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.

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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.

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:

  • Visit the Policybazaar Mutual Fund Calculator.

  • Enter the amount you plan to invest in the Aditya Birla Mutual Fund scheme each month.

  • 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.

  • Estimate or provide the expected rate of return. This is the average annual percentage increase in the value of your investments.

  • 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

  • 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

    • Aditya Birla Sun Life Flexi Cap Fund Direct Growth

    • Aditya Birla Sun Life Small Cap Fund Direct Growth

  • 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
^^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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