Top 10 Aditya Birla Sunlife Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Aditya Birla Sun Life Tax Relief 96EquityModerately High-9.4%4star8,562
Aditya Birla Sun Life Equity FundEquityModerately High-5.7%4star10,653
Aditya Birla Sun Life Small Cap FundEquityModerately High-20.3%3star2,110
Aditya Birla Sun Life Mid Cap FundEquityModerately High-13.2%2star2,174
Aditya Birla Sun Life Pure Value FundEquityModerately High-20.2%2star3,987
Aditya Birla Sun Life Frontline Equity FundEquityModerately High-4.9%3star20,094
Aditya Birla Sun Life Equity Hybrid 95 FundHybridModerately High-4.5%3star11,477
Aditya Birla Sun Life Equity Advantage FundEquityModerately High-11.1%3star4,708
Aditya Birla Sun Life Corporate Bond FundDebtModerately Low10.9%4star16,275
Aditya Birla Sun Life Digital India FundEquityHigh-0.0%3star453
Aditya Birla Sun Life Banking and Financial Services FundEquityHigh-5.6%2star1,715
Aditya Birla Sun Life Focused Equity FundEquityModerately High-3.2%4star4,039
Aditya Birla Sun Life Banking & PSU Debt FundDebtModerate11.4%3star8,282
Aditya Birla Sun Life India Opportunities FundEquityHigh32.6%5star144
Aditya Birla Sun Life Low DurationDebtModerately Low9.8%5star9,170
View All Top 10 Aditya Birla Sunlife Mutual Funds

Best Aditya Birla Equity Mutual Funds

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.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Aditya Birla Sun Life Tax Relief 96 Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8.5% annualized returns in the last 3 years. In the last 1 year, it gave -9.45% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.45% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM8,562Cr
1Y Returns-9.4%

Aditya Birla Sun Life Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 7.5% annualized returns in the last 3 years. In the last 1 year, it gave -5.67% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.67% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹100. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM10,653Cr
1Y Returns-5.7%

Aditya Birla Sun Life Small Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 0.21% annualized returns in the last 3 years. In the last 1 year, it gave -20.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -20.27% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,110Cr
1Y Returns-20.3%

Aditya Birla Sun Life Mid Cap Direct Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 1.84% annualized returns in the last 3 years. In the last 1 year, it gave -13.22% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.22% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,174Cr
1Y Returns-13.2%

Aditya Birla Sun Life Pure Value Direct Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 0.35% annualized returns in the last 3 years. In the last 1 year, it gave -20.19% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -20.19% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM3,987Cr
1Y Returns-20.2%

Aditya Birla Sun Life Frontline Equity Direct Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 6.3% annualized returns in the last 3 years. In the last 1 year, it gave -4.91% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.91% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹100. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM20,094Cr
1Y Returns-4.9%

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 5.27% annualized returns in the last 3 years. In the last 1 year, it gave -4.5% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.5% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹100. This is one of the best Hybrid mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM11,477Cr
1Y Returns-4.5%

Aditya Birla Sun Life Equity Advantage Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 3.5% annualized returns in the last 3 years. In the last 1 year, it gave -11.1% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -11.1% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM4,708Cr
1Y Returns-11.1%

Aditya Birla Sun Life Corporate Bond Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 7.99% annualized returns in the last 3 years. In the last 1 year, it gave 10.93% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.93% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹100. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM16,275Cr
1Y Returns10.9%

Aditya Birla Sun Life Digital India Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 17.47% annualized returns in the last 3 years. In the last 1 year, it gave -0.03% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.03% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM453Cr
1Y Returns-0.0%

Aditya Birla Sun Life Banking & Financial Services Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 9.14% annualized returns in the last 3 years. In the last 1 year, it gave -5.56% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.56% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,715Cr
1Y Returns-5.6%

Aditya Birla Sun Life Focused Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 7.25% annualized returns in the last 3 years. In the last 1 year, it gave -3.16% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.16% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM4,039Cr
1Y Returns-3.2%

Aditya Birla Sun Life Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Banking & PSU segment and provided 7.98% annualized returns in the last 3 years. In the last 1 year, it gave 11.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 11.43% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM8,282Cr
1Y Returns11.4%

Aditya Birla Sun Life India Opportunities Direct Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.59% annualized returns in the last 3 years. In the last 1 year, it gave 32.57% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 32.57% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM144Cr
1Y Returns32.6%

Aditya Birla Sun Life Low Duration Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 8.24% annualized returns in the last 3 years. In the last 1 year, it gave 9.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.75% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹100. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM9,170Cr
1Y Returns9.8%

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What does investing in Aditya Birla Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Aditya Birla Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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