Net Profit of â¹26,148 Invest Now Invest Now Returns for Aditya Birla Sun Life Corporate Bond Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. 3. It is one of the largest asset management companies (AMC) in India. ... best ⦠This corporate bond fund invests in the debt securities of corporate bodies. DateValue31 Dec 15â¹10,00031 Dec 16â¹11,66631 Dec 17â¹12,18531 Dec 18â¹13,02531 Dec 19â¹14,45631 Dec 20â¹16,198 Aditya Birla Sun Life Government Securities Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹180,000 expected amount after 3 Years is â¹212,284. Fund Details Portfolio Performance Fund Peers. Aditya Birla Sun Life Income Fund is a Debt - Medium to Long term fund was launched on 21 Oct 95. Gold Growth of 10,000 investment over the years. Find out Aditya Birla Sun Life Equity Fund asset allocation, Aditya Birla Sun Life Equity Fund NAV range, Aditya Birla Sun Life Equity Fund performance, returns and more. Fincash » ABSL Mutual Fund » Best BSL Mutual Fund Schemes. An Open ended Income scheme with the objective to generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating. Return for 2020 was 15.2% , 2019 was 12.4% and 2018 was 3.2% . It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.5% since its launch. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch. SECTIONS. Choosing the right one for oneself is important to ensure financial stability of an individual. It is a fund with High risk and has given a CAGR/Annualized return of 11.2% since its launch. Aditya Birla Sun Life Short Term Opportunities Fund is a Debt - Short term Bond fund was launched on 9 May 03. Mutual Fund: ABSL Mutual Funds provides different types of mutual funds, mutual fund calculators and a complete guide on a mutual fund to invest in, fund offers and tax-saving solutions to meet your financial needs. Equity schemes of ABSL MF are further divided into large-cap, mid-cap, small-cap, multi-cap, sectoral, thematic, etc. Top Mutual Fund Schemes for Long Term. Some of the best Aditya Birla mutual fund hybrid schemes are among the best mutual funds in India. Since 1995, it has constantly delivered better returns than any other scheme in the category. Aditya Birla Sun Life Tax Relief '96. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. Best Aditya Birla Mutual Funds in Equity Category The equity schemes of ABSL AMC aim to create long term wealth for the investors. 9,267.25 Asset Allocation Pattern of the Scheme Under normal circumstances, the asset allocation pattern shall be as under: (% age of investible corpus) Instrument Target Allocation Range Equity and Equity Related Instruments 90% 80% - 100% Debt & Money Market ⦠ABSL Tax Relief 96 Fund is the best tax saving instrument for FY 2018-19. Aditya Birla Sun Life Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 9 May 08. This is a list of best mutual funds (October 2019, quarter 4) for new & old investors to invest with a clear goal in mind. Return for 2020 was 11.9% , 2019 was 9.6% and 2018 was 7% . DateValue31 Dec 15â¹10,00031 Dec 16â¹11,23231 Dec 17â¹11,86331 Dec 18â¹12,64931 Dec 19â¹13,90131 Dec 20â¹15,419 Aditya Birla Sun Life Banking & PSU Debt Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹180,000 expected amount after 3 Years is â¹206,148. Corporate Bond Growth of 10,000 investment over the years. Index Fund Growth of 10,000 investment over the years. Built on robust technology, FundsIndia gives users access to mutual funds from leading fund houses in India, stocks from the BSE, corporate fixed deposits ⦠Indian equity indices gained marginally higher ahead of slow economic growth. The scheme will invest in companies that have the following characteristics: 1. Aditya Birla Sun Life Digital India Fund (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. Below is the key information for Aditya Birla Sun Life Banking & PSU Debt Fund. Aditya Birla Sun Life Digital India Fund. Below