Aditya Birla Sun Life Mutual Fund

Scheme	AUM (in Cr.)	Fund Age	1W	1M	3M	6M	1Y	3Y	5Y
Aditya Birla Sun Life PSU Equity Fund Direct Growth Compare	5,774.54	6 Yrs	-1.79%	-4.38%	-5.97%	-9.91%	0.03%	18.40%	20.31%
Aditya Birla Sun Life Flexi Cap Fund Direct Growth Compare	27,982.50	13 Yrs	-0.72%	-2.78%	-3.27%	1.93%	0.28%	14.95%	10.11%
Aditya Birla Sun Life Small Cap Fund Direct Growth Compare	6,119.62	13 Yrs	-2.00%	-6.29%	-2.19%	6.15%	8.44%	14.09%	12.01%
Aditya Birla Sun Life Multi-Cap Fund Direct Growth Compare	7,244.44	5 Yrs	-1.20%	-5.42%	-3.07%	2.48%	0.09%	13.59%	10.97%
Aditya Birla Sun Life Mid Cap Fund Direct Growth Compare	6,550.01	13 Yrs	-2.78%	-6.33%	-7.23%	-2.72%	-2.43%	13.23%	11.30%
Aditya Birla Sun Life Focused Fund Direct Growth Compare	7,512.21	13 Yrs	-1.02%	-2.03%	-4.35%	-1.30%	-4.09%	12.69%	8.88%
Aditya Birla Sun Life Value Fund Direct Growth Compare	6,659.26	13 Yrs	-2.55%	-6.59%	-5.18%	-1.20%	1.80%	12.61%	12.00%
Aditya Birla Sun Life ELSS Tax Saver Fund Direct Growth Compare	13,559.00	13 Yrs	-1.04%	-3.92%	-6.76%	-4.49%	-8.25%	10.55%	6.65%
Aditya Birla Sun Life Large Cap Fund Direct Growth Compare	27,932.70	13 Yrs	-0.94%	-2.35%	-4.97%	-3.18%	-9.57%	9.41%	7.34%
Aditya Birla Sun Life Consumption Fund Direct Growth Compare	5,697.41	13 Yrs	-1.16%	-4.72%	-6.76%	-4.73%	-13.07%	7.52%	7.59%

Scheme

AUM (in Cr.)

Fund Age

Aditya Birla Sun Life PSU Equity Fund Direct Growth

5,774.54

6 Yrs

-1.79%

-4.38%

-5.97%

-9.91%

0.03%

18.40%

20.31%

Aditya Birla Sun Life Flexi Cap Fund Direct Growth

27,982.50

13 Yrs

-0.72%

-2.78%

-3.27%

1.93%

0.28%

14.95%

10.11%

Aditya Birla Sun Life Small Cap Fund Direct Growth

6,119.62

13 Yrs

-2.00%

-6.29%

-2.19%

6.15%

8.44%

14.09%

12.01%

Aditya Birla Sun Life Multi-Cap Fund Direct Growth

7,244.44

5 Yrs

-1.20%

-5.42%

-3.07%

2.48%

0.09%

13.59%

10.97%

Aditya Birla Sun Life Mid Cap Fund Direct Growth

6,550.01

13 Yrs

-2.78%

-6.33%

-7.23%

-2.72%

-2.43%

13.23%

11.30%

Aditya Birla Sun Life Focused Fund Direct Growth

7,512.21

13 Yrs

-1.02%

-2.03%

-4.35%

-1.30%

-4.09%

12.69%

8.88%

Aditya Birla Sun Life Value Fund Direct Growth

6,659.26

13 Yrs

-2.55%

-6.59%

-5.18%

-1.20%

1.80%

12.61%

12.00%

Aditya Birla Sun Life ELSS Tax Saver Fund Direct Growth

13,559.00

13 Yrs

-1.04%

-3.92%

-6.76%

-4.49%

-8.25%

10.55%

6.65%

Aditya Birla Sun Life Large Cap Fund Direct Growth

27,932.70

13 Yrs

-0.94%

-2.35%

-4.97%

-3.18%

-9.57%

9.41%

7.34%

Aditya Birla Sun Life Consumption Fund Direct Growth

5,697.41

13 Yrs

-1.16%

-4.72%

-6.76%

-4.73%

-13.07%

7.52%

7.59%

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life AMC Limited (ABSLAMC) commenced its operations in the year 1994. The two main shareholders and promoters of the company are Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. It is among the top few mutual funds in India that serves over 8.59 million investor folios and has a pan-India presence across 290 plus locations.

The Asset Under management (AUM) of the fund is Rs. 3,458 billion for the quarter ending March 31, 2024, under portfolio management services, offshore and real estate offerings and alternative investment funds.

Aditya Birla Mutual Sun Life MF provides a range of investment options, including high-return funds, equity funds, debt funds, hybrid funds, and multi-SIP. Its board of directors includes Mrs Vishakha Mulye, A. Balasubramanian, Sandeep Asthana, Amrit Kanwal, Alka Marezban Bharucha, Navin Puri, Sunder Rajan Raman, Ramesh Abhishek, and Supratim Bandyopadhyay.

