| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.05% |
| NAV | ₹33.5 (01-Jun-2018) |
|---|---|
| Fund Started | 01-May-2004 |
| Fund Size | ₹298 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| SP Imperial Star Pvt. Ltd. | Services | ZCB | 10.1% |
| RKN Retail Pvt. Ltd. | Consumer Goods | ZCB | 9.8% |
| 9.8 IL & FS Tamil Nadu Power Co. Ltd. Mar 16 2020 | Energy | Debentures | 8.6% |
| 6.87 Rural Electrification Corporation Sep 24 2020 | Financial Services | Bond | 8.3% |
| 7.35 Power Finance Corporation Ltd. Nov 22 2022 | Financial Services | Debentures | 8.2% |
| 9.75 Sterlite Power Transmission Ltd. Apr 15 2019 | Energy | Debentures | 6.8% |
| Piramal Finance Ltd. | Financial Services | ZCB | 5.6% |
| Adani Power Ltd | Energy | ZCB | 5.6% |
| 9.75 S D Corporation Pvt Ltd. Apr 9 2020 | Construction | Debentures | 5.0% |
| 11.1 Hero Realty Ltd. Aug 11 2020 | Construction | Debentures | 4.8% |
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.