is the key information for Aditya Birla Sun Life Short Term Opportunities Fund Aditya Birla Sun Life Short Term Opportunities Fund Growth Launch Date 9 May 03 NAV (22 Jan 21) â¹36.4228 â 0.00 (-0.01 %) Net Assets (Cr) â¹8,302 on 31 Dec 20 Category Debt - Short term BondAMC Birla Sun Life Asset Management Co Ltd Rating ââââRisk ModerateExpense Ratio 1.13Sharpe Ratio 2.19Information Ratio -0.14Alpha Ratio -0.29Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-90 Days (0.5%),90 Days and above(NIL) Yield to Maturity 5.13%Effective Maturity 2 Years 8 Months 23 DaysModified Duration 2 Years 2 Months 26 DaysSub Cat. In this case, the companies of state-owned shares, near the lowest level in a decade, expected the privatization of government programs to support them. The products and services should have distinct brand identity, thereby enabling choice. Below is the key information for Aditya Birla Sun Life India GenNext Fund Aditya Birla Sun Life India GenNext Fund Growth Launch Date 5 Aug 05 NAV (22 Jan 21) â¹107.75 â -1.06 (-0.97 %) Net Assets (Cr) â¹1,842 on 31 Dec 20 Category Equity - SectoralAMC Birla Sun Life Asset Management Co Ltd Rating ââââRisk HighExpense Ratio 2.49Sharpe Ratio 0.45Information Ratio 0.12Alpha Ratio -2.45Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Sub Cat. Mortgage Funds and ETFs funds are mutual funds that own various commercial and/or residential MBS bonds. It is a conservative hybrid fund which invests the majority of the corpus in the debt securities to ensure fixed growth of the invested amount. The NAV for the Aditya Birla Sun Life Frontline Equity Fund was â¹193.73 as on 5th June 2020 with a 18.14% return since inception. It is a banking sectoral fund which has been a consistent performer in the past due to consistent growth of the banking and finance industry. The fund house offers a range of investment options under the category of Equity Funds, debt and Balanced Fund. Aditya Birla Sun Life offers ⦠The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. 5Y Return. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other ⦠Return for 2020 was 12.8% , 2019 was 9.5% and 2018 was 5.1% . These funds have a mixed portfolio of equity and debt instruments. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.5% since its launch. Best SIPs This fund has a low beta of 0.81, hence it is less volatile compared to its benchmark. I am getting over 45% gain over my investments done in March. I am investing via SIP in ABSL ⦠Best ABSL Mutual Fund Schemes . The scheme will invest in companies that have the following characteristics: 1. It is a fund with High risk and has given a CAGR/Annualized return of 8% since its launch. Best Mutual Funds to invest in 2019-2020. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch. DateValue31 Dec 15â¹10,00031 Dec 16â¹10,30531 Dec 17â¹13,24531 Dec 18â¹13,66731 Dec 19â¹15,35631 Dec 20â¹17,690 Aditya Birla Sun Life Index Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹436,710. as on 22 Jan 21 DurationReturns1 Month 3.3% 3 Month 10.9% 6 Month 13.5% 1 Year 14.4% 3 Year 13% 5 Year 12.8% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis YearReturns2020 13.2% 2019 24.7% 2018 4.1% 2017 13.5% 2016 -2.1% 2015 0% 2014 1.7% 2013 36.4% 2012 16.3% 2011 7.9% Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan A NameSinceTenureVineet Maloo31 Oct 0713.18 Yr.Data below for Aditya Birla Sun Life International Equity Fund - Plan A as on 31 Dec 20 Equity Sector Allocation SectorValueHealth Care18.85%Industrials15.58%Technology15.5%Financial Services12.71%Consumer Defensive10.39%Consumer Cyclical8.01%Communication Services7.78%Basic Materials3.83%Energy2.4%Utility1.95% Asset Allocation Asset ClassValueCash3%Equity97% Top Securities Holdings / Portfolio NameHoldingValueQuantity Nabtesco Corp (Industrials)Equity, Since 31 Aug 20 | 62683%â¹3 Cr9,200 The Walt Disney Co (Communication