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Aditya Birla Sun Life
Mutual Fund
Upholding the Trust of Millions in Investment Services
ABSL Mutual Fund - The Trivia
It is the 4th
largest
mutual fund AMC in
India in terms of AUM
and provides more than
800 different schemes
for different types of
investors.
ABSL MF is a joint venture
between Aditya Birla
Capital and Sun Life
Financial, bringing
abundant of national and
international experince in
investment business.
It has a ground presence
at 247 locations in India
along with excellent
online support to serve
investors from every
corner of the country.
Majority of the ABSL
mutual funds have
delivered phenomenal
gains to the investors and
has been fulfilling the
financial goals of millions
of investors for 25 years.
Facts and Figures
Mutual Fund Aditya Birla Sun Life Mutual Fund
Setup Date Dec-23-1994
Incorporation Date Sep-05-1994
Sponsor Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc.
Assets Managed Rs. 2,46,479.65 crore (Mar-31-2019)
Chairman Mr. Kumar Mangalam Birla
CEO / MD Mr. A. Balasubramanian
Headquarter One India Bulls Centre, Elphinstone Rd. Mumbai
Best Schemes of ABSL Mutual Fund
• Aditya Birla Sun Life Equity Fund
• Aditya Birla Sun Life Tax Relief 96 Fund
• Aditya Birla Sun Life Regular Savings Fund
• Aditya Birla Sun Life Income Fund
• Aditya Birla Sun Life Frontline Equity Fund
ABSL Equity Fund
Category: Equity: Multi Cap
Assets:
Rs 11,102 crore (As on Apr 30,
2019)
Expense: 2.24% (As on Mar 31, 2019)
Launch Date: 27-Aug-98
Benchmark: S&P BSE 200 TRI
Return since Launch: 22.70%
Exit Load (%) 1% for redemption within 365 days
Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y
Fund -1.35 -5.27 3.47 -4.29 12.92 14.77 16.22
S&P BSE 200 TRI 0.4 -5.15 2.94 0.47 13.45 11.82 14.23
Who Should Invest: Aditya Birla Sun Life Equity Fund is suitable for investors with moderate risk appetite
seeking long-term capital gains from a diversified portfolio.
ABSL Tax Relief 96 Fund
Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y
Fund -2.85 -5.84 1.05 -6.09 11.47 16.17 16.49
S&P BSE 200 TRI 0.40 -5.15 2.94 0.47 13.45 11.82 14.23
Who Should Invest: Aditya Birla Sun Life Tax Relief 96 Fund is suitable for investors seeking tax benefits
along with long term wealth gains from equity instruments.
Category: Equity: ELSS
Assets: Rs 8,685 crore (As on Apr 30, 2019)
Expense: 2.20% (As on Mar 31, 2019)
Launch Date: 29-Mar-96
Benchmark: S&P BSE 200 TRI
Return since Launch: 23.96%
Exit Load (%) 0
ABSL Regular Savings Fund
Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y
Fund 0.76 -1.07 1.71 0.08 7.80 10.19 10.10
VR MIP TRI 2.35 -1.07 2.08 6.59 8.83 8.61 8.47
Category: Hybrid: Conservative Hybrid
Assets:
Rs 2,279 crore (As on Apr 30,
2019)
Expense: 1.79% (As on Mar 31, 2019)
Launch Date: 22-May-04
Benchmark: CRISIL Hybrid 85+15 Conservative
Return Since
Launch:
9.42%
Who should invest: Aditya Birla Sun Life Regular Savings Fund is suitable for investors with low risk appetite who seek
capital gains from debt oriented hybrid portfolio.
Aditya Birla Sun Life Income Fund
Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y
Fund 2.23 0.27 1.63 7.93 6.63 8.08 7.17
VR Bond 2.07 0.57 1.41 7.64 6.57 7.61 6.77
Who should invest: Aditya Birla Sun Life Income Fund is suitable for investors with low risk appetite who seek capital
appreciation in 3-5 years from fixed income securities of high ratings.
Category: Debt: Medium to Long Duration
Assets: Rs 929 crore (As on Apr 30, 2019)
Expense: 1.59% (As on Mar 31, 2019)
Launch Date: 21-Oct-95
Benchmark: CRISIL Composite Bond
Return since
Launch:
9.29%
Exit Load (%) 0
ABSL Frontline Equity Fund
Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y
Fund -0.89 -5.20 2.86 -2.31 10.37 11.60 15.58
S&P BSE Sensex 50 TRI 2.35 -4.24 3.27 3.92 14.55 11.27 14.01
Who should invest: Aditya Birla Sun Life Frontline Equity Fund is suitable for the investors seeking low risk investment
in pure equity mutual fund for long term capital gains.
Category: Equity: Large Cap
Assets:
Rs 22,023 crore (As on Apr 30,
2019)
Expense: 2.25% (As on Mar 31, 2019)
Launch Date: 30-Aug-02
Benchmark: NIFTY 50 Total Return
Return since Launch: 20.13%
Exit Load (%) 1% for redemption within 365 days
Fund Management Staff
Mr. A Balasubramanian
Chief Executive Officer
Mr. Mahesh Patil
Co-Chief Investment Officer
Mr. Maneesh Dangi
Co-Chief Investment Officer
Mr. Ashish Kela
Sr. Fund Manager
Ms. Sunaina da Cunha
Sr. Fund Manager
Mr. Mohit Sharma
Sr. Fund Manager
Mr. Pranay Sinha
Sr. Fund Manager
The fund management team at Aditya Birla Sun Life Mutual Fund is highly experienced in the asset
management business and is headed by proficient leaders.
Join Millions of Successful Investors on the Path to Success
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as
on 22-4-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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Who Should Invest in Aditya Birla Mutual Funds?

