Founded in 1994, Aditya Birla mutual fund is one of the leading AMC in India with an Average AUM of Rs. 3,48,367.87 Cr as of 30th June 2024. The AMC was established as a joint entity between India’s top business conglomerate Aditya Birla Group and Sunlife, a leading global financial services organization providing asset management, insurance, and health solutions worldwide.The AMC manages over 66 mutual fund schemes across equity, debt, hybrid schemes, and other categories such as commodity schemes. The AMC has 7.98 million investor folios with a pan-India presence across 290 plus locations.Apart from mutual funds, the AMC offers Portfolio Management Services, Offshore and Real Estate Investments, and Alternative Investment Funds (AIFs).
List of All Aditya Birla Sun Life Mutual Fund
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Details of Aditya Birla Sun Life Mutual Fund
Founding Date
September 5, 1994
Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Email
abslamc.cs@adityabirlacapital.com
Telephone
022 43568000 / 022 43568008
Documents Required to Invest
To invest in Aditya Birla Sun Life Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:
Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)
How to Invest in Aditya Birla Sun Life Mutual Fund
Step 1: Download the Rupeezy App if you do not have an account.
Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.
Step 3: Select Aditya Birla Sun Life Mutual Fund and review the scheme list in each category.
Step 4: Assess the funds' performance and risk parameters.
Step 5: Select the appropriate category as per your financial goal and risk appetite.
Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.
Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.
Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.
Aditya Birla Sun Life Mutual Fund FAQs
Ans: Yes, Aditya Birla Sun Life Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Aditya Birla Sun Life Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.
Ans: Aditya Birla Sun Life Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.
Here are some of the best-performing funds from Aditya Birla Sun Life Mutual Fund AMC based on past 5-year returns:
Fund Name
5-Year Return (%)
Aditya Birla SL Overnight Fund
4.80%
Aditya Birla SL Low Duration Fund
5.85%
Aditya Birla SL Liquid Fund
5.32%
Aditya Birla SL Crisil IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund
0%
Aditya Birla SL Nifty SDL Sep 2025 Index Fund
0%
Ans: Yes, Aditya Birla Sun Life Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Aditya Birla Sun Life Mutual Fund AMC fund performance.
Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.
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