Aditya Birla Sun Life Asset Management Mutual Fund Returns and Analysis

Aditya Birla Sun Life Asset Management has a long history of delivering strong performance in the mutual fund market.

The company has been able to achieve this through its diversified portfolio of funds, which includes equity, debt, and hybrid schemes.

One of its most popular funds is the Aditya Birla Sun Life Tax Relief '96, which has a proven track record of providing tax benefits to investors.

This fund has consistently outperformed its peers in the tax-saving category, making it a top choice for investors looking to save taxes while growing their wealth.

You might like: List of Indian Exchange-traded Funds

Aditya Birla Sun Life AMC Limited (ABSLAMC) was established in 1994 and is co-owned by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc.

ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882.

ABSLAMC is one of the leading asset managers in India, servicing around 8.1 million investor folios with a pan India presence across 280 plus locations.

For your interest: Aditya Birla Housing Loan

The company manages a total AUM of over Rs.2,926 billion for the quarter ending June 30, 2022, under its suite of mutual fund, portfolio management services, offshore, and real estate offerings.

ABCL is the holding company for the financial services businesses of Aditya Birla Group and has a strong presence across Protecting, Investing, and Financing solutions.

As of June 30th, 2022, ABCL manages aggregate assets under management over Rs.3,550 billion.

With over 33,500 employees, the subsidiaries of ABCL have a nationwide reach with 1,094 branches and more than 2,00,000 agents, channel partners, and several bank partners.

ABCL has an active customer base of over 39 million, through its subsidiaries and joint ventures.

The company has a consolidated lending book of approx. Rs.699 billion.

Aditya Birla Sun Life Asset Management has a diverse range of mutual funds to choose from.

Their fund size is substantial, standing at ₹5,237 Crs.

The company's equity funds offer a competitive return of 14.28% p.a.

They also offer a variety of fund types, including equity, debt, hybrid, and tax saving options.

Take a look at this: Demat Account Mutual Funds

In the world of mutual funds, profit margin is a crucial metric to consider when evaluating performance. The current leaders in this space boast impressive profit margins.

PB, or Price-to-Book ratio, stands at 6.45, indicating a strong valuation. This is comparable to the industry average, suggesting that these funds are trading in line with their peers.

A 14.49% three-year CAGR (Compound Annual Growth Rate) in profit growth is nothing to sneeze at. This means that these funds have consistently delivered strong profit growth over the past three years.

Here's a breakdown of the key statistics for the Profit Margin Leaders:

These funds are held by a mix of institutional and individual investors, with parameter holdings making up the majority of the stake.

The Mutual Fund Returns Calculator is a powerful tool that helps you evaluate the performance of your mutual fund investments. It allows you to compare the returns of different funds over various time periods.

To use this calculator, you need to input the fund's NAV (Net Asset Value) at the beginning and end of the period, as well as the dividends or capital gains distributions. This information can be found on the fund's website or in its annual reports.

The calculator will then calculate the total return of the fund, including both capital appreciation and income earned. For example, if a fund's NAV increased from $10 to $12 over a year, the total return would be 20%.

You can also use the calculator to compare the returns of different funds with similar investment objectives and risk profiles. This can help you make informed decisions about your investments and choose the best fund for your needs.

By using the Mutual Fund Returns Calculator, you can gain a deeper understanding of your fund's performance and make more informed investment decisions.

See what others are reading: Arlington Asset Investment

Aditya Birla Sun Life Mutual Fund is one of India's largest mutual fund companies, with 78.9 lakh investor accounts. It offers 94 mutual fund schemes, including 43 equity schemes, 34 debt schemes, 13 hybrid schemes, and 4 others.

The company's top schemes in terms of AUM are ABSL Liquid Fund, ABSL Frontline Equity Fund, and ABSL Money Manager Fund. Aditya Birla Sun Life AMC has a presence in over 300+ locations across the country.

The company has a strong presence, with 10.2 million investor folios as of September 30, 2024, and a team of over 140,000 employees from 100 countries through the Aditya Birla Group.

Aditya Birla Sun Life Mutual Fund is one of India's largest mutual fund companies, with 78.9 lakh investor accounts. It was established after Aditya Birla Capital Limited and Sun Life AMC Investments entered a joint venture.

The company has a strong presence in the market, with a presence in over 300+ locations across the country as of September 30, 2024. It also operates in Portfolio Management Services, Real Estate Investments, and Alternative Investment Funds (AIFs).

Aditya Birla Sun Life AMC offers 94 mutual fund schemes, including 43 equity schemes, 34 debt schemes, 13 hybrid schemes, and 4 others. The top schemes in terms of AUM are ABSL Liquid Fund, ABSL Frontline Equity Fund, and ABSL Money Manager Fund.

You might like: Wich Sun Prairie

The Aditya Birla Group, which is a Fortune 500 company, has a strength of over 140,000 employees from 100 countries. As of December 31, 2024, the company's AUM stood at Rs ?3,85,000 crores.

Here are some key types of mutual funds offered by Aditya Birla Sun Life AMC:

The company's equity funds have a return of 14.28% p.a., while its hybrid funds have a return of 16.56% p.a.

Worth a look: Operating Return on Asset

Let's take a closer look at how Aditya Birla Sun Life AMC performs throughout the year.

January is a month to watch out for, as it's the only month out of the four where Aditya Birla Sun Life AMC has given negative returns in two out of four years.

The average negative change in January is -4.98%, which is a significant drop in value.

In contrast, the average positive change in January is 1.78%, which is a relatively modest gain.

The maximum positive change in January was 1.78% in 2024, while the maximum negative change was -7.71% in 2023.

Here's a quick summary of the average changes in January:

This data suggests that January can be a challenging month for Aditya Birla Sun Life AMC, with a higher likelihood of negative returns compared to other months.

Mahesh Patil is the Co-Chief Investment Officer (Equity) with 27 years of experience, overseeing a team of 20 expert analysts and fund managers.

He manages funds as huge as 92,000 Crores in the equity market through Birla Sun Life SIP and Birla Sun Life One Time Investment.

Mahesh Patil holds an Engineering degree from VJTI in Mumbai, an MBA in Finance from Jamnalal Bajaj Institute in Mumbai, and is a charter holder from ICFAI in Hyderabad.

He is an Equity expert managing funds like Aditya Birla Sun Life Frontline Equity Fund, Aditya Birla Sun Life Equity Hybrid '95, Aditya Birla Sun Life Focused Equity Fund, and Pure Value Fund.

If this caught your attention, see: Fee Only Investment Manager