Aditya Birla Mutual Fund

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

Overview of Aditya Birla Asset Management Company Limited

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.