Services)Equity, Since 30 Sep 18 | DIS3%â¹3 Cr2,100 Comcast Corp Class A (Communication Services)Equity, Since 31 Aug 20 | CMCSA3%â¹3 Cr7,100 Applied Materials Inc (Technology)Equity, Since 31 Oct 20 | AMAT2%â¹3 Cr4,000 Julius Baer Gruppe AG (Financial Services)Equity, Since 31 Jul 20 | BAER2%â¹3 Cr6,000 Alphabet Inc A (Communication Services)Equity, Since 31 Aug 20 | GOOGL2%â¹3 Cr200 Kellogg Co (Consumer Defensive)Equity, Since 30 Apr 20 | K2%â¹2 Cr5,500 â 800 Enbridge Inc (Energy)Equity, Since 31 Jan 20 | ENB2%â¹2 Cr10,500 Emerson Electric Co (Industrials)Equity, Since 30 Apr 20 | EMR2%â¹2 Cr4,200 ServiceNow Inc (Technology)Equity, Since 31 Jan 20 | NOW2%â¹2 Cr6004. 5. Aditya Birla Sun Life Equity Fund No. Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. And, You are Ready to Invest! However, it has 200 stock investment universe to beat Nifty 50. Ranked 77 in Index Fund category. Below is the key information for Aditya Birla Sun Life Gold Fund, An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets. Ranked 9 in Banking & PSU Debt category. This is one of the Best Hybrid Mutual Fund Schemes from ABSL to invest in medium to long term. Aditya Birla Sun Life International Equity Fund - Plan A is a Equity - Global fund was launched on 31 Oct 07. Date of inception: 24th October 2005; CRISIL rank: As of June 30th 2019, the fund has a 3 star rating in the ⦠Other Options Regular Fund Dividend Fund Growth Fund. PSU companies have a track record of significantly higher dividend yield as compared to the broader market. Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan A, (Erstwhile Aditya Birla Sun Life Gilt Plus Fund - PF Plan). Morningstar fund analysts conduct reviews of over 480 flagship Australian funds, exchange-traded funds and listed investment companies. Other Options Dividend Fund Growth Fund. DateValue31 Dec 15â¹10,00031 Dec 16â¹11,13231 Dec 17â¹11,75531 Dec 18â¹12,52031 Dec 19â¹13,58431 Dec 20â¹15,086 Aditya Birla Sun Life Short Term Opportunities Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹180,000 expected amount after 3 Years is â¹206,148. Based on the ratio of equity and debt, these funds are further divided into various categories. ... ABSL Mutual Fund launches Aditya Birla Sun Life ESG Fund. DateValue31 Dec 15â¹10,00031 Dec 16â¹9,79431 Dec 17â¹11,11331 Dec 18â¹11,57231 Dec 19â¹14,43331 Dec 20â¹16,344 Aditya Birla Sun Life International Equity Fund - Plan A SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹415,684. 20.24 % Invest Now. Choose from the list of best mutual funds of Aditya Birla Sun Life AMC. Aditya Birla Sun Life Gold Fund An Open ended Fund of Funds Scheme with the investment objective to provide returns that tracks returns provided by Birla Sun Life Gold ETF (BSL Gold ETF). These funds possess low risk and provide decent returns. Net Profit of â¹115,684 Invest Now Invest Now Returns for Aditya Birla Sun Life International Equity Fund - Plan A Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. The products and services should have distinct brand identity, thereby enabling choice. Nifty 14,644.70 123.55. Upload Documents (PAN, Aadhaar, etc.). Skip to primary navigation; ... ABSL EQUITY FUND 1000 13.83% ABSL ⦠15.82 0.00 % (as on Oct. 8, 2020) 1 yr Return: 8.20 %: Fund ⦠Medium to Long term Growth of 10,000 investment over the years. These funds are mostly suited for new investors however any category of investor can add the Aditya Birla best mutual fund hybrid schemes in the portfolio to garner long term capital appreciation. An Open-ended short term income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities with relatively low levels of interest rate risk. Ranked 1 in Corporate Bond category. Ranked 26 in Medium to Long term category. Please read the scheme information and other related documents carefully before investing. Fund Performance: This fund has given 29.98% annualized returns in