Aditya Birla Sun Life Mutual Funds
Aditya Birla Sun Life Mutual Fund (ABSLMF) established in 1994. ABSLMF a joint venture company. It was founded by Aditya Birla Capital Limited and Sun Life AMC Investments Inc. of Canada. ABSLMF has its headquarters in Mumbai. ABSLMF has its headquarters in Mumbai. When it was established, it was then known as Birla Sun Life Asset Management Company. Both parent companies of ABSLMF are known for their expertise in wealth management. Aditya Birla Group is the third biggest conglomerate in India. It brings in more than $41 billion. Likewise, Sun Life is a well-known global firm, providing financial management and life insurance services. Among Fortune 500 companies, it is ranked 236th.
89 funds
Aditya Birla Sun Life Silver ETF Fund of Fund
Commodity • Precious Metals • Direct Growth3Y CAGR
31.68%
Expense ratio
0.65%
Returns vs category
N/A
Risk vs category
N/A
Aditya Birla Sun Life PSU Equity Fund
Equity • Other • Direct Growth3Y CAGR
31.15%
Expense ratio
0.57%
Returns vs category
N/A
Risk vs category
N/A
Aditya Birla Sun Life Gold Fund
Commodity • Precious Metals • Direct Growth3Y CAGR
30.30%
Expense ratio
0.67%
Returns vs category
Risk vs category
Aditya Birla Sun Life Nifty Smallcap 50 Index...
Equity • Index • Direct Growth3Y CAGR
25.51%
Expense ratio
0.46%
Tracking error
Fund size
Aditya Birla Sun Life Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
25.28%
Expense ratio
1.42%
Returns vs category
Risk vs category
Aditya Birla Sun Life Global Excellence Equit...
Equity • Global • Direct Growth3Y CAGR
25.21%
Expense ratio
1.58%
Returns vs category
Risk vs category
Aditya Birla Sun Life Pharma & Healthcare Fun...
Equity • Healthcare • Direct Growth3Y CAGR
24.23%
Expense ratio
1.03%
Returns vs category
N/A
Risk vs category
N/A
Aditya Birla Sun Life Nifty Midcap 150 Index ...
Equity • Index • Direct Growth3Y CAGR
22.47%
Expense ratio
0.44%
Tracking error
Fund size
Aditya Birla Sun Life Dividend Yield Fund
Equity • Dividend Yield • Direct Growth3Y CAGR
21.57%
Expense ratio
1.43%
Returns vs category
N/A
Risk vs category
N/A
Aditya Birla Sun Life Value Fund
Equity • Value • Direct Growth3Y CAGR
21.04%
Expense ratio
1.02%
Returns vs category
Risk vs category
About
AMC Summary
One of the biggest asset management companies in India is ABSLMF. It reported assets under management (AUM) of Rs 3.72 lakh crore as of September 30, 2024. The age of the AMC is 30 years, and it has 94 mutual fund schemes. The AMC is servicing 82.5 lakh folios with presence in over 290 locations across India.
About Aditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited (ABSLAMC) is an asset manager. Aditya Birla Capital and Sun Life (India) AMC Investments support it. Sun Life is a division of Canada’s Sun Life Financial. The Aditya Birla Sun Life Mutual Fund is managed by ABSLAMC. Having been in business for almost 30 years, ABSLAMC has grown.
ABSLAMC is based in Mumbai. It offers more than just mutual funds. Its services include portfolio management, real estate investments and alternative investment funds. The company serves a large number of investors. It handles around 78.9 lakh investor accounts. This makes it one of the biggest mutual fund firms in India.
Aditya Birla Sun Life Mutual Fund gives investors many options for investing. These fall into four main categories. The business provides debt funds, equity funds, income funds and Equity Linked Savings Plans (ELSS). Each option suits different goals and risk levels.
Aditya Birla Sun Life Mutual Fund Key Information
Here are some of the key details about Aditya Birla Sun Life AMC
| Date of Incorporation | December 5, 1994 |
|---|---|
| Date of Set up of Mutual Fund | September 23, 1994 |
| Headquartered in | Mumbai |
| Trustee organisation | Aditya Birla Sun Life Trustee Private Limited |
| Mutual Fund Name | Aditya Birla Sun Life Mutual Fund |
| MD and CEO | A. Balasubramanian |
| Name of Asset Management Company | Aditya Birla Sun Life AMC Limited |
| Investors relations officer | Rajiv Joshi |
How to invest in Aditya Birla Sun Life Mutual Funds
Investing in ABSLAMC is simple. You can choose a scheme that suits you and invest online. You can invest through Upstox, which makes the process easy and fast.
Here’s how to do it:
- Create an account: Sign up on the Upstox app. Just log in if you are already a user.
- Verify your identity: Upload your PAN card, Aadhaar, Passport, Voter ID or driving licence.
- Add address proof: Use a utility bill, Aadhaar or Passport to confirm your address.
- Set your investment duration: Decide how long you want to invest based on your goals.
- Know your risk level: Choose your risk preferences, such as high, medium or low.
- Pick a fund: Go through Aditya Birla Sun Life Mutual Funds and pick one that fits your plan.
- Select how you want to invest: Choose ‘Start SIP’ for regular monthly investment or ‘Invest One Time’ for a lump sum.
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Frequently Asked Questions
How can I get the Aditya Birla Sun Life Mutual Fund statement?
You can easily access your investment statement by visiting the Aditya Birla Sun Life AMC website and requesting it directly. Alternatively, you can visit CAMS Online or Kfintech to request a consolidated statement, which will be sent to your registered email.
How much time does it take to redeem Aditya Birla Sun Life Mutual Fund?
Online mutual fund redemption via a Demat or trading account typically takes 2-3 working days. Offline redemption through an agent or distributor is processed within 4-5 days.
How to increase the SIP amount in Aditya Birla Sun Life Mutual Fund?
You can do it in two ways. You can either step-up the SIP amount or top it up. But you need to confirm with the fund house before proceeding.
How to redeem Aditya Birla Sun Life Mutual Funds online?
To redeem Aditya Birla Sun Life Mutual Funds, investors can either visit the nearest branch with a redemption form or log in to the official AMC website using their folio number. Redemptions can also be done through third-party platforms where the investment was made.
How to start Aditya Birla Sun Life Mutual Fund SIP online?
Investing in Aditya Birla Sun Life Mutual Fund is easy and convenient through a third-party platform, where you can start a SIP online without any complications. Alternatively, you can invest directly on the fund house's website.
Should I invest in the Aditya Birla Sun Life Mutual Fund scheme?
It depends on your goals and how much risk you can take. ABSLAMC offers many types of funds. Before you invest, think about how long you want to invest and your risk tolerance. Also, check how the specific fund has performed in the past. Talking to a financial advisor can help you decide.
What are the redemption charges of Aditya Birla Sun Life Mutual Fund?
Aditya Birla Sun Life Mutual Fund schemes come with exit load or redemption charges for withdrawals within a pre-defined period after investment. The redemption charges differ for various schemes, SIPs and lump sum investments.
What determines the taxes on mutual fund returns?
Taxes on mutual fund returns depend on the fund type and how long you hold it. If you sell the units within a year, the gain is called short-term capital gain. It is taxed at 20%. If you keep the investment for more than a year, it becomes long-term capital gain. Gains up to ₹1.25 lakh in a financial year are not taxed. Any profit above that is taxed at 12.5%. There is no indexation benefit for this.