Birla Sunlife Mutual Fund

NAV Date 16-10-2019
Fund Name Category NAV NAV Change 1 year %
Aditya Birla SL Dynamic Bond Fund-Reg(G) Debt - Short Term Income 32.61 0.0152 07.16
Aditya Birla SL Frontline Equity Fund(G) Equity - Large Cap 219.07 0.8200 05.33
Aditya Birla SL Low Duration Fund(G) Debt - Liquid 469.94 0.2828 08.88
Aditya Birla SL Midcap Fund(G) Equity - Mid Cap 259.69 0.6400 -06.00
Aditya Birla SL Tax Relief '96(D) Equity - Tax Saving 143.48 0.3900 00.20
Aditya Birla SL Tax Relief '96(G) Equity - Tax Saving 30.26 0.0800 00.97
Aditya Birla SL Banking & PSU Debt(D) Debt - Short Term Income 158.54 0.1030 08.58
Aditya Birla SL Banking & PSU Debt(G) Debt - Short Term Income 251.63 0.1635 10.74
Aditya Birla SL Banking & PSU Debt(G)-Direct Plan Debt - Short Term Income 256.16 0.1685 11.07
Aditya Birla SL Banking & PSU Debt-Ret(G) Debt - Short Term Income 377.72 0.2454 10.74
Aditya Birla SL Dividend Yield Fund(G)-Direct Plan Equity - Others 160.13 0.4500 -02.00
Aditya Birla SL Equity Advantage Fund(G) Equity - Multi Cap 394.25 0.5700 03.47
Aditya Birla SL Equity Advantage Fund(G)-Direct Plan Equity - Multi Cap 417.48 0.6100 04.39
Aditya Birla SL Equity Fund(G)-Direct Plan Equity - Multi Cap 752.76 1.2000 05.88
Aditya Birla SL Equity Hybrid '95 Fund(D)-Direct Plan Hybrid - Equity Oriented 190.14 0.3000 03.57
Aditya Birla SL Equity Hybrid '95 Fund(DR)-Direct Plan Hybrid - Equity Oriented 190.14 0.3000 03.57
Aditya Birla SL Equity Hybrid '95 Fund(G) Hybrid - Equity Oriented 739.13 1.1500 03.40
Aditya Birla SL Equity Hybrid '95 Fund(G)-Direct Plan Hybrid - Equity Oriented 791.29 1.2500 04.19
Aditya Birla SL Floating Rate Fund(G) Debt - Floating Rate Long Term 240.47 0.1344 09.18
Aditya Birla SL Floating Rate Fund(G)-Direct Plan Debt - Floating Rate Long Term 244.21 0.1380 09.43
Aditya Birla SL Floating Rate Fund-Ret(G) Debt - Floating Rate Long Term 347.8 0.1945 09.18
Aditya Birla SL Frontline Equity (Trigger Facility)(G) Equity - Multi Cap 219.07 0.8200 05.33
Aditya Birla SL Frontline Equity Fund(G)-Direct Plan Equity - Multi Cap 232.93 0.8700 06.11
Aditya Birla SL Gold ETF Equity - ETF 3549.69 17.5775 18.51
Aditya Birla SL Liquid Fund(D)-Direct Plan Debt - Liquid 169.2 0.0243 07.31
Aditya Birla SL Liquid Fund(DAP) Debt - Liquid 208.7 0.0273 07.14
Aditya Birla SL Liquid Fund(G) Debt - Liquid 310.01 0.0438 07.21
Aditya Birla SL Liquid Fund(G)-Direct Plan Debt - Liquid 311.64 0.0448 07.31
Aditya Birla SL Liquid Fund-Inst(G) Debt - Liquid 516.26 0.0729 07.21
Aditya Birla SL Liquid Fund-Ret(DD) Debt - Liquid 163.69 0.0000 05.12
Aditya Birla SL Liquid Fund-Ret(G) Debt - Liquid 503.07 0.0710 07.21
Aditya Birla SL Low Duration Fund(G)-Direct Plan Debt - Ultra Short Term 497.05 0.3106 09.80
Aditya Birla SL Low Duration Fund-Inst(G) Debt - Ultra Short Term 329.5 0.1983 08.88
Aditya Birla SL MNC Fund(D)-Direct Plan Equity - Others 269.22 0.1500 05.90
Aditya Birla SL MNC Fund(DR)-Direct Plan Equity - Others 269.22 0.1500 05.90
Aditya Birla SL MNC Fund(G)-Direct Plan Equity - Others 793.84 0.4500 05.90
Aditya Birla SL MNC Fund-Reg(D) Equity - Others 154.79 0.0800 04.07
Aditya Birla SL MNC Fund-Reg(DR) Equity - Others 154.79 0.0800 04.07
Aditya Birla SL MNC Fund-Reg(G) Equity - Others 745.43 0.4100 05.01
Aditya Birla SL Midcap Fund(G)-Direct Plan Equity - Mid Cap 274.95 0.6700 -05.15
Aditya Birla SL Money Manager Fund(G) Debt - Floating Rate Short Term 261.59 0.0685 08.69
Aditya Birla SL Money Manager Fund(G)-Direct Plan Debt - Floating Rate Short Term 263.16 0.0698 08.83
Aditya Birla SL Money Manager Fund-Ret(G) Debt - Floating Rate Short Term 322.4 0.0843 08.69
Aditya Birla SL Savings Fund(DAP) Debt - Ultra Short Term 222.53 0.0833 09.52
Aditya Birla SL Savings Fund(G) Debt - Ultra Short Term 386.52 0.1385 09.10
Aditya Birla SL Savings Fund(G)-Direct Plan Debt - Ultra Short Term 389.52 0.1408 09.23
Aditya Birla SL Savings-Ret(G) Debt - Ultra Short Term 374.01 0.1340 09.10
Aditya Birla SL Sensex ETF Equity - ETF 360.86 0.8667 08.78
Aditya Birla SL Tax Relief '96(D)-Direct Plan Equity - Tax Saving 222.14 0.6100 02.03
Aditya Birla SL Tax Relief '96(DR)-Direct Plan Equity - Tax Saving 222.14 0.6100 02.03
View moreless

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sunlife Mutual Fund is one of the leading asset management companies (AMC) in India. This fund house is not only famous for the wide variety of investment options that it offers to the varied class of investors but it is also known for its unbeatable track record in wealth generation for its investors. Harnessing years long experience and commendable market strategies, this company has garnered a lot of fame among investors belonging to various categories.

Types of mutual funds by Aditya Birla Sunlife Asset Management Company Ltd.

Birla Sunlife Mutual Fund has spread its mutual fund schemes in 4 different categories. The broad categories that the company invest in are equity funds, debt funds, hybrid funds, and others. Under each fund category, there are multiple schemes which the investors can choose as per their goal and risk appetite.

  • Equity
    • Large-cap
    • Large & Mid-cap
    • Mid-cap
    • Small-cap
    • Multi-cap
    • Focussed
    • ELSS
    • Dividend Yield
    • Value
    • Arbitrage
    • Thematic
    • Sectoral
  • Debt
    • Liquid
    • Ultra short duration
    • Money Market
    • Low Duration
    • Short Duration
    • Medium Duration
    • Medium to Long term
    • Floater
    • Corporate Bond
    • Corporate Bank & PSU Debt
    • Dynamic Bond
    • Credit Risk
    • Gilt
  • Hybrid
    • Conservative Hybrid
    • Equity Savings
    • Balance Advantage
    • Aggressive Hybrid
  • Others
    • Index

Mutual fund schemes by Aditya Birla Sunlife Asset Management Company Ltd.