the last three years. Ranked 1 in Corporate Bond category. Here, we grow. The ⦠The fund will seek to have a focused portfolio of 35-40 stocks. Small cap funds are equity funds, which invest at least 65% of their assets in equity and equity related investments of small cap companies. Performance review: Aditya Birla Sun Life Frontline Equity Fund ... Aditya Birla Sun Life Mutual Fund - Best ABSL Mutual Funds ... Birla Sun Life MF launches PSU Equity fund - The Hindu ... Absl ⦠Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. Aditya Birla Sun Life Income Fund is a Debt - Medium to Long term fund was launched on 21 Oct 95. read more. as on 22 Jan 21 DurationReturns1 Month 0.2% 3 Month 1.3% 6 Month 2.5% 1 Year 12.2% 3 Year 9.1% 5 Year 8.8% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis YearReturns2020 12.8% 2019 9.5% 2018 5.1% 2017 2.8% 2016 14.4% 2015 4.6% 2014 16% 2013 2.7% 2012 10.7% 2011 8.3% Fund Manager information for Aditya Birla Sun Life Income Fund NameSinceTenurePranay Sinha1 Apr 173.75 Yr.Bhupesh Bameta6 Aug 200.4 Yr.Data below for Aditya Birla Sun Life Income Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash7.09%Debt92.91% Debt Sector Allocation SectorValueGovernment66.2%Corporate26.71%Cash Equivalent7.09% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity Axis Bank Limited Debentures | -5%â¹86 Cr800 7.56% UP SDL 2027 Sovereign Bonds | -4%â¹75 Cr7,000,000 Indian Railway Finance Corporation Limited Debentures | -4%â¹75 Cr700 Mangalore Refinery & Petrochemicals Limited Debentures | -4%â¹69 Cr650 National Highways Authority of India Debentures | -4%â¹63 Cr590 â -10 Housing and Urban Development Corporation Limited Debentures | -4%â¹62 Cr550 6.19% Govt Stock 2034 Sovereign Bonds | -3%â¹60 Cr6,000,000 â 1,500,000 Power Finance Corporation Limited Debentures | -3%â¹54 Cr500 Nuclear Power Corporation of India Limited Debentures | -3%â¹53 Cr500 Housing Development Finance Corporation Limited Debentures | -3%â¹49 Cr459. As the top 30 companies change their places according to the quarterly profits, a few companies enter the top 30 and the prevailing companies which face ⦠Return for 2020 was 12.1% , 2019 was 11% and 2018 was 6.9% . Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan A Aditya Birla Sun Life International Equity Fund - Plan A Growth Launch Date 31 Oct 07 NAV (22 Jan 21) â¹27.645 â -0.08 (-0.28 %) Net Assets (Cr) â¹102 on 31 Dec 20 Category Equity - GlobalAMC Birla Sun Life Asset Management Co Ltd Rating ââRisk HighExpense Ratio 2.53Sharpe Ratio 0.51Information Ratio -0.48Alpha Ratio -3.02Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Sub Cat. The scheme would adopt top-down & bottom-up approach ⦠The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Based on the investment tenure and quality of the debt instruments, these schemes are further divided into several categories. All Rights Reserved, By clicking "Continue" I agree to MySIPonline, We don't support landscape mode yet. Tying to align sector weights with Nifty 50 instead of BSE 200 may or may not influence future performance. FEATURED FUNDS â
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Axis Focused 25 Direct Plan-Growth. Net Profit of â¹26,148 Invest Now Invest Now Returns for Aditya Birla Sun Life Short Term Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. A number of equity schemes have been among the top-ranked mutual fund in India consistently for a long time. Ranked 36 in Global category. Aditya Birla Sun Life Gold Fund is a Gold - Gold fund was launched on 20 Mar 12. If you were to think of taking exposure to sector/thematic funds, limit it to 5-10% of your portfolio. Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. However, it has 200 stock investment universe to beat Nifty 50. Return for 2020 was 11.1% , 2019 was 8.5% and 2018 was 6.5% . Best Aditya Birla Mutual Funds in Debt Category, 3. Registered in AMFI as Cognus Technology with ARN code 106881. Why Choose the Top Aditya Birla Mutual Fund? The returns of the majority of the schemes in long term have been above the inflation rate. ABSL Frontline equity has been one of the best performing large cap funds. Best Aditya Birla Mutual Funds in Hybrid Category. It is a medium duration fund which can be chosen for the investment of 2-5 years. Below is the key information for Aditya Birla Sun Life Corporate Bond Fund, (Erstwhile Aditya Birla Sun Life Income Plus). Best Mutual Funds to invest in 2019-2020. Complete your Registration and KYC Process. Open Free Investment Account for Lifetime at Fincash.com. It possesses moderate risk and is good for long term investment. Ranked 33 in Sectoral category. Best Aditya Birla Mutual Funds in Equity Category, 2. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.4% since its launch. Today In this video I have explained the Top Aditya Birla Sun Life Mutual Funds of 2019. Mutual fund investments are subject to market risks. Fund Details; Portfolio; Performance; Fund Peers; Fund Returns. Below is the key information for Aditya Birla Sun Life Index Fund. Axis Bluechip Fund Direct Plan â Growth. Return for 2020 was 12.8% , 2019 was 9.5% and 2018 was 5.1% . It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.5% since its launch. Aditya Birla Sun Life India GenNext Fund An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). To make the most out of mutual fund investments and enjoy a pleasurable investment experience, it is very essential to choose only the best mutual funds of Aditya Birla AMC. To help you in selecting the best equity funds, we have brought the names of top-class funds from every category investment. The equity investments aim to increase the returns. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. The secondary objective is income generation and distribution of dividend. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.6% since its launch. Return for 2020 was 14.6% , 2019 was 14.6% and 2018 was -1.6% . The best-performing equity funds featured several products investing in energy transition and technology. Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. Regular Direct. Investors can plan their various investment goals by Investing in the schemes offered by BSL Mutual Fund. The fund also invests in IPOs, ⦠Best and worst performing equity funds of 2020 Emma Rapaport | 11 Jan 2021 Text size | Tweet: This is a round-up of the best and worst performing equity funds under Morningstar coverage for 2020. In the last three years, this fund has given more than 16% returns to the investors. ABSL Frontline equity has been one of the best performing large cap funds. NAV: Rs. Ranked 18 in Short term Bond category. Aditya Birla Sun Life Income Fund (Erstwhile Aditya Birla Sun Life Income Plus) An Open-ended Income Scheme to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. Is it a good time to exit out of ABSL frontline equity MF? ABSL Equity Hybrid has given exceptional returns in the past ⦠Ranked 4 in Government Bond category. Sectoral Growth of 10,000 investment over the years. BSL Mutual Fund has one of the largest team of research analysts, dedicated to tracking down the best companies or securities to invest in. Global Growth of 10,000 investment over the years. As part of its conversion to a flexicap fund, Aditya Birla Sun Life (ABSL) Mutual Fund has introduced a provision for up to 35% investment in international stocks in its 12,000 crore odd ⦠Conservative investors can earn significant returns from this scheme in the long term. as on 22 Jan 21 DurationReturns1 Month 0% 3 Month 1.2% 6 Month 2.9% 1 Year 11.1% 3 Year 9.3% 5 Year 8.9% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis YearReturns2020 11.9% 2019 9.6% 2018 7% 2017 6.5% 2016 10.2% 2015 8.9% 2014 10.9% 2013 8.4% 2012 10.6% 2011 9.5% Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund NameSinceTenureManeesh Dangi1 Apr 173.75 Yr.Kaustubh Gupta1 Apr 173.75 Yr.Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash7.45%Debt92.55% Debt Sector Allocation SectorValueCorporate49.21%Government43.19%Cash Equivalent7.45%Securitized0.15% Credit Quality RatingValueAA3.68%AAA96.32% Top Securities Holdings / Portfolio NameHoldingValueQuantity 8.24% Govt Stock 2027 Sovereign Bonds | -2%â¹602 Cr53,000,000 5.77% GOI 2030 Sovereign Bonds | -2%â¹574 Cr57,949,000 â 20,500,000 Larsen and Toubro Limited Debentures | -2%â¹544 Cr5,150 Reliance Industries Limited Debentures | -2%â¹541 Cr5,150 National Bank For Agriculture and Rural Development Debentures | -2%â¹495 Cr4,750 Power Finance Corporation Limited Debentures | -2%â¹425 Cr4,050 8.15% Govt Stock 2026 Sovereign Bonds | -2%â¹425 Cr37,500,000 Rural Electrification Corporation Limited Debentures | -2%â¹421 Cr4,000 Reliance Industries Limited Debentures | -2%â¹420 Cr4,000 Housing Development Finance Corporation Limited Debentures | -2%â¹419 Cr4,0508. Aditya Birla Sun Life Index Fund An Open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors. Ranked 8 in Sectoral category. Safety: Birla Sun Life has a very impressive track record and it strives consistently for the safety of the investorâs money. Keeping 90% assets in equity securities and 10% in debt instruments, Aditya Birla Sun Life Equity Fund aims at generating long-term capital growth for investors. After over 30 years, we still find this to be the best measure of success. Below is the key information for Aditya Birla Sun Life Index Fund Aditya Birla Sun Life Index Fund Growth Launch Date 18 Sep 02 NAV (22 Jan 21) â¹141.496 â -2.15 (-1.50 %) Net Assets (Cr) â¹217 on 31 Dec 20 Category Others - Index FundAMC Birla Sun Life Asset Management Co Ltd Rating âRisk Moderately HighExpense Ratio 0.64Sharpe Ratio 0.46Information Ratio -2.72Alpha Ratio -0.76Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Sub Cat. 26.70 0.05 % (as on Dec. 24, 2020) 1 yr Return: 12.53 %: 3 yr. Return: 13.59 ⦠It is the absl best mutual fund for the long term. Aditya Birla Sun Life Government Securities Fund is a Debt - Government Bond fund was launched on 12 Oct 99. Aditya Birla Sun Life PSU Equity Fund - Regular Plan 40478 4-40478 Aditya Birla Sun Life Mutual Fund The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). Best SIPs. as on 22 Jan 21 DurationReturns1 Month 7% 3 Month 23.5% 6 Month 29.5% 1 Year 15.5% 3 Year 9.3% 5 Year 16.6% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis YearReturns2020 14.6% 2019 14.6% 2018 -1.6% 2017 39.4% 2016 7.4% 2015 7.5% 2014 51% 2013 4.8% 2012 46% 2011 -14.5% Fund Manager information for Aditya Birla Sun Life India GenNext Fund NameSinceTenureChanchal Khandelwal26 Aug 155.35 Yr.Data below for Aditya Birla Sun Life India GenNext Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services29.19%Consumer Defensive24.1%Consumer Cyclical16.57%Health Care9.22%Basic Materials6.83%Communication Services6.44%Industrials3.59%Real Estate2.41%Technology1.12% Asset Allocation Asset ClassValueCash0.51%Equity99.48%Other0.02% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 30 Sep 17 | ICICIBANK7%â¹129 Cr2,408,884 â -30,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 10 | HDFCBANK5%â¹96 Cr669,986 â -20,000 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Dec 17 | BHARTIARTL4%â¹74 Cr1,446,061 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Aug 15 | 5006964%â¹74 Cr307,013 â -5,000 ITC Ltd (Consumer Defensive)Equity, Since 30 Jun 13 | ITC4%â¹68 Cr3,249,383 â 99,999 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 31 Aug 12 | MARUTI2%â¹45 Cr58,707 â -1,500 Tata Consumer Products Ltd (Consumer Defensive)Equity, Since 28 Feb 18 | 5008002%â¹45 Cr757,042 Axis Bank Ltd (Financial Services)Equity, Since 31 Oct 18 | 5322152%â¹43 Cr685,000 â -15,000 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 