  • 1. Aditya Birla Sun Life Mutual Fund Upholding the Trust of Millions in Investment Services
  • 2. ABSL Mutual Fund - The Trivia It is the 4th largest mutual fund AMC in India in terms of AUM and provides more than 800 different schemes for different types of investors. ABSL MF is a joint venture between Aditya Birla Capital and Sun Life Financial, bringing abundant of national and international experince in investment business. It has a ground presence at 247 locations in India along with excellent online support to serve investors from every corner of the country. Majority of the ABSL mutual funds have delivered phenomenal gains to the investors and has been fulfilling the financial goals of millions of investors for 25 years.
  • 3. Facts and Figures Mutual Fund Aditya Birla Sun Life Mutual Fund Setup Date Dec-23-1994 Incorporation Date Sep-05-1994 Sponsor Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc. Assets Managed Rs. 2,46,479.65 crore (Mar-31-2019) Chairman Mr. Kumar Mangalam Birla CEO / MD Mr. A. Balasubramanian Headquarter One India Bulls Centre, Elphinstone Rd. Mumbai
  • 4. Best Schemes of ABSL Mutual Fund • Aditya Birla Sun Life Equity Fund • Aditya Birla Sun Life Tax Relief 96 Fund • Aditya Birla Sun Life Regular Savings Fund • Aditya Birla Sun Life Income Fund • Aditya Birla Sun Life Frontline Equity Fund
  • 5. ABSL Equity Fund Category: Equity: Multi Cap Assets: Rs 11,102 crore (As on Apr 30, 2019) Expense: 2.24% (As on Mar 31, 2019) Launch Date: 27-Aug-98 Benchmark: S&P BSE 200 TRI Return since Launch: 22.70% Exit Load (%) 1% for redemption within 365 days Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y Fund -1.35 -5.27 3.47 -4.29 12.92 14.77 16.22 S&P BSE 200 TRI 0.4 -5.15 2.94 0.47 13.45 11.82 14.23 Who Should Invest: Aditya Birla Sun Life Equity Fund is suitable for investors with moderate risk appetite seeking long-term capital gains from a diversified portfolio.
  • 6. ABSL Tax Relief 96 Fund Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y Fund -2.85 -5.84 1.05 -6.09 11.47 16.17 16.49 S&P BSE 200 TRI 0.40 -5.15 2.94 0.47 13.45 11.82 14.23 Who Should Invest: Aditya Birla Sun Life Tax Relief 96 Fund is suitable for investors seeking tax benefits along with long term wealth gains from equity instruments. Category: Equity: ELSS Assets: Rs 8,685 crore (As on Apr 30, 2019) Expense: 2.20% (As on Mar 31, 2019) Launch Date: 29-Mar-96 Benchmark: S&P BSE 200 TRI Return since Launch: 23.96% Exit Load (%) 0
  • 7. ABSL Regular Savings Fund Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y Fund 0.76 -1.07 1.71 0.08 7.80 10.19 10.10 VR MIP TRI 2.35 -1.07 2.08 6.59 8.83 8.61 8.47 Category: Hybrid: Conservative Hybrid Assets: Rs 2,279 crore (As on Apr 30, 2019) Expense: 1.79% (As on Mar 31, 2019) Launch Date: 22-May-04 Benchmark: CRISIL Hybrid 85+15 Conservative Return Since Launch: 9.42% Who should invest: Aditya Birla Sun Life Regular Savings Fund is suitable for investors with low risk appetite who seek capital gains from debt oriented hybrid portfolio.
  • 8. Aditya Birla Sun Life Income Fund Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y Fund 2.23 0.27 1.63 7.93 6.63 8.08 7.17 VR Bond 2.07 0.57 1.41 7.64 6.57 7.61 6.77 Who should invest: Aditya Birla Sun Life Income Fund is suitable for investors with low risk appetite who seek capital appreciation in 3-5 years from fixed income securities of high ratings. Category: Debt: Medium to Long Duration Assets: Rs 929 crore (As on Apr 30, 2019) Expense: 1.59% (As on Mar 31, 2019) Launch Date: 21-Oct-95 Benchmark: CRISIL Composite Bond Return since Launch: 9.29% Exit Load (%) 0
  • 9. ABSL Frontline Equity Fund Trailing returns YTD 1-M 3-M 1-Y 3-Y 5-Y 10-Y Fund -0.89 -5.20 2.86 -2.31 10.37 11.60 15.58 S&P BSE Sensex 50 TRI 2.35 -4.24 3.27 3.92 14.55 11.27 14.01 Who should invest: Aditya Birla Sun Life Frontline Equity Fund is suitable for the investors seeking low risk investment in pure equity mutual fund for long term capital gains. Category: Equity: Large Cap Assets: Rs 22,023 crore (As on Apr 30, 2019) Expense: 2.25% (As on Mar 31, 2019) Launch Date: 30-Aug-02 Benchmark: NIFTY 50 Total Return Return since Launch: 20.13% Exit Load (%) 1% for redemption within 365 days
  • 10. Fund Management Staff Mr. A Balasubramanian Chief Executive Officer Mr. Mahesh Patil Co-Chief Investment Officer Mr. Maneesh Dangi Co-Chief Investment Officer Mr. Ashish Kela Sr. Fund Manager Ms. Sunaina da Cunha Sr. Fund Manager Mr. Mohit Sharma Sr. Fund Manager Mr. Pranay Sinha Sr. Fund Manager The fund management team at Aditya Birla Sun Life Mutual Fund is highly experienced in the asset management business and is headed by proficient leaders.
  • 11. Join Millions of Successful Investors on the Path to Success Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 22-4-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.