Birla Sun Life Mutual Fund

birlasl

AMC Setup Date: 23 December, 1994| AMC Incorporation Date: 5 September, 1994| AMC Type: Pvt. Sector - Joint Ventures (Indian)

Asset Under Management Details

AUM Market Share of Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund Schemes

Number of Schemes: 135 | Number of Schemes Options: 687

Birla Sun Life Mutual Fund Schemes

Scheme Name Current NAV Scheme Category 1 Year Return% Quarterly Average Asset Under Management (AUM) ₹ Cr.
Birla Sun Life Frontline Equity Fund - Growth 199.51 Equity - Large-cap 22.6535%
9,767.74
Birla Sun Life Cash Plus - Growth 263.13 Liquid Funds 7.0102%
9,674.87
Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth 29.39 Income - Short Term 9.7229%
9,087.74
Birla Sun Life Medium Term Fund - Growth 20.80 Income - Medium Term 9.8833%
8,586.40
Birla Sun Life Savings Fund - Growth 322.39 Ultra Short Term Plans 8.4632%
6,325.30
Birla Sun Life Short Term Opportunities Fund - Growth 27.45 Income - Short Term 9.0327%
4,647.56
Birla Sun Life Cash Manager - Growth 396.08 Ultra Short Term Plans 7.7216%
4,387.91
Birla Sun Life Balanced 95 Fund - Growth 697.67 Balanced Funds - Equity 21.1570%
3,913.90
Birla Sun Life Short Term Fund - Growth 62.98 Income - Short Term 9.1399%
3,444.64
Birla Sun Life Equity Fund - Growth 644.78 Equity - Multi-cap 31.5511%
2,543.61
Birla Sun Life MNC Fund - Growth 646.70 Equity - MNC 10.7616%
2,118.03
Birla Sun Life Top 100 Fund - Growth 52.59 Equity - Large-cap 23.1162%
1,644.34
Birla Sun Life Floating Rate Fund - Short Term Plan - Growth 218.44 Floating Rate - Short Term 7.0798%
1,640.59
Birla Sun Life Treasury Optimizer Plan - Growth 210.71 Income - Short Term 9.8808%
1,556.60
Birla Sun Life Corporate Bond Fund - Regular Plan - Growth 12.22 Income - Short Term 11.0505%
1,529.06
Birla Sun Life Income Plus - Growth 74.33 Income - Long Term 10.8639%
1,506.84
Birla Sun Life Midcap Fund - Growth 289.50 Equity - Mid-cap 32.6336%
1,455.77
Birla Sun Life Monthly Income Plan II - Wealth 25 Plan - Growth 36.92 Monthly Income Plans 19.2557%
1,175.62
Birla Sun Life Floating Rate Fund - Long Term Plan - Growth 201.01 Floating Rate - Long Term 8.6694%
1,165.91
Birla Sun Life Tax Relief 96 - (ELSS US 80C of IT ACT) - Dividend 149.12 Equity - ELSS 20.9601%
856.04
Birla Sun Life Advantage Fund - Dividend 105.28 Equity - Multi-cap 30.5204%
836.75
Birla Sun Life Banking And Financial Services Fund - Regular Plan - Growth 24.79 Sector - Banks & Fin Srvs 39.0661%
699.00
Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 12.76 Equity - Multi-cap 28.6742%
633.03
Birla Sun Life Dividend Yield Plus - Growth 164.99 Equity - Dividend Yield 26.4910%
595.51
Birla Sun Life Pure Value Fund - Growth 52.96 Equity - Diversified 34.3862%
583.89
Birla Sun Life Government Securities Long Term Plan - Growth 49.59 Gilt - Long Term 10.7562%
529.84
Birla Sun Life India GenNext Fund - Growth 70.11 Equity - Diversified 26.6277%
347.44
Birla Sun Life Infrastructure Fund - Growth 33.18 Sector - Infrastructure 33.9116%
324.81
Birla Sun Life Small & Midcap Fund - Growth 36.70 Equity - Multi-cap 40.9124%
301.57
Birla Sun Life Balanced Advantage Fund - Growth 48.65 Balanced Funds - Equity 25.1166%
254.11
Birla Sun Life Monthly Income - Growth 63.31 Monthly Income Plans 11.6036%
197.95
Birla Sun Life Monthly Income Plan II - Savings 5 Plan - Growth 31.90 Monthly Income Plans 11.5000%
192.24
Birla Sun Life Nifty Exchange Traded Fund 101.34 ETF - Equity Based 21.0795%
181.96
Birla Sun Life Emerging Leaders Fund - Series 3 - Regular Plan - Growth 15.47 Equity - Mid-cap 34.5438%
