Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based Sun Life AMC Investments, Inc. Established in 1994, ABSLMF was previously named Birla Sun Life Asset Management Company Limited and has successfully completed 25 years in the Indian finance market. The Aditya Birla Group is the 3rd largest business conglomerate in India, while Sun Life is one of the largest life insurance providers in the world, ranking 235 on the Fortune 500 list for 2022. With roughly ₹ 2,71,747 crore AUM as of February 2023, ABSLMF is currently one of the largest AMCs operating in India. The Aditya Birla Sun Life Mutual Fund primarily deals in four classes of funds:
The following are some of the key information regarding the Aditya Birla Mutual Funds company
| Asset Management company Partners | Aditya Birla Capital Ltd., Sun Life (India) Investments Inc |
| Founding date | 23rd December 1994 |
| AMC Incorporation date | 05th September 1994 |
| Trustee organisation | Aditya Birla Sun Life Trustee Pvt Ltd. |
| Chairman | Kumar Mangalam Birla |
| MD and CEO | A. Balasubramaniam |
| Compliance Officer | Mr. Parth Makwana |
| Investor Service Officer | Keerti Gupta |
Investing in the Aditya Birla Sunlife Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps: Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN. Note: In case you do not have an account with Angel One, you can directly open a demat account with us in under a few minutes by submitting the necessary documents. Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to do at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Investing in Aditya Birla Sunlife Mutual Funds via Angel One is effortless, thanks to our fully digital KYC process. Whether you're a first-time investor or returning, we've made it convenient. To get started, you'll need to provide the following vital documents:
Our user-friendly platform simplifies KYC verification, enabling you to access Aditya Birla Sunlife Mutual Funds quickly and efficiently. Your financial goals are now easily attainable. Within just 48-72 business hours, your KYC process will be completed, allowing you to embark on your mutual fund journey.
| Name | AUM (₹ Crore) | CAGR 3Y (%) | 1Y Returns (%) | Expense Ratio |
| Aditya Birla Sun Life Silver ETF FOF | 1,724.36 | 51.78 | 149.06 | 0.3 |
| Aditya Birla Sun Life Gold Fund | 1,781.05 | 37.63 | 75.92 | 0.2 |
| Aditya Birla Sun Life PSU Equity Fund | 5,713.52 | 32.23 | 29.11 | 0.61 |
| Aditya Birla Sun Life US Equity Passive FOF | 459.38 | 29.42 | 17.86 | 0.26 |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund | 245.83 | 24.74 | 8.13 | 0.48 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund | 408.21 | 24.02 | 16.62 | 0.4 |
| Aditya Birla Sun Life Pharma & Healthcare Fund | 812.03 | 23.82 | 7.18 | 1.02 |
| Aditya Birla Sun Life Infrastructure Fund | 1,075.29 | 21.75 | 17.56 | 1.42 |
| Aditya Birla Sun Life Special Opp Fund | 918.86 | 21.47 | 20.07 | 1.29 |
| Aditya Birla Sun Life Nifty Next 50 Index Fund | 234.11 | 21.09 | 13.36 | 0.36 |
Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among Aditya Birla Sun Life Mutual Fund schemes.
The Aditya Birla Sun Life Silver ETF Fund of Fund is an open‑ended fund of funds scheme that aims to provide returns similar to those generated by the Aditya Birla Sun Life Silver ETF by investing predominantly in silver ETF units. It is managed by Priya Sridhar.
Its benchmark is the Domestic Price of Silver. The scheme levies an exit load of 0.5% if redeemed within 30 days.
The Aditya Birla Sun Life Gold Fund is an open‑ended fund of funds scheme that aims to generate returns that track the returns provided by the Birla Sun Life Gold ETF by investing in gold ETF units. It is managed by Priya Sridhar.
Its benchmark is the Domestic Price of Gold. The scheme levies an exit load of 1% if redeemed within 15 days.
The Aditya Birla Sun Life PSU Equity Fund is an open‑ended thematic equity scheme aiming to generate long‑term capital appreciation by investing in equity and equity‑related instruments of Public Sector Undertakings. It is managed by Dhaval Gala.
Its benchmark is the BSE PSU Total Return Index. The scheme levies an exit load of 1% if redeemed within 30 days.
The Aditya Birla Sun Life US Equity Passive FoF is an open‑ended fund of funds scheme that seeks long‑term capital appreciation by investing in overseas ETFs and index funds based on the NASDAQ‑100 Index. It is managed by Dhaval Joshi.
Its benchmark is the NASDAQ‑100 Index / NASDAQ‑100 TRI. The scheme does not levy any exit load.
The Aditya Birla Sun Life Nifty Smallcap 50 Index Fund is an open‑ended index scheme designed to provide returns that closely correspond to the Nifty Smallcap 50 Index, subject to tracking errors. It is managed by Priya Sridhar.
Its benchmark is the Nifty Smallcap 50 TRI. The scheme levies an exit load of 0.25% if redeemed within 15 days.
The Aditya Birla Sun Life Nifty Midcap 150 Index Fund is an open‑ended index scheme that aims to replicate and track the Nifty Midcap 150 Index, subject to tracking errors. It is managed by Priya Sridhar.
Its benchmark is the Nifty Midcap 150 TRI. The scheme levies an exit load of 0.25% if redeemed within 15 days.
The Aditya Birla Sun Life Pharma & Healthcare Fund is an open‑ended sectoral equity scheme that aims to provide long‑term capital appreciation by investing in companies within the Pharmaceuticals, Healthcare, and allied sectors. It is managed by Dhaval Shah.
Its benchmark is the BSE Healthcare TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
The Aditya Birla Sun Life Infrastructure Fund is an open‑ended thematic equity scheme that aims to provide medium‑ to long‑term capital appreciation by investing predominantly in companies participating in India’s infrastructure growth. It is managed by Jonas Bhutta.
Its benchmark is the Nifty Infrastructure TRI / Nifty Infrastructure Index. The scheme levies an exit load of 1% if redeemed within 30 days.
The Aditya Birla Sun Life Special Opportunities Fund is an open‑ended thematic scheme that seeks long‑term capital appreciation by investing in opportunities arising from special situations such as corporate restructuring, policy changes, and temporary business disruptions. It is managed by Dhaval Gala.
Its benchmark is the BSE 500 TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
The Aditya Birla Sun Life Nifty Next 50 Index Fund is an open‑ended index scheme that aims to track the Nifty Next 50 Index and generate returns corresponding to the index performance, subject to tracking errors. It is managed by Priya Sridhar.
Its benchmark is the Nifty Next 50 TRI. The scheme does not levy any exit load.