These wide categories of funds include different types of schemes having their specific investment objectives, capitalisation strategies, and risks. While Birla Sunlife Mutual Fund has multiple investment schemes under the equity fund category and 13 schemes under the debt category, the hybrid category has 3 types of schemes and the others category has 4 schemes in total. The various kinds of schemes offered by Birla Sunlife Mutual Fund under these broad categories are as follows:

  • Aditya Birla Sun Life Frontline Equity Fund
  • Aditya Birla Sun Life Equity Fund
  • Aditya Birla Sun Life Equity Advantage Fund
  • Aditya Birla Sun Life Tax Relief 96
  • Aditya Birla Sun Life Focused Equity Fund
  • Aditya Birla Sun Life Pure Value Fund
  • Aditya Birla Sun Life Arbitrage Fund
  • Aditya Birla Sun Life MNC Fund
  • Aditya Birla Sun Life Midcap Fund
  • Aditya Birla Sun Life Small Cap Fund
  • Aditya Birla Sun Life Banking and Financial Services Fund
  • Aditya Birla Sun Life Dividend Yield Plus
  • Aditya Birla Sun Life Digital India Fund
  • Aditya Birla Sun Life Infrastructure Fund
  • Aditya Birla Sun Life Liquid Fund
  • Aditya Birla Sun Life Savings Fund
  • Aditya Birla Sun Life Corporate Bond Fund
  • Aditya Birla Sun Life Medium Term Plan
  • Aditya Birla Sun Life Low Duration Fund
  • Aditya Birla Sun Life Money Manager Fund
  • Aditya Birla Sun Life Dynamic Bond Fund
  • Aditya Birla Sun Life Banking And PSU Debt Fund
  • Aditya Birla Sun Life Credit Risk Fund
  • Aditya Birla Sun Life Floating Rate Fund
  • Aditya Birla Sun Life Short Term Opportunities Fund
  • Aditya Birla Sun Life Income Fund
  • Aditya Birla Sun Life Government Securities Fund
  • Aditya Birla Sun Life Equity Hybrid '95 Fund
  • Aditya Birla Sun Life Balanced Advantage Fund
  • Aditya Birla Sun Life Regular Savings Fund
  • Aditya Birla Sun Life Index Fund
  • Aditya Birla Sun Life Gold Fund
  • Aditya Birla Sun Life Sensex ETF
  • Aditya Birla Sun Life NIFTY ETF
  • Aditya Birla Sun Life Gold ETF

Equity Funds offered by Aditya Birla Sunlife Mutual Fund

Equity funds, as the name suggests, are funds which invest mainly in a portfolio containing equity and equity related instruments. To be more precise, these types of funds strive to generate wealth over a long period of time by investing in bonds, stocks and other securities of prominent corporate companies. Birla Sunlife Mutual Fund company offers 14 different types of equity funds based on the specific investment goals and requirements of the investors.

  1. Aditya Birla Sun Life Frontline Equity Fund
  2. Type of Fund - It is an open-ended equity scheme accompanied by moderately high risk targeted towards offering long-term capital growth to the investors by predominantly investing in a diversified portfolio compromising of large-cap stocks.

    Investment Objective - Aims at offering long-term capital appreciation by investing in multiple large-cap, mid-cap, and small-cap equity and equity-related stocks and securities.

    Suitable for - This scheme is suitable for investors who want to invest in a diversified investment portfolio with the purpose of achieving their long-term financial goals.

    Benchmark Index

    Nifty 50 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.500

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Mahesh Patil - Managing since 17 November 2005

  3. Aditya Birla Sun Life Equity Fund
  4. Type of Fund - This is an open-ended equity scheme accompanied by moderately high risks which are focussed towards offering long-term capital appreciation to the investors by capitalising in a diversified portfolio of assets.

    Investment Objective - Offers capital growth over a long period of time via investments in multiple equity and equity-related stocks and securities of companies across the country.

    Suitable for - It is ideal for investors who are willing to contribute to a diversified investment portfolio with an intent to achieve their financial goals in future.

    Benchmark Index

    S&P BSE 200 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.500

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Anil Shah - Managing since 3 October 2012

  5. Aditya Birla Sun Life Equity Advantage Fund
  6. Type of Fund - It is an open ended equity scheme which aims to invest in the stocks of large cap as well as mid cap companies in order to benefit from varied business cycles.

    Investment Objective - The main target of this fund scheme is to generate long-term capital growth via making investment in the equities of large-cap and mid-cap companies by following the fundamental research approach.

    Suitable for - The Aditya Birla Sun Life Equity Advantage Fund is specifically suitable for individuals who intend to generate wealth/capital in the long-term via investing in the equity and equity-linked instruments.

    Benchmark Index

    S&P BSE 200 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Satyabrata Mohanty - Managing since 17 October 2011

  7. Aditya Birla Sun Life Tax Relief 96
  8. Type of Fund - The Aditya Birla Sun Life Tax Relief 96 Fund is an open-ended, equity-linked savings scheme (ELSS) which comes with a lock-in period of 3 years starting from the allotment date of the units. This type of fund is eligible for tax exemption under section 80C of the Income Tax Act.

    Investment Objective - The prime investment goal of this mutual fund scheme is to help the investors save tax while building money via investments made in a diversified portfolio of equity and equity-linked securities. This scheme is designed to provide dual-advantage of capital appreciation along with tax benefits.

    Suitable for - This ELSS scheme is specifically advantageous for investors who want to grow their money over a long period via equity investments while also getting tax savings benefits under Section 80C depending on their eligibility.

    Benchmark Index

    S&P BSE 200 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.500

    Entry Load

    Not Applicable

    Exit Load

    Not Applicable

    Risk Factor

    Moderately High

    Fund Manager

    Ajay Garg - Managing since 1 October 2006

  9. Aditya Birla Sun Life Focused Equity Fund
  10. Type of Fund - It is a diversified, open-ended, large cap equity scheme which aims to invest in the stocks of maximum 30 companies for a long period of time.

    Investment Objective - The prime motto of this mutual fund scheme is to generate capital appreciation for the investors over a long period of time by contributing to the stocks of up to 30 companies with a growth potential and sustainable competitive advantage.

    Suitable for - This product is apt for investors who are willing to gain capital growth over the years by investing in a concentrated portfolio consisting of the equity and equity-linked securities of up to 30 companies.

    Benchmark Index

    Nifty 50 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Mahesh Patil - Managing since 29 July 2010

  11. Aditya Birla Sun Life Pure Value Fund
  12. Type of Fund - This is an open-ended diverse equity mutual fund scheme which is based on the core philosophy of value investment which is a philosophy that invests in the stocks which are priced lower than their true value on the basis of fundamentals.

    Investment Objective - This scheme strives to obtain long-term capital appreciation on a consistent basis by following value investing strategy. In order to fulfill its objective this scheme chiefly makes investments in equity and equity-linked instruments by means of value investment strategy.

    Suitable for - It is an ideal scheme for persons who are interested to derive capital appreciation in the long-term by utilising the value investing strategy.

    Benchmark Index

    S&P BSE Enhanced Index Value

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Mahesh Patil and Milind Bafna - Managing since 16 January 2014

  13. Aditya Birla Sun Life Arbitrage Fund
  14. Type of Fund - It is an open-ended equity scheme which focuses on building wealth by taking advantage of the differing prices of the same asset in the market, commonly termed as arbitrage opportunities.

    Investment Objective - The prime objective of this scheme is to produce income for the investors via investments made in equity and equity-linked securities by taking advantage of the arbitrage opportunities. Precisely, this fund focuses on making money from the price difference that prevail in an index or stock.

    Suitable for - This scheme is ideal for investors who want to get income over a short period of time by investing in equity and equity-linked instruments which include derivatives by means of taking benefit from the existing mis-pricing in index and stock.

    Benchmark Index

    Nifty 50 Arbitrage

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    0.50% of applicable NAV - If the units are redeemed or switched out before a holding period of 30 days from the allotment date.

