| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.27% |
| NAV | ₹10.9 (18 Jul 2019) |
|---|---|
| Fund Started | 27 Mar 2018 |
| Fund Size | ₹55 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 10.4% |
| JM Financial Products Ltd. | Financial | Debenture | 9.9% |
| Indiabulls Housing Finance Ltd. | Financial | Debenture | 9.3% |
| Essel Lucknow Raebareli Toll Roads Ltd. | Services | Debenture | 9.1% |
| Uttar Pradesh Power Corporation Ltd | Engineering | Debenture | 9.1% |
| Vedanta Ltd. | Metals | Debenture | 9.0% |
| Adani Transmission Ltd. | Engineering | Debenture | 8.3% |
| Sprit Infrapower and Multiventures Pvt. Ltd. | Textiles | Debenture | 8.1% |
| LIC Housing Finance Ltd. | Financial | Debenture | 5.6% |
| Sundaram Finance Ltd. | Financial | Debenture | 4.6% |
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.
They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.
Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.