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Aditya Birla Sun Life Mutual Fund

AUM
₹4,32,523.84 cr.
No. of Schemes
238
AMC Age
31Yrs
Aditya Birla Sun Life Mutual Funds, a venture of Aditya Birla Capital, presents a wide array of investment opportunities. With a strong financial heritage, diverse fund offerings, and commitment to customer value, they offer investors a reliable avenue for achieving financial growth and securing their future.

List of Top Aditya Birla Sun Life Mutual Fund Schemes

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About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based Sun Life AMC Investments, Inc.

Established in 1994, ABSLMF was previously named Birla Sun Life Asset Management Company Limited and has successfully completed 25 years in the Indian finance market.

The Aditya Birla Group is the 3rd largest business conglomerate in India, while Sun Life is one of the largest life insurance providers in the world, ranking 235 on the Fortune 500 list for 2022.

With roughly ₹ 2,71,747 crore AUM as of February 2023, ABSLMF is currently one of the largest AMCs operating in India.

The Aditya Birla Sun Life Mutual Fund primarily deals in four classes of funds:

  1. Equity funds
  2. Income funds
  3. Debt funds
  4. ELSS funds

Aditya Birla Sun Life Mutual Fund Key Information

The following are some of the key information regarding the Aditya Birla Mutual Funds company
Asset Management company Partners Aditya Birla Capital Ltd., Sun Life (India) Investments Inc
Founding date 23rd December 1994
AMC Incorporation date 05th September 1994
Trustee organisation Aditya Birla Sun Life Trustee Pvt Ltd.
Chairman Kumar Mangalam Birla
MD and CEO A. Balasubramaniam
Compliance Officer Mr. Parth Makwana
Investor Service Officer Keerti Gupta

How to Invest in Aditya Birla Sun Life Mutual Fund via Angel One?

Investing in the Aditya Birla Sunlife Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:

Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.

Note: In case you do not have an account with Angel One, you can directly open a demat account with us in under a few minutes by submitting the necessary documents.

Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to do at this stage are:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests in. You can also calculate the potential returns using the calculator.
  3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  5. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.

  1. Decide whether your want to invest in a lump sum or via monthly SIP
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
  3. After placing the order, in case of the SIP route of investment, you can create a mandate to make hassle-free future installments.

Documents Required To Invest in Aditya Birla Sunlife Mutual Fund

Investing in Aditya Birla Sunlife Mutual Funds via Angel One is effortless, thanks to our fully digital KYC process. Whether you're a first-time investor or returning, we've made it convenient. To get started, you'll need to provide the following vital documents:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof – We recommend using your Aadhar Card, including both the front and back sides.
  4. Bank Account Details, along with a cancelled cheque if necessary.
  5. Nominee details and FATCA Declarations.

Our user-friendly platform simplifies KYC verification, enabling you to access Aditya Birla Sunlife Mutual Funds quickly and efficiently. Your financial goals are now easily attainable. Within just 48-72 business hours, your KYC process will be completed, allowing you to embark on your mutual fund journey.

Top 10 Aditya Birla Sun Life Mutual Fund to Invest

Scheme Category AUM (in ₹ Cr) 3-Yr Returns (%) 1-Yr Return (%)
Aditya Birla SL PSU Equity Fund Equity 5,236.98 29.11 -9.17
Aditya Birla SL NASDAQ 100 FOF Equity 428.95 21.81 31.45
Aditya Birla SL Infrastructure Fund Equity 1,086.77 20.64 0.46
Aditya Birla SL Nifty Midcap 150 Index Fund Equity 308.45 20.60 4.21
Aditya Birla SL Dividend Yield Fund Equity 1,461.33 20.60 2.95
Aditya Birla SL Pharma & Healthcare Fund Equity 815.09 18.86 6.28
Aditya Birla SL Gold Fund Equity 471.82 18.43 36.33
Aditya Birla SL Pure Value Fund Equity 5,929.32 18.33 -0.50
Aditya Birla SL Nifty Smallcap 50 Index Fund Equity 209.20 17.62 1.34
Aditya Birla SL Global Excellence Equity FoF Equity 211.47 16.96 20.37
Note: All data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

1. Aditya Birla SL PSU Equity Fund

The Aditya Birla SL PSU Equity Fund is an open-ended equity scheme that focuses on public sector undertakings across various industries. The fund aims to generate long-term capital appreciation by investing in fundamentally strong government-owned companies. The fund is managed by Dhaval Gala and is benchmarked against the NIFTY PSU Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL NASDAQ 100 FoF

The Aditya Birla SL NASDAQ 100 FoF is an open-ended fund-of-funds scheme that invests in the NASDAQ 100 Index through overseas ETFs and mutual funds. The fund provides exposure to leading non-financial companies listed in the US market. The fund is managed by Dhaval Joshi and is benchmarked against the NASDAQ 100 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Infrastructure Fund

