Aditya Birla Sunlife Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 232
- Average annual returns 21.21%
About Aditya Birla Sunlife Mutual Fund
Birla Sun Life Asset Management Company Ltd. (BSLAMC) oversees the investments of Aditya Birla Sun Life Mutual Fund. The Aditya Birla Group has formed a collaboration with Sun Life Financial Services Inc. of Canada. This agreement brings together Aditya Birla Group's experience of the Indian market and Sun Life's worldwide capabilities. This AMC was started on 5th August 1994 by Mr A. Balasubramaniam.
Aditya Birla Sun Life Mutual Fund offers a portfolio of 114 fund schemes, including 41 Equity, 44 Debt, and 13 hybrid funds. It currently holds the 6th rank among Asset Management Companies. Aditya Birla Sun Life Frontline Equity Fund, the flagship scheme, has exhibited an impressive average annualized return of 19.35% since its inception.
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Launched in
23-Dec-1994
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AMC Age
29 Years
-
Website
https://mutualfund.adityabirlacapital.com -
Email Address
care.mutualfunds@adityabirlacapital.com
Top Performing Aditya Birla Sunlife Mutual Fund in India for High Return
|
Lumpsum 3Y P.a
41.89%
|
SIP 3Y P.a.
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
29.59%
|
SIP 3Y P.a.
68.59%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
27.58%
|
SIP 3Y P.a.
56.4%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
25.39%
|
SIP 3Y P.a.
51.88%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
25.39%
|
SIP 3Y P.a.
51.88%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
22.42%
|
SIP 3Y P.a.
47.46%
|
Return Vs Category
Medium |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
21.5%
|
SIP 3Y P.a.
45.54%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
21.22%
|
SIP 3Y P.a.
57.06%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
20.29%
|
SIP 3Y P.a.
43.27%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
20.26%
|
SIP 3Y P.a.
38.13%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
-0.08%
|
1 Month
-1.04%
|
3 Months
4.01%
|
6 Months
14.94%
|
1 Year
81.78%
|
Invest | ||
1 Week
0.41%
|
1 Month
-1.43%
|
3 Months
5.99%
|
6 Months
20.9%
|
1 Year
50.4%
|
Invest | ||
1 Week
1.02%
|
1 Month
1.84%
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3 Months
12.13%
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6 Months
22.79%
|
1 Year
50.55%
|
Invest | ||
1 Week
0.48%
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1 Month
1.95%
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3 Months
10.2%
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6 Months
23.76%
|
1 Year
50.97%
|
Invest | ||
1 Week
0.48%
|
1 Month
1.95%
|
3 Months
10.2%
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6 Months
23.76%
|
1 Year
50.97%
|
Invest | ||
1 Week
-1.01%
|
1 Month
0.17%
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3 Months
6.88%
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6 Months
16.6%
|
1 Year
42.75%
|
Invest | ||
1 Week
-1.44%
|
1 Month
2.58%
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3 Months
8.3%
|
6 Months
24.43%
|
1 Year
44.88%
|
Invest | ||
1 Week
1.45%
|
1 Month
3.78%
|
3 Months
17.02%
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6 Months
24.57%
|
1 Year
64.36%
|
Invest | ||
1 Week
0.36%
|
1 Month
-0.15%
|
3 Months
13.78%
|
6 Months
21.2%
|
1 Year
38.19%
|
Invest | ||
1 Week
1.06%
|
1 Month
1.67%
|
3 Months
11.08%
|
6 Months
16.32%
|
1 Year
41.38%
|
Invest |
2 Years
52.9%
|
3 Years
41.89%
|
5 Years
-
|
Annual Rt
31.74%
|
Invest | ||
2 Years
41.54%
|
3 Years
29.59%
|
5 Years
28.99%
|
Annual Rt
13.25%
|
Invest | ||
2 Years
35.97%
|
3 Years
27.58%
|
5 Years
-
|
Annual Rt
29.39%
|
Invest | ||
2 Years
40.96%
|
3 Years
25.39%
|
5 Years
26.52%
|
Annual Rt
19.8%
|
Invest | ||
2 Years
40.96%
|
3 Years
25.39%
|
5 Years
26.52%
|
Annual Rt
19.8%
|
Invest | ||
2 Years
38.98%
|
3 Years
22.42%
|
5 Years
24.65%
|
Annual Rt
17.03%
|
Invest | ||
2 Years
34.33%
|
3 Years
21.5%
|
5 Years
25.83%
|
Annual Rt
22.19%
|
Invest | ||
2 Years
42.8%
|
3 Years
21.22%
