A joint venture of Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc., Aditya Birla Sun Life Mutual Fund started out in 1994. Presently, it is one of India’s top 3 Asset Management Companies (AMCs). The company has managed assets worth more than Rs. 2.6 lakh crore for the quarter ended 31st March 2021.
Investors can choose from over 120 mutual fund schemes of this AMC, including some of the best Aditya Birla Sunlife hybrid mutual funds.
Hybrid mutual funds invest in more than one asset class. These primarily make use of equity and debt instruments, although there can be other categories like real estate, gold, etc. The asset allocation between equity and debt instruments usually ranges from 40% - 60%, depending on the type of hybrid fund.
The best Aditya Birla Sunlife hybrid mutual funds 2023 offer adequate diversification and risk mitigation through a balanced portfolio. Their goal is to produce stable income in the short run and an overall increase in asset value over a longer period. This can be a safe haven for budding investors seeking exposure to equity markets for higher returns with the cushion of stable debt instruments.
Depending on their financial goals and risk appetite, investors can choose between equity-oriented and debt-oriented mutual funds. In turn, these comprise 7 sub-categories: conservative, balanced, aggressive, dynamic asset allocation, arbitrage, multiple asset allocation, and equity savings fund.
The primary advantage of top Aditya Birla Sunlife hybrid mutual funds is that they have the potential to offer sizeable returns against minimal risk. This is possible because they combine assets with low correlation, unlike investment options involving a single asset class.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Aditya Birla Sun Life ELSS Tax Saver Fund | Equity | Very High | 33.7% | 1 | ₹14,976 |
Aditya Birla Sun Life ELSS Tax Relief 96 Fund | Equity | Very High | 13.3% | 1 | ₹13,535 |
Aditya Birla Sun Life Flexi Cap Fund | Equity | Very High | 38.4% | 2 | ₹19,967 |
Aditya Birla Sun Life Small Cap Fund | Equity | Very High | 48.4% | 1 | ₹4,444 |
Aditya Birla Sun Life Mid Cap Direct Fund | Equity | Very High | 49.4% | 2 | ₹4,912 |
Aditya Birla Sun Life Pure Value Direct Fund | Equity | Very High | 54.6% | 1 | ₹5,683 |
Aditya Birla Sun Life Frontline Equity Direct Fund | Equity | Very High | 32.5% | 3 | ₹26,877 |
Aditya Birla Sun Life Equity Hybrid '95 Fund | Hybrid | Very High | 28.7% | 2 | ₹7,377 |
Aditya Birla Sun Life Equity Advantage Fund | Equity | Very High | 36.0% | 1 | ₹5,525 |
Aditya Birla Sun Life Corporate Bond Fund | Debt | Moderate | 7.3% | 4 | ₹21,135 |
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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 Saver Fund has given 12.18% annualized returns in the past three years and 10.89% in the last 5 years. The Aditya Birla Sun Life ELSS Tax Saver Fund comes under 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 | ₹14,976Cr |
| 1Y Returns | 33.7% |
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 comes under 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 | ₹13,535Cr |
| 1Y Returns | 13.3% |
Fund Performance: The Aditya Birla Sun Life Flexi Cap Fund has given 18.76% annualized returns in the past three years and 16.52% in the last 5 years. The Aditya Birla Sun Life Flexi Cap Fund comes under 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 | ₹19,967Cr |
| 1Y Returns | 38.4% |
Fund Performance: The Aditya Birla Sun Life Small Cap Fund has given 22.66% annualized returns in the past three years and 17.7% in the last 5 years. The Aditya Birla Sun Life Small Cap Fund comes under 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 ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,444Cr |
| 1Y Returns | 48.4% |
Fund Performance: The Aditya Birla Sun Life Mid Cap Direct Fund has given 25.63% annualized returns in the past three years and 19.14% in the last 5 years. The Aditya Birla Sun Life Mid Cap Direct Fund comes under 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 ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,912Cr |
| 1Y Returns | 49.4% |
Fund Performance: The Aditya Birla Sun Life Pure Value Direct Fund has given 25.2% annualized returns in the past three years and 18.09% in the last 5 years. The Aditya Birla Sun Life Pure Value Direct Fund comes under 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 ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹5,683Cr |
| 1Y Returns | 54.6% |
Fund Performance: The Aditya Birla Sun Life Frontline Equity Direct Fund has given 18.56% annualized returns in the past three years and 15.4% in the last 5 years. The Aditya Birla Sun Life Frontline Equity Direct Fund comes under 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 | ₹26,877Cr |
| 1Y Returns | 32.5% |
Fund Performance: The Aditya Birla Sun Life Equity Hybrid '95 Fund has given 14.41% annualized returns in the past three years and 12.65% in the last 5 years. The Aditya Birla Sun Life Equity Hybrid '95 Fund comes under 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 | ₹7,377Cr |
| 1Y Returns | 28.7% |
Fund Performance: The Aditya Birla Sun Life Equity Advantage Fund has given 14.8% annualized returns in the past three years and 15.27% in the last 5 years. The Aditya Birla Sun Life Equity Advantage Fund comes under 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 ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹5,525Cr |
| 1Y Returns | 36.0% |
Fund Performance: The Aditya Birla Sun Life Corporate Bond Fund has given 5.82% annualized returns in the past three years and 7.36% in the last 5 years. The Aditya Birla Sun Life Corporate Bond Fund comes under 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 | ₹21,135Cr |
| 1Y Returns | 7.3% |
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