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Aditya Birla Mutual Fund

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. 

Aditya Birla Mutual Fund NAV and Scheme Details

Scheme Name Current NAV Scheme Category
Aditya Birla Sun Life Equity Advantage Fund 393.79 Equity - Diversified -12.05%
Aditya Birla Sun Life Equity Advantage Fund 311.34 Equity - Diversified -20.67%
Aditya Birla Sun Life Equity Advantage Fund 90.50 Equity - Diversified -17.34%
Aditya Birla Sun Life Equity Advantage Fund 66.46 Equity - Diversified -26.32%
Aditya Birla Sun Life Equity Hybrid 95 Fund 737.25 Equity - Hybrid -4%
Aditya Birla Sun Life Equity Hybrid 95 Fund 588.62 Equity - Hybrid -19.80%
Aditya Birla Sun Life Equity Hybrid 95 Fund 134.13 Equity - Hybrid -13.62%
Aditya Birla Sun Life Equity Hybrid 95 Fund 96.27 Equity - Hybrid -25.33%
Aditya Birla Sun Life Tax Relief 96 25.66 Equity - ELSS -15.37%
Aditya Birla Sun Life Tax Relief 96 113.24 Equity - ELSS -21.22%
Aditya Birla Sun Life Low Duration Fund 489.04 Debt - Short Term 7.99%
Aditya Birla Sun Life Low Duration Fund 100.44 Debt - Short Term -0.40%
Aditya Birla Sun Life Low Duration Fund 100.44 Debt - Short Term -0.44%
Aditya Birla Sun Life Equity Fund 558.66 Equity - Diversified -21.04%
Aditya Birla Sun Life Equity Fund 70.47 Equity - Diversified -26.55%
Aditya Birla Sun Life Corporate Bond Fund 80.03 Debt - Income 10.86%
Aditya Birla Sun Life Corporate Bond Fund 12.21 Debt - Income 4.21%
Aditya Birla Sun Life Corporate Bond Fund 12.03 Debt - Income 3.91%
Aditya Birla Sun Life Corporate Bond Fund 20.46 Debt - Income 5.51%
Aditya Birla Sun Life Digital India Fund 47.52 Equity - Sector Fund -8.23%

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. Birla Mutual Fund has various offerings across various industries and sector

Birla Mutual Fund Sponsors

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/-

Aditya Birla Group

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.

Aditya Birla Capital Limited

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.

 The Asset Management Company

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.

Why to Invest in Aditya Birla Mutual Fund?

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

How to Apply in Aditya Birla Mutual Fund

  • The application form to apply for the scheme units can be availed from the office of the Investor Scheme Centres (ISCs) in all working days or it can also be downloaded from the official site of Aditya Birla Capital.
  • Applicants must fill the form in English by BLOCK LETTERS only.
  • If the scheme name as provided by the applicant is different from the application form and payment document the application shall be assessed a unit assigned to Applicable NAV of the scheme as mentioned in the form with duly signed of the applicant.
  • Signature must be in English or in any Indian languages.
  • In case of thumb impressions, it must be attested by a magistrate or a notary public with official stamp and seal.
  • In case of the minor applicant must sign their form by the guardians or parents.
  • In the case of Hindu Undivided Family (HUF) the Karta must sign in the form on behalf of the HUF.
  • Payment can be done through cheque, demand draft, pay order etc.
  • Investors must mention the current Folio No./ Application Form number on the backside of the cheques and drafts in addition to the application form.
  • A separate cheque or demand draft must be in addition with each application/each scheme.
  • All cheques and drafts must be in favour of Scheme Name and crossed Account Payee Only.

Aditya Birla Sun Life Mutual Fund Schemes

Aditya Birla Mutual fund schemes are divided into 4 category Saving Solution, Regular Income Solution, Tax Saving Solution, Wealth Solution

Saving Solution

  • Aditya Birla Sun Life Overnight Fund
  • Aditya Birla Sun Life Liquid Fund
  • Aditya Birla Sun Life Money Manager Fund
  • Aditya Birla Sun Life Low Duration Fund
  • Aditya Birla Sun Life Savings Fund
  • Aditya Birla Sun Life Floating Rate Fund
  • Aditya Birla Sun Life Arbitrage Fund
  • Aditya Birla Sun Life Corporate Bond Fund
  • Aditya Birla Sun Life Short Term Opportunities Fund
  • Aditya Birla Sun Life Banking & PSU Debt Fund
  • Aditya Birla Sun Life Medium Term Plan
  • Aditya Birla Sun Life Credit Risk Fund
  • Aditya Birla Sun Life Dynamic Bond Fund
  • Aditya Birla Sun Life Income Fund
  • Aditya Birla Sun Life Government Securities Fund
  • Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme
  • Aditya Birla Sun Life Financial Planning FOF - Conservative Plan
  • Aditya Birla Sun Life Financial Planning FOF - Prudent Plan
  • Aditya Birla Sun Life Retirement Fund - 50s Plus Debt Plan