|
5 Years
-
|
Annual Rt
25.51%
|
Invest | ||
2 Years
31.09%
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3 Years
20.29%
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5 Years
25.39%
|
Annual Rt
13.46%
|
Invest | ||
2 Years
26.09%
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3 Years
20.26%
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5 Years
-
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Annual Rt
20.24%
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1 Year
0%
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0%
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Invest |
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
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-
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Invest | ||
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Beta
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Invest | ||
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-
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Alpha
-
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Beta
-
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-
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Invest | ||
Standard Deviation
-
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-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
Min SIP
₹100
|
Min Lumpsum
₹500
|
Expense Ratio
1.82%
|
Fund Manager
Dhaval Gala
|
Launch Date
30-Dec 2019
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
2.26%
|
Fund Manager
Mahesh Patil
|
Launch Date
17-Mar 2006
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
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Expense Ratio
1.01%
|
Fund Manager
Pranav Gupta
|
Launch Date
01-Apr 2021
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
2.23%
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Fund Manager
Dhaval Gala
|
Launch Date
26-Feb 2003
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
2.23%
|
Fund Manager
Dhaval Gala
|
Launch Date
26-Feb 2003
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.88%
|
Fund Manager
Kunal Sangoi
|
Launch Date
05-Mar 2008
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.9%
|
Fund Manager
Harish Krishnan
|
Launch Date
05-Oct 2002
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.03%
|
Fund Manager
Pranav Gupta
|
Launch Date
05-Apr 2021
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.88%
|
Fund Manager
Vishal Gajwani
|
Launch Date
31-May 2007
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.02%
|
Fund Manager
Pranav Gupta
|
Launch Date
08-Jun 2021
|
Invest |
Latest NAV
35.24(04-10-2024)
|
Previous NAV
35.24(04-10-2024)
|
NAV Change
-1.4317%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
99.08(04-10-2024)
|
Previous NAV
99.08(04-10-2024)
|
NAV Change
-1.1755%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
23.9446(04-10-2024)
|
Previous NAV
23.9446(04-10-2024)
|
NAV Change
-0.9942%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
488.5(03-10-2024)
|
Previous NAV
488.5(03-10-2024)
|
NAV Change
-0.0775%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
488.5(03-10-2024)
|
Previous NAV
488.5(03-10-2024)
|
NAV Change
-0.0775%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
133.5169(04-10-2024)
|
Previous NAV
133.5169(04-10-2024)
|
NAV Change
-0.7752%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
816.78(04-10-2024)
|
Previous NAV
816.78(04-10-2024)
|
NAV Change
-1.0434%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
21.5928(04-10-2024)
|
Previous NAV
21.5928(04-10-2024)
|
NAV Change
-0.9107%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
91.5002(04-10-2024)
|
Previous NAV
91.5002(04-10-2024)
|
NAV Change
-0.6972%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
18.1667(04-10-2024)
|
Previous NAV
18.1667(04-10-2024)
|
NAV Change
-1.4097%
|
52- Week High NAV
-
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52- Week Low NAV
-
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Invest |
Join 50,000+ Investors Who Tested Their Suitability
Are Aditya Birla Sun Life Mutual Fund Suitable for You?