The financial services of the Aditya Birla Group are managed by Aditya Birla Capital Limited (“ABCL”), a financial group that provides protection, investing, and financing solutions. ABCL has several bank partners and a wide reach with over 1,462 branches and more than 2,00,000 agents.

It is an international financial services provider of asset management, insurance, and health solutions for institutional and individual clients. Its operations are spread across countries and trade on the Toronto (TSX), Philippine (PSE), and New York (NYSE) stock exchanges.

Aditya Birla Mutual Sun Life Fund's vision is “To be a leader and role model in a broad-based and integrated financial services business.” They aim to not only be a trusted choice among investors but also offer them simplicity and convenience. The fund has the potential to help customers through the financial lifecycle requirements by offering growth opportunities across financial service offerings.

The Aditya Birla Sun Life MF offers several advantages that distinguish it from its competitors. These include:

Stable Performance Aditya Birla Sun Life mutual fund company has showcased consistent performance over the past 30 years, providing high returns to its investors. The fund's consistent risk-adjusted performance ensures good returns for the investors.
Diverse Investment Opportunities: The mutual fund provides various investment opportunities, including equity funds, debt funds, hybrid funds, and multi-SIPs. It helps investors choose from a wide range of options depending on their return expectations.
Tax Benefits: Not just competitive returns, but investors can also get tax benefits on their earnings through mutual funds. This is because the long-term earnings through mutual funds are taxed lower than the short-term capital gains. Additionally, investing in ELSS funds is tax-free and can also help investors save tax under the 80C section of the Income Tax.
Transparency: Another benefit of investing in a top Aditya Birla Sun Life mutual fund is its transparency. The fund provides investors with details regarding the fund's investments to keep them informed and also ensures that the process is transparent. This helps the investors strengthen their trust in the mutual fund and stay informed about their ongoing investments and the return probability.
Together, these benefits make it a lucrative option to invest in the best Aditya Birla Sun Life mutual fund.

Mutual fund investments are managed by experienced fund managers with years of experience and skills to their credit. However, since mutual fund investments are impacted by market conditions and other macroeconomic factors, they do not offer a fixed percentage of returns.

The only way to avoid these uncertainties is to invest in a reputed mutual fund such as Aditya Birla Sun Life mutual fund. Their past record over the years is proof of their excellent returns despite fluctuating market conditions. Additionally, the fund provides investors with details regarding their investments from time to time to help them monitor their funds. This is yet another way to help you minimize the challenges of mutual fund investments.

Even the best Aditya Birla Sun Life mutual fund does not promise a fixed return rate, but it does show a past record of excellent return rates. Additionally, the fund managers diversify the portfolio across a wide range of securities to minimize the impact in case a security does not perform well. This fund's huge diversity helps immensely with mitigating losses on investments.

The only way to maximize certainty for your returns in the mutual fund is by ensuring you are investing with a reputed fund, overseeing your investments from time to time, and choosing a fund that manages risks to provide the best results. With the Aditya Birla mutual fund, you are covered on all these grounds.

The last thing we need to understand is how to invest in the mutual fund in Aditya Birla Sun Life mutual fund. Dhan makes the process very simple through its online portal for investing in mutual funds. The best part is that it doesn't only provide a platform for investing but also helps you make an informed decision by providing a thorough analysis of all the mutual fund opportunities.

Follow these three steps to invest in Aditya Birla Sun Life mutual fund with Dhan:

Step 1: Go to ‘App Store’ or ‘Play Store’ and install the Dhan app.
Step 2: Click on ‘I'm Ready to Trade.' Enter your mobile number and enter the OTP you receive on your phone.
Step 3: To finish setting up your account, enter your email address and an MPIN for securing your account.
Step 4: The last step of the onboarding process is to provide personal details including date of birth, PAN, and Aadhaar Card.
Step 5: Now, once your account is set up, navigate to the mutual fund section and find Aditya Birla Sun Life mutual fund.
Step 6:Select the type of mutual fund you wish to invest in with the help of an overview of the different funds and their performance. You can view the ratings, AUM, minimum investment amount, one-year, three-year, and five returns for all fund options such as equity funds, debt funds, hybrid funds, etc.
Step 7: Choose between Aditya Birla Sun Life mutual fund SIP plans and Aditya Birla Sun Life mutual fund lump sum plans. If you are financially stable and can afford a one-time investment, opt for the lumpsum payment. However, if you need to break down your investment into monthly or quarterly payments, explore the Aditya Birla Sun Life mutual fund SIP options.
Step 8:Process the payment by entering the OTP and you will get a confirmation message.

Dhan has an Aditya Birla SIP calculator to help you calculate your returns. You can also set up auto payments in case of SIP to make the process hassle-free. In these simple steps, you can invest in the Aditya Birla mutual fund and get good returns.

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