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.

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Top 10 Aditya Birla Sunlife Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Aditya Birla Sun Life Financial Planning FoF AggressiveOthersModerately High8.6%5star119
Aditya Birla Sun Life India GenNext FundEquityHigh17.9%5star1,276
Aditya Birla Sun Life Low DurationDebtModerately Low9.4%5star9,538
Aditya Birla Sun Life Money Manager FundDebtLow8.4%5star10,452
Aditya Birla Sun Life Short Term FundDebtModerate10.2%4star3,220
Aditya Birla Sun Life Balanced Advantage FundHybridModerately High9.8%4star2,741
Aditya Birla Sun Life Savings FundDebtModerately Low8.8%4star15,840
Aditya Birla Sun Life Equity FundEquityModerately High10.5%4star11,594
Aditya Birla Sun Life Focused Equity FundEquityModerately High13.7%4star4,360
Aditya Birla Sun Life MNC FundEquityModerately High8.9%4star3,949
Aditya Birla Sun Life Credit Risk FundDebtModerate3.2%4star5,904
Aditya Birla Sun Life Retirement FundEquityModerately HighN.A4star113
Aditya Birla Sun Life Pharma & Healthcare FundEquityHighN.A4star171
Aditya Birla Sun Life Tax Relief 96EquityModerately High7.4%4star9,814
Aditya Birla Sun Life Corporate Bond FundDebtModerately Low9.9%4star16,893
View All Top 10 Aditya Birla Sunlife Mutual Funds

Let's have a closer look

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

Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan Direct Growth

Fund Performance: This fund has given 9.62% annualized returns in the last three years. In the last year, its returns were 8.58%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.58% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM119Cr
1Y Returns8.6%

Aditya Birla Sun Life India GenNext Direct Fund Growth

Fund Performance: This fund has given 17.13% annualized returns in the last three years. In the last year, its returns were 17.85%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 17.85% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM1,276Cr
1Y Returns17.9%

Aditya Birla Sun Life Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.08% annualized returns in the last three years. In the last year, its returns were 9.44%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.44% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM9,538Cr
1Y Returns9.4%

Aditya Birla Sun Life Money Manager Fund Direct Growth

Fund Performance: This fund has given 7.71% annualized returns in the last three years. In the last year, its returns were 8.42%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.42% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM10,452Cr
1Y Returns8.4%

Aditya Birla Sun Life Short Term Direct Fund Growth

Fund Performance: This fund has given 7.3% annualized returns in the last three years. In the last year, its returns were 10.19%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.19% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM3,220Cr
1Y Returns10.2%

Aditya Birla Sun Life Balanced Advantage Fund Direct Growth

Fund Performance: This fund has given 8.88% annualized returns in the last three years. In the last year, its returns were 9.76%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.76% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹100
AUM2,741Cr
1Y Returns9.8%

Aditya Birla Sun Life Savings Direct Growth

Fund Performance: This fund has given 7.74% annualized returns in the last three years. In the last year, its returns were 8.85%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.85% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM15,840Cr
1Y Returns8.8%

Aditya Birla Sun Life Equity Fund Direct Growth

Fund Performance: This fund has given 11.64% annualized returns in the last three years. In the last year, its returns were 10.54%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.54% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM11,594Cr
1Y Returns10.5%

Aditya Birla Sun Life Focused Equity Fund Direct Growth

Fund Performance: This fund has given 12.74% annualized returns in the last three years. In the last year, its returns were 13.74%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 13.74% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM4,360Cr
1Y Returns13.7%

Aditya Birla Sun Life MNC Direct Fund Growth

Fund Performance: This fund has given 12.53% annualized returns in the last three years. In the last year, its returns were 8.95%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.95% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹1,000
AUM3,949Cr
1Y Returns8.9%

Aditya Birla Sun Life Credit Risk Fund Direct Growth

Fund Performance: This fund has given 6.24% annualized returns in the last three years. In the last year, its returns were 3.21%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.21% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM5,904Cr
1Y Returns3.2%

Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹1,000
AUM113Cr
1Y ReturnsNA

Aditya Birla Sun Life Pharma & Healthcare Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹1,000
AUM171Cr
1Y ReturnsNA

Aditya Birla Sun Life Tax Relief 96 Direct Growth

Fund Performance: This fund has given 13.85% annualized returns in the last three years. In the last year, its returns were 7.38%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.38% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM9,814Cr
1Y Returns7.4%

Aditya Birla Sun Life Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 7.51% annualized returns in the last three years. In the last year, its returns were 9.93%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.93% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM16,893Cr
1Y Returns9.9%

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