| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.40% |
| NAV | ₹13.5 (18 Jun 2019) |
|---|---|
| Fund Started | 28 Nov 2014 |
| Fund Size | ₹989 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 6.5% |
| HDFC Bank Ltd. | Financial | Fixed Deposits | 5.1% |
| Adani Power Ltd. | Engineering | Equity | 4.5% |
| JSW Steel Ltd. | Metals | Equity | 3.9% |
| HDFC Bank Ltd. | Financial | Equity | 3.4% |
| Adani Enterprises Ltd. | Services | Equity | 3.0% |
| Bharat Financial Inclusion Ltd. | Financial | Equity | 2.6% |
| HDFC Bank Ltd. | Financial | Fixed Deposits | 2.5% |
| IDFC First Bank Ltd. | Financial | Debenture | 2.5% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 2.5% |
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.