158.93
Birla Sun Life Tax Plan - Dividend 79.76 Equity - ELSS 20.2955%
126.03
Birla Sun Life Capital Protection Oriented Fund - Series 22 12.13 Capital Protection Funds 7.3266%
124.84
Birla Sun Life Emerging Leaders Fund - Series 6 - Regular Plan - Growth 13.87 Equity - Mid-cap 34.9553%
121.41
Birla Sun Life Fixed Term Plan - Series LG - Regular Plan - Growth 12.85 Fixed Maturity Plans 7.6890%
114.93
Birla Sun Life Special Situations Fund - Growth 22.59 Equity - Diversified 30.8316%
110.35
Birla Sun Life Financial Planning FOF Aggressive Plan - Growth 20.38 Equity - FOF 20.3428%
108.32
Birla Sun Life Enhanced Arbitrage Fund - Growth 17.03 Arbitrage Funds - Equity 6.2090%
93.22
Birla Sun Life India Reforms Fund - Growth 18.20 Equity - Diversified 30.9611%
92.89
Birla Sun Life Focused Equity Fund - Series 3 - Regular Plan - Growth 12.71 Equity - Large-cap 24.0631%
87.31
Birla Sun Life Focused Equity Fund - Series 5 - Regular Plan - Growth 11.72 Equity - Large-cap 24.7312%
82.46
Birla Sun Life Emerging Leaders Fund - Series 2 - Regular Plan - Growth 16.97 Equity - Mid-cap 36.3855%
78.61
Birla Sun Life Monthly Income Plan - Growth 44.74 Monthly Income Plans 11.9353%
77.33
Birla Sun Life Capital Protection Oriented Fund - Series 21 12.21 Capital Protection Funds 7.2823%
76.50
Birla Sun Life Active Debt Multi Manager FoF Scheme - Growth 22.78 Fund Of Funds - Debt 11.7064%
75.71
Birla Sun Life Interval Income Fund - Annual Plan IX - Growth 13.65 Interval Funds - Yearly 7.3214%
75.07
Birla Sun Life Gold ETF 2,767.47 Gold - ETFs -3.0335%
73.21
Birla Sun Life Capital Protection Oriented Fund - Series 25 11.06 Capital Protection Funds 9.0605%
71.49
Birla Sun Life International Equity Fund - Plan B - Growth 16.86 Equity - Global 22.4013%
70.34
Birla Sun Life Emerging Leaders Fund - Series 4 - Regular Plan - Growth 16.03 Equity - Mid-cap 33.9590%
69.36
Birla Sun Life Resurgent India Fund - Series 2 - Regular Plan - Growth 12.35 Equity - Diversified 20.9000%
67.47
Birla Sun Life Resurgent India Fund - Series 1 - Regular Plan - Growth 11.31 Equity - Diversified 10.8000%
65.96
Birla Sun Life Dual Advantage Fund - Series I - Regular Plan - Growth 10.77 Balanced Funds - Debt 7.2140%
62.59
Birla Sun Life Capital Protection Oriented Fund - Series 29 11.31 Capital Protection Funds 8.6098%
62.22
Birla Sun Life Fixed Term Plan - Series LQ - 1113 Days - Regular Plan - Growth 12.64 Fixed Maturity Plans 7.8679%
62.11
Birla Sun Life Focused Equity Fund - Series 4 - Regular Plan - Growth 12.26 Equity - Large-cap 24.3852%
62.10
Birla Sun Life Fixed Term Plan - Series MA - 1099 Days - Regular Plan - Growth 12.52 Fixed Maturity Plans 8.1834%
58.91
Birla Sun Life India Opportunities Fund - Growth 124.22 Equity - Diversified 8.7179%
58.66
Birla Sun Life Focused Equity Fund - Series 6 - Regular Plan - Growth 12.72 Equity - Large-cap 25.4803%
53.96
Birla Sun Life Fixed Term Plan - Series LK - Regular Plan - Growth 12.81 Fixed Maturity Plans 7.5827%
50.11
Birla Sun Life Gilt Plus - PF Plan - Growth 47.22 Gilt - Long Term 14.4125%
46.83
Birla Sun Life Fixed Term Plan - Series LJ - Regular Plan - Growth 12.81 Fixed Maturity Plans 7.5828%
46.45
Birla Sun Life Capital Protection Oriented Fund - Series 23 11.87 Capital Protection Funds 6.6904%
46.34
Birla Sun Life Gold Fund - Growth 9.45 Gold - Fund of Fund 0.8126%
44.75
Birla Sun Life Fixed Term Plan - Series LL - Regular Plan - Growth 12.67 Fixed Maturity Plans 7.4401%
43.02
Birla Sun Life Emerging Leaders Fund - Series 5 - Regular Plan - Growth 14.36 Equity - Mid-cap 35.0337%
42.53