Regular Income Solutions

  • Aditya Birla Sun Life Regular Savings Fund

Tax Savings Solutions

  • Aditya Birla Sun Life Tax Relief 96
  • Aditya Birla Sun Life Tax Plan

Wealth Solutions

  • Aditya Birla Sun Life Equity Savings Fund
  • Aditya Birla Sun Life Balanced Advantage Fund
  • Aditya Birla Sun Life Equity Hybrid 95 Fund
  • Aditya Birla Sun Life Index Fund
  • Aditya Birla Sun Life Frontline Equity Fund
  • Aditya Birla Sun Life Focused Equity Fund
  • Aditya Birla Sun Life Equity Fund
  • Aditya Birla Sun Life Equity Advantage Fund
  • Aditya Birla Sun Life MNC Fund
  • Aditya Birla Sun Life Midcap Fund
  • Aditya Birla Sun Life Small Cap Fund
  • Aditya Birla Sun Life Pure Value Fund
  • Aditya Birla Sun Life Manufacturing Equity Fund
  • Aditya Birla Sun Life Banking and Financial Services Fund
  • Aditya Birla Sun Life Dividend Yield Fund
  • Aditya Birla Sun Life Infrastructure Fund
  • Aditya Birla Sun Life Digital India Fund
  • Aditya Birla Sun Life India GenNext Fund
  • Aditya Birla Sun Life International Equity Fund - Plan A
  • Aditya Birla Sun Life International Equity Fund - Plan B
  • Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
  • Aditya Birla Sun Life Global Emerging Opportunities Fund
  • Aditya Birla Sun Life Global Real Estate Fund
  • Aditya Birla Sun Life Gold Fund
  • Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme
  • Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan
  • Aditya Birla Sun Life Pharma & Healthcare Fund
  • Aditya Birla Sun Life Bal Bhavishya Yojna – Wealth Plan
  • Aditya Birla Sun Life Retirement Fund - 30s Plan
  • Aditya Birla Sun Life Retirement Fund - 40s Plan
  • Aditya Birla Sun Life Retirement Fund - 50s Plan

Aditya Birla Sun Life Overnight Fund

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

  • Date of Allocation- November 1, 2018
  • Minimum Application Amount- Rs 5000
  • Minimum Additional Amount- Rs 5000
  • Minimum SIP Investment- Rs 1000
  • Investment Plan-Growth
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: CRISIL Overnight Index
  • Risk- Low
  • Fund Manager- Mr. Kaustubh Gupta

Aditya Birla Sun Life Liquid Fund

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

  • Date of Allocation- June 16, 1997
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Entry Load: Nil
  • Exit Load- 0.0045% if redeemed within 6 days.
  • Benchmark: CRISIL Liquid Fund Index
  • Risk- Low
  • Fund Manager- Mr. Kaustubh Gupta & Ms. Sunaina Da Cunha

Aditya Birla Sun Life Money Manager Fund

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

  • Date of Allocation- June 05, 2003
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: Nifty Money Market Index
  • Risk- Low
  • Fund Manager- Mr. Kaustubh Gupta & Mr. Mohit Sharma

Aditya Birla Sun Life Low Duration Fund

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

  • Date of Allocation- May 14, 1998
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP Investment- Rs 100
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: NIFTY Low Duration Debt Index
  • Risk- Moderately Low
  • Fund Manager- Mr. Kaustubh Gupta & Mr. Mohit Sharma

Aditya Birla Sun Life Savings Fund

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

  • Date of Allocation- April 15, 2003
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: CRISIL Ultra Short Term Debt Index
  • Risk- Moderately Low
  • Fund Manager- Mr. Kaustubh Gupta & Ms. Sunaina Da Cunha

Aditya Birla Sun Life Floating Rate Fund

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

  • Date of Allocation- June 05, 2003
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: CRISIL Liquid Fund Index
  • Risk- Moderately Low
  • Fund Manager- Mr. Kaustubh Gupta

Aditya Birla Sun Life Arbitrage Fund

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

  • Date of Allocation- July 24, 2009
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- 0.25%
  • Benchmark: Nifty 50 Arbitrage
  • Risk- Moderately
  • Fund Manager- Mr. Lovelish Solanki

Aditya Birla Sun Life Corporate Bond Fund

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

  • Date of Allocation- March 3, 1997
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP Investment- Rs 100
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: NIFTY Corporate Bond Index
  • Risk- Moderately Low
  • Fund Manager- Mr. Kaustubh Gupta & Mr. Maneesh Dangi

