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Aditya Birla Mutual Fund
Aditya Birla Sun Life Mutual Fund is a leading player in India's financial landscape. A joint venture between Aditya Birla Capital Limited and Sun Life AMC Investments established in 1994, it offers a wide range of financial services, including mutual funds, portfolio management, alternative investments, and real estate. As of Feb 28th, 2023, the company manages Rs 271,747 crore, accounting for 6.6% of the industry AUM. With 206 Mutual Fund schemes, including debt, equity, hybrid, and others, it caters to diverse investor preferences.
Investment Plans
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Guaranteed Tax Savings
Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
In-built life cover
Top performing plans with High Returns**
Invest ₹10K/month & Get ₹1 Crore returns*
Best Aditya Birla Sun Life Mutual Fund in India
| Investment Plans | 1 year return | 3 years return | 5 years return |
| Equity | |||
| Aditya Birla Sun Life Infrastructure Fund | 35.16% | 38.15% | 16.53% |
| Aditya Birla Sun Life PSU Equity Fund | 37.62% | 37.43% | NA |
| Aditya Birla Sun Life Small Cap Fund Direct Growth | 28.82% | 33.75% | 12.97% |
| Aditya Birla Sun Life Mid Cap Direct Fund Growth | 20.47% | 30.61% | 14.19% |
| Aditya Birla Sun Life Digital India Fund Direct Growth | 26.52% | 30.32% | 22.01% |
| Hybrid | |||
| Aditya Birla Sun Life Arbitrage Fund Direct Growth | |||
| Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth | 12.21% | 19.61% | 9.78% |
| Aditya Birla Sun Life Balanced Advantage Fund Direct Growth | 13.41% | 15.80% | 11.39% |
| Aditya Birla Sun Life Regular Savings Fund Direct Growth | 8.53% | 12.86% | 8.48% |
| Aditya Birla Sun Life Equity Savings Fund Direct Growth | 9.75% | 11.26% | 8.05% |
| Others | |||
| Aditya Birla Sun Life Nifty 50 Index Fund Direct Growth | 12.72% | 21.10% | 11.95% |
| Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct Growth | 17.11% | 19.49% | 12.79% |
| Aditya Birla Sun Life Asset Allocator FoF Direct Growth | 15.30% | 16.68% | 11.98% |
| Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth | 14.49% | 15.26% | 11.02% |
| Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth | 12.42% | 11.51% | 9.27% |
Key Information on the Aditya Birla Mutual Fund
| Mutual fund name | Aditya Birla Sun Life Mutual Fund |
| Chairman | Kumar Mangalam Birla |
| MD and CEO | A. Balasubramanian |
| AMC Incorporation Date | 05 September 1994 |
| Founded | 23 December 1994 |
| Asset Management Company Name | Aditya Birla Capital Ltd. & Sun Life (India) Investments Inc. |
| Sponsor Name | Aditya Birla Capital Ltd. & Sun Life AMC Investments Inc. |
| Trustee Organisation | Aditya Birla Sun Life Trustee Private Limited |
| Compliance Officer | Ms. Hemanti Wadhwa |
| Investor Service Officer | Keerti Gupta |
| Top Fund Managers | Mr. Maneesh Dangi Mr. Dhaval Gala Mr. Kaustabh Gupta Mr. Satyabrata Mohanty Ms. Sunaina da Cunha Mr. Mohit Sharma Mr. Pranay Sinha |
How to Invest in Aditya Birla Mutual Fund?
Investing in mutual funds is a smart way to grow your wealth over time, and Aditya Birla Mutual Fund offers a diverse range of options to suit various investment goals.
Follow the below mentioned steps:
Step 1: Define Your Investment Objectives
Identify your financial goals, be it retirement, education, or a major purchase. This guides your fund selection.
Step 2: Select a Suitable Mutual Fund
Research and pick a fund aligned with your goals and risk tolerance.
Step 3: Complete KYC Formalities
Verify your identity and address through a one-time KYC process, available online or at an Aditya Birla branch.
Step 4: Open an Investment Account
Set up an account online or at an Aditya Birla branch.
Step 5: Start Investing
Invest through a lump sum or opt for a Systematic Investment Plan (SIP) for regular, systematic wealth building.
Types of Funds
What are the Documents Required to Invest in Aditya Birla Sun Life Mutual Fund?
Here are the documents required to invest in Aditya Birla Sun Life Mutual Fund:
| Proof of Identity | Proof of Address |
| Driving License | Utility bills like electricity or gas bills |
| Aadhaar Card | Passport |
| PAN Card (Mandatory) | Bank account statement or bank passbook |
| Any other valid identity card issued by Central or State Government | Voter ID Card |
| Passport | Other valid documents for address proof |
| Voter ID Card | Aadhaar Card |
| Driving License | |
| Ration Card |
How to Calculate Your Mutual Fund Returns from Aditya Birla Sun Life Mutual Fund Investments?
Here are the steps to calculate your returns using Policybazaar's Mutual Fund calculator for Aditya Birla Mutual Fund investments:
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Visit the Policybazaar Mutual Fund Calculator.
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Enter the amount you plan to invest in the Aditya Birla Mutual Fund scheme each month.
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Indicate the number of years you intend to invest in the mutual fund. This is the duration over which you will be making monthly contributions.
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Estimate or provide the expected rate of return. This is the average annual percentage increase in the value of your investments.
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Click on the "Calculate" button or any similar option available on the calculator.
The calculator will then generate an estimate of the total amount of money you can expect to have at the end of the specified investment period.
Utilizing Policybazaar's Mutual Fund/ SIP calculator to assess your Aditya Birla Mutual Fund investment returns is a convenient and efficient way to gauge the potential growth of your investments.
FAQ's
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Which fund is good in Aditya Birla?
Aditya Birla Sun Life Mutual Fund offers a wide range of funds, some of the top-rated funds are:-
Aditya Birla Wealth Aspire Plan
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Aditya Birla Sun Life Flexi Cap Fund Direct Growth
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Aditya Birla Sun Life Small Cap Fund Direct Growth
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What has been the performance of Aditya Birla mutual fund over the last 3 years in terms of returns?
The fund's annualized returns for the past 3 years & 5 years has been around 20.75% & 11.64%. -
Does Aditya Birla Mutual Fund offer tax benefits?
Yes, certain Aditya Birla Funds falling under the ELSS category are eligible for tax exemptions as per Section 80C of the Income Tax Act. Investors can claim a tax deduction of up to Rs. 1,50,000 in each financial year. Additionally, any capital gains below Rs. 1 lakh in a financial year generated from ELSS funds are exempt from taxation. -
Is it possible to make a withdrawal from Aditya Birla Mutual Fund?
Yes, if you have invested through a mutual fund broker or a distributor, you can initiate a withdrawal by getting in touch with them and submitting a request for mutual fund redemption. You'll be required to submit an application to redeem the units you hold, whether it's a partial or complete withdrawal. This process can be carried out through online or offline means.
*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
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^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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