Aditya Birla Mutual Fund is part of the Aditya Birla Financial Services. .It is among the top-ranked mutual fund in the country.
The Aditya Birla Sun Life Mutual Fund (formerly referred as the Birla Sun Life Mutual Fund) was established as a trust on 16th December 1994 under the contingency of the Indian Trust Act, 1882 with Aditya Birla Capital Limited (Formerly referred as the Aditya Birla Financial Services Limited) subsidiary of Grasim Industries Limited and Sun Life (India) AMC Investments as the sponsors and Aditya Birla Sun Life Trustee Private Limited (formerly known as the Birla Sun Life Trustee Company Private Limited) as the trustee. The agreement was registered under the Indian Registration Act, 1908. The Mutual Fund was enrolled with SEBI on 23rd December 1994 under registration code MF/020/94/8. The Mutual Fund goal is to give shares in one or multiple schemes of the Mutual Fund to the investors and other eligible shareholders in order to make individual or combined investments mainly in Indian Securities in accordance with and as allowed under SEBI rules.
The corporate office of Aditya Birla Mutual Fund is at One India Bulls Center, Tower, 17th Floor, Jupiter Mill Compound, 841, S.B Marg, Prabhadevi, Mumbai – 400 013.
Most of the Debt and Equity Funds have given consistent returns over the years. Several of the equity schemes of the country have beaten the benchmark indices. Aditya Birla Mutual Fund has various offerings across various industries and sector
The backer of the Aditya Birla Sun Life Mutual Fund is a portion of Aditya Birla Group, which is a prominent business group in India and Sun Life Financial Incorporation. Sun Life AMC Investments Incorporation which is subordinate to Sun Life Financial Incorporation is the foremost International Financial Company that offers insurance products and services to all the investors.
Aditya Birla Capital Limited and Sun Life AMC Investments Incorporation are the backers in India under the Securities and Exchange Board of India. Aditya Birla Capital Limited is comprised of Mutual Fund Trust. The patron has provided the trustee with an initial contribution of Rs 100,000/-
The products and services of the Aditya Birla Group have peculiar consumer experiences worldwide. The company has a wide range of network in 34 countries across Africa, Asia, North and South America. Aditya Birla Group is one of the finest company that leads in all its markets. Aditya Birla Group dominated the 2014-15 Corporate Image Monitor by Nielsen's and in the consecutive year, it appeared as the No.1 company that provides best in class products and services to all the applicants. Over the last 7 years for the third time, Aditya Birla Group is named as AON best employer in India for 2018.
ABCL is one of India's leading operators in financial services. ABCL is dedicated to providing end to end financial services through its large presence in the Life Insurance, Asset Management, Private Equity, Corporate Financing, Structured Finance, Project Finance, General Insurance Company, Commodity Broking, Online Financial Management, Mortgage Finance, Retirement Fund Management and Health Insurance Sector. ABCL has a wide scale of more than 800 branches with more than 2,00,00 staffs/channel affiliates. It is the top 5 private diversified NBFCs in India and also the 3rd largest investment management firm in India by AMFI's domestic AAUM. As well as it is one of India's top 5 fund managers for the quarter ended March 2019.
Aditya Birla Sun Life AMC Limited is a public limited company founded in compliance with the Companies Act and having a registered office in the One India Bull Centre, Tower 1, 17th Floor, Jupiter Mill Compound, 834, S.B.
The registered office of this public limited company is incorporated at 5th September 1956 Marg Mumbai, Prabhadevi, 400 013. Aditya Birla Sun Life AMC Limited has been named as the Investment Manager of the Aditya Birla Sun Life Mutual Fund by the Aditya Birla Sun Life Trustee Private Limited & Aditya Birla Sun Life AMC Limited Trustee through Investment Management agreement of 16th December 1994.
One of the largest Mutual Fund company in India. Aditya Birla Mutual Fund is the joint venture of Aditya Birla Group and Sun Life Financial, one of the world's paramount Canada Bases International financial service organizations.
Saving Solutions
Benefits
Save your money
Provide available liquidity
Better tax-efficient return as compared to Saving Accounts and FD
Principles
High Capital Safety
Suitable For
Who want to improve Lifestyle
Who want to meet daily expenses
Who want seed capital for new business
Focus
Short term to Medium-term
Regular Income Solutions
Benefits
Provides Regular Income
Better tax-efficient return as compared to Saving Accounts and FD
Principles
Any time liquidity
Suitable For
Who is planning for Retirement
Who is Paying EMI
Focus
Short term to Medium-term
Tax Planning Solutions
Benefits
Provides tax benefits under section 80C and reduces the tax burden
Provide long term capital growth with tax savings
Principles
Long-term accumulation of capital with tax benefits
Suitable For
Who are minimizing taxes
Tax Planning
Focus
Medium to Long Term (with a minimum 3 yr. Lock-in period)
Wealth Solutions
Benefits
Provide superior tax-efficient capital growth by long-term equity investments
Principles
Long-term capital appreciation
Suitable For
House purchase, travel abroad, dream vacation, retirement planning, higher education for children, child’s marriage
Focus
Long Term
Aditya Birla Mutual fund schemes are divided into 4 category Saving Solution, Regular Income Solution, Tax Saving Solution, Wealth Solution
Saving Solution
Regular Income Solutions
Tax Savings Solutions
Wealth Solutions
Type of Scheme- An open ended debt scheme investing in overnight securities.
