Aditya Birla Sun Life Mutual Fund


Birla Sun Life Mutual Fund is a joint endeavor between Aditya Birla Group (India) and Sun Life Financial Company (Canada). Birla Sun Life Asset Management Co. Ltd. handles investments of Birla Sun Life Mutual Fund.
The company has now established a strong reputation and gained a wide recognition in the mutual funds industry. The Birla Sun Life Mutual Fund offers a broad spectrum of mutual fund schemes ranging from diversified equity schemes to sector-specific schemes. It also offers debts mutual funds, hybrid schemes, fund of fund schemes, monthly income plans, and offshore funds.
It boasts of a diverse range of investments and sound financial portfolio. The company specializes in various investment objectives like tax savings, personal savings, wealth creation etc. It is well known for its consistency in helping its customers to reach their financial goals. The company’s schemes are well crafted to cater to the needs of the investors.
The company is a hugely trusted brand among investors and one of the first companies preferred by novice investors. They specialize in tracking down best companies and investing in them. The company focuses on delivering a transparent, ethical, research based, and efficient capital management services to give optimum benefits to their investors.
The mutual fund schemes offered by Birla SunLife Mutual Fund are highly formulated and are well researched. The help investors to achieve their financial objectives, career goals, and due inheritance. The plans cover both aggressive and conservative investors and cater to the various requirements of the investors.

Why Choose Birla Sun Life Mutual Fund?

  • Proven Record: Birla Sun Life has consistently shown a shrewd portfolio allotment via its fund managers. This has diversified the potential of the assets held in the portfolio and helps generate good returns for investors.

  • Tax Benefits: Many schemes offered by this AMC can help you with good returns as well as offer tax exemption benefits. Birla Sun Life Relief 96 is one such scheme.

  • Steady Income: Investors use Birla Sun Life Mutual Fund in order to meet the various wealth creation or savings goals as per their specific needs.

  • Wealth Corpus: Investing in the equity schemes offered by the AMC allows investors to remain invested for the long term. This helps meet specific goals like retirement or children education.

  • Monthly Income: Some schemes offered by the AMC also help with generating monthly assured income. IT can be a great way to augment overall income, especially for retirees who don’t have income from work.

  • Strong Advisory Team: Birla Sun Life Asset Management Co. Ltd. Looks for potential opportunities and picks up shares that hold the promise. This careful and smart analysis is what works in favor of investors.

Date of setup: December 23, 1994

Sponsor(s): Aditya Birla Financial Services Private Limited. Sun Life (India) AMC Investments Inc.

Address: One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road Mumbai 400 013

Tel: 022 – 43568000

Fax: 022 - 43568110/ 8111


Types of Funds Offered:

  • Equity Fund: This fund invests in publicly traded equity stocks and generates returns in line with the company’s stockholding. They can be large cap, mid cap or small cap equity funds depending on the allocation made by the fund manager in your scheme’s portfolio. The AMC manages funds like Aditya Birla Sun Life Pure Value Fund and Aditya Birla Sun Life Midcap Fund.

  • Debt Funds: This type of fund is at a base level, the interest you receive on investing into schemes like government securities and money markets. Aditya Birla Sun Life Liquid Fund and Aditya Birla Sun Life Corporate Bond Fund are some of the known funds offered by this AMC.

  • Fund of Funds: This is a mutual fund scheme that invests in other mutual fund schemes. Usually the MF they invest in belong to the same AMC. Aditya Birla Sun Life Midcap Fund is a key fund of funds offered by the AMC and tracks the returns offered by Aditya Birla Sun Life Gold ETF.

  • Hybrid Funds: The portfolio of a hybrid fund would have a mix of equity and debt funds. Aggressive schemes might have a higher equity allocation (more than 50%) while other types might a higher allocation of debt instruments like money markets and government securities.

  • International Fund: It taps into the lucrative opportunities presented by foreign entities who trade shares in the open market worldwide. Aditya Birla Sun Life International Equity Fund - Plan A is one such plan offered by Birla Sun Life.

Fund Managers at Birla Sun Life Mutual Fund:

  • Mr. Mahesh Patil, Co-Chief Investment Officer, Equity:

    As Co-Chief Investment Officer, Mahesh Patil spearheads Equity Investments at Aditya Birla Sun Life AMC Limited. With over twenty-seven years of rich experience in fund and investment management, Mahesh leads a team of twenty, comprising fund managers and analysts, managing around INR 88,590 crores in equity assets. He is an Engineer from VJTI, Mumbai, Mahesh is an MBA in Finance from Jamnalal Bajaj Institute, Mumbai. He is also a charter holder from ICFAI, Hyderabad.


  • Mr. Maneesh Dangi, Co-Chief Investment Officer, Debt:

    As Co-Chief Investment Officer, Maneesh Dangi spearheads Fixed Income investments at Aditya Birla Sun Life AMC Limited. With over eighteen years of rich experience in Finance and Research, Maneesh leads a team of twenty-two, comprising fund managers and analysts, managing around INR 155,424 crores. He personally manages money in excess of 46k crs spread across funds like ABSL Banking & PSU Debt Fund, ABSL Corporate Bond Fund, ABSL Credit Risk Fund, ABSL Medium Term Plan, ABSL Short Term Opportunities Fund, and ABSL Dynamic Bond Fund. Maneesh is an MBA in Finance and FRM.


  • Mr. Anil Shah, Sr. Fund Manager:

    He has over 24 years of experience in equity research and investments. He is B.Com, C.A, and a Cost Accountant.


  • Mr. Ajay Garg, Sr Fund Manager:

    Ajay has over 15 years of work experience in financial services. He has a degree of B.E. in Electronics and has a MBA in Finance.


  • Mr. Satyabrata Mohanty, Head - Mixed Assets:

    Mr. Satyabrata Mohanty has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. He is CA and a CFA.


  • Mr. Vineet Maloo, Fund Manager:

    Vineet has 7 years of experience. He has B.Com degree and a qualified Chartered Accountant.


  • Mr. Kunal Sangoi, Fund Manager:

    He has overall experience of around 8 years in the Financial markets. He has B.Com degree and a qualified Chartered Accountant.


  • Mr. Chanchal Khandelwal, Fund Manager:

    Mr. Chanchal Khandelwal has an overall experience of around 10 years of which 7 years is in financial markets with BSLAMC. He is a B.Com. (H)from Shri Ram College of Commerce (Delhi) and an MBA in Finance from Xavier Institute of Management, Bhubaneshwar.


  • Mr. Jayesh Gandhi, Fund Manager:

    He has an overall experience of 15 years in investment management and equity research. He is a C.A., C.F.A., and Master of International Management.


  • Ms. Sunaina da Cunha, Fund Manager:

    Sunaina has over 7 years of experience. She is a B.Com, MBA (FMS, Delhi),CFA.


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