The Aditya Birla SL Infrastructure Fund is an open-ended equity scheme that invests in companies engaged in infrastructure development. The fund aims to achieve long-term capital growth by identifying businesses benefiting from India's infrastructure expansion. The fund is managed by Mahesh Patil and Jonas Bhutta and is benchmarked against the NIFTY Infrastructure Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Nifty Midcap 150 Index Fund

The Aditya Birla SL Nifty Midcap 150 Index Fund is an open-ended index fund that replicates the NIFTY Midcap 150 Index. The fund aims to provide returns that closely correspond to the performance of mid-cap companies in the index. The fund is managed by Priya Sridhar and is benchmarked against the NIFTY Midcap 150 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Dividend Yield Fund

The Aditya Birla SL Dividend Yield Fund is an open-ended equity scheme that invests in dividend-yielding companies. The fund seeks to provide long-term capital appreciation along with regular income generation. The fund is managed by Dhaval Gala and Dhaval Joshi and is benchmarked against the NIFTY Dividend Opportunities 50 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Pharma & Healthcare Fund

The Aditya Birla SL Pharma & Healthcare Fund is an open-ended equity scheme that focuses on the pharmaceutical and healthcare sectors. The fund aims to generate long-term capital growth by investing in companies operating in healthcare, biotechnology, and medical research. The fund is managed by Dhaval Shah and is benchmarked against the NIFTY Healthcare Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Gold Fund

The Aditya Birla SL Gold Fund is an open-ended fund-of-funds scheme that invests in gold ETFs. The fund aims to provide returns linked to the performance of gold while offering an alternative investment avenue. The fund is managed by Priya Sridhar and is benchmarked against the domestic price of gold. The scheme applies an exit load of 2% if units are redeemed within 180 days, 1% if redeemed between 181 and 365 days, and no exit load applies thereafter.

  1. Aditya Birla SL Pure Value Fund

The Aditya Birla SL Pure Value Fund is an open-ended equity scheme that follows a value investing approach. The fund seeks to identify fundamentally strong but undervalued companies with the potential for long-term capital appreciation. The fund is managed by Kunal Sangoi and is benchmarked against the NIFTY 500 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Nifty Smallcap 50 Index Fund

The Aditya Birla SL Nifty Smallcap 50 Index Fund is an open-ended index fund that aims to track the performance of the NIFTY Smallcap 50 Index. The fund invests in small-cap stocks to provide long-term capital growth. The fund is managed by Priya Sridhar and is benchmarked against the NIFTY Smallcap 50 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

  1. Aditya Birla SL Global Excellence Equity FoF

The Aditya Birla SL Global Excellence Equity FoF is an open-ended fund-of-funds scheme that invests in international equity funds. The fund aims to provide global diversification by investing in leading companies across various sectors. The fund is managed by Dhaval Joshi and is benchmarked against the MSCI ACWI Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.

Mutual Funds Calculators

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Aditya Birla Sun Life Mutual Fund FAQs

Aditya Birla Mutual Fund is a reputed fund house in India. It offers a variety of schemes across asset classes. You can choose to invest in one according to your financial goal, risk profile, and investment horizon. Also, evaluate individual funds based on risk, past performance, volatility, expense ratio, etc. given on the Angel One platform to make data-backed investment decisions.
Search for your desired scheme on Angel One under the Mutual Fund section. Enter a comfortable installment amount and click on proceed. Before doing this, ensure you have enough funds in your account for the transaction to go through. Alternatively, you can also start an online SIP vis the AMC website.
There are two ways of doing this. You can initiate your redemption request by visiting the Angel One web platform or app. Alternatively, you can also redeem your investments by visiting the AMC website.
Redemption of equity, debt, and conservative hybrid funds generally happens within 2-4 working days of the withdrawal initiation. The proceeds are transferred to your registered bank account. The proceeds of liquid funds take 1-2 working days to be deposited in your bank account.
The redemption charges include exit load and certain taxes. The exit load of the "fund" depends on the type of the scheme, the tenure of the investment (long term or short term) and the total amount that you have invested.
There are three ways to increase the SIP amount - through the Angel One website, the Angel One App or directly through the AMC website. In case of some AMCs, it may not be possible to increase the SIP and you have to set up a new SIP scheme to add to the existing one.
Go to the Angel One app or website and check in the mutual funds section. You may also choose to visit the official website of the AMC.
Aditya Birla Sunlife Tax Relief 96 is an ELSS (Equity Linked Savings Scheme) fund from the Aditya Birla Mutual Fund. This allows you to claim a tax deduction of up to ₹1.5 lakh per financial year under Section 80C of the Income Tax Act, 1961. You can deduct this from your total taxable income.

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