Birla Sun Life Fixed Term Plan - Series MX - 1128 Days - Regular Plan - Growth 11.53 Fixed Maturity Plans 8.8740%
39.97
Birla Sun Life Fixed Term Plan - Series LU - 1104 Days - Regular Plan - Growth 12.65 Fixed Maturity Plans 7.7063%
39.70
Birla Sun Life International Equity Fund - Plan A - Growth 16.44 Equity - Global 4.6788%
35.26
Birla Sun Life New Millenium Fund - Growth 36.15 Sector - TECk -1.6398%
34.88
Birla Sun Life Emerging Leaders Fund - Series 7 - Regular Plan - Growth 14.88 Equity - Mid-cap 35.7807%
31.61
Birla Sun Life Fixed Term Plan - Series KO - Regular Plan - Growth 13.07 Fixed Maturity Plans 8.7777%
30.53
Birla Sun Life Fixed Term Plan - Series NI - 1163 Days - Regular Plan - Growth 11.24 Fixed Maturity Plans 9.0055%
29.83
Birla Sun Life Capital Protection Oriented Fund - Series 26 10.69 Capital Protection Funds 9.1916%
29.61
Birla Sun Life Fixed Term Plan - Series KX - Regular Plan - Growth 13.02 Fixed Maturity Plans 8.5111%
29.57
Birla Sun Life Fixed Term Plan - Series KH - Regular Plan - Growth 13.11 Fixed Maturity Plans 8.6340%
27.95
Birla Sun Life Fixed Term Plan - Series NL - 1148 Days - Regular Plan - Growth 11.14 Fixed Maturity Plans 8.9074%
27.08
Birla Sun Life Constant Maturity 10 Year Gilt Fund - Regular Plan - Growth 50.06 Gilt - Long Term 10.5725%
26.32
Birla Sun Life Fixed Term Plan - Series HL - Regular Plan - Growth 13.85 Fixed Maturity Plans 7.4509%
25.48
Birla Sun Life Fixed Term Plan - Series MK - 1105 Days - Regular Plan - Growth 12.01 Fixed Maturity Plans 8.7154%
24.26
Birla Sun Life Fixed Term Plan - Series MU - 1117 Days - Regular Plan - Growth 11.58 Fixed Maturity Plans 8.3061%
24.20
Birla Sun Life Fixed Term Plan - Series KE - Regular Plan - Growth 13.14 Fixed Maturity Plans 8.7937%
24.03
Birla Sun Life Index Fund - Growth 93.70 Equity - Nifty Linked Index 19.2795%
22.53
Birla Sun Life Fixed Term Plan - Series LV - 1099 Days - Regular Plan - Growth 12.68 Fixed Maturity Plans 7.9859%
22.49
Birla Sun Life Fixed Term Plan - Series KJ - Regular Plan - Growth 13.07 Fixed Maturity Plans 8.8372%
22.24
Birla Sun Life Interval Income Fund - Annual Plan X - Growth 13.70 Interval Funds - Yearly 7.4923%
21.98
Birla Sun Life Resurgent India Fund - Series 3 - Regular Plan - Growth 10.38 Equity - Diversified 2.3000%
20.91
Birla Sun Life Sensex ETF 311.38 ETF - Equity Based 11.3613%
20.82
Birla Sun Life Fixed Term Plan - Series MP - 1141 Days - Regular Plan - Growth 11.74 Fixed Maturity Plans 8.3739%
19.78
Birla Sun Life Fixed Term Plan - Series IY - Regular Plan - Growth 13.32 Fixed Maturity Plans 8.8255%
19.69
Birla Sun Life Fixed Term Plan - Series KP - Regular Plan - Growth 13.04 Fixed Maturity Plans 8.7595%
19.10
Birla Sun Life Fixed Term Plan - Series KW - Regular Plan - Growth 13.00 Fixed Maturity Plans 8.5813%
18.56
Birla Sun Life Fixed Term Plan - Series LX - 1099 Days - Regular Plan - Growth 12.63 Fixed Maturity Plans 8.4223%
18.39
Birla Sun Life Capital Protection Oriented Fund - Series 30 11.02 Capital Protection Funds 8.3079%
17.20
Birla Sun Life Fixed Term Plan - Series NP - 1163 Days - Regular Plan - Growth 10.99 Fixed Maturity Plans 8.2978%
14.34
Birla Sun Life Global Real Estate Fund - Growth 17.33 Equity - FOF Overseas -5.4083%
13.57
Birla Sun Life Fixed Term Plan - Series OF - 1151 Days - Regular Plan - Growth 10.17 Fixed Maturity Plans 1.6690%
13.14
Birla Sun Life Fixed Term Plan - Series JX - Regular Plan - Growth 13.20 Fixed Maturity Plans 8.6286%
12.99
Birla Sun Life Fixed Term Plan - Series NR - 1099 Days - Regular Plan - Growth 10.63 Fixed Maturity Plans 6.2270%
12.73