Fund Category- Overnight Fund (Debt)
Investment Objective- To provide reasonable income through investments in debt securities, Money Market Instruments & Tri-party Repos having maturity of 1 day.
Fund Management
Type of Scheme- An Open Ended Liquid Scheme
Fund Category- Liquid Fund
Investment Objective- To generate reasonable returns at the highest level of safety and liquidity through investments in high quality debt and money market instruments.
Fund Management
Type of Scheme- An open ended debt scheme investing in money market instruments
Fund Category- Money Market Fund
Investment Objective- To provide regular income through investment in a portfolio comprising substantially of floating rate debt/money market instruments. The scheme may invest a portion of its net assets in fixed-rate debt securities and money market instruments.
Fund Management
Type of Scheme- An open ended low duration debt scheme investing in instruments such that Macaulay duration of the port- folio is between 6 months and 12 months
Fund Category- Low Duration Fund
Investment Objective- To generate income which is consistent with a portfolio through investments in a basket of debt and money market Investment Objective instruments of short maturities with a view to provide reasonable returns.
Fund Management
Type of Scheme- An open ended ultra-short term debt scheme investing in instruments such that Macaulay duration of the portfolio is between 3 months and 6 months
Fund Category- Ultra Short Duration Fund
Investment Objective- To provide regular income through investments in debt and money market instruments.
Fund Management
Type of Scheme- An open ended debt scheme predominantly investing in floating rate instruments (including fixed rate instruments converted to floating rate exposures using swaps/derivatives)
Fund Category- Floater Fund
Investment Objective- To provide regular income through investment in a portfolio comprising substantially of floating rate debt/money market instruments.
Fund Management
Type of Scheme- An open ended scheme investing in arbitrage opportunities
Fund Category- Arbitrage Fund
Investment Objective- To provide income by investing predominantly in equity and equity-related instruments. Scheme intends to take advantage of the price differentials /mis-pricing prevailing for stock / index in various market segments (Cash & Future).
Fund Management
Lovelish Solanki
Type of Scheme- An open ended debt scheme predominantly investing in AA+ and above rated corporate bonds
Fund Category- Corporate Bond Fund
Investment Objective- To generate optimal returns with high liquidity through active management of the portfolio by Investment Objective investing in High-Quality Debt and Money Market Instruments
Fund Management
Type of Scheme- An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1-3 years
Fund Category- Short Duration Fund
Investment Objective- To provide income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Fund Management
Type of Scheme- An open ended debt scheme predominantly investing in debt instruments of banks, Public Sector Undertak- ings, Public Financial Institutions and Municipal Bonds.
Fund Category- Banking and PSU Fund
Investment Objective- To provide handsome returns by primarily investing in debt and money market securities that are issued by Banks, Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs) in India.
Fund Management
Kaustubh Gupta & Mr. Maneesh Dangi
Type of Scheme- An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3-4 years
Category- Medium Duration Fund
Scheme Objective- To provide regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity
Fund Management
Type of Scheme- An open ended debt scheme predominantly investing in AA and below rated corporate bonds
Fund Category- Credit Risk Fund
Scheme Objective- To provide returns by predominantly investing in a portfolio of corporate debt securities with short to medium term maturities across the credit spectrum within the investment grade.
Fund Management
Type of Scheme- An open-ended dynamic debt scheme invests across maturities & credit curve so as to generate sustainable returns over a longer period. Through its strategy, it seeks to provide both accrual income & capital appreciation.
Category- Dynamic Bond
Scheme Objective- The investment objective of the scheme is to provide optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.
Suitable For- Investors who want to invest money for longer duration but prefer less risky assets compared to equity funds.
Fund Management
Scheme Type- An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 4-7 years
Scheme Objective- To provide consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach.
This income may be complemented by price changes of instruments in the portfolio.
Fund Category- Medium to Long Duration Fund
Fund Management
Type of Scheme- An open ended debt scheme investing in government securities across the maturity
Category- Gilt Fund
Scheme Objective- To provide income and capital appreciation through investments exclusively in Government Securities.
