Aditya Birla Sun Life Mutual Fund

Aditya Birla Sunlife Mutual Fund is an Asset Management Company managing an accumulated AUM of Rs 2,81,527.10 crores. Aditya Birla Capital Limited promotes this company which offers diverse mutual fund options to its clientele so that they can select the product which complements their long-term or short-term investment needs.
  • Equity
  • Hybrid
  • Elss
  • Debt
  • Commodity
  • Other
Mutual Fund Schemes
NAV
5Y Returns
AUM(in Cr.)
Compare
49.49Jul 16, 2024
25%
₹4,590
174.25Jul 16, 2024
25%
₹4,590
465.79Jul 16, 2024
22%
₹1,206
29.69Jul 16, 2024
22%
₹1,206
187.11Jul 18, 2024
12%
₹7,439

Key Information about Aditya Birla Sun Life Mutual Fund

Mutual Fund NameAditya Birla Sun Life Mutual Fund
OfficeRegistered Office One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013
Email Idcare.mutualfunds@adityabirlacapital.com
Phone No.022-43568000
Fax022-43568110/ 8111
Websitemutualfund.adityabirlacapital.com
Set up dateDec 23, 1994
Mutual Fund TypePvt. Sector - Joint Ventures (Indian)
AMC incorporation DateSep 05, 1994
CityMumbai

Fund Managers

SC

Ms. Sunaina da CunhaFund Manager

Ms. Sunaina da Cunha She has over 7 years of experience. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd.

MS

Mr. Mohit SharmaFund Manager

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).

About Aditya Birla Sun Life Mutual Fund

The Aditya Birla Sunlife Mutual Funds were established and funded by the joint venture between Aditya Birla Capital and Sun Life AMC Investments, Inc from Canada. The fund has already completed a quarter of a century of navigating through the many trials and tribulations of the Indian Financial Market. Headquartered in Mumbai, the fund is seasoned to forecast and oversees any market volatility that might affect the funds.

The Aditya Birla Capital and the Sun Life AMC, the stakeholders of the Axis Birla Sunlife mutual fund, are financial giants with rich experience and fluency in managing and stimulating funds for their clients. The fund's parent company, The Aditya Birla Group, is the 3rd largest conglomerate in India, with gross revenue exceeding $41 billion.

Sun Life AMC, Inc is a Canada-based fortune 500 company that is regarded as one of the renowned insurance providers in the country. The other arm of the company provides wealth management expertise to clients worldwide.

The Aditya Birla Sunlife Mutual Funds is one of India's most influential asset management companies, with its cumulative AUM (Assets under management) valued at Rs 295804.91 crores.

The Aditya Birla Sunlife Mutual Funds aims to stimulate mutual fund penetration in the country. The number of mutual funds folios in India is around 83.2 million, with a total valuation of Rs 25.43 trillion. The Aditya Birla Mutual Fund has been identified as the driving force among investors to park their investments in mutual fund schemes.

The Aditya Birla Mutual Fund can be segmented into:

  • Income Funds 
  • Equity Funds
  • ELSS Funds, 
  • Debt Funds.

The Aditya Birla mutual funds cater to the investment needs and oversee management folios of around 7.9 million investors spread across the country, enveloping all the major cities and small towns, leaving the imprint of the brand throughout India.

The Aditya Birla Mutual Fund Group prioritises providing transparent services and developments with a hassle-free investment experience. They offer various financial services and products featuring sector-specific equity options, hybrid income funds, and many more.

Type of Aditya Birla Sunlife Mutual Funds?

The Aditya Birla Sunlife Mutual Fund scheme offers investors a diversified segment of mutual funds to stimulate their corpus. The following types of mutual funds are available to investors:

  • Equity Mutual Fund: As the name implies, the assets are allocated towards equities to stimulate investments. The fund aims to leverage the fluctuations in the market to book handsome profits.
  • Fixed Income Mutual Fund: The fund's assets are invested in various fixed-income securities and bonds to welcome assured returns from such investments.
  • Hybrid Mutual Fund: In such mutual funds, the assets are allocated in a mix of fixed-income securities and equities. It provides a balance to the folio as the fund can book assured returns while simultaneously striving to gain substantial profits from the equities.

How can you invest in Aditya Birla Sunlife Mutual Funds?

The Aditya Birla Mutual Fund offers a transparent and straightforward process for its investors to commence their investment journey:

Step 1: Meticulously research the pros and cons of every investment scheme offered by the Aditya Birla Mutual Fund. Select the one which compliments your investment goals.

Step 2: The investor must obtain and fill out an application form concerning purchasing units. They can obtain the form from the following avenues:

  • Download it from the official website 
  • Reach out to the nearest Branch office 
  • Request with the customer care team

Step 3: After successfully filling out the form, submit it to any of the official points of the acceptance centre of the Aditya Birla Mutual Fund. The following documents shall be submitted along with the application form:

  • PAN Card 
  • Identity Proof 
  • Address Proof 
  • Cheque/Demand Draft

In case the initial investment of the investor is Rs 50,000 or more. They are obliged to adhere to the Know Your Customer (KYC) norms. 

Get your latest Credit Score, FREE

Frequently Asked Questions (FAQs)

How to Start Aditya Birla Sun Life Mutual Fund SIP Online?

The user must visit the SIP calculator and mention the deposit amount and the scheme they are inclined to invest in. Fill in the application form available on the website and submit it to the nearest branch/ CAMS or distributor along with relevant documents.

How can I invest in Aditya Birla?

The Aditya Birla Mutual Funds have framed a straightforward and easy process for investors. The investor can easily download the application form and submit it to the nearest branch office along with the relevant documents.

How can I redeem my Aditya Birla Sun Life mutual fund?

The investor can easily redeem the amount from the Aditya Birla Sunlife Mutual fund through the following avenues: Directly through AMC Through a Distributor or an Agent Via Central Service Providers

How can you calculate returns on the Aditya Birla Sun Life Mutual Fund SIP?

The Aditya Birla Sunlife Mutual Fund returns can be easily computed with the assistance of a SIP calculator available online.

How can you stop a SIP in an Aditya Birla Sun Life Mutual Fund online?

The applicant who wants to terminate their SIPs from the Aditya Birla Sunlife Mutual Funds must dispatch a request to the nearest centre of Aditya Birla Sunlife Mutual Fund or any other authorised service centre twenty days in advance from the due date.

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your