Birla Sun Life Financial Planning FOF Prudent Plan - Growth 18.03 Fund Of Funds - Hybrid 14.0055%
11.95
Birla Sun Life Fixed Term Plan - Series LI - Regular Plan - Growth 12.80 Fixed Maturity Plans 7.5504%
10.13
Birla Sun Life Fixed Term Plan - Series LO - 1142 Days - Regular Plan - Growth 12.60 Fixed Maturity Plans 7.1859%
9.03
Birla Sun Life Interval Income Fund - Annual Plan V - Growth 13.96 Interval Funds - Yearly 7.1647%
7.38
Birla Sun Life Fixed Term Plan - Series HS - Regular Plan - Growth 13.82 Fixed Maturity Plans 7.4800%
6.97
Birla Sun Life Fixed Term Plan - Series NB - 1099 Days - Regular Plan - Growth 11.32 Fixed Maturity Plans 8.9029%
6.93
Birla Sun Life Fixed Term Plan - Series NG - 1169 Days - Regular Plan - Growth 11.25 Fixed Maturity Plans 9.1330%
6.17
Birla Sun Life Fixed Term Plan - Series MY - 1107 Days - Regular Plan - Growth 11.41 Fixed Maturity Plans 9.0130%
5.98
Birla Sun Life Commodity Equity Fund - Global Agri Plan - Regular Plan - Growth 21.65 Equity - Global 5.3969%
5.86
Birla Sun Life Tax Savings Fund - Growth 60.45 Equity - ELSS 21.0718%
5.44
Birla Sun Life Fixed Term Plan - Series MD - 1099 Days - Regular Plan - Growth 12.28 Fixed Maturity Plans 8.0780%
5.37
Birla Sun Life Fixed Term Plan - Series NT - 1099 Days - Regular Plan - Growth 10.57 Fixed Maturity Plans 5.6900%
3.90
Birla Sun Life Financial Planning FOF Conservative Plan - Growth 16.57 Fund Of Funds - Hybrid 9.9474%
3.56
Birla Sun Life Fixed Term Plan - Series OG - 1146 Days - Regular Plan - Growth 10.14 Fixed Maturity Plans 1.3830%
3.43
Birla Sun Life Fixed Term Plan - Series ND - 1109 Days - Regular Plan - Growth 11.28 Fixed Maturity Plans 8.8860%
3.41
Birla Sun Life Fixed Term Plan - Series NH - 1168 Days - Regular Plan - Growth 11.23 Fixed Maturity Plans 8.9761%
2.43
Birla Sun Life Fixed Term Plan - Series OJ - 1136 Days - Regular Plan - Growth 10.11 Fixed Maturity Plans 1.0580%
2.13
Birla Sun Life Fixed Term Plan - Series MR - 1153 Days - Regular Plan - Growth 11.81 Fixed Maturity Plans 8.6744%
1.90
Birla Sun Life Global Commodities Fund - Growth 11.74 Equity - FOF Overseas 6.9263%
1.81
Birla Sun Life Asset Allocator Multi-Manager FoF Scheme - Growth 26.05 Equity - FOF 18.7964%
1.76
Birla Sun Life Fixed Term Plan - Series OH - 1120 Days - Regular Plan - Growth 10.18 Fixed Maturity Plans 1.7960%
1.76
Birla Sun Life Interval Income Fund - Quarterly Series I - Retail Growth 21.32 Interval Funds - Quarterly 6.8599%
1.74
Birla Sun Life Fixed Term Plan - Series OI - 1120 Days - Regular Plan - Growth 10.16 Fixed Maturity Plans 1.5570%
1.54
Birla Sun Life Fixed Term Plan - Series OK - 1135 Days - Regular Plan - Growth 10.12 Fixed Maturity Plans 1.1870%
1.27
Birla Sun Life Fixed Term Plan - Series MQ - 1159 Days - Regular Plan - Growth 11.83 Fixed Maturity Plans 8.8618%
1.02
Birla Sun Life Fixed Term Plan - Series NE - 1100 Days - Regular Plan - Growth 11.26 Fixed Maturity Plans 8.9542%
0.88
Birla Sun Life Fixed Term Plan - Series NK - 1196 Days - Regular Plan - Growth 11.21 Fixed Maturity Plans 8.8583%
0.39
Birla Sun Life Quarterly Interval Fund - Series 4 - Growth 20.65 Interval Funds - Quarterly 6.2693%
0.39
Birla Sun Life Fixed Term Plan - Series OL - 1148 Days - Regular Plan - Growth 10.11 Fixed Maturity Plans 1.0120%
0.32
Birla Sun Life Fixed Term Plan - Series OE - 1153 Days - Regular Plan - Growth 10.15 Fixed Maturity Plans 1.4850%
0.07
Birla Sun Life Fixed Term Plan - Series OD - 1145 Days - Regular Plan - Growth 10.15 Fixed Maturity Plans 1.4990%
0.02
Birla Sun Life Fixed Term Plan - Series OM - 1146 Days - Regular Plan - Growth 10.09 Fixed Maturity Plans 0.8020%
0.00