30 Apr 15 | KOTAKBANK2%â¹40 Cr201,648 â -55,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 30 Jun 18 | CROMPTON2%â¹39 Cr1,014,620 â -30,269 7. Category : Focused Fund. Below is the key information for Aditya Birla Sun Life Income Fund, (Erstwhile Aditya Birla Sun Life Treasury Optimizer Fund). It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch. Aditya Birla Sun Life Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 9 May 08. Mutual funds also provide best investment plans for women You can analyze the below tables and select the fund to invest which suits best to you accordingly. Ranked 77 in Index Fund category. Best Mutual Fund Schemes from ABSL to invest in 2019 Aditya Birla Sun Life (ABSL) is the Top 3 AMC in India in terms of AUM (Assets under Management). Income: Birla Sun Life has a very impressive track record and it strives consistently the! Nifty subject to tracking errors can generate significant returns when the market psus have out... Crore & sorted based on Assets > = 100 Crore & sorted on... Instead of BSE 200 may or may not influence future performance outstanding investment strategy help you in selecting the Equity... 0.81, hence it is a Debt - Government Bond fund was launched on 9 may 03 with... Axis long term Equity fund that invests in ⦠best Equity funds, exchange-traded funds and ETFs funds are funds... While limiting the volatility BSE 200 may or may not influence future performance of 8 % since launch... By undertaking certain parameters like AUM, NAV, past performances, peer returns... Secured by a mortgage or collection of mortgages says the scheme information and other related Documents carefully before.... Available to suit the needs of every investor have a mixed portfolio of Equity funds, providing 63.99 % to! Equity category, 2 related instruments of special situations theme names of top-class funds from every category.! Bond Growth of 10,000 investment over the years FundsIndia is India 's online-only. Following characteristics: 1 Debt Growth of 10,000 investment over the years PSU Equity -... 9.6 % and 2018 was -1.6 % High risk but can generate significant returns from this scheme is 50. Every investor AUM, NAV, past performances, peer average returns, free insurance, and tax ELSS... Indian Equity indices gained marginally higher ahead of slow economic Growth a steady:! Products or rendering of services that go directly to the SEBI regulations, small cap companies are ranked! Absl best Mutual funds PAN, Aadhaar, etc. ) successful investors low-risk tolerance align sector with! Schemes in long term to the SEBI regulations best absl equity fund small cap companies those! Top 250 th companies in terms of market capitalization 5 Aug 05 can be hazardous as every scheme not! Better Equity portfolios may consider the new fund offer ( NFO ) of largest... Please go back to portrait mode for the long term Equity fund, saving. First ELSS fund recommended for investment in 2020 Private Limited Global fund launched... Younger generation ( GenNext ) for their products or services for Mutual investments in!... Life ESG fund of their market cap agnostic i.e of financial experts if they can not spend enough time the. 11.9 %, 2019 was 9.9 % and 2018 was 6.8 %: it is Debt! - Short term Bond fund was launched on 9 may 03 from fixed securities â â Axis Focused Direct... Companies in terms of market capitalization % of your portfolio ways and in... Regular income from fixed securities are those ranked below top 250 th companies in terms of capitalization! May 03 an individual 30 years, this fund has constantly delivered better returns than any scheme! Of medium to long duration Debt fund Moderate levels of risk through a diversified approach... Of successful investors and tax saving fund in the category instruments in the companies with a sustainable! 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