Aditya Birla Sun Life Mutual Fund schemes
Every live fund Aditya Birla Sun Life Mutual Fund runs. Returns are for the plan each fund's page leads with, Direct where the fund has one; 3 and 5 year returns are a year, compounded.
- Assets managedAssets managed. The average money in the house's funds over the quarter, added up across its funds. Money its own funds of funds hold in its other funds is counted once.
- ₹4,41,787 CrAverage, quarter to Sep 2026
- Live funds
- 106
- Fund managers
- 28
Equity funds
25 funds
NAV of 29 Oct 2026
- Aditya Birla Sun Life Large Cap FundLarge CapNAV₹552.74001Y−8.87%3Y+9.80%5Y+8.19%Size₹29,443 CrCost1.06%
- Aditya Birla Sun Life Flexi Cap FundFlexi CapNAV₹2,119.32001Y+0.63%3Y+15.24%5Y+10.78%Size₹28,241 CrCost0.91%
- Aditya Birla Sun Life ELSS Tax Saver FundELSSNAV₹65.56001Y−7.34%3Y+11.00%5Y+7.40%Size₹14,476 CrCost1.07%
- Aditya Birla Sun Life Focused FundFocusedNAV₹161.50681Y−3.17%3Y+13.20%5Y+9.73%Size₹7,915 CrCost1.01%
- Aditya Birla Sun Life Multi-Cap FundMulti CapNAV₹21.75001Y+0.93%3Y+14.04%5Y+11.58%Size₹7,306 CrCost1.01%
- Aditya Birla Sun Life Value FundValueNAV₹146.49201Y+1.96%3Y+12.95%5Y+12.75%Size₹6,807 CrCost1.22%
- Aditya Birla Sun Life Midcap FundMid CapNAV₹882.32001Y−1.95%3Y+13.53%5Y+11.81%Size₹6,788 CrCost1.22%
- Aditya Birla Sun Life Consumption FundSectoral / ThematicNAV₹225.94001Y−12.01%3Y+7.93%5Y+8.18%Size₹6,044 CrCost0.97%
- Aditya Birla Sun Life Small Cap FundSmall CapNAV₹109.09851Y+9.46%3Y+14.50%5Y+12.60%Size₹6,030 CrCost1.08%
- Aditya Birla Sun Life PSU Equity FundSectoral / ThematicNAV₹37.78001Y−0.11%3Y+18.78%5Y+21.30%Size₹6,011 CrCost0.76%
- Aditya Birla Sun Life Large & Mid Cap FundLarge & Mid CapNAV₹1,007.58001Y−2.54%3Y+10.98%5Y+6.32%Size₹5,842 CrCost1.27%
- Aditya Birla Sun Life Digital India FundSectoral / ThematicNAV₹180.150028 Oct 20261Y−7.54%3Y+6.04%5Y+4.31%Size₹3,908 CrCost1.06%
- Aditya Birla Sun Life Banking and Financial Services FundSectoral / ThematicNAV₹66.18001Y−7.15%3Y+9.21%5Y+8.76%Size₹3,629 CrCost1.14%
- Aditya Birla Sun Life MNC FundSectoral / ThematicNAV₹1,323.360028 Oct 20261Y−14.01%3Y+4.97%5Y+4.78%Size₹3,252 CrCost1.48%
- Aditya Birla Sun Life Quant FundSectoral / ThematicNAV₹9.93001Y−1.59%3Y–5Y–Size₹2,000 CrCost1.30%
- Aditya Birla Sun Life Business Cycle FundSectoral / ThematicNAV₹16.350028 Oct 20261Y−0.43%3Y+12.65%5Y–Size₹1,791 CrCost1.56%
- Aditya Birla Sun Life Transportation and Logistics FundSectoral / ThematicNAV₹16.99001Y+8.49%3Y–5Y–Size₹1,715 CrCost1.04%
- Aditya Birla Sun Life Conglomerate FundSectoral / ThematicNAV₹10.31001Y−8.03%3Y–5Y–Size₹1,619 CrCost1.04%