    Nil - If the units are redeemed or switched out after a holding period of 30 days from the allotment date.

    Risk Factor

    Moderate

    Fund Manager

    Lovelish Solanki - Managing since 15 December 2014

  15. Aditya Birla Sun Life MNC Fund
  16. Type of Fund - This is an open-ended equity scheme which mainly aims to invest in the stocks of companies which are established MNCs with long-standing, successful business operations for decades.

    Investment Objective - Targets to produce income and enhance capital by investing in an asset portfolio comprising of the instruments of the top MNC companies by means of research based investment approach.

    Suitable for - This scheme is apt for persons who want to enhance their money in a period of 3 years or more by mainly investing in the equity and equity-linked stocks of MNCs at a relatively low associated risk.

    Benchmark Index

    Nifty MNC TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Ajay Garg - Managing since 18 June 2009

  17. Aditya Birla Sun Life Midcap Fund
  18. Type of Fund - The Aditya Birla Sun Life Midcap Fund is an open-ended equity scheme which predominantly invests in the stocks of mid cap companies.

    Investment Objective - It focuses on deriving profit from the equity and equity-related instruments of the mid-cap companies with a long-term investment horizon with a balanced risk level.

    Suitable for - This scheme which primarily aims to invest in the mid-cap stocks is ideal for people who are seeking growth of capital over a long term.

    Benchmark Index

    Nifty Midcap 100 TR

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Jayesh Gandhi - Managing since 1 January 2015

  19. Aditya Birla Sun Life Small Cap Fund
  20. Type of Fund - Aditya Birla Sun Life Small Cap Fund is a type of an open-ended equity scheme investing in small cap stock.

    Investment Objective - The scheme strives to generate consistent long-term capital appreciation by investing principally in equity and equity-related securities of small cap companies.

    Suitable for - This scheme is well suited for investors looking for long-term capital growth by investing primarily in small cap companies.

    Benchmark Index

    Nifty Small Cap 100 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched within 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Jayesh Gandhi - Managing since 15 December 2014

  21. Aditya Birla Sun Life Banking and Financial Services Fund
  22. Type of Fund - Aditya Birla Sun Life Banking and Financial Services Fund is an open-ended equity scheme which focuses on investing in the banking & financial services sector.

    Investment Objective - The principle objective of the scheme is to invest predominantly in equity and equity-related securities of companies engaged in the banking and financial services to generate long-term capital appreciation for the unit holders from a portfolio.

    Suitable for - This scheme is suitable for investors looking to achieve long-term capital growth by investing in equity and equity related securities of companies engaged in banking and financial services.

    Benchmark Index

    Nifty Financial Services TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Satyabrata Mohanty and Mr. Dhaval Gala - Managing from the time of inception and since 26 August 2015 respectively

  23. Aditya Birla Sun Life Dividend Yield Fund
  24. Type of Fund - Aditya Birla Sun Life Dividend Yield Fund is an open-ended equity scheme focussing to invest mainly in companies offering high dividend across varied market capital which consistently generate cash flow.

    Investment Objective - This open-ended growth scheme comes with the objective to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies having a relatively high dividend yield.

    Suitable for - This scheme is ideal for investors looking for long-term capital growth investments in equity and equity-related securities of companies having relatively high dividend yield.

    Benchmark Index

    Nifty Dividend Opportunities 50 Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    Moderately High

    Fund Manager

    Satyabrata Mohanty and Vineet Maloo - Managing since 16 July, 2015 and 16 January 2014 respectively

  25. Aditya Birla Sun Life Digital India Fund
  26. Type of Fund - Aditya Birla Sun Life Digital India Fund, which was earlier known as Aditya Birla Sun Life New Millennium Fund, is an open-ended equity scheme investing in the technology, telecommunication, media, entertainment and other related digital sectors.

    Investment Objective - This multi-sector open-ended growth scheme comes with the objective of long-term growth of capital, through a portfolio with a target allocation of 100% equity, by primarily investing in technology and technology-dependent companies, hardware, peripherals and components, software, telecom, media,internet and e-commerce and other technology-enabled companies. The secondary objective is income generation and distribution of dividend.

    Suitable for - This scheme is suitable for investors investing in equity and equity-related securities with the intention to invest in technology, telecom, media, entertainment and other related sectors for long term capital growth.

    Benchmark Index

    S&P BSE Teck TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Mr. Kunal Sangoi - Managing since 16 January 2014

  27. Aditya Birla Sun Life Infrastructure Fund
  28. Type of fund - Aditya Birla Sun Life Infrastructure Fund is an open-ended equity scheme which aims at the growth opportunities coming from government policies and reforms.

    Investment Objective - The main purpose of this scheme is to derive growth and generate wealth for the investors through a portfolio comprising of companies that are likely to gain from the various economic reforms, PSU divestment, and enhanced government disbursements.

    Suitable for - This mutual fund scheme is ideal for investors who seek long-term capital growth by making investments in the equity and equity-linked instruments of companies having growth prospect from increased government spending and key economic reforms.

    Benchmark Index

    Nifty Infrastructure TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Vineet Maloo - Managing since 16 July 2015

  29. Aditya Birla Sun Life India GenNext Fund
  30. Type of Fund - This mutual fund is an open-ended growth scheme from Aditya Birla Sun Life Mutual Fund which aims to invest in the equity and equity-linked securities of companies which could potentially benefit from rising consumption trend and high income of young generation.

    Investment Objective - The Aditya Birla Sun Life India GenNext Fund focuses on generating benefit through investments done in the stocks and bonds of companies which are likely to derive benefit from the high disposable income of the youngsters who have recently started working in India and the rising consumption pattern of the population.

    Suitable for - This fund is designed for investors who are willing to gain long-term capital growth by investing in equity and equity-related instruments of growth-oriented companies which hope to derive profit from the income of the new generation of employees and have a higher risk-tolerance.

    Benchmark Index

    S&P BSE 500 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Anil Shah and Chanchal Khandelwal - Managing since 23 September 2013 and 26 August 2015 respectively

  31. Aditya Birla Sun Life Manufacturing Equity Fund
  32. Type of Fund - Aditya Birla Sun Life Manufacturing Equity Fund is the first-of-its-kind open-ended equity scheme following the manufacturing theme in India which aims to benefit from the resurrection of the manufacturing segment in the country.

    Investment Objective - The investment motto of this scheme is to derive advantage from the revival of the Indian manufacturing sector by predominantly investing in the equity and equity-linked instruments of companies engaged in manufacturing activities.

    Suitable for - It is suitable for individuals who want to grow their money over a long period of time through making investments in the securities of manufacturing companies having high growth potential.

    Benchmark Index

    S&P BSE 500 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Anil Shah - Managing since inception, from 26 August 2015

  33. Aditya Birla Sun Life International Equity Fund - Plan A
  34. Type of Fund - Aditya Birla Sun Life International Equity Fund - Plan A is an open-ended equity scheme following the international theme which capitalises its assets on the equity and equity-linked instruments of top-notch International companies.

    Investment Objective - The prime focus of this mutual fund scheme is to increase the capital of the unitholders over a long period of time through investments chiefly done in the securities of the top-rated companies operating outside India.

    Suitable for - This scheme is apt for investors who want to invest their money in the equity and equity-linked instruments of companies belonging to the international markets for getting high returns over the years.

    Benchmark Index

    S&P Global 1200

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Vineet Maloo - Managing since inception. from from 26 August 2015

  35. Aditya Birla Sun Life International Equity Fund - Plan B
  36. Type of Fund - Aditya Birla Sun Life International Equity Fund - Plan B is a another unique open-ended manufacturing sector scheme which invests 65% to 75% of its assets in equities and related instruments of domestic companies and 25% to 35% of the assets in the international markets.

