Without a doubt, The Aditya Birla Mutual Fund is recognized as one of the most familiar and popular brands in the mutual fund field. Investors have deemed The Aditya Birla Mutual Fund worthy of their trust thanks to its unwavering track record as well as its assortment of investment choices.
We will provide comprehensive details regarding unique features for each scheme, minimum investment amounts needed, and performance updates for prevalent market instruments over the past year.
The top 10 direct mutual fund schemes of Aditya Birla with the highest returns are as follows:
| CRISIL rating | Fund Category | Risk Level | 3- year returns | AUM (In INR Crs.) | |
| Aditya Birla Sun Life Infrastructure Fund – Direct Plan-Growth | 4 | Sectoral/ Thematic | Very High | 39.79% | 746.71 |
| Aditya Birla Sun Life PSU Equity Fund – Direct Plan-Growth | NA | Sectoral/ Thematic | Very High | 39.52% | 1245.53 |
| Aditya Birla Sun Life Small cap Fund – Direct Plan-Growth | 5 | Small Cap Fund | Very High | 34.54% | 4510.14 |
| Aditya Birla Sun Life Midcap Fund – Direct Plan-Growth | 4 | Mid Cap Fund | Very High | 31.7% | 4336.12 |
| Aditya Birla Sun Life Digital India Fund – Direct Plan-Growth | NA | Sectoral/ Thematic | Very High | 30.5% | 3904.18 |
| Aditya Birla Sun Life Pure Value Fund – Direct Plan-Growth | 3 | Value Fund | Very High | 30.09% | 4697.16 |
| Aditya Birla Sun Life Banking and Financial Services Fund – Direct Plan-Growth | NA | Sectoral/ Thematic | Very High | 28.83% | 2801.11 |
| Aditya Birla Sun Life Dividend Yield Fund – Direct Plan-Growth | 5 | Dividend Yield | Very High | 28.08% | 992.23 |
| Aditya Birla Sun Life India GenNext Fund – Direct Plan-Growth | 2 | Sectoral/ Thematic | Very High | 25.98% | 4029.38 |
| Aditya Birla Sun Life Flexi Cap Fund – Direct Plan-Growth | 2 | Flexi Cap Fund | Very High | 24.15% | 17296.15 |
1. Aditya Birla Sun Life Infrastructure Fund – Direct Plan-Growth
Benchmark: Nifty Infrastructure TRI
Fund Category: Sectoral/Thematic:
The mutual fund has an investment of 96.54% direct domestic equities out of which 34.03% of the investment is in Large-cap stocks, 30.14% of the investment is in small-cap stocks and about 14.34% of the investment is in mid-cap stocks.
Investment suited for:
This fund is best suited for investors with impeccable knowledge about the macro investment trends who prefer to take higher risks for better returns on selective bets as compared to the other equity mutual funds in general.
2. Aditya Birla Sun Life PSU Equity Fund – Direct Plan – Growth
Benchmark: S&P BSEPSU TRI
Fund Category: Sectoral/Thematic:
This mutual fund has 97.75% of its investment in direct equity in the domestic market, out of which 52.82% of the investment is in stocks of large-cap companies, 25.44% of the investment is in stocks of Mid-Cap companies and 11.51% of the investment in stocks of Small Cap companies.
3. Aditya Birla Sun Life Small cap Fund – Direct Plan – Growth
Benchmark: S&P BSE 250 Smallcap TRI
Fund Category: Small Cal Fund
This mutual fund has 92.66% of its investment in direct equities in the domestic market of which only 2.94% of the investment is in stocks of Large Cap companies, 10% of the investment is in stocks of Mid Cap companies and 43.5% of the investment is in stocks of Small Cap companies.
4. Aditya Birla Sun Life Midcap Fund – Direct Plan – Growth
Benchmark: Nifty Midcap 150 TRI
Fund Category: Mid Cap Fund
This mutual fund has 96.23% of its investment in direct equities in the domestic market of which 6.29% of the investment is in stocks of Large Cap companies, 58.92% of the investment is in stocks of is in Mid Cap companies, 12.87% of the investment is in stocks of in Small Cap companies.
