As on Dec 31, 2021. TOTAL AUM: ₹ 2,55,851 Crs. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. fund is fix maturity, should get redeemed automatically by 21st jan. This table shows list of stock/bond investments. We also took into account the growing investor interest towards international equities. Registered Office: One World Center, Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. opp. You will see 5 scale risk meter with one scale selected. As on Dec 31, 2021. Budget 2021 Expectations - The Budget 2021 will be made keeping in mind the economic situation of the country, Kamlesh Rao, Managing Director (MD) and Chief Executive Officer (CEO) of Aditya Birla Sun Life Insurance opines. YOU MUST GOR FOR SECURED INVESTEMNTS WHICH ARE NOT RELATED TO MARKET FLUCTUATIONS. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Lower expense ratio leads to higher returns for investors. You are now subscribed to our newsletters. See all schemes. Aditya Birla Sun Life Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Vineet Maloo, Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Balanced Advantage Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of … 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. 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. Looks like you have exceeded the limit to bookmark the image. Why you shouldn’t rely just on EPF for building retirement corpus, How India’s cryptocurrency exchanges are countering dirty money, Tax on LTCG can be paid in four advance tax instalments, Want to avail doorstep banking service facility of Punjab National Bank? 6. For all its strong antecedents, Aditya Birla Sun Life Insurance remains grounded with life insurance products which are simple and need-based. Registered Office: One World Center Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. Invest online in Aditya Birla Sun Life Equity Fund-Growth with ETMONEY. AS A RETIREE DONT INVEST MORE THAN 30% IN MUTUAL FUNDS. Aditya Birla Sun Life Mutual Fund # SCHEMES. Investment objective. We recently wrote about the Kotak ESG Opportunities Fund. … Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Lower value indicates more predictable performance. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. YOU MUST GOR FOR SECURED INVESTEMNTS WHICH ARE NOT RELATED TO MARKET FLUCTUATIONS. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. The Aditya Birla Group is in the League of Fortune 500. Aditya Birla Sun Life Banking ETF - Regular Plan: Check Aditya Birla Sun Life Banking ETF - Regular Plan Review on The Economic Times. However both have different expense ratios. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Aditya Birla Sun Life MF pivots from real estate to equity in global feeder fund 2 min read. The S&P BSE 500 Total Returns Index (TRI) is up 14.75% over the past five years and 22.02% over the past year. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Aditya Birla Sun Life Insurance Company Limited, Registered with Insurance Regulatory & Development Authority of India (IRDAI) as Life Insurance Company. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. 53. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. 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. 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 in Direct × Allocation Break-up by Holdings. 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). We at Aditya Birla Sun Life Pension Management Ltd understand the fine balance needed to manage your retirement savings. We took a look to see if it makes sense for investors. Aditya Birla sells 23% in life insurance to Sun Life for Rs 1,664 crore 02 Dec, 2015, 04.25 PM IST. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Registered Office: One World Center, Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. 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 Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. Better come out with break even. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Aditya Birla Sun Life Insurance Company Limited (ABSLI) offers you the chance to take term insurance plans that go a long way in ensuring that your family is cared for even when storm clouds gather over the horizon. 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