- Aditya Birla Sun Life Dividend Yield FundDividend YieldNAV₹469.220028 Oct 20261Y−5.45%3Y+10.64%5Y+11.68%Size₹1,452 CrCost1.87%
- Aditya Birla Sun Life Manufacturing Equity FundSectoral / ThematicNAV₹41.61001Y+11.26%3Y+20.19%5Y+14.47%Size₹1,335 CrCost1.40%
- Aditya Birla Sun Life Special Opportunities FundSectoral / ThematicNAV₹29.79001Y+5.98%3Y+18.74%5Y+12.88%Size₹1,273 CrCost1.18%
- Aditya Birla Sun Life Infrastructure FundSectoral / ThematicNAV₹115.65001Y+7.54%3Y+16.93%5Y+17.02%Size₹1,237 CrCost1.51%
- Aditya Birla Sun Life Pharma and Healthcare FundSectoral / ThematicNAV₹39.05001Y+13.02%3Y+20.91%5Y+14.62%Size₹1,076 CrCost1.08%
- Aditya Birla Sun Life ESG Integration Strategy FundSectoral / ThematicNAV₹18.62001Y−5.86%3Y+11.23%5Y+6.00%Size₹572 CrCost1.44%
- Aditya Birla Sun Life International Equity FundSectoral / ThematicNAV₹56.823028 Oct 20261Y+14.30%3Y+24.46%5Y+12.01%Size₹333 CrCost2.00%
Hybrid funds
6 funds
NAV of 29 Oct 2026
- Aditya Birla Sun Life Arbitrage FundArbitrageNAV₹31.12871Y+6.63%3Y+7.32%5Y+6.81%Size₹27,071 CrCost1.23%
- Aditya Birla Sun Life Balanced Advantage FundDynamic Asset Allocation or Balanced AdvantageNAV₹127.10001Y+2.15%3Y+11.70%5Y+9.71%Size₹9,895 CrCost0.89%
- Aditya Birla Sun Life Multi Asset Allocation FundMulti Asset AllocationNAV₹17.05191Y+3.93%3Y+15.40%5Y–Size₹7,410 CrCost0.67%
- Aditya Birla Sun Life Aggressive Hybrid FundAggressive HybridNAV₹1,672.92001Y−5.17%3Y+9.55%5Y+7.25%Size₹7,143 CrCost1.17%
- Aditya Birla Sun Life Conservative Hybrid FundConservative HybridNAV₹78.02051Y+1.48%3Y+8.37%5Y+7.68%Size₹1,497 CrCost0.96%
- Aditya Birla Sun Life Equity Savings FundEquity SavingsNAV₹25.75001Y+2.71%3Y+7.63%5Y+6.34%Size₹1,126 CrCost1.19%
Debt funds
18 funds
NAV of 29 Oct 2026
- Aditya Birla Sun Life Liquid FundLiquidNAV₹462.27511Y+6.51%3Y+6.95%5Y+6.47%Size₹71,052 CrCost0.21%
- Aditya Birla Sun Life Money Market FundMoney MarketNAV₹407.80861Y+6.35%3Y+7.32%5Y+6.79%Size₹29,533 CrCost0.22%
- Aditya Birla Sun Life Corporate Bond FundCorporate BondNAV₹120.94131Y+3.14%3Y+6.74%5Y+6.19%Size₹23,279 CrCost0.34%
- Aditya Birla Sun Life Ultra Short Term FundUltra Short DurationNAV₹607.41181Y+6.36%3Y+7.40%5Y+6.79%Size₹18,395 CrCost0.32%
- Aditya Birla Sun Life Floating Interest Rate FundFloaterNAV₹386.34491Y+5.56%3Y+7.26%5Y+6.76%Size₹13,187 CrCost0.25%
- Aditya Birla Sun Life Overnight FundOvernightNAV₹1,500.50221Y+5.25%3Y+6.01%5Y+5.77%Size₹11,053 CrCost0.09%
- Aditya Birla Sun Life Ultra Short to Short Term FundLow DurationNAV₹786.38391Y+5.62%3Y+7.21%5Y+6.74%Size₹9,853 CrCost0.42%
- Aditya Birla Sun Life Banking & PSU Debt FundBanking and PSUNAV₹402.68561Y+3.43%3Y+6.74%5Y+6.12%Size₹8,741 CrCost0.41%