Aditya Birla Sun Life Short Term Fund

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

  • Date of Allocation- May 09, 2003
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- For units in excess of 15% of the investment,0.5% will be charged for redemption within 180 days
  • Benchmark: CRISIL Short Term Bond Fund Index
  • Risk- Moderately
  • Fund Manager- Mr. Kaustubh Gupta & Mr. Maneesh Dangi

Aditya Birla Sun Life Banking & PSU Debt Fund

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

  • Date of Allocation- April 19, 2002
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: NIFTY Banking & PSU Debt Index
  • Risk- Moderate
  • Fund Manager- Mr. Kaustubh Gupta & Mr. Maneesh Dangi

Aditya Birla Sun Life Medium Term Plan

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

  • Date of Allocation- May 25, 2009
  • Application Amount for fresh subscription: Rs 1000
  • Minimum Additional Amount- Rs 1000
  • SIP- Rs 1000
  • Benchmark: CRISIL Medium Term Debt Index
  • Entry Load: Nil
  • Exit Load- Nil
  • Fund Manager- Mr. Maneesh Dangi & Ms. Sunaina Da Cunha

Aditya Birla Sun Life Credit Risk Fund

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

  • Date of Allocation- April 17, 2015
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP- Rs 100
  • Entry Load- Nil
  • Fund Manager: Mr. Maneesh Dangi & Ms. Sunaina Da Cunha

Aditya Birla Sun Life Dynamic Bond Fund

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

  • Date of Allocation- September 27, 2004
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Benchmark: NIFTY Composite Debt Index
  • Entry Load: Nil
  • Exit Load- If redemption / switch-out of units after 90 days from the date of allotment: Nil
  • Risk- Moderate
  • Fund Manager- Mr Maneesh Dangi & Mr Pranay Sinha

Aditya Birla Sun Life Income Fund

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

  • Date of Allocation- October 21, 1995
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Benchmark- CRISIL Composite Bond Fund Index
  • Entry Load- Nil
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- Mr. Pranay Sinha

Aditya Birla Sun Life Government Securities Fund

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

  • Date of Allocation- October 11, 1999
  • Minimum Investment Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Benchmark: NIFTY All Duration G-Sec Index
  • Entry Load: Nil
  • Exit Load: Nil
  • Risk- Moderate
  • Fund Manager- Mr. Kaustubh Gupta

Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme

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

  • Date of Allocation- December 29, 2006
  • Minimum Application Amount- Rs 5000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- If redemption/switchout of units within 365 days from the date of allotment: 1.00%
  • Benchmark: CRISIL Composite Bond Fund Index
  • Average Maturity- 0.003 year
  • Risk- Moderate
  • Fund Manager- Mr Pranay Sinha

Aditya Birla Sun Life Financial Planning FoF - Conservative Plan

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

  • Date of Allocation- May 09, 2011
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Investment Plan-Growth
  • Entry Load: Nil
  • Exit Load- For redemption/switchout of units within and including 1 year from the date of allotment: 1%
  • Benchmark: CRISIL Short Term Debt Hybrid 75+25 Fund Index
  • Risk- Moderate
  • Fund Manager- Mr. Vinod Bhat

Aditya Birla Sun Life Financial Planning FoF - Prudent Plan

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

  • Date of Allocation- May 09, 2011
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Investment Plan-Growth
  • Entry Load: Nil
  • Exit Load- For redemption/switchout of units within and including 1 year from the date of allotment: 1%
  • Benchmark: CRISIL Hybrid 50+50 - Moderate Index
  • Risk- Moderately High
  • Fund Manager- Mr. Vinod Bhat

Aditya Birla Sun Life Retirement Fund - 50s Plus - Debt Plan

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

  • Date of Allocation- March 11, 2019
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum Monthly SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: CRISIL Short Term Bond Fund Index
  • Risk- Moderate
  • Fund Manager- Mr. Ajay Garg & Mr. Pranay Sinha

Aditya Birla Sun Life Regular Savings Fund

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

  • Date of Allocation- May 22, 2004
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Monthly SIP- Rs 500
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: CRISIL Hybrid 85+15 Conservative Index
  • Risk- Moderately High
  • Fund Manager- Mr Satyabrata Mohanty, Mr Pranay Sinha & Mr Vineet Maloo

Aditya Birla Sun Life Tax Relief 96

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

  • Date of Allocation- March 29, 1996
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500
  • Minimum Monthly SIP- Rs 500
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: S&P BSE 200 TRI
  • Risk- Moderately High
  • Fund Manager- Mr Ajay Garg

