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Aditya Birla Sun Life

Aditya Birla Sunlife Mutual Fund

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

  • Total Funds 96
  • Average annual returns 3.51%

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

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Risk

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  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
188.41 3 years 3.76% 1.72% 6.2% 15.2% 11.07% 31.23% 20.62% 9.85% - - Invest
471.82 12 years 1.61% 1.01% 12.78% 19.72% 6.62% 30.67% 22.26% 15.84% 12.82% 11.06% Invest
1022.83 13 years 3.42% 7.2% 5.63% 17.44% 8.84% 29.97% 18.42% 18.73% 14.52% - Invest
192.4 17 years 1.01% 3.46% 6.99% 10.26% 7.69% 16.66% 12.56% 9.41% 11.01% 8.69% Invest
936 9 years 0.04% 3.8% 5.09% 10.07% 7.61% 15.48% 11.34% 10.08% 8.87% - Invest
387.97 3 years -4.34% -8.58% -5.66% 10.92% 13.56% 13.96% 29.29% 17% - - Invest
2048.53 15 years 0.11% 2.49% 3.72% 7.52% 8.68% 12.3% 9.9% 13.51% 11.63% 8.53% Invest
211.47 17 years -1.29% -5.08% -0.67% 7.51% 7.28% 11.48% 23.66% 14.32% 9.2% 6.46% Invest
183.9 1 years -0.35% 1.08% 3.67% 2.8% 8.86% 9.48% - - - - Invest
258.68 16 years -2.08% -7.31% -3.14% 8.28% 7.85% 9.33% 15.02% 7.72% 13.03% 7.75% Invest
3709.54 2 years 1.98% -3.38% -5.21% -3.67% 23.41% 9.11% 15.8% - - - Invest
40.15 2 years 0.15% 0.52% 1.71% 3.62% 8.17% 8.02% - - - - Invest
25495.12 28 years 0.15% 0.39% 1.54% 3.69% 8.92% 8.02% 8.01% 6.9% 6.91% 7.71% Invest
1388.87 20 years 0.53% -0.46% -1.62% 0.86% 9.23% 7.89% 9.42% 8.03% 10.01% 7.92% Invest
13175.58 15 years 0.09% 0.44% 1.64% 3.64% 7.92% 7.74% 7.73% 6.96% 6.42% 7.34% Invest
13175.58 15 years 0.09% 0.44% 1.64% 3.64% 7.92% 7.74% 7.73% 6.96% 6.42% 7.34% Invest
4149.61 3 years 0.11% 0.51% 1.68% 3.56% 7.28% 7.73% 7.74% 5.98% - - Invest
16797.94 21 years 0.09% 0.46% 1.71% 3.71% 19.89% 7.66% 7.52% 6.75% 6.12% 7.15% Invest
16797.94 23 years 0.09% 0.46% 1.71% 3.71% 18.59% 7.66% 7.53% 6.75% 6.12% 7.16% Invest
1680.94 2 years 0.11% 0.47% 1.63% 3.57% 7.29% 7.64% 7.7% - - - Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024 Apr-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
188.41 Very High
5.65%
21.22%
20.67%
19.25%
-
-
18.41%
Invest
471.82 High
9.59%
32.3%
26.72%
22.94%
16.8%
13.79%
11.26%
Invest
1022.83 High
-
-
-
-
-
-
-
Invest
192.4 Very High
7.75%
25.32%
18.47%
14.73%
10.95%
10.63%
10.14%
Invest
936 Moderately High
5.56%
19.45%
14.19%
12.1%
10.13%
-
8.31%
Invest
387.97 Very High
-1.11%
13.86%
23.29%
25.48%
-
-
22.62%
Invest
2048.53 Moderately High
4.02%
14.75%
11.59%
11.52%
12.48%
9.37%
9.09%
Invest
211.47 Very High
-0.52%
7.37%
17.31%
19.3%
14.7%
9.39%
8.63%
Invest
183.9 Very High
3.42%
11.11%
-
-
-
-
9.62%
Invest
258.68 Very High