Key Information

Key Persons and Designations

Head - Sales and Marketing  Mr. Navin Tewari

Independent Director  Mr. A Balasubramanian

Chief Operations Officer  Ms. Keerti Gupta

Head-Compliance & Risk Management  Ms. Rama Vasantharajan

Head - Legal, Compliance and Secretarial  Ms. Hemanti Wadhwa

Analyst - Fixed Income  Mr. Prathmesh Oke

Head Business Development  Mr. Kalpesh Teli

Head Customer Service  Ms. Molly Kapoor

Co-Head - Retail Sales  Mr. Anil Shyam

Co-Head - Retail Sales and Distribution  Mr. Sidharth Damani

Head - Finance and Accounts  Mr. Parag Joglekar

Head Customer Service  Ms. Molly Kapoor

Co-Chief Investment Officer  Mr. Maneesh Dangi

Co-Chief Investment Officer  Mr. Mahesh Patil

Head - Mixed Assets  Mr. Satyabrata Mohanty

Co-Head - Retail Sales and Distribution  Mr. Deepak Gupta

Independent Director  Mr. Prafull Anubhai

Independent Director  Mr. Gurcharan Das

Independent Director  Dr. V.Arunachalam

Associate Director  Mr. Suresh Talwar

Associate Director  Mr. B.N.Puranmalka

Associate Director  Mr. Kumar Mangalam Birla

Associate Director  Mr. Ajay Srinivasan

Associate Director  Mr. Pankaj Razdan

Associate Director  Mr. Colm Joseph Freyne

Associate Director  Mr. Kevin Strain

Associate Director  Mr. Sandeep Asthana

Independent Director  Mr. N.N.Jambusaria

Independent Director  Mr. S.S. Raman

Independent Director  Mr. N.C.Singhal

Independent Director  Mr. Bobby Parikh

Independent Director  Mr. R Vaidyanathan

Independent Director  Mr. Bharat Patel

Co-Chief Investment Officer  Mr. Mahesh Patil

Sr. Fund Manager  Mr. Ajay Garg

Fund Manager  Mr. Atul Penkar

Fund Manager  Mr. Vineet Maloo

Fund Manager  Mr. Naysar Shah

Fund Manager  Mr. Nishit Dholakia

Sr. Fund Manager  Mr. Anil Shah

Co-Chief Investment Officer  Mr. Maneesh Dangi

Head - Mixed Assets  Mr. Satyabrata Mohanty

Fund Manager  Mr. Prasad Dhonde

Fund Manager  Ms. Sunaina da Cunha

Fund Manager  Mr. Kaustubh Gupta

Fund Manager  Mr. Lokesh Mallya

Fund Manager  Mr. Rohit Murarka

Fund Manager  Mr. Hitesh Zaveri

Fund Manager  Mr. Milind Bafna

Fund Manager  Mr. Kunal Sangoi

Fund Manager  Mr. Chanchal Khandelwal

Fund Manager  Mr. Dhaval Gala

Head - Institutional Sales  Mr. Bhavdeep Bhatt

Head - Business Development  Mr. Kishore Kumar Chamria

Sponsor Name

Aditya Birla Nuvo Limited and Sun Life (India) AMC Investments Inc.

Trustee Name

Birla Sun Life Trustee Company Private Limited

AMC Contact Details

Address: One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound,
841, Senapati Bapat Marg, Elphinstone Road,
Mumbai - 400 013

Tel: 022-43568000

Fax: 022-43568110/ 8111

Email: connect@birlasunlife.com

Website: http://www.birlasunlife.com

Registrars and Transfer Agents

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,
Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam,
Chennai - 600 034

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