- Aditya Birla Sun Life Short Term FundShort DurationNAV₹55.17211Y+4.56%3Y+7.41%5Y+6.76%Size₹5,853 CrCost0.36%
- Aditya Birla Sun Life Medium Term FundMedium DurationNAV₹47.89131Y+7.40%3Y+10.36%5Y+12.53%Size₹3,308 CrCost0.83%
- Aditya Birla Sun Life Medium to Long Term FundMedium to Long DurationNAV₹138.70071Y+1.43%3Y+5.91%5Y+5.23%Size₹1,776 CrCost0.69%
- Aditya Birla Sun Life Credit Risk FundCredit RiskNAV₹28.12991Y+11.01%3Y+12.84%5Y+10.74%Size₹1,569 CrCost0.80%
- Aditya Birla Sun Life Dynamic Term FundDynamic BondNAV₹52.84871Y+4.34%3Y+7.57%5Y+7.12%Size₹1,434 CrCost0.64%
- Aditya Birla Sun Life Gilt FundGiltNAV₹87.40901Y+0.54%3Y+5.39%5Y+4.93%Size₹1,289 CrCost0.50%
- Aditya Birla Sun Life Fixed Term Plan - Series TQ (1879 days)FMPNAV₹13.37041Y+5.53%3Y+7.52%5Y–Size₹237 CrCost0.04%
- Aditya Birla Sun Life Long Term FundLong DurationNAV₹13.21961Y+0.77%3Y+6.39%5Y–Size₹102 CrCost0.43%
- Aditya Birla Sun Life Financial Services Sectoral Debt FundSectoralNAV₹10.01511Y–3Y–5Y–Size–Cost0.20%
- Aditya Birla Sun Life Fixed Maturity Plan-Series VB (136 Days)Other Debt SchemeNAV–1Y–3Y–5Y–Size–Cost–
Solution Oriented funds
5 funds
NAV of 29 Oct 2026
- Aditya Birla Sun Life BAL BHAVISHYA YOJNAChildren'sNAV₹22.37001Y−3.16%3Y+10.67%5Y+8.93%Size₹1,242 CrCost1.17%
- Aditya Birla Sun Life Retirement Fund-The 30sRetirementNAV₹24.38301Y+6.36%3Y+16.21%5Y+11.61%Size₹476 CrCost1.33%
- Aditya Birla Sun Life Retirement Fund-The 40sRetirementNAV₹20.69401Y−4.24%3Y+10.69%5Y+8.51%Size₹115 CrCost1.18%
- Aditya Birla Sun Life Retirement Fund-The 50sRetirementNAV₹16.50441Y+1.59%3Y+7.78%5Y+6.70%Size₹27 CrCost0.63%
- Aditya Birla Sun Life Retirement Fund-The 50s Plus-DebtRetirementNAV₹14.86911Y+2.61%3Y+5.65%5Y+4.92%Size₹14 CrCost0.91%
Index funds, ETFs and FoFs
52 funds
NAV of 29 Oct 2026
- Aditya Birla Sun Life Nifty 50 ETFETFNAV₹26.93061Y−11.05%3Y+7.55%5Y–Size₹3,289 CrCost0.06%
- Aditya Birla Sun Life Nifty SDL Apr 2027 Index FundIndex FundNAV₹13.41901Y+5.61%3Y+7.44%5Y–Size₹3,272 CrCost0.21%
- Aditya Birla Sun Life Gold ETFGold ETFNAV₹124.01171Y+16.91%3Y+31.35%5Y–Size₹2,936 CrCost0.44%
- Aditya Birla Sun Life Silver ETFSilver ETFNAV₹188.86931Y+28.57%3Y+37.47%5Y–Size₹2,894 CrCost0.35%
- Aditya Birla Sun Life Nifty Bank ETFETFNAV₹56.36061Y−5.53%3Y+9.29%5Y–Size₹2,493 CrCost0.16%
- Aditya Birla Sun Life Crisil-IBX Financial Services 3 to 6 Months Debt Index FundIndex FundNAV₹11.37051Y+6.73%3Y–5Y–Size₹2,485 CrCost0.15%
- Aditya Birla Sun Life Gold FundFund of FundsNAV₹42.43551Y+16.49%3Y+30.85%5Y+22.89%Size₹1,770 CrCost0.21%
- Aditya Birla Sun Life Nifty 50 Index FundIndex FundNAV₹239.75821Y−11.20%3Y+7.36%5Y+6.30%Size₹1,478 CrCost0.23%