    Investment Objective - The main purpose of this scheme is to invest in the equity and equity-linked securities of the well-known companies present all over the globe while also investing some part of its corpus in the domestic companies for offering capital growth to the investors over a long investment horizon.

    Suitable for - This scheme is perfect for investors who want to derive profit by investing their money in the equity and equity-linked instruments chiefly in the international manufacturing market while also contributing some part of the portfolio assets in the domestic manufacturing sector.

    Benchmark Index

    Customised Index † † which is a customised benchmark created through S&P BSE 200 to the extent of 65% of portfolio and S&P Global 1200 to the extent of 35% of portfolio

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Vineet Maloo - Managing since inception from 26 August, 2015

  37. Aditya Birla Sun Life Commodities Equity Fund - Global Agri Plan
  38. Type of Fund - Aditya Birla Sun Life Commodities Equity Fund - Global Agri Plan is an open-ended manufacturing sector scheme which aims to provide the best benefits to the investors by capitalising mostly on the top-performing stocks of the popular international companies (25% to 35%) along with the domestic companies (65% to 75%).

    Investment Objective - The main investment strategy of this scheme is to primarily invest in the equity and equity-linked instruments of the world-famous companies located in various parts of the world with an intent to offer optimum returns to the investors at a high level of risk. Alongside, it also capitalises at least 65% of its portfolio on the securities of companies operating in the domestic market.

    Suitable for - This mutual fund scheme is appropriate for persons with high risk-tolerance who want to make investments in the equity and equity-related instruments of the international and domestic companies with an aim to gain high profit and long-term capital growth.

    Benchmark Index

    S&P Global Agribusiness Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1.00% of applicable NAV - If the units are redeemed or switched before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched after 365 days from the date of allotment

    Nil - Exit load is not applicable for units issued in Dividend Reinvestment

    Risk Factor

    High

    Fund Manager

    Mr. Milind Bafna

    Managing the fund since 26 August 2015

Debt Funds offered by Aditya Birla Sunlife Mutual Fund

Debt funds are the mutual fund schemes which target to provide long-term capital appreciation to the investors by capitalising the major part of their investment portfolio in debt and other debt related instruments. These ideally invest in the government bonds and instruments to derive wealth at a minimum risk. Aditya Birla Sunlife Mutual Fund boasts of a variety of 13 debt funds where the investors can invest to get money in the long run. Here is the list of the debt schemes offered by them:

  1. Aditya Birla Sun Life Liquid Fund
  2. Type of fund - Aditya Birla Sun Life Liquid Fund is an open-ended liquid scheme which invests in high-quality money market and debt securities for a even very short periods of 7 days in order to produce wealth and returns with high liquidity.

    Investment Objective - The prime motto of this scheme is to offer substantial profit to the investors with convenience and safety by investing in a balanced portfolio of money market and debt securities.

    Suitable for - This mutual fund scheme is perfect for investors who want to get reasonable returns in a very short span of time through making investments in debt and money market instruments which are extremely safe and offer liquidity.

    Benchmark Index

    CRISIL Liquid Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Low

    Fund Manager

    Kaustubh Gupta and Sunaina Da Cunha - Managing since 15 July 2011

  3. Aditya Birla Sun Life Savings Fund
  4. Type of fund - The Aditya Birla Sun Life Savings Fund is an open-ended ultra-short term debt scheme which invests in debt and money market securities in a way that the portfolio's Macaulay duration remains within 3 months to 6 months.

    Investment Objective - The prime motto of this liquid scheme is to enable the investors gain high post-tax returns along with the facility of a savings account through making short-term investments in money market and debt securities which give consistent good returns. It enables the investors to get quick access to their invested money at anytime while also providing them better growth than bank’s savings account.

    Suitable for - This mutual fund scheme is appropriate for investors who are willing to gain reasonable profits from their investments made in money market and debt securities for a short period while also enjoying liquidity throughout.

    Benchmark Index

    CRISIL Short Term Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately Low

    Fund Manager

    Kaustubh Gupta and Sunaina Da Cunha - Managing since 15 July 2011 and 20 June 2014, respectively

  5. Aditya Birla Sun Life Corporate Bond Fund
  6. Type of Fund - Also known as Aditya Birla Sun Life Credit Risk Fund, this is an open-ended debt scheme which primarily invests in corporate bonds that are rated AA+ and above.

    Investment Objective - The main objective of this mutual fund scheme is to generate superior yields with high liquidity through the active management of portfolio via investments in money market instruments and high quality debt.

    Suitable for - This scheme is ideal for persons who want to grow wealth over a short period of time through investments done in money market and debt instruments.

    Benchmark Index

    CRISIL Short Term Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately Low

    Fund Manager

    Kaustubh Gupta and Maneesh Dangi - Managing since 1 April 2017

  7. Aditya Birla Sun Life Medium Term Plan
  8. Type of Fund - The Aditya Birla Sun Life Medium Term Plan is a medium-term open-ended debt scheme which capitalises in the Corporate bonds in a way that the portfolio's Macaulay duration remains within three to four years.

    Investment Objective - The main intent of this mutual fund scheme is to yield optimum returns by investing in the bonds of companies with medium-term maturity. This scheme focuses on offering both capital appreciation and regular income to the investors through investments in debt and money market investments.

    Suitable for - Individuals who are seeking regular income as well as capital appreciation over a medium investment horizon of time by chiefly investing in a balanced portfolio comprising of money market and debt securities.

    Benchmark Index

    CRISIL Composite AA Short Term Bond Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1% of applicable NAV - If the redeemed or switched out units are more than 15% and are redeemed or switched out on or before a holding period of 365 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 365 days from the date of allotment

    Risk Factor

    Moderate

    Fund Manager

    Maneesh Dangi and Sunaina Da Cunha - Managing since 1 April 2017

  9. Aditya Birla Sun Life Low Duration Fund
  10. Type of Fund - The Aditya Birla Sun Life Low Duration Fund, as the name suggests, is a low duration open-ended debt scheme which invests in the debt and money market securities in a way that the portfolio's Macaulay duration is within 6 months to 12 months.

    Investment Objective - It focuses to offer regular income as well as substantial returns to the investors by investing in a mix of debt and money market instruments with a short-term maturity period.

    Suitable for - It is an ideal scheme for persons who seek reasonable returns over a medium period of time by predominantly investing in various money market and debt securities thereby providing investors with high liquidity.

    Benchmark Index

    CRISIL Short Term Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.500

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately Low

    Fund Manager

    Kaustubh Gupta and Mohit Sharma - Managing since 1 April 2017

  11. Aditya Birla Sun Life Money Manager Fund
  12. Type of Fund - Aditya Birla Sun Life Money Manager Fund is an open-ended debt scheme with a prime motto to invest in money market securities to generate reasonable returns.

    Investment Objective - The main purpose of this mutual fund scheme is to provide consistent income to its investors by making investments in a portfolio which primarily contains money market securities. It specifically attempts to generate substantial returns for the investors while also providing the facility of quick access to withdrawal or liquidity.

    Suitable for - This customised scheme is designed to provide quick return on investment for a short period of time. So, it is ideal for individuals who want to invest in money market securities having a maturity period of up to one year.

    Benchmark Index

    CRISIL Liquid Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately Low

    Fund Manager

    Kaustubh Gupta and Mohit Sharma - Managing since 1 April 2017

  13. Aditya Birla Sun Life Dynamic Bond Fund
  14. Type of Fund - This is an open-ended dynamic debt scheme which targets to invest across different durations in order to generate optimal returns for the investors.

    Investment Objective - The main objective of this scheme is to produce best returns as well as capital growth for the investors while also providing them high liquidity via investments done in actively managed portfolio of debt and money market securities together with government securities for varied durations.

    Suitable for - This scheme is suitable for persons who desire to gain high returns with liquidity through efficient management of an investment portfolio which primarily invests in debt and money market securities.

