birla Sunlife Mutual Fund

INVESTING STRATEGY

Aditya Birla uses Pro Investing, allowing investors to divide their money among three funds using a single form. Aditya Birla Sun Life Flexi Cap Fund, Aditya Birla Sun Life Frontline Equity Fund, and Aditya Birla Sun Life Balanced Advantage Fund are the three well-known mutual fund schemes from Aditya Birla Sun Life that are combined into Pro Investing. The goal is to minimize risks in negative market conditions while maximizing gains during favourable market periods.

 

HEAD OF EQUITY AND DEBT TEAM (CIO)

Mr. Mahesh Patil (CIO)

Mr Mahesh Patil leads as the Chief Investment Officer (CIO) at Aditya Birla Sun Life AMC Limited. He joined the organization in October 2005 and has received prestigious awards, such as the India CIO of the Year, and Equity by Asia Asset Management in 2016 and 2018. He was also honoured with the Chairman’s Individual Award from The Aditya Birla group in 2015 for his accomplished leadership.

 

KEY FUND MANAGEMENT TEAM

 List of all Fund Manager Aditya Birla Sun Life Mutual Fund

 

TOP 5 ADITYA BIRLA MUTUAL FUND SCHEMES 

 TOP 5 ADITYA BIRLA MUTUAL FUND SCHEMES

 

HISTORY OF ADITYA BIRLA MUTUAL FUND

The Aditya Birla Group is one of the biggest companies in India. The Aditya Birla Group and Sun Life Financial Services Inc. of Canada Birla is a partnership between Sun Life Asset Management Company Ltd. (BSLAMC) and Birla Sun Life Mutual Fund. Established in 1994, Birla Sun Life Mutual Fund has become a significant player in India's Mutual Funds sector, managing a wide range of assets for a distributed investor base. Aditya Birla adopts a different investing approach that sets it apart from other traditional investments.

  • This AMC has a wide range of varieties of fund schemes.
  • Aditya Birla Mutual Fund believes in following strong work ethics.
  • Aditya Birla’s funds are top-performing in their respective categories.

 

HOW TO SELECT ADITYA BIRLA MUTUAL FUND?

This process requires careful analysis of various factors that determine the outcomes. It is important to be mindful of the following factors:

  • Goal selection: Make sure your investment objective is attainable. Identify them and plan accordingly.
  • Risk tolerance: The higher risk gives better the outcome, but determine how much risk you are willing to take.
  • Diversification: It allows you to spread your investments across multiple sectors.
  • Educate yourself: Learn and study thoroughly before investing in a specific fund.
  • Monitor: Keep track of your investments regularly and make any necessary adjustments.
  • Seek advice: It's best to seek the advice of a specialist because mutual funds are linked to market fluctuations.

To summarize, Online SIP allows you to easily invest in mutual fund schemes.

 

HOW TO INVEST IN ADITYA BIRLA MUTUAL FUND VIA MYSIPONLINE?

Investing in the Best Aditya Birla Mutual Fund through mysiponline is simple. Here's a simple guide:

  • Head to mysiponline.com and choose from Aditya Birla's top mutual funds that align with investment goals.
  • Create a free account, fill in your profile details, and add your selected fund.
  • Complete your profile, including the online and paperless Know Your Customer (KYC) process.
  • Essential documents for your profile include PAN, Aadhar card, Signature, and Bank proof.
  • Explore the available mutual funds and add the ones you want to your cart.
  • Finalize your payment and patiently wait for the confirmation of your investment.
  • Keep an eye on your investments conveniently through your mysiponline.com account.

To summarize, you can utilize the SIP Calculator to examine your annual returns and seek professional help for better results.

 

WHAT IS THE TAXATION ON ADITYA BIRLA MUTUAL FUND?

The taxation of Aditya Birla mutual funds depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.

  • Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.

  • Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.

Frequently Asked Questions

Can I invest for a very short-term duration in Aditya Birla Sunlife Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. Aditya Birla Sun Life Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different Aditya Birla Sun Life mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in Aditya Birla Sun Life Funds online tax-free?

No, all SIPs in Aditya Birla Sun Life MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., Aditya Birla Sun Life Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of Aditya Birla Sunlife Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

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