Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life AMC is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. Founded in 1994, it is one of the leading asset management companies in India. Aditya Birla Mutual Fund operates across mutual funds, portfolio management services, alternative investment funds and real estate investments. 

Aditya Birla Sun Life serves more than 7.98 million investors across India and has 92 mutual fund schemes. This includes 41 equity schemes, 34 debt schemes, 13 hybrid schemes and 4 other schemes (including commodity schemes). The AMC’s top-performing schemes include Aditya Birla Sun Life Liquid Fund, Aditya Birla Sun Life Corporate Bond Fund and Aditya Birla Sun Life PSU Equity Fund. 

Best Aditya Birla Sun Life Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
Fund Name
AUM
1 Yr Return
Exp. Ratio
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct Growth
₹3404 Cr
100.27%
0.52%
Invest
Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth
Aditya Birla Sun Life Infrastructure Fund Direct Plan Growth
₹986 Cr
63.91%
1.34%
Invest
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
₹169 Cr
59.86%
0.44%
Invest
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Growth
Aditya Birla Sun Life Dividend Yield Fund Direct Plan Growth
₹1271 Cr
53.43%
1.49%
Invest
Aditya Birla Sun Life Pure Value Fund Direct Plan Growth
Aditya Birla Sun Life Pure Value Fund Direct Plan Growth
₹5684 Cr
58.55%
1.01%
Invest
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth
₹4913 Cr
54.01%
1.07%
Invest
Aditya Birla Sun Life Small Cap Fund Direct Plan Growth
Aditya Birla Sun Life Small Cap Fund Direct Plan Growth
₹4444 Cr
53.91%
0.74%
Invest
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
₹132 Cr
78.94%
0.50%
Invest
Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Aditya Birla Sun Life Special Opportunities Fund Dir Growth
₹700 Cr
48.81%
1.46%
Invest
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
₹4797 Cr
36.81%
0.76%
Invest
Aditya Birla Sun Life Manufacturing Equity Fund Direct Plan Growth
Aditya Birla Sun Life Manufacturing Equity Fund Direct Plan Growth
₹873 Cr
54.70%
1.49%
Invest
Aditya Birla Sun Life Focused Fund Direct Plan Growth
Aditya Birla Sun Life Focused Fund Direct Plan Growth
₹7056 Cr
39.90%
0.90%
Invest
Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Growth
Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Direct Growth
₹13 Cr
-2.52%
1.22%
Invest
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
₹26878 Cr
35.03%
1.01%
Invest
Aditya Birla Sun Life Banking & Financial Services Direct Growth
Aditya Birla Sun Life Banking & Financial Services Direct Growth
₹2990 Cr
31.83%
1.03%
Invest
Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth
Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth
₹19967 Cr
40.94%
0.87%
Invest
Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
₹93 Cr
14.21%
2.18%
Invest
Aditya Birla Sun Life Digital India Fund Direct Plan Growth
Aditya Birla Sun Life Digital India Fund Direct Plan Growth
₹4563 Cr
38.14%
0.75%
Invest
Aditya Birla Sun Life Nifty 50 Index Fund Direct Plan Growth
Aditya Birla Sun Life Nifty 50 Index Fund Direct Plan Growth
₹832 Cr
28.16%
0.20%
Invest
Aditya Birla Sun Life Pharma & Healthcare Fund Direct Growth
Aditya Birla Sun Life Pharma & Healthcare Fund Direct Growth
₹700 Cr
57.99%
1.02%
Invest

List of Aditya Birla Sun Life AMC Ltd Fund Managers

Name
Experience
Schemes
AUM (Cr)
Kaustubh Gupta
14 Years
48
₹121975 Cr
Harshil Suvarnkar
11 Years
49
₹74484 Cr
Harish Krishnan
10 Years
11
₹27395 Cr
Kunal Sangoi
8 Years
9
---
Vinod Bhat
20 Years
15
---
Lovelish Solanki
7 Years
6
---
Sunaina Cunha
14 Years
31
---
Mohit Sharma
14 Years
78
---
Mahesh Patil
27 Years
9
---
Chanchal Khandelwal
10 Years
12
---
Dhaval Gala
13 Years
18
---
Bhupesh Bameta
12 Years
49
---
Sanjay Pawar
13 Years
6
---
Dhaval Shah
14 Years
24
---
Monika Gandhi
16 Years
4
---
Anuj Jain
14 Years
4
---