    Benchmark Index

    CRISIL Short Term Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderate

    Fund Manager

    Maneesh Dangi and Pranay Sinha - Managing since 1 April 2017

  15. Aditya Birla Sun Life Banking and PSU Debt Fund
  16. Type of Fund - Aditya Birla Sun Life Banking and PSU Debt Fund is an open-ended debt scheme which mainly focuses on investing in debt securities of banks, Municipal Bonds, Public Sector Undertakings, and Public Financial Institutions.

    Investment Objective - This fund focuses on producing sustainable returns for the unit holders by primarily investing in a diverse investment portfolio containing high-quality corporate bonds as well as government securities for a short period of time. It invests in low risk instruments with a target of offering reasonable return with high liquidity.

    Suitable for - This fund is suitable for investors looking for reasonable returns from short term investment made in securities of banks, Public Financial Institutions (PFIs), and Public Sector Undertakings in India.

    Benchmark Index

    CRISIL Short Term Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately Low

    Fund Manager

    Kaustubh Gupta and Maneesh Dangi - Managing since 1 April 2017

  17. Aditya Birla Sun Life Credit Risk Fund
  18. Type of Fund - Aditya Birla Sun Life Credit Risk Fund is an open-ended debt scheme which chiefly invests in AA rated bonds while also capitalising some portion of its corpus in the corporate securities rated below AA.

    Investment Objective - This fund focuses on generating high return from its investment done on AA and below-rated corporate securities coming with short to medium maturity period by taking advantage of mispriced credit opportunities. The ultimate goal of this scheme is to produce income as well as capital growth by investing across a varied credit range within the same investment bracket.

    Suitable for - This fund is best suited for investors who expect to gain returns with capital growth over a medium investment period by investing in corporate debt securities whose maturity period is for a short to medium term.

    Benchmark Index

    CRISIL Composite AA Short Term Bond Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1% of applicable NAV - If the redeemed or switched out units are more than 15% and are redeemed or switched out on or before a holding period of 365 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 365 days from the date of allotment

    Risk Factor

    Moderate

    Fund Manager

    Maneesh Dangi and Sunaina Da Cunha - Managing Fund since 1 April 2017

  19. Aditya Birla Sun Life Floating Rate Fund
  20. Type of Fund - Aditya Birla Sun Life Floating Rate Fund is an open-ended debt scheme which principally invests in floating rate securities which includes fixed rate securities altered to floating rate instruments by means of derivatives and swaps.

    Investment Objective - The main aim of this mutual fund investment scheme is to provide consistent income to the unit holders through investing in various types of floating rate money market and debt securities. In order to create a balanced and diverse portfolio for generating higher returns on maturity, this scheme, at times, also invests in fixed rate debt and money market securities.

    Suitable for - This scheme is suitable for investors looking for income as well as capital growth within a short span of time by making investment in debt and money market securities having varied floating rates as protection against adverse fluctuation of interest rates.

    Benchmark Index

    CRISIL Liquid Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately Low

    Fund Manager

    Kaustubh Gupta and Mohit Sharma - Managing since 1 April, 2017

  21. Aditya Birla Sun Life Short Term Opportunities Fund
  22. Type of Fund - This scheme is an open ended short term debt scheme which aims to invest in debt and money market securities for a short investment period in a way that the portfolio's Macaulay duration ranges between 1 to 3 years.

    Investment Objective - The chief motto of this mutual fund is to enable the investors attain capital appreciation and income over a short tenure through making investments wholly in a diverse portfolio of money market and debt instruments with a strategy to generate wealth by means of interest accumulation on higher-yielding bonds having a fairly high credit profile.

    Suitable for - This mutual fund scheme offered by Aditya Birla Sun Life Mutual Fund is particularly suitable for investors who want to build a good amount of wealth in a short span of time by investing their money in the relatively safe debt and money market security market.

    Benchmark Index

    CRISIL Short Term Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    0.50% of applicable NAV - If the redeemed or switched out unit is more than 15% and is redeemed/switched-out on or before a holding period of 90 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 90 days from the date of allotment

    Risk Factor

    Moderate

    Fund Manager

    Kaustubh Gupta and Maneesh Dangi - Managing since 1 April, 2017

  23. Aditya Birla Sun Life Income Fund
  24. Type of Fund - Aditya Birla Sun Life Income Fund is a medium-term open-ended debt scheme which targets to make investments in debt and money market instruments in such a way that the portfolio's Macaulay duration remains within 4 to 7 years.

    Investment Objective - The major investment goal of this debt-oriented mutual fund scheme is to produce high profit from fixed-income investments of varied tenures. Its main focus is to provide regular income to the investors over long tenures with a moderate level of associated risk and extremely good credit quality.

    Suitable for - This scheme is ideal for persons having a moderate risk-taking capacity along with the desire to grow their capital over a medium to long period via investing in money market and debt securities.

    Benchmark Index

    CRISIL Composite Bond Fund Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderate

    Fund Manager

    Pranay Sinha and Ashish Kela - Managing since 1 April, 2017

  25. Aditya Birla Sun Life Government Securities Fund
  26. Type of Fund - This is an open-ended debt fund scheme which invests in government securities, also known as G-Secs or gilts, for a medium to long time period for generating capital growth for the investors.

    Investment Objective - It focuses on generating consistent income as well as capital growth for the investors by investing in a well-managed portfolio comprising of state government securities or G-Secs which are credit-risk free

    Suitable for - Investors with a moderate risk appetite who are interested in generating current income by investing in the debt market, which is free of credit risk, are the ideal candidates to invest in this scheme.

    Benchmark Index

    I-Sec LI-BEX

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    0.50% of applicable NAV - If the units are redeemed or switched-out on or before a holding period of 90 days from the date of allotment

    Nil - If the units are redeemed or switched-out after a holding period of 90 days from the date of allotment

    Risk Factor

    Moderate

    Fund Manager

    Pranay Sinha and Ashish Kela - Managing since 1 April, 2017

Hybrid Funds offered by Aditya Birla Sunlife Mutual Fund

Hybrid funds are mutual fund schemes which aim to make an investment in both equity and debt securities. This type of scheme capitalises the major portion of its financial corpus in a portfolio which has a diverse mix of both equity and debt instruments. Birla Sunlife Mutual Fund has rolled out 13 different types of hybrid schemes which are listed out below:

  1. Aditya Birla Sun Life Equity Hybrid '95 Fund
  2. Type of Fund - Aditya Birla Sun Life Equity Hybrid '95 is an open-ended hybrid scheme which mainly invests in equity and equity-linked securities with an objective to produce wealth as well as constant income for the investors over a long period.

    Investment Objective - The major goal of this mutual fund scheme is to grow the capital of the investors along with providing them current income over a long period of time through investments made in a diversified portfolio comprising of equity, debt and, money market instruments.

    Suitable for - This scheme is particularly suitable for individuals who want to get regular income along with long-term capital growth via investing majorly in equity and equity-linked instruments while also contributing some parts of its assets in money market and debt securities at a moderately high risk.

    Benchmark Index

    CRISIL Hybrid 35+65 Aggressive

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1%of applicable NAV - If the units are redeemed or switched-out before a holding period of 365 days from the date of allotment

    Nil - If the units are redeemed or switched-out after a holding period of 365 days from the date of allotment

    Risk Factor

    Moderately High

    Fund Manager

    Mahesh Patil and Pranay Sinha and Dhaval Shah

  3. Aditya Birla Sun Life Balanced Advantage Fund
  4. Type of Fund - Aditya Birla Sun Life Balanced Advantage Fund is an open-ended asset allocation scheme which, as the name suggests, opts for a dynamic approach regarding allocation of the assets present in its portfolio on the basis of market valuations.