-2.1%
5.28%
14.4%
13.19%
10.28%
10.33%
7.16%
Invest
3709.54 Very High
-4.23%
-2.87%
9.52%
-
-
-
10.45%
Invest
40.15 Low to Moderate
1.73%
7.76%
-
-
-
-
7.79%
Invest
25495.12 Moderate
1.57%
7.71%
7.91%
7.73%
6.83%
7.35%
8.28%
Invest
1388.87 Moderately High
-0.73%
3.68%
7.65%
8.12%
8.96%
8.22%
9.13%
Invest
13175.58 Low to Moderate
1.63%
7.28%
7.52%
7.44%
6.66%
6.91%
20.48%
Invest
13175.58 Low to Moderate
1.63%
7.28%
7.52%
7.44%
6.66%
6.91%
20.48%
Invest
4149.61 Low to Moderate
1.66%
7.47%
7.52%
7.37%
-
-
7.22%
Invest
16797.94 Moderate
1.68%
7.31%
7.44%
7.31%
6.53%
6.69%
21.03%
Invest
16797.94 Moderate
1.68%
7.31%
7.44%
7.31%
6.53%
6.69%
20.34%
Invest
1680.94 Moderate
1.65%
7.39%
7.43%
-
-
-
7.31%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
Very High
-
-
-
-
Invest
High
11.422%
-
-
0.989%
Invest
High
11.41%
-
0.98%
0.67%
Invest
Very High
14.645%
-
-
0.167%
Invest
Moderately High
2.357%
2.237%
1.024%
0.964%
Invest
Very High
17.969%
-
-
0.784%
Invest
Moderately High
9.351%
7.32%
3.363%
0.78%
Invest
Very High
15.25%
-
-
0.574%
Invest
Very High
-
-
-
-
Invest
Very High
14.346%
-
-
0.35%
Invest
Very High
-
-
-
-
Invest
Low to Moderate
-
-
-
-
Invest
Moderate
1.111%
0.354%
0.913%
0.364%
Invest
Moderately High
3.635%
0.257%
0.99%
0.445%
Invest
Low to Moderate
0.7%
3.21%
1.39%
0.61%
Invest
Low to Moderate
0.7%
3.21%
1.39%
0.61%
Invest
Low to Moderate
2.126%
-
-
-
Invest
Moderate
0.472%
-
3.007%
0.781%
Invest
Moderate
0.472%
-
3.006%
0.783%
Invest
Moderate
-
-
-
-
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹100
₹100
0.67%
Pranav Gupta
02-Feb 2022
Invest
₹100
₹100
0.52%
Pranav Gupta
20-Mar 2012
Invest
₹100
₹100
0.54%
Sachin Wankhede
13-May 2011
Invest
₹1000
₹1000
2.54%
Dhaval Joshi
31-Oct 2007
Invest
₹1000
₹100
1.54%
Sunaina da Cunha
17-Apr 2015
Invest
₹100
₹100
0.68%
Dhaval Joshi
01-Nov 2021
Invest
₹1000
₹1000
1.56%
Sunaina da Cunha
25-Mar 2009
Invest
₹100
₹100
1.28%
Dhaval Joshi
31-Dec 2007
Invest
₹100
₹10000
0.2%
Bhupesh Bameta
31-Oct 2023
Invest
₹100
₹100
1.16%
Dhaval Joshi
17-Sep 2008
Invest
₹100
₹500
1.85%
Dhaval Shah
31-Jan 2023
Invest
₹500
₹500
0.5%
Harshil Suvarnkar
10-Mar 2023
Invest
₹100
₹100
0.51%
Kaustubh Gupta
03-Mar 1997
Invest
₹100
₹500
1.91%
Dhaval Shah
22-May 2004
Invest
₹1000
₹1000
0.44%
Kaustubh Gupta
30-Mar 2009
Invest
₹1000
₹1000
0.44%
Kaustubh Gupta
30-Mar 2009
Invest
₹500
₹500
0.5%
Bhupesh Bameta
28-Jan 2022
Invest
₹1000
₹1000
0.55%
Sunaina da Cunha
17-Apr 2003
Invest
₹1000
₹5000
0.55%
Sunaina da Cunha
27-Nov 2001
Invest
₹500
₹500
0.32%
Mohit Sharma
29-Mar 2022
Invest
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Aditya Birla Sunlife Mutual Fund 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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