- Aditya Birla Sun Life Nifty India Defence Index FundIndex FundNAV₹12.71421Y+10.24%3Y–5Y–Size₹1,349 CrCost0.46%
- Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU-Apr 2027 Index FundIndex FundNAV₹13.25271Y+5.82%3Y+7.43%5Y–Size₹1,324 CrCost0.21%
- Aditya Birla Sun Life Silver ETF FOFFund of FundsNAV₹29.23671Y+27.02%3Y+36.19%5Y–Size₹1,254 CrCost0.32%
- Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index FundIndex FundNAV₹11.10591Y+5.88%3Y–5Y–Size₹1,190 CrCost0.16%
- Aditya Birla Sun Life Income Plus Arbitrage Active FOFFund of FundsNAV₹42.284328 Oct 20261Y+4.69%3Y+7.06%5Y+6.18%Size₹1,056 CrCost0.06%
- Aditya Birla Sun Life Crisil IBX Gilt-Apr 2029 Index FundIndex FundNAV₹13.39481Y+3.61%3Y+7.41%5Y–Size₹613 CrCost0.22%
- Aditya Birla Sun Life Nifty 50 Equal Weight Index FundIndex FundNAV₹18.03551Y−6.13%3Y+11.14%5Y+10.21%Size₹524 CrCost0.42%
- Aditya Birla Sun Life US Equity Passive FOFOverseas Fund of FundsNAV₹23.225228 Oct 20261Y+23.27%3Y+33.28%5Y–Size₹521 CrCost0.34%
- Aditya Birla Sun Life Nifty Midcap 150 Index FundIndex FundNAV₹24.03841Y−4.00%3Y+13.84%5Y+13.68%Size₹489 CrCost0.49%
- Aditya Birla Sun Life Multi Asset Omni FoFFund of FundsNAV₹38.969128 Oct 20261Y+5.25%3Y+15.50%5Y+12.14%Size₹456 CrCost0.37%
- Aditya Birla Sun Life Crisil IBX 50 50 Gilt Plus SDL Apr 2028 Index FundIndex FundNAV₹13.38741Y+4.58%3Y+7.41%5Y–Size₹406 CrCost0.19%
- Aditya Birla Sun Life BSE Top 10 Banks ETFETFNAV₹163.09191Y–3Y–5Y–Size₹370 CrCost0.17%
- Aditya Birla Sun Life Nifty Smallcap 50 Index FundIndex FundNAV₹23.19661Y+6.61%3Y+17.51%5Y+12.53%Size₹359 CrCost0.66%
- Aditya Birla SUn Life Global Emerging Opportunities FundOverseas Fund of FundsNAV₹33.737028 Oct 20261Y+11.22%3Y+20.99%5Y+9.00%Size₹286 CrCost0.54%
- Aditya Birla Sun Life Nifty Next 50 Index FundIndex FundNAV₹16.98171Y−2.37%3Y+16.23%5Y–Size₹278 CrCost0.49%
- Aditya Birla Sun Life BSE Sensex ETFETFNAV₹74.87361Y−11.91%3Y+6.26%5Y–Size₹269 CrCost0.06%
- Aditya Birla Sun Life Dynamic Asset Allocation Omni FOFFund of FundsNAV₹59.844628 Oct 20261Y−1.31%3Y+12.10%5Y+10.57%Size₹243 CrCost0.39%
- Aditya Birla Sun Life Global Excellence Equity Fund Of FundOverseas Fund of FundsNAV₹46.344428 Oct 20261Y+15.34%3Y+23.85%5Y+12.85%Size₹227 CrCost0.68%
- Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index FundIndex FundNAV₹12.87741Y+2.55%3Y+6.96%5Y–Size₹148 CrCost0.22%
- Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Passive FOFOverseas Fund of FundsNAV₹12.855028 Oct 20261Y+6.12%3Y–5Y–Size₹136 CrCost0.12%
- Aditya Birla Sun Life Nifty Healthcare ETFETFNAV₹16.66201Y+8.78%3Y+21.00%5Y+14.12%Size₹81 CrCost0.22%