Check Suitability of Aditya Birla Sunlife Mutual Fund Funds for your Portfolio
Aditya Birla Sunlife Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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INVESTING STRATEGY
Aditya Birla uses Pro Investing, allowing investors to divide their money among three funds using a single form. Aditya Birla Sun Life Flexi Cap Fund, Aditya Birla Sun Life Frontline Equity Fund, and Aditya Birla Sun Life Balanced Advantage Fund are the three well-known mutual fund schemes from Aditya Birla Sun Life that are combined into Pro Investing. The goal is to minimize risks in negative market conditions while maximizing gains during favourable market periods.
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HEAD OF EQUITY AND DEBT TEAM (CIO)
Mr. Mahesh Patil (CIO)
Mr Mahesh Patil leads as the Chief Investment Officer (CIO) at Aditya Birla Sun Life AMC Limited. He joined the organization in October 2005 and has received prestigious awards, such as the India CIO of the Year, and Equity by Asia Asset Management in 2016 and 2018. He was also honoured with the Chairman’s Individual Award from The Aditya Birla group in 2015 for his accomplished leadership.
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KEY FUND MANAGEMENT TEAM
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TOP 5 ADITYA BIRLA MUTUAL FUND SCHEMESÂ
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HISTORY OF ADITYA BIRLA MUTUAL FUND
The Aditya Birla Group is one of the biggest companies in India. The Aditya Birla Group and Sun Life Financial Services Inc. of Canada Birla is a partnership between Sun Life Asset Management Company Ltd. (BSLAMC) and Birla Sun Life Mutual Fund. Established in 1994, Birla Sun Life Mutual Fund has become a significant player in India's Mutual Funds sector, managing a wide range of assets for a distributed investor base. Aditya Birla adopts a different investing approach that sets it apart from other traditional investments.
- This AMC has a wide range of varieties of fund schemes.
- Aditya Birla Mutual Fund believes in following strong work ethics.
- Aditya Birla’s funds are top-performing in their respective categories.
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HOW TO SELECT ADITYA BIRLA MUTUAL FUND?
This process requires careful analysis of various factors that determine the outcomes. It is important to be mindful of the following factors:
- Goal selection: Make sure your investment objective is attainable. Identify them and plan accordingly.
- Risk tolerance:Â The higher risk gives better the outcome, but determine how much risk you are willing to take.
- Diversification:Â It allows you to spread your investments across multiple sectors.
- Educate yourself: Learn and study thoroughly before investing in a specific fund.
- Monitor: Keep track of your investments regularly and make any necessary adjustments.
- Seek advice: It's best to seek the advice of a specialist because mutual funds are linked to market fluctuations.
To summarize, Online SIP allows you to easily invest in mutual fund schemes.
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HOW TO INVEST IN ADITYA BIRLA MUTUAL FUND VIA MYSIPONLINE?
Investing in the Best Aditya Birla Mutual Fund through mysiponline is simple. Here's a simple guide:
- Head to mysiponline.com and choose from Aditya Birla's top mutual funds that align with investment goals.
- Create a free account, fill in your profile details, and add your selected fund.
- Complete your profile, including the online and paperless Know Your Customer (KYC) process.
- Essential documents for your profile include PAN, Aadhar card, Signature, and Bank proof.
- Explore the available mutual funds and add the ones you want to your cart.
- Finalize your payment and patiently wait for the confirmation of your investment.
- Keep an eye on your investments conveniently through your mysiponline.com account.
To summarize, you can utilize the SIP Calculator to examine your annual returns and seek professional help for better results.
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WHAT IS THE TAXATION ON ADITYA BIRLA MUTUAL FUND?
The taxation of Aditya Birla mutual funds depends on which category they fall under equity or debt.
Equity-Oriented Mutual Funds
-
Short-term Capital Gains (STCG):Â Taxed at a flat rate of 15% if units are sold within one year of purchase.
-
Long-term Capital Gains (LTCG):Â Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
-
Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
-
Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
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