Aditya Birla Mutual Fund

Aditya Birla Mutual Fund is a Fund House of the Aditya Birla Group. It offers Non-Resident Indians (NRIs), Persons of Indian Origin (PIOs), and Overseas Citizens of India (OCIs) a trusted and versatile investment platform to grow their wealth while staying connected to their roots. With a wide range of investment options and a strong track record of financial expertise, Aditya Birla Mutual Fund provides NRIs with a seamless and rewarding investment experience. Explore the diverse investment portfolio of the Aditya Birla Mutual Fund House and unlock opportunities for wealth creation.

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Invest ₹10K/month & Get ₹1 Crore returns*

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What is Aditya Birla Mutual Fund?

The Aditya Birla Mutual Fund House was founded in 1994 as a joint venture between Aditya Birla Capital Limited and Sun Life AMC Investments, a Canadian financial services company. It offers various financial services beyond mutual funds, including portfolio management, alternative investments, and real estate. 

The Aditya Birla Mutual Fund House offers 206 Mutual Fund schemes, including 142 debt schemes, 39 equity schemes, 6 hybrid schemes, and 19 others (including commodity schemes).

This fund house is part of the Aditya Birla Group, a Fortune 500 company with a workforce of over 140,000 employees from 100 countries.

Best Aditya Birla Mutual Funds in India in 2023

Fund Name Fund Size (Rs. in Crores) 1-Year Returns 5-Year Returns 10-Year Returns
EQUITY FUNDS
Aditya Birla Sun Life Infrastructure  Fund ₹747 38.85% 20.36% 18.99%
Aditya Birla Sun Life Digital India Fund ₹3,904 23.48% 22.02% 19.43%
Aditya Birla Sun Life Small Cap Fund ₹4,510 25.61% 15.48% 18.80%
DEBT FUNDS
Aditya Birla Sun Life Medium Term Fund ₹1,897 7.18% 6.2% 8.29%
Aditya Birla Sun Life Credit Risk Fund ₹1,002 7.77% 5.52% --
Aditya Birla Sun Life Short-Term Fund ₹5,466 7.36% 6.85% 7.72%
HYBRID FUNDS
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan ₹176 14.67% 11.73% 11.33%
Aditya Birla Sun Life Asset Allocator FoF Fund ₹169  14.67% 11.73% 11.33%
Aditya Birla Sun Life Equity Hybrid '95 Fund ₹7,189 15.79% 14.89% 14.95%

Overview of Aditya Birla Asset Management Company Limited

Particulars Details
Mutual Fund House Aditya Birla Sun Life Mutual Fund
Asset Management Company (AMC)  Aditya Birla Capital Ltd. & Sun Life (India) Investments Inc.
Fund House Established On 23 December  1994
AMC Incorporated On 05 September 1994
Assets Under Management (AUM) ₹3,11,682 Crores
Systematic Investment Strategy (SIP) Available
Sponsored By Aditya Birla Capital Ltd. & Sun Life AMC Investments Inc.
Trustee Organisation Aditya Birla Sun Life Trustee Private Ltd
Chairman Kumar Mangalam Birla
MD and CEO A. Balasubramanian

Documents Required to Invest in Aditya Birla Mutual Funds in India

The list of documents that are essential to start investing in Aditya Birla Mutual Fund are as follows:

  • PAN Card (mandatory)

  • Aadhar Card (mandatory)

  • Address Proof (passport, Aadhaar card, driving license, or utility bill)

  • Bank Statement

  • KYC Form (with basic information, like name, address, date of birth, and PAN number)

  • For NRI/ OCI/ PIO:

    • Passport

    • Overseas Address Proof

    • NRE/NRO Account Statement

  • FATCA Declaration

  • Passport Size Photographs

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Steps to Invest in Aditya Birla Mutual Funds in India

Investing in Aditya Birla Mutual Funds in India is easy and can be done through these simple steps:

Step 1: Choose Your Fund-

Select the Aditya Birla Mutual Fund scheme that aligns with your financial goals and risk tolerance.

Step 2: Complete KYC-

Ensure you have completed the Know Your Customer (KYC) process by providing your identification and address proof.

Step 3: Fund Your Account-

Invest by transferring funds online through net banking or a check, as per the minimum investment amount for the chosen scheme.

Step 4: Investment Platform-

You can invest directly through the Aditya Birla Mutual Fund website or via authorized intermediaries like banks and online investment platforms.

Step 5: Regular Monitoring-

Keep track of your investments and review your portfolio periodically to ensure it aligns with your financial objectives.

Step 6: Redeem or SIP-

When you need to access your funds or set up a Systematic Investment Plan (SIP), you can easily do so through the same platform.

Step 7: Stay Informed-

Stay updated with the performance of your investments and consider professional advice if needed for your financial planning.

Estimate Aditya Birla Mutual Fund Returns with SIP Calculator

You can estimate your potential returns from Aditya Birla Mutual Funds using the Policybazaar SIP (Systematic Investment Plan) Calculator or a Mutual Fund Calculator. 

The SIP calculator is an online tool helps you to calculate the future value of your investments based on factors like:

  • SIP amount

  • Investment duration

  • Expected rate of return

By inserting these details into the calculator, you can get a rough estimate of how your investments may grow over time. This will allow you to make informed financial decisions.

FAQ's

  • Which Aditya Birla Mutual Fund is best?

    Some of the top-rated Aditya Birla mutual funds across different categories are mentioned below:
    • Equity funds:

      • Aditya Birla Sun Life Frontline Equity Fund

      • Aditya Birla Sun Life Midcap Fund

      • Aditya Birla Sun Life Small Cap Fund

    • Hybrid funds:

      • Aditya Birla Sun Life Equity Hybrid '95 Fund

      • Aditya Birla Sun Life Balanced Advantage Fund

      • Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 

    • Debt funds:

      • Aditya Birla Sun Life Corporate Bond Fund

      • Aditya Birla Sun Life Strategic Bond Fund

      • Aditya Birla Sun Life Short-Term Fund

  • Which SIP is best for Aditya Birla?

    The best SIP for Aditya Birla MF depends on your investment goals, risk tolerance, and investment horizon.

    Some of the best SIP Plans by Aditya Birla Mutual Fund are listed below:

    • Aditya Birla Sun Life Small Cap Fund

    • Aditya Birla Sun Life Mid Cap Fund

    • Aditya Birla Sun Life Pure Value Fund

    • Aditya Birla Sun Life Frontline Equity Fund

  • What is the annual return of Aditya Birla Mutual Fund?

    The annual return of Aditya Birla Mutual Fund varies depending on the fund scheme. However, some of the top-performing Aditya Birla MF schemes have generated annual returns of over 20% in the past 3 and 5 years. For example, the Aditya Birla Sun Life Small Cap Fund has generated an annual return of 38.42% in the past 3 years and 25.16% in the past 5 years.
  • What is the NAV of the Aditya Birla Gold fund?

    The NAV of Aditya Birla Gold Fund as of 09 October 2023 is 17.6188 for the Growth option of the Direct plan.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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