- Aditya Birla Sun Life BSE 500 Momentum 50 Index FundIndex FundNAV₹10.40271Y−1.35%3Y–5Y–Size₹79 CrCost0.81%
- Aditya Birla Sunlife Nifty Next 50 ETFETFNAV₹71.88981Y−2.14%3Y+16.72%5Y–Size₹74 CrCost0.16%
- Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Passive FOFOverseas Fund of FundsNAV₹12.861628 Oct 20261Y+9.72%3Y–5Y–Size₹72 CrCost0.14%
- Aditya Birla Sun Life BSE 500 Quality 50 Index FundIndex FundNAV₹10.14061Y−3.91%3Y–5Y–Size₹72 CrCost0.42%
- Aditya Birla Sun Life Aggressive Hybrid Omni FOFFund of FundsNAV₹45.190228 Oct 20261Y−3.12%3Y+9.83%5Y+8.94%Size₹44 CrCost0.56%
- Aditya Birla Sun Life Nifty SDL Sep 2027 Index FundIndex FundNAV₹13.01391Y+5.19%3Y+7.53%5Y–Size₹41 CrCost0.18%
- Aditya Birla Sun Life CRISIL Liquid Overnight ETFETFNAV–1Y–3Y–5Y–Size₹41 CrCost0.44%
- Aditya Birla Sun Life Nifty 200 Momentum 30 ETFETFNAV₹29.12341Y−9.44%3Y+8.92%5Y–Size₹40 CrCost0.67%
- Aditya Birla Sun Life Multi-Asset Passive FOFFund of FundsNAV₹16.885828 Oct 20261Y+2.00%3Y+14.21%5Y–Size₹35 CrCost0.30%
- Aditya Birla Sun Life Nifty IT ETFETFNAV₹35.00131Y−9.58%3Y+3.46%5Y–Size₹34 CrCost0.25%
- Aditya Birla Sun Life Crisil 10 Year Gilt ETFETFNAV₹110.22501Y+0.23%3Y–5Y–Size₹32 CrCost0.08%
- Aditya Birla Sun Life BSE India Infrastructure Index FundIndex FundNAV₹8.53111Y−11.31%3Y–5Y–Size₹31 CrCost0.57%
- Aditya Birla Sun Life Crisil IBX Gilt Apr 2033 Index FundIndex FundNAV₹12.03201Y+2.42%3Y–5Y–Size₹27 CrCost0.20%
- Aditya Birla Sun Life Nifty 200 Quality 30 ETFETFNAV₹19.88821Y−9.42%3Y+6.91%5Y–Size₹24 CrCost0.33%
- Aditya Birla Sun Life Nifty PSE ETFETFNAV₹9.49951Y−7.89%3Y–5Y–Size₹22 CrCost0.23%
- Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index FundIndex FundNAV₹12.70561Y+4.22%3Y+6.96%5Y–Size₹21 CrCost0.52%
- Aditya Birla Sun Life Conservative Hybrid Active FOFFund of FundsNAV₹37.416228 Oct 20261Y+1.23%3Y+9.05%5Y+8.27%Size₹18 CrCost0.47%
- Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index FundIndex FundNAV₹11.73201Y+4.85%3Y–5Y–Size₹13 CrCost0.32%
- Aditya Birla Sun Life CRISIL Broad Based Gilt ETFETFNAV₹112.35131Y+1.22%3Y–5Y–Size₹12 CrCost0.08%
- Aditya Birla Sun Life MSCI India ETFETFNAV₹27.89471Y–3Y–5Y–Size₹11 CrCost0.22%
- Aditya Birla Sun Life Crisil-IBX AAA Financial Services Index-Sep 2027 FundIndex FundNAV₹11.47591Y+5.79%3Y–5Y–Size₹10 CrCost0.14%
- Aditya Birla Sun Life BSE Total Market ETFETFNAV–1Y–3Y–5Y–Size–Cost–
- Aditya Birla Sun Life BSE Total Market Index FundIndex FundNAV₹10.12271Y–3Y–5Y–Size–Cost–
Aditya Birla Sun Life Mutual Fund fund managers
Managers running its funds now, largest first by the money in their funds.
