Aditya Birla Sun Life Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 4,40,740.12 Cr
Funds on Anand Rathi
216
AMC Age
32 Yrs
List of Top Aditya Birla Sun Life Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| Aditya Birla SL PSU Equity Fund (IDCW) | 19.36% | 28.78% | 26.01% |
| Aditya Birla SL PSU Equity Fund (G) | 19.31% | 28.76% | 26.00% |
| Aditya Birla SL Gold Fund (G) | 65.12% | 33.56% | 24.50% |
| Aditya Birla SL Gold Fund (IDCW) | 65.11% | 33.56% | 24.50% |
| Aditya Birla SL Infrastructure Fund - (G) | 17.75% | 21.18% | 18.87% |
| Aditya Birla SL Infrastructure Fund - (IDCW) | 17.78% | 21.20% | 18.87% |
| Aditya Birla SL Nifty Midcap 150 IF (G) | 16.12% | 22.31% | 17.87% |
| Aditya Birla SL Nifty Midcap 150 IF (IDCW) | 16.12% | 22.31% | 17.87% |
| Aditya Birla SL Dividend Yield Fund (G) | 11.92% | 17.99% | 16.87% |
| Aditya Birla SL Dividend Yield Fund (IDCW) | 12.18% | 17.98% | 16.87% |
| Aditya Birla SL Midcap Fund - (G) | 13.67% | 20.09% | 16.20% |
| Aditya Birla SL Midcap Fund - (IDCW) | 13.69% | 20.10% | 16.20% |
| Aditya Birla SL Value Fund (G) | 14.81% | 19.31% | 15.11% |
| Aditya Birla SL Value Fund (IDCW) | 14.81% | 19.31% | 15.11% |
| Aditya Birla SL Special Opportunities Fund (G) | 20.20% | 20.96% | 15.10% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Enter Amount
₹
Select Duration
Yrs
1 Yr
30 Yrs
Expected Rate of Return
12%
8%
30%
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Aditya Birla Sun Life Mutual Fund
Key Information of Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund
AMCFunds Managed
122
Assets Managed
₹ 4,40,740.12 Cr
Contact Details
Registered Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Managing Director
A. Balasubramanian
Chief Executive Officer
Mr.A.Balasubramanian
Compliance Officer
Parth Makwana
How to Invest in Aditya Birla Sun Life Mutual Fund with Anand Rathi?
Planning to invest in Aditya Birla Sun Life Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Aditya Birla Sun Life Mutual Fund: Browse available Aditya Birla Sun Life Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in Aditya Birla Sun Life Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Aditya Birla Sun Life Mutual Fund
Investing in Aditya Birla Sun Life Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on Aditya Birla Sun Life Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
Mutual Funds Calculators
FAQs
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Log in to the AR Invest app or open a demat account
Select your preferred Aditya Birla Sun Life Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.



