Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund was established in 1994 as a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada. Since then, it has become one of the major AMCs in India. An impressive mix of broad reach, smart product offerings, and consistent investment performance has helped fund houses generate large numbers of investor folios.

The fund house offers a wide range of mutual fund schemes across the equity, debt and balanced categories as well as fund schemes and offshore funds. User friendly services, simplified and digital mutual fund processes are some efforts to deepen its reach in the country.

Trained by over 17,000 employees, ABCL has a nationwide reach and more than 200,000 agent/channel partners.

How to Check Aditya Birla Sun Life Mutual Fund SIP Calculator ?

  • Step 1

    Go to the Aditya Birla Sun Life Mutual Fund SIP calculator link

  • Step 2

    Enter Your SIP Details and Click Calculate

  • Step 3

    Check Result

Top 5 Aditya Birla Sun Life Mutual Funds

1. Aditya Birla Sun Life Liquid Fund

Liquid funds invest in bonds with maturities of up to 3 months. They are suitable to park the amount you have set aside to meet any emergency needs or any additional money that you do not need for the next few months to a year. You can expect better returns than what you would get from a bank account.

The risk of loss in these funds is negligible, but they do not guarantee returns or capital security. Although rare, there are some instances when liquid funds have suffered losses.

Remember, these are suitable for investing only for short periods of time up to one year. If your objective is to build wealth in the long run, do not invest in it or any other liquid fund.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
Aditya Birla Sun Life Liquid Fund
6.36
6.93
7.30
(Debt) Liquid
Low
  • Risk is low & return potential is high as compared to category.
  • Plan investment for 7 to 91 Days.

2. ABSL Corporate Bond Fund

Corporate bond funds have a narrow mandate to invest primarily in highest-class corporate bonds.

Like most other debt fund categories, we believe retail investors can avoid this as well. In our opinion, debt funds only make sense for retail investors if they have been investing for 3 years or less. For that type of investment horizon, liquid debt funds and short-term debt funds are more suitable.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
ABSL Corporate Bond Fund
9.31
8.04
8.50
(Debt) Corporate bond fund
Below Average
  • Risk is low & return potential is high as compared to category.
  • Plan investment for 3 Months to More Time Period.

3. ABSL Tax Relief 96

When you invest for five years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options. Apart from this, you get tax exemption on the amount invested under Section 80C of the Indian Income Tax laws. According to this section, a total investment of up to Rs 1.5 lakh in a financial year in eligible securities like this fund is exempt from tax.

But be prepared for fluctuations in your investment value along the way.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
ABSL Tax Relief 96 Fund
-23.22
-1.09
2.94
(Equity) ELSS
Below Average
  • Risk is low & return potential is high as compared to category.
  • Plan investment for 3 to 5 years.

4. ABSL Saving Fund

Their goal is to earn slightly better returns than your bank account or short-term fixed deposits. The risk of loss in these funds is negligible, but they do not guarantee returns or capital security.

Retail investors can avoid these funds altogether. Why here Debt funds are very finely classified, depending on the maturity of the bonds in which they invest. For example, there is a different category of funds that invest in bonds with a maturity of 3 months, maturing in 3–6 months from those investing in that bond. , And so on.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
ABSL Saving Life Fund
7.82
7.78
8.24
(Debt) Ultra Short Duration
Average
  • Risk is very low & return potential is high as compared to category.
  • Plan investment for 3 to 6 months.

5. ABSL Low Duration Fund

Short-term debt funds invest in bonds over a period of 6 months to 1 year. Their goal is to earn slightly better returns than your bank account or short-term fixed deposits. The risk of loss in these funds is negligible, but they do not guarantee returns or capital security.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
ABSL Low Duration Fund
8.54
8.14
8.46
(Debt) Low Duration
Below Average
  • Risk is very low & return potential is high as compared to category.
  • Plan investment for 6 to 12 months.