    Investment Objective - This mutual fund scheme aims to derive capital growth and income over a long investment horizon by predominantly making investments in equity and equity-linked instruments while also capitalising on fixed income instruments like debt and money market instruments. It specifically aims to generate capital appreciation through a balanced portfolio of equity and debt securities which have a reasonably low volatility.

    Suitable for - It is perfect for investors who are willing to gain capital appreciation in the long term while also getting regular income through investment made in equity and debt instruments at a moderately high risk.

    Benchmark Index

    CRISIL Hybrid 50+50 - Moderate Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1% of applicable NAV - If the redeemed or switched out unit is more than 15% and is redeemed/switched-out on or before a holding period of 90 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 90 days from the date of allotment

    Risk Factor

    Moderately High

    Fund Manager

    Mohit Sharma and Vineet Maloo - Managing since 1 April, 2017

  5. Aditya Birla Sun Life Regular Savings Fund
  6. Type of Fund - It is an open-ended hybrid mutual fund scheme which primarily focuses on making investments in debt and money market securities.

    Investment Objective - The Aditya Birla Sun Life Regular Savings Fund is targeted to offer consistent income to the investors along with the facility of growing their capital through making investments mostly in fixed money market and debt securities with some portion of the portfolio invested in the equity and equity-related instruments.

    Suitable for - It is suitable for persons who want to invest for getting regular income across a medium to long investment horizon by making significant investments in debt instruments while also investing some portion of the assets in the corporate securities.

    Benchmark Index

    CRISIL Hybrid 85+15 - Conservative Index

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.500

    Entry Load

    Not Applicable

    Exit Load

    1% of applicable NAV - If the redeemed or switched out unit is more than 15% and is redeemed/switched-out on or before a holding period of 90 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 90 days from the date of allotment

    Risk Factor

    Moderately High

    Fund Manager

    Satyabrata Mohanty, Pranay Sinha and Vineet Maloo - Managing since 18 June, 2009

Other Funds offered by Aditya Birla Sunlife Mutual Fund

Under this category, Birla Sunlife Mutual Fund company offers a variety of schemes which include index funds, ETF schemes, and Fund of Fund schemes. People who want to invest in other types of funds instead of equity, debt, and hybrid funds can decide to go with any of these schemes. Under this scheme the company has 5 different types of schemes which are detailed below:

  1. Aditya Birla Sun Life Index Fund
  2. Type of Fund - This is an open-ended mutual fund scheme which gives returns in line with the returns generated by the NSE Nifty Index by means of performance tracking.

    Investment Objective - Targets to derive substantial returns for the unitholders over the years by replicating the performance and returns of the NSE Nifty Index. This fund scheme invests in the stocks of top 50 companies which make the Nifty 50 index or in exchange traded derivatives on the Nifty 50 for producing similar returns. However, the investment is subjected to possible deviations from the actual performance of the Nifty 50 index.

    Suitable for - Individuals who wish to invest in the stocks of Nifty 50 directly, without having to select stocks individually for getting returns corresponding to the yields of Nifty 50 index, should invest in this scheme.

    Benchmark Index

    Nifty 50 TRI

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    Nil

    Risk Factor

    Moderately High

    Fund Manager

    Ajay Garg - Managing since 1 October, 2006

  3. Aditya Birla Sun Life Gold Fund
  4. Type of Fund - It is an open-ended fund of funds scheme which allows individuals interested in investing in gold to enjoy the benefits of gold investment indirectly without taking hassles of purchasing, safekeeping, maintaining, and selling physical gold to gain profit.

    Investment Objective - The main purpose of this gold mutual fund scheme is to offer indirect gold investment opportunity to the investors by chiefly contributing to the units of Aditya Birla Sun Life Gold ETF which invests in physical gold of 99.5% purity. Replicating the performance of Aditya Birla Sun Life Gold ETF and offering similar returns over long term is what this scheme mainly focuses on.

    Suitable for - Persons having a strong desire of investing in gold can ideally invest in this scheme as it aims to provide attractive returns to the unitholders by replicating and tracking the returns of Aditya Birla Sun Life Gold ETF.

    Benchmark Index

    Domestic price of physical gold

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1% of applicable NAV - If the redeemed or switched out unit is more than 15% and is redeemed/switched-out on or before a holding period of 90 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 90 days from the date of allotment

    Risk Factor

    Moderately High

    Fund Manager

    Lovelish Solanki - Managing since 30 June, 2018

  5. Aditya Birla Sun Life Sensex ETF
  6. Type of Fund - This is an open-ended exchange traded scheme which imitates the S&P BSE SENSEX index returns and trades like a stock while providing the advantages of a mutual fund to the investors.

    Investment Objective - The prime target of this ETF scheme is to generate returns corresponding to the total returns of the assets as represented by BSE SENSEX by investing in a portfolio consisting of the BSE SENSEX stocks in similar proportion over a long period.

    Suitable for - Ideal for investors seeking capital growth over a long term via investments made in equity and equity-related securities of companies which tend to replicate the performance of S&P BSE SENSEX index with an aim of giving out similar yields, subject to tracking errors.

    Benchmark Index

    BSL SENSEX

    Investment Options

    Growth and Dividend

    Minimum Investment

    Entry Load

    Exit Load

    Risk Factor

    Moderately High

    Fund Manager

  7. Aditya Birla Sun Life NIFTY ETF
  8. Type of Fund - It is an open-ended Exchange Traded Index-linked mutual fund scheme which tries to replicate the performance and the yields of the S&P CNX Nifty index for generating similar returns for the investors.

    Investment Objective - The key focus of this mutual fund scheme is to invest in equity and equity-linked securities of 50 companies that make up the Nifty index with a target to get attractive returns corresponding to the returns of S&P CNX Nifty. Providing consistent long-term growth to the investors by investing in a diverse portfolio comprising of the Nifty index stocks is the main strategy of this scheme.

    Suitable for - This is appropriate for investors who want to directly invest in the market index without taking the hassles of individual stock selection for enjoying stable growth for a long period of time.

    Benchmark Index

    S&P CNX Nifty

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.5,000

    Entry Load

    Exit Load

    Risk Factor

    Moderately High

    Fund Manager

    Lovelish Solanki and Satyabrata Mohanty

  9. Aditya Birla Sun Life Gold ETF
  10. Type of Fund - This is an open-ended Gold Exchange Traded Fund investing its corpus in physical form of gold with 99.5% purity which is designed with an intention to produce investment yields matching the performance of gold, subject to tracking errors.

    Investment Objective - This mutual fund scheme strives to help people who are willing to invest in gold but hesitate due to the lack of storage facility, safety, purity, and reselling value assurance. The main objective of this scheme is to make gold investment simpler for the investors, thereby facilitating them to derive benefits from the high growth potential of gold.

    Suitable for - Individuals who want to invest in physical gold for gaining high profits in the long run without taking any hassles of storing and reselling are the ideal customers to invest in Aditya Birla Sun Life Gold ETF.

    Benchmark Index

    Domestic price of physical gold

    Investment Options

    Growth and Dividend

    Minimum Investment

    Rs.1,000

    Entry Load

    Not Applicable

    Exit Load

    1% of applicable NAV - If the redeemed or switched out unit is more than 15% and is redeemed/switched-out on or before a holding period of 90 days from the date of allotment

    Nil - In case of every purchase or switch-in of the units, up to 15% of the units are allowed to be redeemed or switched-out without any exit load from the allotment date

    Nil - If the units are redeemed or switched-out after a holding period of 90 days from the date of allotment

    Risk Factor

    Moderately High

    Fund Manager

    Lovelish Solanki - Managing since 30 June, 2018

Who are eligible to invest in Aditya Birla Mutual Fund schemes?

