Top 10 Aditya Birla Sunlife Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Aditya Birla Sun Life India Opportunities FundEquityHigh32.6%5star144
Aditya Birla Sun Life Tax Relief 96EquityModerately High4.3%5star7,561
Aditya Birla Sun Life India GenNext FundEquityHigh7.8%5star900
Aditya Birla Sun Life Equity FundEquityModerately High6.0%5star10,027
Aditya Birla Sun Life MNC FundEquityModerately High5.3%4star3,492
Aditya Birla Sun Life Tax PlanEquityModerately High3.7%4star630
Aditya Birla Sun Life Focused Equity FundEquityModerately High8.1%4star3,944
Aditya Birla Sun Life Special Situations FundEquityHigh16.6%4star181
Aditya Birla Sun Life Frontline Equity FundEquityModerately High8.1%4star20,664
HSBC Tax Saver Equity FundEquityModerately High1.3%3star146
Aditya Birla Sun Life Banking and Financial Services FundEquityHigh11.7%3star1,533
Aditya Birla Sun Life Pure Value FundEquityModerately High-14.3%3star4,042
Aditya Birla Sun Life Manufacturing Equity FundEquityHigh-6.3%3star608
Aditya Birla Sun Life Infrastructure FundEquityHigh-8.3%3star553
Aditya Birla Sun Life Digital India FundEquityHigh14.4%3star483
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 India Opportunities Fund - Direct - 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. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Kunal Sangoi

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating5star
AUM144Cr
1Y Returns32.6%

Aditya Birla Sun Life Tax Relief 96 - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 15.96% annualized returns in the last 3 years. In the last 1 year, it gave 4.28% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.28% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Ajay Garg

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating5star
AUM7,561Cr
1Y Returns4.3%

Aditya Birla Sun Life India GenNext Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 17.81% annualized returns in the last 3 years. In the last 1 year, it gave 7.83% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.83% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Anil Shah, Chanchal Khandelwal

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating5star
AUM900Cr
1Y Returns7.8%

Aditya Birla Sun Life Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 17.63% annualized returns in the last 3 years. In the last 1 year, it gave 6% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Anil Shah

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating5star
AUM10,027Cr
1Y Returns6.0%

Aditya Birla Sun Life MNC Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 12.74% annualized returns in the last 3 years. In the last 1 year, it gave 5.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.27% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Ajay Garg

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating4star
AUM3,492Cr
1Y Returns5.3%

Aditya Birla Sun Life Tax Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 15.42% annualized returns in the last 3 years. In the last 1 year, it gave 3.7% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.7% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Ajay Garg

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating4star
AUM630Cr
1Y Returns3.7%

Aditya Birla Sun Life Focused Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 14.64% annualized returns in the last 3 years. In the last 1 year, it gave 8.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.14% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Mahesh Patil

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating4star
AUM3,944Cr
1Y Returns8.1%

Aditya Birla Sun Life Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 15% annualized returns in the last 3 years. In the last 1 year, it gave 16.59% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 16.59% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Satyabrata Mohanty

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating4star
AUM181Cr
1Y Returns16.6%

Aditya Birla Sun Life Frontline Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 14.47% annualized returns in the last 3 years. In the last 1 year, it gave 8.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.14% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Mahesh Patil

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating4star
AUM20,664Cr
1Y Returns8.1%

HSBC Tax Saver Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 14.18% annualized returns in the last 3 years. In the last 1 year, it gave 1.31% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.31% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Aditya Khemani

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating3star
AUM146Cr
1Y Returns1.3%

Aditya Birla Sun Life Banking and Financial Services Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 22.85% annualized returns in the last 3 years. In the last 1 year, it gave 11.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 11.68% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Satyabrata Mohanty, Dhaval Gala

Launch Date13 Dec 2013
Min Investment Amt100
Groww Rating3star
AUM1,533Cr
1Y Returns11.7%

Aditya Birla Sun Life Pure Value Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 12.27% annualized returns in the last 3 years. In the last 1 year, it gave -14.32% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.32% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Mahesh Patil, Milind Bafna

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating3star
AUM4,042Cr
1Y Returns-14.3%

Aditya Birla Sun Life Manufacturing Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 11.62% annualized returns in the last 3 years. In the last 1 year, it gave -6.28% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.28% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Anil Shah

Launch Date30 Jan 2015
Min Investment Amt100
Groww Rating3star
AUM608Cr
1Y Returns-6.3%

Aditya Birla Sun Life Infrastructure Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 11.73% annualized returns in the last 3 years. In the last 1 year, it gave -8.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.3% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Mahesh Patil, Vineet Maloo

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating3star
AUM553Cr
1Y Returns-8.3%

Aditya Birla Sun Life Digital India Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.48% annualized returns in the last 3 years. In the last 1 year, it gave 14.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 14.42% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Kunal Sangoi

Launch Date31 Dec 2012
Min Investment Amt100
Groww Rating3star
AUM483Cr
1Y Returns14.4%

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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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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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