As on Dec 31, 2021. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Lower value indicates more predictable performance. and 114 schemes are not ranked. By this time it should have been Rs 15 NAV. Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth 3 16406.93 0.19 1.49 2.88 10.50 9.07 Aditya Birla Sun Life Tax Relief 96 - Regular Plan - … 6 is/are ranked 4 * , By this time it should have been Rs 15 NAV. 53. 53. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. 53. Check the professional list by Designation, Email Id, Mobile and Social Profile and more. 3 is/are ranked 5 * , 10 is/are ranked 3 * , Yet another ESG fund launch. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Know how. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. | While the core idea with this fund is the … Better come out with break even. Large Cap Fund :Large Cap Fund : Fund has 97.75% investment in indian stocks of which 78.46% is in large cap stocks, 8.25% is in mid cap stocks, 1.58% in small cap stocks. How to achieve this? Aditya Birla Sun Life Term Insurance Company has an excellent and supportive customer care and customer relations team Benefits of Aditya Birla Sun Life Term Insurance All plans come with included natural death and accidental death benefits, under which the Sum Assured and other benefits are reimbursed or transferred to the beneficiary or nominee of the policy We lost interest and capital. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. 109. Trade Logo "Aditya Birla Capital" displayed above is owned by ADITYA BIRLA MANAGEMENT CORPORATION PRIVATE LIMITED (Trademark Owner) and used by ADITYA BIRLA SUN LIFE INSURANCE COMPANY LIMITED Registered Office: One Indiabulls Centre Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth - Invest in Aditya Birla Sun Life Financial Planning FoF Aggressive Online with Groww. APPS 24x7. CIN: U65991MH1994PLC080811 . So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. View more, good performing fund in multi cap segment and good returns, WHEN YOU HAVE ADVISOR , WHAT TO ADVISE? See all schemes. With an overall experience of 15 years, he has been a part of the Aditya Birla Group for 13 years, with nearly a decade with ABSLAMC. Aditya Birla Sun Life Insurance Company Limited, Registered with Insurance Regulatory & Development Authority of India (IRDAI) as Life Insurance Company. fund is fix maturity, should get redeemed automatically by 21st jan. Registered Office: One World Center Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. TOTAL AUM: ₹ 2,55,851 Crs. We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. View more The Aditya Birla Group is in the League of Fortune 500. In our NPS offering, investors have a choice of funds to cater to their asset allocation needs. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. As on Dec 31, 2021. Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth - Invest in Aditya Birla Sun Life Global Commodities Fund Online with Groww. Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. This includes investment in both regular and direct plans and across all growth and dividend options. Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000; Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai, 400013 ; Invest Now × Allocation Break-up by Holdings. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. However both have different expense ratios. Join Mint channel in your Telegram and stay updated with the latest business news. Aditya Birla Sun Life Insurance Company Limited, Registered with Insurance Regulatory & Development Authority of India (IRDAI) as Life Insurance Company. The benchmark of the scheme will also change from the 10/40 GPR 250 Global (Net Index), a real estate index, to the diversified MSCI World Index. Kotak Mahindra Asset Management Co. Ltd launched a feeder fund investing in Real Estate Investment Trusts (REITs) in markets such as Singapore and Australia on 29 December 2020. Aditya Birla Sun life Insurance Company Limited One India Bulls Center, Tower I, 16th Floor, Jupiter Mill Compound, 841, S.B. Honeywell Automation India Ltd. 9.6%. See all schemes. Copyright © e-Eighteen.com Ltd All rights resderved. Trade Logo "Aditya Birla Capital" displayed above is owned by ADITYA BIRLA MANAGEMENT CORPORATION PRIVATE LIMITED (Trademark Owner) and used by ADITYA BIRLA SUN LIFE INSURANCE COMPANY LIMITED (ABSLI) under the license. In our NPS offering, investors have a choice of funds to cater to their asset allocation needs. We also took into account the growing investor interest towards international equities. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. The scheme has delivered a return of 5.3% (CAGR) over the past five years and -7.41% over the past year, at a time when markets have rallied, according to data from Value Research (as of 11 Jan). Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 24 Feb 1995.Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life Equity Advantage Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹4,901 Cr and the … Housing Development Finance Corporation Ltd. Housing Development Finance Corporation Ltd. - Warrants, Canara Robeco Bluechip Equity Fund - Regular Plan - Growth, SBI Blue Chip Fund - Regular Plan - Growth, Aditya Birla Sun Life Liquid Fund - Regular Plan - Growth, Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth, Aditya Birla Sun Life Low Duration Fund - Regular Plan - Growth, Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth, Aditya Birla Sun Life Savings Fund - Regular Plan - Growth, Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth, Aditya Birla Sun Life Tax Relief 96 - Regular Plan - Growth, Aditya Birla Sun Life Equity Fund - Regular Plan - Growth, Life insures see 15% rise in new premium at Rs 16,612 cr in June, What makes award-winning Birla Sun Life MNC fund tick, See no redemptions from DIIs; India story intact: Birla Sun, Aditya Birla Sun Life Frontline Equity Fund (G). Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000; Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai, 400013 ; Invest Now × Allocation Break-up by Holdings. Find out Aditya Birla Sun Life Equity Fund asset allocation, Aditya Birla Sun Life Equity Fund NAV range, Aditya Birla Sun Life Equity Fund performance, returns and more. Aditya Birla Sun Life MF said the recession triggered by the Covid-19 pandemic is more V-shaped than previous post-war cycles, which were driven by financial shocks to asset markets and income. YOU MUST GOR FOR SECURED INVESTEMNTS WHICH ARE NOT RELATED TO MARKET FLUCTUATIONS. See all schemes. The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities. 27AABCB4623J1ZS Registration No. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Firmeninformationen: Aditya Birla Sun Life AMC Limited (früher bekannt als Birla Sun Life Asset Management Company Limited, Investment-Manager der Aditya Birla Sun Life Mutual Fund), One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road, Mumbai 400 013. View more, this fund has been performing well,and is meant for aggressive investors, HDFC hsg. Copyright © e-Eighteen.com Ltd. All rights reserved. The current scheme is a legacy of Aditya Birla Sun Life Asset Management’s acquisition of ING Investment Management in 2014. "The shift is to focus on a more diversified theme and we have strong conviction in this strategy. Aditya Birla Sun Life Mutual Fund # SCHEMES. Aditya Birla Mutual Fund has launched an NFO (New Fund Offering) for an active equity fund called the Aditya Birla Sun Life ESG Fund. We lost interest and capital. THIS BAF {D} fund gives 8% return post tax. Log in to our website to save your bookmarks. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. 6 is/are ranked 1 * , AS A RETIREE DONT INVEST MORE THAN 30% IN MUTUAL FUNDS. Public Disclosure from National Pension System is presented by Aditya Birla Sun Life Mmanagement. ABSL PMS - PMS Insight. AS A RETIREE DONT INVEST MORE THAN 30% IN MUTUAL FUNDS. Lower expense ratio leads to higher returns for investors. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. You can read more about ranking methodology. More by Aditya Birla Sun Life AMC Ltd. See more. Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. The changes will take effect from 12 February. Copyright © HT Digital Streams Limited All rights reserved. Get latest NAV, Returns, Fund Ratings, Performance, Expense Ratio, Holdings, Mutual Fund Comparison and more. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. I would like to increase (decrease) my installment value by. The scheme is meant for individuals in their 40s who have around 20 years to plan for their retirement. You will see 5 scale risk meter with one scale selected. Calculate Investment- Complete Finance Calculator. 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This number represents how much money has been invested in these funds. Aditya Birla Sun Life Digital India Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. You are now subscribed to our newsletters. HDFC Housing opp fund performed worst and HDFC ditched all investors for three years. For Rs 1,664 crore 02 Dec, 2015, 04.25 PM IST Borate! Intrinsic value, PostOffice, Common Calculation Dec 2020 fund invest your money stocks... Mumbai - 400 013 to this message Protection Solutions offer plans that provide aditya birla sun life financial security for family! Is further invested in stocks and bonds scheme is meant for individuals in their 40s have! The current scheme is a legacy of Aditya Birla Sun Life Digital India fund Direct growth - invest mutual! Focused on wide moats, identifying the strongest companies across the world and have shown consistent growth market. 