Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. Mutual Fund: Aditya Birla Sun Life Mutual Fund: Setup Date: Dec-23-1994: Incorporation Date: Sep-05-1994: Sponsor: Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc. It is a mutual fund being offered by the country’s multi-awarded Asset Management Company, I. He has also served multiple stints at leading financial institutions in the country such as Standard Chartered Bank (2007-2011), and ICICI Bank Ltd. (2006-2007). The Funds' risk ratings changed following an annual review that was conducted as part of Sun Life Global Investments' ongoing fund review process. For as low as Php 1,000 monthly, you can already open an account and choose an investment fund that suits your risk appetite.. Here’s a quick video presentation on how mutual funds work and how you can open an account. Mr. Sinha has a rich corporate experience of over 13 years, over a decade out of which is in Fund Management and Currency Trading. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Fund Performance: This fund has consistently performed above the benchmark in Index segment. Information about risk factors relating to the mutual funds managed by Sun Life Global Investments can be found in the current prospectus of the mutual funds discussed in this press release and for Sun Life can be found in the annual information form of Sun Life Financial Inc., for the year ended December 31, 2019 under the heading "Risk Factors" and other regulatory filings filed with or furnished to Canadian securities regulators available at www.sedar.com. Out of the 83.2 million folios, ABSLMF alone manages over 6.8 million as of December 2018. Now more than ever, Clients are concerned with their financial well-being and Sun Life Global Investments is committed to being part of the solution. Alexandra Locke, Manager In many cases, type 2 diabetes can be prevented. Done correctly, it should not take up more than a few minutes. Prior to his association with the AMC, Mr. Gala had gained considerable experience at leading financial companies like J.P. Morgan Chase India and B&K Securities. Subsequent addition of funds to your Sun Life Mutual Fund account via online banking in BDO and BPI. In investing in investment funds like mutual funds, you would want the cost of investing as low as possible.This is done by selecting a fund with the least cost. Mr. Mohanty has managed some of the most high-performing funds at Birla Mutual Fund such as Aditya Birla Sun Life Advantage Fund, Aditya Birla Sun Life India Reforms Fund, Aditya Birla Sun Life Special Situations Fund and Aditya Birla Sun Life Dividend Yield Plus Fund. Sun Life Mutual Funds. Before joining the Birla-led AMC, Mr. Sharma used to run his private health-tech business since 2012. Step 3: Upload documents that are proof of address such as utility bills, Aadhaar, Passport, etc. Aditya Birla Sun Life Mutual Funds (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based financial service company, Sun Life AMC Investments, Inc. Headquartered in Mumbai, it was previously named Birla Sun Life Asset Management Company Limited. The higher the mutual fund fees, the lesser your potential earnings becomes.. And one of the fees that you can actually avoid is the sales load. It has given a commendable 9.81% annual returns in the last three years. SLGI Asset Management Inc. is a member of the Sun Life group of companies. Partner with Sun Life for a brighter future today! Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. * The fee reductions for Sun Life Tactical Balanced ETF Portfolio are for Series C, FC, and O only. The minimum SIP investment amount required to invest in this scheme is ₹1,000. Aditya Birla Sun Life Mutual Fund primarily deals in four classes of funds: The primary commitment of ABSLMF is to increase mutual fund penetration in India. Mr. Dangi manages 19 schemes worth more nearly Rs. In accordance with the investment risk classification methodology mandated by the Canadian Securities Administrators, Sun Life Global Investments reviews the risk ratings of its funds at least once a year, as well as when a fund undergoes a material change. Aditya Birla Sun Life Mutual Funds (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based financial service company, Sun Life AMC Investments, Inc. Headquartered in Mumbai, it was previously named Birla Sun Life Asset Management Company Limited. The minimum SIP investment amount required to invest in this scheme is ₹1,000. As of March 31, 2020, SLGI Asset Management Inc. manages $27.41 billion on behalf of institutional and retail investors from coast-to-coast and is a member of the Sun Life group of companies. It is one of most notable Equity mutual funds in India. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at every life stage. Before joining the Aditya Birla Group, Mr. Dangi was the Head of Fixed-Income Investment Consultancy and Merchant Banking at Pioneer Investcorp. Aditya Birla Sun Life Mutual Fund aims to provide wealth creation solution through equity investments over a longer term. In addition to these changes, the investment fund manager formerly known as "Sun Life Global Investments (Canada) Inc." has changed its legal entity name to "SLGI Asset Management Inc." effective July 20, 2020. It has given a commendable 9.3% annual returns in the last three years. The Aditya Birla Mutual Funds that you purchase shall reflect on your Groww account in 3-4 business days. Aditya Birla Sun Life Debt Funds. In the previous year, it delivered 6.51% returns. The minimum SIP investment amount required to invest in this scheme is ₹100. It has given a commendable 10.56% annual returns in the last three years. SLGI Asset Management Inc. is a subsidiary of Sun Life Financial Inc. During various points in his tenure, Mr. Mohanty has managed Advantage Funds, Dividend Yield Plus, India Reforms and Special Situations Funds. It has given a commendable 9.9% annual returns in the last three years. Fund Performance: This fund has consistently performed above the benchmark in Ultra Short Duration segment. Note to editors: All figures in Canadian dollars. They have a pan-India presence spread across 269 locations, which includes metropolises and small towns alike. Aditya Birla Capital Ltd. & Sun Life (India) Investments Inc. Aditya Birla Capital Ltd. & Sun Life AMC Investments Inc. Aditya Birla Sun Life Trustee Private Limited. It has given a commendable 9.23% annual returns in the last three years. 21,500 Crore. All rights reserved. In the previous year, it delivered 4.24% returns. ABSLMF takes an active approach in making the entire mutual fund management process straightforward and transparent to ease it for both investors and channel partners. The decision to reduce fees comes at a time when financial security – a key pillar of Sun Life's sustainability strategy – is top of mind for many. Can support a wide range of investment objectives, from capital preservation to capital growth to income. Fund Performance: This fund has consistently performed above the benchmark in Gilt segment. You can start investing in a mutual fund for as low as Php 100 for money market funds. How can you invest in Aditya Birla Sunlife Mutual Funds? Sun Life Prosperity GS Fund and Sun Life Prosperity Bond Fund) With a large investor base, Aditya Birla Sun Life Mutual Fund has emerged as one of India's leading flagships of Mutual Funds business. It has given a commendable 8.46% annual returns in the last three years. The Aditya Birla Group is the 3rd largest business conglomerate in India, with gross revenue in excess of $41 billion. 1.5 Lakh Crore. "It's important that we continue to offer funds at a competitive price within the market," said Jordy Chilcott, President, Sun Life Global Investments. Updated: June 1, 2016. It is one of most notable Debt mutual funds in India. He moved over to their asset management division, where he became a co-head in 2003. Step 5: Select a level of risk you are comfortable with- high, medium or low. Established in 1994, Birla Sun Life Mutual fund has emerged as one of India's leading flagships of Mutual Funds business managing assets of a large investor base. 8 Best Equity Funds by Aditya Birla Sun Life Mutual Fund 2021 Updated on January 11, 2021 , 4415 views. In the previous year, it delivered 12.74% returns. Step 6: Select an Aditya Birla Sun Life Mutual Fund of your choice. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Mr. Satyabrata Mohanty is the Head of Mixed Assets at ABSLMF. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. Among several others, she manages the following funds- Aditya Birla Sun Life Liquid Fund, Aditya Birla Sun Life Savings Fund, and Aditya Birla Sun Life Credit Risk Fund. A PGDCM holder from the prestigious Indian Institute of Management- Calcutta, Mr. Mohit Sharma is associated with Birla Sun Life Mutual Funds since October of 2015. That completes your investment procedure. It has given a commendable 9.42% annual returns in the last three years. Their portfolio of financial products and services include sector-specific equity options, treasury and debt products, fund of fund schemes and hybrid income funds, to name a few. Sun Life, on the other hand, is one of the largest life insurance providers in the world with investment management as their other area of expertise. Certain statements in this news release may be considered to be forward-looking statements within the meaning of applicable Canadian securities legislation. The investment objectives and strategies of the Funds remain unchanged. It has given a commendable 7.72% annual returns in the last three years. With cumulative average assets under management (AUM) exceeding Rs. Financial with the best in asset management from around the world to offer a line-up of well-diversified mutual funds: Sun Life Granite Managed Solutions*. His portfolio of fund management comprises of Aditya Birla Sun Life Balanced Advantage Fund, Aditya Birla Sun Life Low Duration Fund, Aditya Birla Sun Life Fixed Term Plan and ABSL Money manager Fund, among others. alexandra.locke@sunlife.com. Fund Performance: This fund has consistently performed above the benchmark in Sectoral/Thematic segment. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. Locate Aditya Birla Sun Life Mutual Fund offices in Vizag Andhra Pradesh. Select “Mutual Funds” on the left menu on the menu bar. Fund Performance: This fund has consistently performed above the benchmark in Corporate Bond segment. Ms. Cunha started her career at Aditya Birla Group after obtaining her CFA Charter Holder from CFA Institute in Virginia. She also went to FMS, Delhi from where she earned a master’s degree in Business Administration. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. It is one of most notable Equity mutual funds in India. Now let us jump and check about these top 10 mutual fund schemes. Additional business-related changes Fund Performance: This fund has consistently performed above the benchmark in Low Duration segment. Forward-Looking Statements  As of May 2019, there are over 83.2 million mutual fund folios in India aggregating over Rs. In the previous year, it delivered 50.36% returns. Board of Directors and Corporate Governance. Aditya Birla SL Debt mutual funds invest in a mix of debt investments such as treasury bills, government securities (G-Secs), corporate bonds and other money market instruments of varying maturities. It has given a commendable 5.36% annual returns in the last three years. It is one of most notable Hybrid mutual funds in India. He joined the organisation in 1998 as a management trainee and has since then served it in various capacities. Step 7: Select ‘Start SIP’ if you to make a SIP investment or choose ‘Invest One Time’ for a single lump sum investment. In the previous year, it delivered 13.62% returns. Why to invest: This fund has performed better than other funds in the same category. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. In the previous year, it delivered 12.27% returns. 1,900 Crore. It has quadrupled in the past decade alone, and ABSLMF has had a defining role in it. It is a leading Asset Management Company in India. Click on your Mutual Funds account; Click on “+add” on the upper right side of the page Sun Life Global Investments will also be reducing the management fees for Sun Life Money Market Fund and Sun Life Money Market Class on August 1, 2020, as follows: Also effective August 1, 2020, the Deferred Sales Charge (DSC) and Low Load (LL) purchase options are being capped for Sun Life Money Market Fund and Sun Life Money Market Class and will only be available to accounts that already hold these purchase options. We bring together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. As a senior fund manager, Mr. Gupta has managed some of the most consistent schemes at ABSLMF. It is one of most notable Debt mutual funds in India. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. In the previous year, it delivered 61.38% returns. In the previous year, it delivered 19.22% returns. In the previous year, it delivered 8.1% returns. Mr. Dhaval Gala, a former student of the N.L. Mr. Dangi, an MBA in Finance and FRM, has been associated with the firm since January 2006. Ms. Sunaina de Cunha has been one of the most consistent employees of Aditya Birla Sun Life Mutual Funds since 2004. Sun Life Milestone Funds. © SLGI Asset Management Inc., 2020. Why to invest: This fund has performed better than other funds in the same category. Login to your Sunlink Online account. Ms. Cunha’s portfolio of funds is impressive, to say the least. Fund Performance: This fund has consistently performed above the benchmark in Multi Cap segment. Their agent network is over 200,000 strong along with 17,000 full-time employees. Types of mutual funds by Aditya Birla Sunlife Asset Management Company Ltd. Birla Sunlife Mutual Fund has spread its mutual fund schemes in 4 different categories. 2,423 Crore as per the data released by Association of Mutual Funds of India as of December 31, 2019. Dalmia Institute of Management Studies & Research with a Post Graduate Degree in Business Management (Finance), is one of the most dynamic fund managers at Aditya Birla Mutual Funds. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. At ABSLMF, Mr. Sharma has been involved in managing funds most of which have returned over 8% YoY. Among his highest grossing schemes are Aditya Birla Sun Life Government Securities Fund, Aditya Birla Sun Life Corporate Bond Fund, Aditya Birla Sun Life Banking & PSU Debt Fund and Aditya Birla Sun Life Short Term Opportunities Fund. 25.43 trillion. How much money do you need to open a mutual fund? Media Relations Contact The broad categories that the company invest in are equity funds, debt funds, hybrid funds, and others. Mr. Pranay Sinha has the distinction of attending both IIT-Kharagpur and IIM-Calcutta, from where he obtained his PGDM in Finance. In the previous year, it delivered 16.93% returns. 91,000 Crore. Sun Life mutual fund lets you invest indirectly in the stock market. In the previous year, it delivered 16.55% returns. "By lowering our fees, we're ensuring advisors and Clients know that we are committed to helping Canadians as they seek greater financial security.". Step 2: Upload documents that are proof of identity such as driving license, Voter ID card, Passport, PAN, Aadhaar, etc. For more information, please visit www.sunlife.com. Aditya Birla Sun Life Mutual Fund is a joint venture between Aditya Birla Group and Sun Life Financial of Canada, has been providing a variety of top performing schemes in various categories since 1994. Step 4: Select an investment period you are comfortable with. ABSLMF is currently one of the largest asset management companies operating in India. With an experience spanning over two decades, he has pulled off some of the most impressive investment portfolios at ABSLMF, where he managed a team of 22 analysts and fund managers who collectively manage funds worth over Rs. The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. 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