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Key information about Aditya Birla Sun Life Mutual Fund

Address

Headquarters
One World Center, Tower 1, 17th Floor, Jupiter Mills, Senapati Bapat Marg, Elphinstone Road Mumbai 400 013
 

Phone Number

18002707000

Factors to Consider Before Investing in Aditya Birla Mutual Fund

When investing in Aditya Birla Sun Life Mutual Funds, you must consider the following factors to earn higher returns from your investment:

  • Experience of fund managers

    When you want to invest in a particular Aditya Birla Mutual Fund, you must consider the skills and experience of the fund manager. It will help you understand how they have managed the funds against its benchmarks. 

    You can closely study the contribution of Sunaina da Cunha to the performance of Aditya Birla Mutual Fund. She has an experience of more than 20 years in fixed-income management.

  • Alignment with investment goals

    It is significant to choose an Aditya Birla Mutual Fund that aligns with your investment goals. You should avoid investment choices according to changing market trends. Instead, choose a mutual fund whose expected returns and risk levels are appropriate for your financial goals.

  • Understand the investment tenure

    When you plan to invest in an Aditya Birla mutual fund, you must decide how long you intend to stay invested to fulfil your goals. Some of these schemes require you to stay invested for a long duration, while others are advantageous for the short term. 

  • Analyse the investment returns

    Go for the funds offering consistent returns over the past few years, usually over a long period. You can use the INDmoney Aditya Birla Mutual SIP Calculator and Lumpsum Calculator to check whether the expected returns align with your investment goals and financial requirements. 

  • Compare the expense ratio

    It is the charge you must pay as an investor to the mutual fund house for managing the funds. The expense ratio consists of fees for administration, management, promotion and distribution. Aditya Birla Sun Life Mutual Fund's expense ratio usually ranges between 0.1% and 1.4% across various schemes.

  • Consider the Asset Under Management (AUM)

    The AUM indicates the amount of funds the fund house is managing. A bigger AUM indicates the fund house is managing more funds, and more people are investing in this fund. As of 2024, the AUM of Aditya Birla Sun Life Mutual Fund is Rs. 3,29,146.3 crore.

How to Start Investing with Aditya Birla Mutual Fund with INDmoney?

Investing in Aditya Birla Sun Life Mutual Fund schemes is an easy process through INDmoney. You can follow these simple steps to start investing today:

  • Step 1:

    Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

  • Step 2:

    Once your Free investment account is ready, you can either search for Aditya Birla Sun Life Mutual Fund or go to the mutual fund section.

  • Step 3:

    Choose any Aditya Birla Sun Life Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUMExpense ratios and underlying stocks and sectors.

  • Step 4:

    You can choose to set up SIP in any Aditya Birla Mutual Fund or even invest as a lump sum. Once you are on the individual Aditya Birla Mutual Fund page click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan. 

  • Step 5:

    Choose the amount that you want to invest as SIP or LumpSum. 

  • Step 6:

    Set up payments. If you choose to set up SIP in any Aditya Birla Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.

Frequently asked questions

The following are some fund managers working under Aditya Birla Sun Life Mutual Fund:

  • Sunaina da Cunha
  • Dhaval Joshi
  • Harshil Suvarnkar
  • Mohit Sharma
  • Kaustubh Gupta

You can use INDmoney’s Aditya Birla Sun Life SIP calculator to know the daily, weekly, monthly and quarterly SIP amounts of all schemes under this AMC.

You can directly withdraw the returns of any Aditya Birla Mutual Funds through the INDmoney application. To do this, you can visit the scheme's page and click the 'Redeem' button to receive the investment amount directly to your bank account.

You can avail tax benefits under Section 80C of the Income Tax Act, 1961 by investing in the Equity-Linked Saving Scheme (ELSS) offered by Aditya Birla Mutual Fund - Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
 

All Aditya Birla Sun Life Mutual Funds are registered under the SEBI. It monitors all transactions taking place to and from this AMC. Therefore, you can invest in this mutual fund without worries. However, note that all mutual funds are subject to market risks. 

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