Top 10 Aditya Birla Sunlife Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Aditya Birla Sun Life Equity Savings FundHybridModerately High-0.4%5star1,326
Aditya Birla Sun Life Regular Savings FundHybridModerately High-1.2%4star2,486
Aditya Birla Sun Life MIP II - Savings 5HybridModerate5.9%3star302
Aditya Birla Sun Life Equity Hybrid 95 FundHybridModerately High-3.7%3star13,516
Aditya Birla Sun Life Arbitrage FundHybridModerate6.7%3star3,719
HSBC Regular Savings FundHybridModerately High0.1%2star269
Aditya Birla Sun Life Balanced Advantage FundHybridModerately High2.0%2star3,005
Aditya Birla Sun Life MIPHybridModerate1.7%1star81
View All Top 10 Aditya Birla Sunlife Mutual Funds

Best Aditya Birla Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

Let's have a closer look

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

Aditya Birla Sun Life Equity Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Equity Savings segment and provided 8.75% annualized returns in the last 3 years. In the last 1 year, it gave -0.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.44% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Satyabrata Mohanty, Lovelish Solanki, Pranay Sinha

Launch Date27 Nov 2014
Min Investment Amt1,000
Groww Rating5star
AUM1,326Cr
1Y Returns-0.4%

Aditya Birla Sun Life Regular Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 9.81% annualized returns in the last 3 years. In the last 1 year, it gave -1.2% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.2% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Satyabrata Mohanty, Vineet Maloo, Pranay Sinha

Launch Date25 Dec 2012
Min Investment Amt500
Groww Rating4star
AUM2,486Cr
1Y Returns-1.2%

Aditya Birla Sun Life Regular Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 8.57% annualized returns in the last 3 years. In the last 1 year, it gave 5.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.92% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Sunaina da Cunha

Launch Date25 Dec 2012
Min Investment Amt1,000
Groww Rating3star
AUM302Cr
1Y Returns5.9%

Aditya Birla Sun Life Balanced 95 Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 10.33% annualized returns in the last 3 years. In the last 1 year, it gave -3.71% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.71% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Mahesh Patil, Pranay Sinha, Dhaval Shah

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating3star
AUM13,516Cr
1Y Returns-3.7%

Aditya Birla Sun Life Arbitrage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Arbitrage segment and provided 6.79% annualized returns in the last 3 years. In the last 1 year, it gave 6.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.68% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Lovelish Solanki

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating3star
AUM3,719Cr
1Y Returns6.7%

HSBC Regular Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 6.47% annualized returns in the last 3 years. In the last 1 year, it gave 0.07% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.07% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Sanjay Shah, Aditya Khemani

Launch Date10 Jan 2013
Min Investment Amt10,000
Groww Rating2star
AUM269Cr
1Y Returns0.1%

Aditya Birla Sun Life Balanced Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Balanced Advantage segment and provided 12.34% annualized returns in the last 3 years. In the last 1 year, it gave 1.97% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.97% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Vineet Maloo, Mohit Sharma

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating2star
AUM3,005Cr
1Y Returns2.0%

Aditya Birla Sun Life Regular Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 6.83% annualized returns in the last 3 years. In the last 1 year, it gave 1.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.68% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Sunaina da Cunha

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating1star
AUM81Cr
1Y Returns1.7%

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What does investing in Aditya Birla Hybrid 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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