| Money in their funds. The latest month's assets of every fund they run now, added up. A fund run by two managers counts in full for each. | Running funds here since. The earliest start date the fund house files for them on any of its funds. | ||
|---|---|---|---|
| Kaustubh Gupta | 12 | ₹1,76,117 Cr | 29 Sep 2009 |
| Mohit Sharma | 16 | ₹90,283 Cr | 1 Apr 2017 |
| Sunaina Da Cunha | 4 | ₹82,472 Cr | 15 Jul 2011 |
| Harish Krishnan | 6 | ₹70,826 Cr | 3 Nov 2023 |
| Sanjay Pawar | 3 | ₹64,715 Cr | 1 Jul 2022 |
| Harshil Suvarnkar | 16 | ₹41,210 Cr | 23 Nov 2016 |
| Lovelish Solanki | 3 | ₹37,886 Cr | 15 Dec 2014 |
| Dhaval Joshi | 6 | ₹36,375 Cr | 21 Nov 2022 |
| Anuj Jain | 2 | ₹26,943 Cr | 22 Mar 2021 |
| Krina Mehta | 1 | ₹26,933 Cr | 2 Oct 2025 |
Offers closed recently
Each fund's first NAV after its offer and its latest, with the change between.Every house's offers
- Aditya Birla Sun Life Fixed Maturity Plan-Series VB (136 Days)Aditya Birla Sun Life Mutual Fund · Other Debt SchemeClosed26 Oct 2026First NAV, ₹10.002928 Oct 2026Latest NAV, ₹10.005029 Oct 2026Change+0.02%
- Aditya Birla Sun Life BSE Total Market ETFAditya Birla Sun Life Mutual Fund · ETFClosed14 Oct 2026First NAV, ₹10.032527 Oct 2026Latest NAV, ₹10.127029 Oct 2026Change+0.94%
- Aditya Birla Sun Life BSE Total Market Index FundAditya Birla Sun Life Mutual Fund · Index FundClosed14 Oct 2026First NAV, ₹9.881823 Oct 2026Latest NAV, ₹10.122729 Oct 2026Change+2.44%
- Aditya Birla Sun Life Financial Services Sectoral Debt FundAditya Birla Sun Life Mutual Fund · SectoralClosed14 Oct 2026First NAV, ₹10.002516 Oct 2026Latest NAV, ₹10.015129 Oct 2026Change+0.13%
Aditya Birla Sun Life Mutual Fund investor complaints
Sep 2026, as the fund house reports them.
- Received
- 22
- Resolved
- 22
- Open at month endOpen at month end. Complaints not yet resolved on the month's last day, as the fund house states them, including any carried from earlier months.
- 1
Aditya Birla Sun Life Mutual Fund votes at company meetings
Quarter to Sep 2026, as its funds voted at the companies they hold.
- Company meetings
- 545
- Resolutions voted onResolutions voted on. Each resolution put to shareholders at those meetings on which the house's funds voted, counted once however many of its funds voted.
- 3,241
- Voted againstVoted against. Resolutions on which at least one of the house's funds voted against.
- 87
- AbstainedAbstained. Resolutions on which at least one of the house's funds abstained.
- 0
Aditya Birla Sun Life Mutual Fund documents
- FactsheetSep 2026
- Statement of additional informationOct 2026
- Annual reportYear to Mar 2026
About Aditya Birla Sun Life Mutual Fund schemes
Aditya Birla Sun Life Mutual Fund is the mutual fund of the Aditya Birla Group and Sun Life, run by Aditya Birla Sun Life AMC Limited. This page lists its schemes with returns, size and cost, its fund managers, investor complaints and its votes at company meetings.
Sponsors and trustee
The sponsors are Aditya Birla Capital Limited, part of the Aditya Birla Group, and Sun Life (India) AMC Investments Inc. A sponsor is the company that sets up the fund and backs it. Aditya Birla Sun Life Trustee Private Limited is the trustee. It oversees the asset management company, checks that its transactions follow SEBI regulations and reviews its activities. The trust was constituted on 16 Dec 1994, and SEBI registered the fund on 23 Dec 1994 under number MF/020/94/8.
Asset management company
Aditya Birla Sun Life AMC Limited, incorporated on 5 Sep 1994 and listed on BSE and NSE, is the investment manager of the fund. An asset management company (AMC) is the firm that picks the investments and manages the schemes day to day. The same firm also runs portfolio management services and alternative investment funds, which are separate from the mutual fund schemes listed here.
Types of schemes
The house runs equity, hybrid, debt, index, exchange traded (ETF) and fund of funds schemes, and debt index funds that mature on a set date. This page groups them as equity, hybrid, debt, solution oriented, and index funds, ETFs and funds of funds, and links each category to its own page. Solution oriented means retirement and children's funds: SEBI discontinued that category on 26 Feb 2026, and its Master Circular of 20 Mar 2026 lets a fund house keep such funds on conditions. A fund of funds holds units of other funds instead of shares or bonds.
How the page measures a fund house
Assets managed is the average money across the house's funds over the latest quarter, added up. Money that its own funds of funds hold in its other funds is counted once. Returns are for the Direct plan where one exists, and 3 and 5 year figures are annualised, meaning the yearly rate that compounds to the total gain.
Fund managers, complaints and voting
The manager table is sorted by the money in each manager's funds. A fund with two managers counts in full for each, so totals overlap. The start date is the earliest the house files for that manager on any of its funds. The page also shows investor complaints received, resolved and open for the latest month, and how the house voted on resolutions at company meetings in the latest quarter.