Aditya Birla Sun Life Mutual Fund
AUM
₹ 3,85,000 Cr.
AMC Age
30 Years
No. Of Schemes
784
Aditya Birla Sun Life Mutual Fund, managed by Aditya Birla Sun Life AMC Limited (ABSLAMC), offers various mutual fund investment schemes across equity, debt, and hybrid categories. Added experience in Portfolio Management Services, Real Estate Investment, and AIFs makes it an attractive choice for wealth creation.
List of Aditya Birla Sun Life Mutual Fund Schemes
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About Aditya Birla Sun Life Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Aditya Birla Sun Life Mutual Fund (ABSLMF), formerly known as Birla Sun Life Asset Management Company Limited, was established on December 23, 1994. A joint venture between Aditya Birla Capital Limited and Canada-based Sun Life AMC Investments is one of the largest AMCs with 30+ years of experience in the Indian market.
Key Features
- Aditya Birla Sun Life AMC (ABSLAMC) offers 94 investment schemes across equity, income, debt, ELSS, and hybrid categories, catering to the various investment needs of investors.
- ABSLAMC's operations include Portfolio Management Services (PMS), Real Estate Investments, and Alternative Investment Funds (AIF).
- A leading asset manager in India, ABSLAMC operates in more than 300 locations and serves over 10.5 million investor folios.
- The company is led by a proven leadership team, with Mr. A. Balasubramaniam at the helm, serving as MD and CEO and Mr. Parth Makwana as Compliance Officer, bringing valuable expertise to its operations.
Documents Required
To invest in Aditya Birla Sun Life Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form
- Completed and signed CKYC application form
- In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details
- Canceled cheque or bank statement for linking the investment account.
- Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Aditya Birla Sun Life Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Aditya Birla Sun Life Mutual Fund Managers
Mr. Mahesh Patil
Mr. Mohit Sharma
Mr. Bhupesh Bameta
Mr. Atul Penkar
Mr. Kunal Sangoi
How To Invest In Aditya Birla Sun Life Mutual Fund With Choice?
Aditya Birla Sun Life Mutual Fund FAQs
The best Aditya Birla Sun Life Mutual Fund depends on your goals and risk tolerance. For long-term growth, consider Aditya Birla Sun Life Frontline Equity or Discovery Fund. For moderate risk, look at their Balanced Advantage Fund. Conservative investors may prefer their Corporate Bond Fund. Choice provides effective tools that can help match funds to your specific objectives
No. Aditya Birla Sun Life Mutual Funds are subject to taxation based on the type of investment and holding period.Equity funds: 20% tax on short-term gains (under 12 months); 12.5% on long-term gains above 1.25 lakh annually. Debt funds are taxed per income slab. ELSS funds offer tax benefits under Section 80C of up to 1.5 lakh witha 3-year lock-in.
To invest in Aditya Birla Sun Life Mutual Funds with Choice, the required documents include a PAN card, identity proof (Aadhaar/passport/voter ID), address proof, bank details with canceled cheque, and a recent photograph, and an active bank account for fund transfers. Choice offers quick and simplified digital KYC through Aadhaar verification.
The minimum investment amount for Aditya Birla Sun Life Mutual Funds depends on the specific scheme and the investment mode i.e. lump sum or Systematic Investment Plan (SIP). Typically, you can start investing with as little as 100 for SIPs and 500-1,000 for lump sum investments for equity funds, and 1,000-5,000 for debt funds. Specific minimums vary by scheme and are viewable on the Choice FinX platform.
Returns are calculated on the Net Asset Value (NAV), using the below formula:Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100For SIPs, returns are calculated using the XIRR (Extended Internal Rate of Return) method, accounting for different investment dates and amounts. Choice provides calculators to track performance across various timeframes, helping investors evaluate their earnings efficiently.
Yes. You can switch between funds Aditya Birla Sun Life Mutual Fund schemes through Choice FinX. Before making any switches, consider potential exit loads and tax implications before switching. Systematic Transfer Plans (STPs) are also available for gradual transfers.
Investing in Aditya Birla Sun Life Mutual Funds involves charges including Expense Ratios, Exit Loads for early redemption, and Transaction Fees for investments above 10,000. Direct plans available on Choice FinX have lower expense ratios compared to regular plans.
No. You can invest directly through the Choice FinX app with just KYC and a linked bank account. Opening a Choice Demat account, though optional, is preferred if you want to hold your mutual fund units in electronic form alongside other securities.
You can access your Aditya Birla Sun Life Mutual Fund statement directly on the Choice FinX platform under the Portfolio section. Additionally, statements can also be obtained through the official Aditya Birla Sun Life website, via email request, or through the CAMS portal (their registrar). Choice consolidates all your investments for easy tracking.
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