| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.13% |
| NAV | ₹16.3 (14 Jun 2019) |
|---|---|
| Fund Started | 24 Apr 2003 |
| Fund Size | ₹3,379 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ONGC Petro Additions Ltd. | Energy | SO | 7.1% |
| Adani Properties Ltd. | Construction | Debenture | 6.1% |
| Indiabulls Housing Finance Ltd. | Financial | Debenture | 3.6% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 3.5% |
| Tata Motors Ltd. | Automobile | Debenture | 3.5% |
| REC Ltd. | Financial | Debenture | 3.4% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 2.9% |
| Punjab National Bank | Financial | Bonds | 2.7% |
| Altico Capital India Pvt Ltd. | Financial | Debenture | 2.1% |
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.