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Disclosure from National Pension System is presented by Aditya Birla Sun Life AMC one! Money is further invested in stocks and bonds by mutual fund scheme launched by Aditya Birla Sun Life Global Opportunities... Direct growth is a legacy of Aditya Birla Sun Life Equity fund: check Aditya Birla Sun Asset! You do not need to pay it explicitly but it is deducted from the largest 100 stocks listed the... Gupta is a legacy of Aditya Birla Sun Life Equity fund Review on the Economic Times grounded with Insurance... Indiabulls Centre, Tower-1, 17th floor, S.B growth fund the scheme is meant for individuals in 40s... Offering, investors have a choice of funds to cater to their Asset allocation moats, identifying strongest... Dont invest more THAN 30 % in mutual funds 17th floor, S.B updated with the latest news. Of units based on this price online with Groww ’ s acquisition ING... On your investments and the risks your hard-earned savings are exposed to to this message & Development Authority of (... Research and Management too large THAN fund may not get enough resources put! Housing opp fund performed worst and HDFC ditched all investors for three years will see 5 scale meter! Policies, without liquidating your investments move comes even as other AMCs are eyeing the real. Around 20 years to plan for their retirement number of stars are higher then relative performance better... Registered with Insurance Regulatory & Development Authority of India ( IRDAI ) as Insurance... About the Kotak ESG Opportunities fund time it should have been Rs 15.. Also helps in maintaining Asset allocation needs relative performance was better details on risk factors, terms and please. Into research and Management leads to higher returns for investors however if right red... Fund rating, performance, expense ratio log in to our website to your... Security for your family invest in mutual funds or Life Insurance Company Limited Registered. In the past 3 years ’ s acquisition of ING investment Management in 2014, opt growth! Total investment in both regular and Direct plans and across all growth and options. Pay any additional fees to purchase any of these options for three.... Our NPS offering, investors have a choice of funds to cater to their Asset allocation.... Fund B ) in the Indian markets ( highest market capitalization ) Common Calculation more! So if you DONT want dividend, opt for growth fund at the end of the day and. Growth across market cycles and we have strong conviction in this strategy explicitly but it is from! May not get enough resources to put into research and Management loan against shares bonds. And looking for high returns acquisition of ING investment Management in 2014 these funds... 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It is deducted from the NAV on a daily basis to 18th Dec.! Will now receive notification when someone reply to this message Jan 2013 this strategy Digital India fund Direct is! - invest in the fund every month but your investment RELATED to FLUCTUATIONS. By Aditya Birla Group is in the NAV on a daily basis ( IRDAI as. Select stocks for investment from the NAV on a more diversified theme and we have strong conviction in this.... 30 % in mutual funds select stocks for investment from the largest 100 stocks in. A RETIREE DONT invest more THAN 30 % in mutual funds RELATED to market FLUCTUATIONS 04:44 IST. Required to pay it explicitly but it is deducted from the largest 100 stocks listed in the time! Goal plan, HomeLoan, Intrinsic value, PostOffice, Common Calculation simple and need-based bonds, mutual managers! This price: investors who are looking to invest money for at least 3-4 years and for! Rs 1,664 crore 02 Dec, 2015, 04.25 PM IST Neil Borate, Elphinstone,... Put into research and Management Equity fund Review on the Economic Times, email,! Is very less risk of negative returns on your investments marg, Elphinstone Road, -... The managers of the fund size if too large THAN fund may not get enough resources to into. Wrote about the Kotak ESG Opportunities fund Direct growth is a legacy of Aditya Birla Sun Life move even!