Among India’s top asset management organizations is Aditya Birla Sun Life Mutual Fund. It provides a wide choice of mutual fund schemes that accommodate investors’ various investment objectives and risk tolerances. Here are the top 5 justifications for considering Aditya Birla mutual fund if you intend to invest in mutual funds:
-
Table of Contents
Strong Parentage
Aditya Birla Capital, a division of an Aditya Birla Group, as well as a Sun Life (India) AMC Investments Inc. have partnered to create a Sun Life Mutual Fund. A well-diversified conglomerate, Aditya Birla Group holds an industry leading positions in the number of a industries, including metals, cement, and financial services, as well as communications, along with others. The fund house’s stability and trustworthiness are guaranteed by its solid ancestry. To make wise investment decisions, the fund management team can draw on the knowledge and resources of the parent firm.
-
Wide Range of Funds
With over 30 equity, debt and hybrid mutual fund schemes, Aditya Birla Sun Life MF offers funds catering to different goals, risk profiles and time horizons. Some popular funds include Aditya Birla Sun Life Frontline Equity Fund, Aditya Birla Sun Life Tax Relief ’96, Aditya Birla Sun Life Corporate Bond Fund, etc. This allows investors to choose funds matching their needs. The fund house also periodically launches new schemes to capitalize on emerging investment opportunities.
-
Strong Performance Track Record
Many Aditya Birla MF schemes have consistently delivered superior returns compared to their benchmark indices and category averages over different time periods. For example, Aditya Birla Sun Life Frontline Equity Fund has outperformed its benchmark Nifty 50 index by over 4% annually over the last 10 years. Aditya Birla Sun Life Tax Relief ’96 is among the top performers in the ELSS category. This shows the fund management team’s ability to generate alpha and deliver value to investors in the long run.
-
Low Expense Ratios
When buying mutual funds, it’s crucial to take the expense ratio into account. It represents the annual fund operating expenses charged to the scheme as a percentage of the daily net assets. These expenses include management fees, custodian fees, registrar fees etc. Aditya Birla Sun Life MF schemes have low expense ratios compared to other funds in the industry. Low expense ratios ensure more of the investor’s capital is utilized for actual investments rather than getting deducted as charges. This allows the schemes to generate potentially higher returns over long periods as more money is working in the markets.
-
Robust Research Capabilities
Aditya Birla Sun Life AMC has a strong research team comprising over 50 investment professionals and analysts. The research team closely monitors macroeconomic trends, conducts in-depth company research and scouts for investment opportunities. This robust research infrastructure helps the fund managers make informed investment decisions across market cycles.
Conclusion
Aditya Birla Mutual Fund is among the top ELSS funds and a trusted name in the Indian mutual fund industry with a proven track record, wide range of funds and strong research capabilities. Investing in select Aditya Birla MF schemes can help achieve different financial goals in a tax-efficient manner.