Aditya Birla Sun Life AMC started its journey in 1994. It was a joint venture between Aditya Birla Capital and Sun Life AMC Investments Inc. The company registered a total asset under management of Rs.269278.03 crore as of March 2021. Moreover, Aditya Birla Sun Life AMC is the primary investment manager for Aditya Birla Sun Life Mutual Fund, which is a registered trust.
Currently, the AMC offers more than 40 mutual fund schemes, including the best Aditya Birla Sunlife equity mutual funds.
Equity funds are a classification of mutual funds that invests in shares of different companies. This sub-type is also known as growth funds. Per SEBI, equity funds must invest at least 65% of their assets in equity and related instruments. This proportion can vary depending on the type.
There are various types of equity funds premised on the investment style and market cap of underlying companies.
Based on the investment approach, there are two types – actively and passively managed funds. In the case of the former, a fund manager is actively involved in market research and shortlists the best organisations to invest one’s money. Passively managed equity mutual funds mimic portfolios of market indexes such as Sensex and Nifty 50.
On the basis of market capitalisation, the best Aditya Birla Sunlife equity mutual fund has three sub-types, small-cap, mid-cap, and large-cap. Small-cap funds invest in small-cap companies, mid-cap schemes allocate assets to mid-cap companies, and so on.
Additionally, best Aditya Birla Sunlife equity mutual funds have 2 more classifications, diversified and sectoral or thematic. Diversified funds invest in different companies across various sectors. Whereas for thematic or sectoral funds, it is quite the contrary. Here, the focus of investment is on a particular sector or theme like pharma, energy, metal, finance sector, etc.
One of the primary advantages of investing in equity mutual funds is they offer high returns. They can generate sizeable returns shall the underlying stocks perform well. However, the return generated from directly investing in stocks is typically greater than that of investing in equity-based mutual funds.
Equity mutual funds are more susceptible to market fluctuations than the other MF types. But they involve less concentrated risk than direct investments in stocks because of a diversified portfolio.
Equity MFs are popular for their diversification, where one can invest in a variety of stocks. Also, flexibility and liquidity are two major points of advantage for this fund type.
Nonetheless, the exact scale of these benefits or setbacks is hard to guess. They vary based on specific schemes and, most importantly, market conditions.
The best Aditya Birla Sunlife equity mutual funds 2023 comprise more than 15 schemes under its portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Aditya Birla Sun Life ELSS Tax Relief 96 Fund | Equity | Very High | 13.3% | 1 | ₹13,536 |
Aditya Birla Sun Life ELSS Tax Saver Fund | Equity | Very High | 13.5% | 1 | ₹14,243 |
Aditya Birla Sun Life Flexi Cap Fund | Equity | Very High | 17.8% | 2 | ₹18,133 |
Aditya Birla Sun Life Small Cap Fund | Equity | Very High | 32.9% | 1 | ₹5,019 |
Aditya Birla Sun Life Mid Cap Direct Fund | Equity | Very High | 28.8% | 2 | ₹4,628 |
Aditya Birla Sun Life Pure Value Direct Fund | Equity | Very High | 35.6% | 1 | ₹5,151 |
Aditya Birla Sun Life Frontline Equity Direct Fund | Equity | Very High | 16.3% | 4 | ₹24,290 |
Aditya Birla Sun Life Equity Hybrid '95 Fund | Hybrid | Very High | 16.0% | 2 | ₹7,182 |
Aditya Birla Sun Life Equity Advantage Fund | Equity | Very High | 19.9% | 1 | ₹5,322 |
Aditya Birla Sun Life Corporate Bond Fund | Debt | Moderate | 7.2% | 4 | ₹17,698 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The Aditya Birla Sun Life ELSS Tax Relief 96 Fund has given 11.72% annualized returns in the past three years and 10.51% in the last 5 years. The Aditya Birla Sun Life ELSS Tax Relief 96 Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life ELSS Tax Relief 96 Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹13,536Cr |
| 1Y Returns | 13.3% |
Fund Performance: The Aditya Birla Sun Life ELSS Tax Saver Fund has given 11.52% annualized returns in the past three years and 10.47% in the last 5 years. The Aditya Birla Sun Life ELSS Tax Saver Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life ELSS Tax Saver Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹14,243Cr |
| 1Y Returns | 13.5% |
Fund Performance: The Aditya Birla Sun Life Flexi Cap Fund has given 18.13% annualized returns in the past three years and 15.97% in the last 5 years. The Aditya Birla Sun Life Flexi Cap Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Flexi Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹18,133Cr |
| 1Y Returns | 17.8% |
Fund Performance: The Aditya Birla Sun Life Small Cap Fund has given 27.39% annualized returns in the past three years and 17.75% in the last 5 years. The Aditya Birla Sun Life Small Cap Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Small Cap Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹5,019Cr |
| 1Y Returns | 32.9% |
Fund Performance: The Aditya Birla Sun Life Mid Cap Direct Fund has given 26.36% annualized returns in the past three years and 18% in the last 5 years. The Aditya Birla Sun Life Mid Cap Direct Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Mid Cap Direct Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,628Cr |
| 1Y Returns | 28.8% |
Fund Performance: The Aditya Birla Sun Life Pure Value Direct Fund has given 26.07% annualized returns in the past three years and 16.72% in the last 5 years. The Aditya Birla Sun Life Pure Value Direct Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Pure Value Direct Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹5,151Cr |
| 1Y Returns | 35.6% |
Fund Performance: The Aditya Birla Sun Life Frontline Equity Direct Fund has given 18.76% annualized returns in the past three years and 15.51% in the last 5 years. The Aditya Birla Sun Life Frontline Equity Direct Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Frontline Equity Direct Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹24,290Cr |
| 1Y Returns | 16.3% |
Fund Performance: The Aditya Birla Sun Life Equity Hybrid '95 Fund has given 15.02% annualized returns in the past three years and 12.3% in the last 5 years. The Aditya Birla Sun Life Equity Hybrid '95 Fund belongs to the Hybrid category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Equity Hybrid '95 Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹7,182Cr |
| 1Y Returns | 16.0% |
Fund Performance: The Aditya Birla Sun Life Equity Advantage Fund has given 16.61% annualized returns in the past three years and 15.36% in the last 5 years. The Aditya Birla Sun Life Equity Advantage Fund belongs to the Equity category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Equity Advantage Fund via lump sum is ₹1,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹5,322Cr |
| 1Y Returns | 19.9% |
Fund Performance: The Aditya Birla Sun Life Corporate Bond Fund has given 5.19% annualized returns in the past three years and 7.48% in the last 5 years. The Aditya Birla Sun Life Corporate Bond Fund belongs to the Debt category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Corporate Bond Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹17,698Cr |
| 1Y Returns | 7.2% |
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