Every individual is eligible to make investment in the mutual fund schemes listed by Aditya Birla Sun Life Mutual Fund. However, there are some regulations and applicable terms for the NRIs and PIOs. Apart from this, various corporate firms, organisations, and other bodies are also eligible to invest in mutual funds with Aditya Birla, subject to certain terms and conditions. Here are the persons or entities who are eligible to apply for/subscribe to the units of the Aditya Birla Sun Life Mutual Fund schemes.

  1. Adult individuals residing in India can apply either singly or jointly (not more than three) or on a survivor or anyone basis
  2. Parents/guardians of minors who are either his/her natural guardian (i.e. father or mother) or a court-appointed legal guardian can apply on the minor’s behalf on condition that the minor is the first and the sole holder of the unit. No joint holder is permitted with the minor as the first or the sole holder.
  3. The Karta of Hindu Undivided Family (HUF)
  4. Limited Liability Partnerships (LLPs) and Partnership Firms
  5. Public Sector Undertakings, Companies, Bodies Corporate, Societies or Association of Persons or bodies of individuals who have registrations under the Societies Registration Act, 1860
  6. Charitable and Religious Trusts, Private trusts, and Wakfs or endowments of private trusts (liable to be subjected to the receipt of the required approvals) and lawfully approved to make investments in mutual fund schemes under their trust deeds
  7. Banking and financial institutions
  8. Mutual Funds or Alternative Investment Funds which have registrations under the Securities and Exchange Board of India
  9. Other schemes of Mutual Funds subject to the conditions and limits prescribed by SEBI Regulations
  10. Bodies Corporate or Multilateral Funding Agencies headquartered outside India with the approval of the Government of India or the Reserve Bank of India
  11. AMC, Trustee, or Sponsor or their associates can apply for subscription to mutual fund units of Aditya Birla
  12. Air Force, Army, Navy and other para-military bodies and units which are formed by such institutions
  13. Industrial and Scientific Research Organisations
  14. Persons of Indian origin residing abroad (PIOs) or Non-Resident Indians can apply for subscription either on repatriation basis or on non-repatriation basis (permitted under Schedule 5 of the Foreign Exchange Management (Transfer or Issue of Security by a Person Resident Outside India) Regulations, 2000)
  15. Foreign Institutional Investors (FIIs) who have registration under the Securities and Exchange Board of India on repatriation basis (permitted under Schedule 5 of the Foreign Exchange Management (Transfer or Issue of Security by a Person Resident Outside India) Regulations, 2000)
  16. Foreign Portfolio Investors (FPIs) who are permitted by the Securities and Exchange Board of India to make mutual fund investments
  17. Qualified Foreign Investor (QFI) as mentioned in the SEBI circular CIR/IMD/DF/14/2011 dated August 9, 2011 read with circular CIR/IMD/FII&C/13/2012 of SEBI dated June 07, 2012 as per applicability
  18. Similar types of institutions, body corporate or individuals and others, as, may be allowed by the Mutual Fund from time to time, can subscribe as long as they are compliant with the SEBI (MF) Regulations, wherever applicable

Note: The purchase of the mutual fund units, wherever relevant, is subjected to the permission under relevant statutory regulations and their respective constitutions

Documents required to invest in Aditya Birla Sun Life Mutual Fund

Here are the documents that an investor needs to provide at the time of investing in the schemes of Aditya Birla Sun Life Mutual Fund:

KYC Documents

If you are KYC compliant then it is mandatory to get the KYC updation done before subscribing to the desired Aditya Birla Sun Life mutual fund scheme. You need to submit the following documents to make yourself KYC compliant:

  • KYC form: KYC application form downloaded from the portals of SEBI registered intermediaries along with your latest passport-sized coloured photograph.
  • Address proof: Aadhaar Card, Voter’s ID, Driving License, Passport, Ration Card, utility bills such as electricity bill, telephone bill, gas bill, flat maintenance bill, bank passbook or bank account statement, insurance copy, or registered lease/sale agreement of residence (copy of anyone)
  • Identity proof: PAN Card, Aadhaar Card, Voter’s ID, Driving License, or Passport (copy of anyone)

Fund Subscription Documents

After updating your KYC, in the next step you will have to submit the following documents to Aditya Birla Sun Life Mutual Fund for subscribing to the fund scheme you are interested in:

  1. Filled up application form. You can either download the form from the official website of the company or the nearest branch or CAMS centre.
    • A copy of Pan card, along with a copy of your identity proof and address proof documents should be submitted along with the application form.

Documents required to invest on behalf of a minor

A copy of birth certificate, passport, mark sheets etc., of the minor which will display the date of birth of the minor and his/her relationship with the guardian should be attached with the investment application mandatorily.

How to invest with Aditya Birla Mutual Fund?

If you are a first-time investor of Aditya Birla Sun Life Mutual Fund, then you needn't worry as the company offers an online investment facility to all its investors. You can invest in any of the desired schemes at your own convenience without stepping out of your home or taking the hassle of locating the branch office nearest to your home. The online portal of this fund house is simple, secure, and user-friendly where you can start investing right away without taking the hassle of paperwork and branch visits.

Basic requisites to start investment

  • Before starting a mutual fund investment, ensure that your PAN is compliant with KYC and KRA.
  • Keep all the details of your active bank account like the A/C No, A/C Type, branch, IFSC Code etc., handy.

Investors who are not KRA KYC compliant

If you are not complaint with KRA KYC, then first you have to complete the KYC compliance process. You can either complete the process by visiting any KYC portal or can do it right away on the website of the company by following a few steps which are as follows:

  1. At first, visit the official website of the company i.e. mf.adityabirlacapital.com
  2. Enter your PAN to check if it is compliant with KRA KYC or not
  3. Once the KYC compliance of your PAN is verified, fill in your bank details, contact details etc.
  4. After this, you have to input the nomination details in the given form.
  5. In the next step, generate your username and password
  6. When done, you are ready to start your investment with Aditya Birla Sun Life. Note down your folio details to ensure smooth transaction every time.
  7. Now you are ready to start investing with Aditya Birla Sun Life Mutual Fund online and carry out transactions 24/7 through the official website of the company.

Why should you invest in Birla Sunlife Mutual Fund?

Aditya Birla Sunlife Mutual Fund is a pioneering asset management company which is catering its investment services to the residents of India since decades. Not only resident Indians, but also people of Indian origin and non-resident Indians can invest in this trusted firm to build wealth in a safe and secure way under the guidance of the able professionals employed with the company. In short, there are multiple reasons why you should consider investing in a Aditya Birla Sunlife Mutual Fund scheme. Here are some of the top reasons to consider:

  • Reliable and trustworthy: Aditya Birla Sun Life Mutual Fund is one of the most trustworthy fund houses where you can invest your hard-earned money confidently. Most of the funds designed by this company are performing well on a consistent basis. Hence, it will be wise to make investments in the schemes of this fund house as per the guidance of the expert fund managers.
  • Wide range of products: Ranging from growth-oriented equity and equity-linked schemes to comparatively less risky debt and liquid fund schemes, Aditya Birla Sun Life Mutual Fund offers schemes which belong to varied asset classes to give the best investment opportunity to the customers based on their risk-tolerance and investment goal. This fund house also has a risk product basket comprising of hybrid schemes and fund of funds schemes.
  • Easy online investment: Since Aditya Birla Sun Life Mutual Fund provides an online investment facility, it is easier and faster to invest with them. Wherever you are, you can subscribe to the desired mutual fund scheme without any requirement to pay personal visits to the fund company. To invest in your chosen scheme all you need to do is to upload the filled up application form, along with the required documents, on the official website of the company. Upon getting approval you can start investing right away.
  • Professionally managed portfolios: To help the investors get optimum return from their investment, Aditya Birla Sunlife Mutual Fund makes sure that the investment portfolios are professionally managed by experienced fund managers.
  • Proper guidance at every step: At every step of investment, you will receive the guidance of the fund managers. They will not only help to design your investment portfolio based on your individual requirements and particulars but also will try to provide a balance between growth and risk.
  • Simple user-interface: You can instantly find out the product suitable for you by using the ‘filter product’ option to shortlist the desired schemes which match your investment objectives and risk tolerance.
  • Convenient tracking system: Through the online investment portal of the company, you can not only invest as per your convenience but can also monitor your investments. Moreover, you can keep a track of everything like your portfolio's current value, cost of investment, annual returns etc., through your active account and can manage those well.
  • Expert advice and support: It becomes easy to invest in a mutual fund when the investment matches your specific investment goals and financial needs. This is why you are required to understand everything well and assess your requirements for making an informed decision. The expert team of financial advisors at Aditya Birla Sun Life Mutual Fund lends all possible help to investors right from the first step to enable them choose the most suitable mutual fund product/scheme.

