Aditya Birla Sun Life Mutual Fund

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.