Fund Management
Type of Scheme- An open ended fund of funds scheme investing in a dynamically managed portfolio of Debt Funds
Category- FoFs (Overseas/Domestic)
Scheme Objective- To seek returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the ABSLAMC process.
Fund Management
Type of Scheme- An open ended fund of funds scheme investing in a portfolio of mutual fund schemes
Category- FoFs (Overseas/Domestic)
Investment Objective- To provide returns by participating in mutual fund schemes selected in compliance with the ABSLAMC process, as per the risk return profile of investors.
Each of the 3 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs of a specific risk-return profile of investors.
Fund Management
Type of Scheme- An open ended fund of funds scheme investing in a portfolio of mutual fund schemes
Category- FoFs (Overseas/Domestic)
Scheme Objective- To achieve returns by investing in mutual fund schemes selected in accordance with the ABSLAMC process, as per the risk-return profile of investors. Each of the 3 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs of a specific risk-return profile of investors.
Fund Management
Type of Scheme- An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement
Category- Retirement Fund (Solution Oriented Fund)
Investment Objective- Is to generate income and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.
Fund Management
Type of Scheme- An open ended hybrid scheme investing predominantly in debt instruments
Category- Conservative Hybrid Fund
Investment Objective- To provide regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. Monthly income is not assured and is subject to availability of distributable surplus.
Fund Management
Type of Scheme- An open ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit
Category- ELSS
Investment Objective- An open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities.
Fund Management
Type of Scheme- An Open ended Equity Linked Savings Scheme (ELSS)
Category- ELSS
Investment Objective- To achieve long-term growth of capital along with income tax relief for investment.
Fund Management
Type of Scheme- An open ended scheme investing in equity, arbitrage and debt.
Category- Equity Savings
Investment Objective- To generate capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.
Fund Management
Type of Fund- An open ended Dynamic Asset Allocation fund
Category- Dynamic Asset Allocation or Balanced Advantage
Investment Objective- To provide long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
Fund Management
Type of Scheme- An open ended hybrid scheme investing predominantly in equity and equity related instruments
Category- Aggressive Hybrid Fund
Investment Objective- To provide long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of dividend.
Fund Management
Mahesh Patil, Mr. Pranay Sinha & Mr. Dhaval Shah
Type of Scheme- An open ended scheme tracking Nifty 50 TRI Index
Category- Index Funds
Investment Objective- The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty, subject to tracking errors.
Fund Management
Type of Scheme- An Open ended equity scheme predominantly investing in large cap stocks
Category- Large Cap Fund
Investment Objective- The goal of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50 TRI. The secondary objective is income generation and distribution of dividend.
Fund Management
Type of Scheme- An Open ended Large cap Equity Scheme investing in maximum 30 stocks
Fund Category- Focused Fund
Investment Objective- To generate long term capital appreciation by investing in up to 30 companies with long term sustainable competitive advantage and growth potential.
Fund Management
Mahesh Patil
Type of Fund- An open ended equity scheme investing across large cap, mid cap, small cap stocks
Fund Category- Multi Cap Fund
Investment Objective- To generate long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.
Fund Management
Type of Fund- An open ended equity scheme investing in both large cap and mid cap stocks
Investment Objective- To generate long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies
Category- Large & Mid Cap Fund
Fund Management
Type of Fund- An open ended equity scheme following the MNC theme in its investments
Category- Sectoral/Thematic
Investment Objective- To gain long-term growth of capital at relatively moderate levels of risk by making investments in securities of multinational companies through a research based investment approach.
Fund Management
Type of Fund- An open ended equity scheme predominantly investing in mid cap stocks
Category- Mid cap fund
Investment Objective- The investment goal of the scheme is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks
Fund Management
Jayesh Gandhi
Type of Fund- An open ended equity scheme predominantly investing in small cap stocks.
Fund Category: Small cap Fund
Investment Objective- To provide consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Fund Management
Type of Fund- An open ended equity scheme following a value investment strategy
Category- Value Fund
Investment Objective- To provide consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.
Fund Management
Type of Scheme- An open ended equity scheme following the Manufacturing theme
Category- Sectoral/Thematic
Investment Objective- To provide long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity
Fund Management
Type of Scheme- An open ended equity scheme investing in the Banking & Financial Services sectors
Fund Category- Sectoral/Thematic
Investment Objective- To provide long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity-related securities of companies engaged in banking and financial services
Fund Management
Satyabrata Mohanty & Mr. Dhaval Gala
Type of Scheme- An open ended equity scheme predominantly investing in dividend-yielding stocks
Fund Category- Dividend Yield Fund
Investment Objective- To generate capital growth and income by investing primarily in a well-diversified portfolio of dividend-paying companies that have a relatively high dividend yield.
Fund Management
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article