Aditya Birla Mutual Fund Customer Care

Aditya Birla Mutual Fund has a very efficient customer care service which are dedicated to address every need and concern of the investors anytime during the day and night. The customer care executives can be contacted by the investors on all the days between 9AM to 9PM on call. Investors located within India can call on the toll free number i.e. 1-800-270-7000, or 91-22-66917777 (non toll-free). Investors who are more comfortable to communicate through email can write to the team at care.mutualfunds@adityabirlacapital.com. That's not all. The company has an 'e-advisor' option on the website where the investors can fill up a form and arrange for an on call meeting with the advisors. The advisors call the investors and give them guidance about the investment process.

Frequently Asked Questions

  1. Can I invest in the schemes of Aditya Birla Sun Life if I am a small investor?
  2. Yes, you can as the mutual fund schemes of Aditya Birla Sun Life Mutual Fund are specially designed to help the small-scale investors generate wealth/income as per their risk-tolerance and investment objective. The best thing is, even if you don’t have any knowledge or experience of mutual fund investment, you can invest in these funds as everything will be taken care of by the fund manager. He/she will strategise your investment plan and will monitor the performance of the fund thereby enabling you to generate profit.

  3. Is there an SIP investment option in Birla Sun Life Mutual Fund schemes?
  4. Yes, you can opt for an SIP investment while investing in the desired mutual fund schemes that are offered by Birla Sunlife Mutual Fund company. The minimum amount that you need to invest in an SIP is Rs.500. The low investment amount of SIPs makes it easier for the investors to invest as per their convenience on a periodic basis.

  5. How will I get my redemption proceeds from the company?
  6. Your redemption proceeds will be deposited in the bank account that you have registered with the mutual fund house at the time of subscribing. You will receive the money in Indian rupees within a few days of submitting the application.

  7. Can I invest in the schemes of this company on behalf of a minor?
  8. Yes, you can invest in the schemes on behalf of a minor if you are his/her parent or legal guardian. To start investment, you at first have to submit all the documents related to you and the minor requested by the fund house. If all the details and particulars are found to be valid, you will be approved for the investment.

  9. What are the documents that I need to submit at the time if applying on behalf of a minor?
  10. You have to provide some extra documents when you are applying on behalf of a minor. Along with furnishing your own particulars such as your personal details, PAN details, and your relationship with the minor, you also have to submit the documents related to the minor such as birth certificate and school exam mark sheets which will display his/her date of birth along with other KYC supporting documents.

  11. When can I initiate SMS transactions with the company?
  12. You can initiate an SMS transaction to the dedicated number anytime and any day. If you make the transactions post the cut-off time on any particular business day or on a non-business day, your request will be processed on the following business day.

  13. Will there be any charge for transacting through SMS?
  14. No, you needn't pay anything for making SMS transactions with the company. However, you will need to pay the premium ongoing SMS charges as per the tariff of your SMS service providing company.

  15. How can I generate a new PIN if I don't receive the PIN or forget the PIN?
  16. If you don't receive the PIN or forget the generated PIN, you needn't worry as you can get a new PIN for your account easily. For obtaining a new PIN you have to place a new pin-generation request by calling on the call center's toll free number i.e. 1800-270-7000.

  17. Can I start investing in the Aditya Birla Sun Life Mutual Fund schemes without making any lump sum investment?
  18. Yes, you can invest even without any lump sum payment through SIP mode of investment. In this type of investment, you can start investing with an amount as low as Rs.500. Moreover, you can invest the amount every month or every week as per your affordability and convenience.

  19. Which is the number to receive e-assistance from Aditya Birla Sun Life Mutual Fund?
  20. The company lends their hand at any point of investment and this is why they have a dedicated number where all the customers from across different parts of India can call and ask their queries. For any kind of e-assistance from Birla Sun Life Mutual Fund, give a call on - 1800 270 7000 if you are residing within India.

Display of any trademarks, tradenames, logos and other subject matters of intellectual property belong to their respective intellectual property owners. Display of such IP along with the related product information does not imply BankBazaar’s partnership with the owner of the Intellectual Property or issuer/manufacturer of such products.

News About Birla Sunlife Mutual Fund

  • Aditya Birla Sun Life Mutual Fund Awaits SEBI’s Approval for Overnight Debt Fund

    Aditya Birla Sun Life Mutual Fund is waiting for the approval of the Securities and Exchange Board of India (SEBI) for the roll out of the Aditya Birla Sun Life Overnight Fund. As per the draft offer document that is available at the official website of the regulator, this open-ended debt scheme will predominantly invest in overnight securities. This mutual fund will deploy its net assets in debt securities and money market instruments that have a maturity period of up to 1 day only, in addition to collateralised borrowing and lending obligation (CBLO). While this fund carries 2 investment plans - Regular Plan and Direct Plan, both the plans offer 2 investment options namely the Growth Option and the Dividend Option. The minimum application amount for this scheme is Rs.1,000 and subsequently in multiples of Re.1. While the Aditya Birla Sun Life Overnight Fund doesn’t carry any exit load, the benchmark followed by this investment plan is CRISIL CBLO Index. This fund manager of this scheme is Mr. Kaustubh Gupta.

    10 October 2018

  • New growth fund by Birla Sun Life Mutual Fund

    Birla Sun Life Focused Equity Fund - Series 6 is a new growth scheme offered by Birla Sun Life MF. The NFO for this close-ended, growth scheme will remain open from the 7th of Sept. to the 1st of Oct. 2015 and the minimum initial investment requirement stands at Rs.5,000. SUbsequent purchases of units can be made in multiples of Rs.10.

    The scheme will not levy and entry or exit loads and its performance will be benchmarked against the CNX 100. Managed by Mahesh Patil the scheme will invest primarily in equity i.e. specific stocks of the RGESS (Rajiv Gandhi Equity Savings Scheme), 2013.

    10 September 2015

  • Birla Sun Life Mutual introduces new fixed term plan

    Birla Sun Life Mutual Fund introduced its new fixed maturity plan called the Birla Sun Life Fixed Term Plan - Series MV. The period for the plan is 1104 days and the new fund offer (NFO) will remain open for unit purchase between Sept. 4th, 2015 and Sept. 9th, 2015. The minimum investment requirement stands at Rs.5,000 for initial purchases and at Rs.10 and its multiples for subsequent purchases. The benchmark against which fund performance, managed by Kaustubh Gupta, will be measured under this scheme is the CRISIL Composite Bond Fund Index.

    Investments under this scheme will be made in fixed income instruments with maturities that either match that of the scheme or mature prior to the scheme’s maturity date.

    2 September 2015

GST rate of 18% applicable for all financial services effective July 1, 2017.

Display of any trademarks, tradenames, logos and other subject matters of intellectual property belong to their respective intellectual property owners. Display of such IP along with the related product information does not imply BankBazaar's partnership with the owner of the Intellectual Property or issuer/manufacturer of such products.

reTH65gcmBgCJ7k
This Page is BLOCKED as it is using Iframes.