5. Aditya Birla Sun Life Digital India Fund – Direct Plan – Growth
Benchmark: S&P BSE Teck TRI
Fund Category: Sectoral/Thematic:
This mutual fund has 91.42% of its investment in direct equity in the domestic market of which 54% of the investment is in stocks of Large Cap companies, 8% of the investment is in stocks of Mid Cap companies and 17.25% of the investment is in stocks of Small Cap companies.
6. Aditya Birla Sun Life Pure Value Fund – Direct Plan – Growth
Benchmark: Nifty 500 TRI
Fund Category: Value Fund
This mutual fund has 98.84% of its investment in direct equity in the domestic market with about 35.68% of its investment in stocks of Large Cap companies, 23.1% of its investment in stocks of Mid Cap companies, 29.3% of its investment in stocks of Small Cap companies.
7. Aditya Birla Sun Life Banking and Financial Services Fund – Direct Plan – Growth
Benchmark: Nifty Financial Services TRI
Fund Category: Sectoral/ Thematic
This particular mutual fund has 96.39% of its investment in domestic equity sector with 39.97% of its investment in stocks of Large Cap companies, 14.07% of its investment in stocks of Mid Cap companies and 16.09% of its investment in stocks of Small Cap companies.
8. Aditya Birla Sun Life Dividend Yield Fund – Direct Plan – Growth
Benchmark: Nifty 500 TRI
Fund Category: Dividend Yield Fund:
This fund has a total of 89.34% of its investment in the equity sector of the domestic market with 36.93% of its investment in stocks of Large Cap companies, 21.14% of its investment in stocks of Mid Cap companies and 23.78% of its investment in stocks of Small Cap companies.
9. Aditya Birla Sun Life India GenNext Fund – Direct Plan – Growth
Benchmark: Nifty India Consumption TRI
Fund Category: Sectoral/Thematic
This mutual fund has about 96.82% of its total investment in domestic equities of which about 50.59% of the investment is in stocks of Large Cap companies, 23% of the investment is in stocks of Mid Cap stocks and 6.06% of the investment is in stocks of Small Cap stocks. This fund also has 0.01% of its investment in the Debt market with 0.01% of the investment in Low-Risk securities.
10. Aditya Birla Sun Life Flexi Cap Fund – Direct Plan – Growth
Benchmark: Nifty 500 TRI
Fund Category: Flexi Cap Fund
The particular fund has an investment of 98.97% in domestic equities of which about 50.05% the investment in stocks of Large Cap companies, 24.68% of the investment in stocks of Mid Cap companies and 6.07% of the investment in stocks of Small Cap companies.
Conclusion
Investment goals and risk tolerances can be easily met with the vast array of investment options provided by Aditya Birla Mutual Fund.
Aditya Birla Mutual Fund has a scheme that will satisfy your needs, whether you’re after tax breaks, consistent returns, or long-term capital appreciation.
Making an investment decision should always involve extensive research or consultation with a financial advisor, especially when considering mutual fund investments. It’s essential to remember that market risks can significantly impact these kinds of investments.
Looking to make financial strides and grow their wealth, many investors will still be drawn to the Aditya Birla Mutual Fund options available in 2023.
FAQs
1. How can I get started with the Aditya Birla Sun Life International Equity Fund?
You can invest in this fund in one of two ways. Direct Plan entails acquiring fund units directly from Aditya Birla Sun Life Mutual Fund. Through a Regular Plan – Investing through a distributor or broker of your choosing. Both of these plans share a portfolio but have different NAVs.
2. How do I cash out my Aditya Birla Sun Life Arbitrage Fund investment?
You may redeem your investments in Aditya Birla Sun Life Arbitrage Fund’s direct plan by using their mobile app or desktop browser and selecting a certain sum or number of units to redeem. You can redeem regular plan investments made through a Registrar and Transfer Agent (RTA) or a Mutual Fund Distributor (MFD) by submitting a legally signed redemption form to the corresponding RTA/MFD or redeem online through their portal, if accessible.
3. Can I invest in Aditya Birla Sun Life Arbitrage Fund through SIPs as well as lump sums?
Yes, investors may invest in the Aditya Birla Sun Life Arbitrage Fund through SIPs as well as lump sums. Your investing aim, risk tolerance, investment term, and affordability will all influence your mode of investment selection.
