| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.96% |
| NAV | ₹41.9 (26 Jun 2019) |
|---|---|
| Fund Started | 26 Dec 2012 |
| Fund Size | ₹2,236 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Indiabulls Housing Finance Ltd. | Financial | CP | 6.2% |
| Fullerton India Credit Corporation Ltd. | Financial | Debenture | 4.5% |
| Uttar Pradesh Power Corporation Ltd | Engineering | Debenture | 4.2% |
| Indiabulls Consumer Finance Ltd. | Financial | CP | 3.8% |
| PNB Housing Finance Ltd. | Financial | Debenture | 3.3% |
| Indiabulls Housing Finance Ltd. | Financial | Debenture | 3.0% |
| REC Ltd. | Financial | NCD | 2.8% |
| SP Imperial Star Pvt. Ltd. | Services | Debenture | 2.3% |
| HDB Financial Services Ltd. | Financial | Debenture | 2.2% |
| Shriram Transport Finance Co. Ltd. | Financial | Debenture | 2.2% |
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.