Aditya Birla Sun Life Tax Plan

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

  • Date of Allocation- February 16, 1999
  • Minimum Application Amount- Rs 500
  • Minimum Additional Amount- Rs 500.
  • Minimum SIP- Rs 500
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: S&P BSE SENSEX TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Ajay Garg

Aditya Birla Sun Life Equity Savings Fund

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

  • Date of Allocation- November 28, 2014
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000.
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: 30% S&P BSE 200 TRI+30% Crisil Short Term Bond Fund Index + 40% Nifty 50 Arbitrage Index
  • Risk- Moderately High
  • Fund Manager- Mr. Satyabrata Mohanty, Mr. Pranay Sinha & Mr. Lovelish Solanki

Aditya Birla Sun Life Balanced Advantage Fund

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

  • Date of Allocation- April 25, 2000
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP- Rs 100
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: CRISIL Hybrid 50+50 Moderate Index
  • Risk- Moderately High
  • Fund Manager- Mr Mohit Sharma, Mr Vineet Maloo & Mr Lovelish Solanki

Aditya Birla Sun Life Equity Hybrid 95 Fund

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

  • Date of Allocation- February 10, 1995
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP- Rs 100
  • Entry Load: Nil
  • Exit Load- 1.00% if redeemed or switched after 365 days from the date of allotment
  • Benchmark: CRISIL Hybrid 35+65 Aggressive Index
  • Risk- Moderately High
  • Fund Manager- Mr. Mahesh Patil, Mr. Pranay Sinha & Mr. Dhaval Shah

Aditya Birla Sun Life Index Fund

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

  • Date of Allocation- September 18, 2002
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- Nil
  • Benchmark: Nifty 50 TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Ajay Garg 

Aditya Birla Sun Life Frontline Equity Fund

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

  • Date of Allocation- August 30, 2002
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP- Rs 100
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty 50 TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Mahesh Patil

Aditya Birla Sun Life Focused Equity Fund

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

  • Date of Allocation- October 24, 2005
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty 50 TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Mahesh Patil

Aditya Birla Sun Life Equity Fund

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

  • Date of Allocation- August 27, 1998
  • Minimum Application Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Minimum SIP- Rs 100
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: S&P BSE All Cap Index TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Anil Shah

Aditya Birla Sun Life Equity Advantage Fund

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

  • Date of Allocation- February 24, 1995
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty Large Midcap 250 TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Satyabrata Mohanty

Aditya Birla Sun Life MNC Fund

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

  • Date of Allocation- December 27, 1999
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty MNC TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Ajay Garg

Aditya Birla Sun Life MidCap Fund

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

  • Date of Allocation- October 03, 2002
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty Midcap 100 TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Jayesh Gandhi

Aditya Birla Sun Life Small Cap Fund

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

  • Date of Allocation- May 31, 2007
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty Small Cap 100 TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Jayesh Gandhi

Aditya Birla Sun Life Pure Value Fund

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

  • Date of Allocation- March 27, 2008
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: S&P BSE Enhanced Index Value TRI
  • Risk- High
  • Fund Manager- Mr. Milind Bafna
     

Aditya Birla Sun Life Manufacturing Equity Fund

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

  • Date of Allocation- January 31, 2015
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: S&P BSE 500 TRI
  • Risk- High
  • Fund Manager- Mr. Anil Shah

Aditya Birla Sun Life Banking and Financial Services Fund

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

  • Date of Allocation- December 14, 2013
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty Financial Services TRI
  • Risk- High
  • Fund Manager- Mr. Satyabrata Mohanty & Mr. Dhaval Gala

Aditya Birla Sun Life Dividend Yield Fund

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

  • Date of Allocation- February 26, 2003
  • Minimum Application Amount- Rs 1000
  • Minimum Additional Amount- Rs 1000
  • Minimum SIP Investment- Rs 1000
  • Entry Load: Nil
  • Exit Load- 1.00%
  • Benchmark: Nifty Dividend Opportunities 50 Index TRI
  • Risk- Moderately High
  • Fund Manager- Mr. Satyabrata Mohanty & Mr. Vineet Maloo

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer : The details given in the mutual fund section is for informational purposes only. Greynium Information Technologies Pvt Ltd, its subsidiaries and associates do not guarantee the authenticity. The service provider has made every effort to ensure accuracy of information provided; however, neither Greynium Information Technologies Pvt Ltd, its subsidiaries and associates, nor the provider can guarantee such accuracy. This information is strictly for informational purposes only. It is not a solicitation to buy, sell in mutual funds or other financial instruments. Greynium Information Technologies Pvt Ltd, its subsidiaries, associates and the service provider do not accept culpability for losses and/or damages arising based on information.
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