Aditya Birla Sun Life Mutual Fund

AUM 3,56,286 Cr

(As on Apr 2024)
No. of schemes 106
Name
Aditya Birla Sun Life AMC Ltd
AUM
3,56,286 Cr
Founded
23 December 1994
Incorporation Date
5 September 1994
Sponsor
Aditya Birla Capital Limited / Sun Life (India) AMC Investments Inc.
CIO
NA
MD & CEO
Mr. A Balasubramanian
Contact Number
022-43568000
Email Id
care.mutualfunds@adityabirlacapital.com
Website
www.adityabirlasunlifemf.com
Trustee
Aditya Birla Sun Life Trustee Private Limited
Office Address
One India Bulls Centre, Tower 1, 17th Floor, Jupiter Mill, 841, S. B. Marg, Elphinstone Road, Mumbai- 400013

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. It was established in 1994 and has successfully completed 25 years in the Indian financial landscape.

Both the parent companies, Aditya Birla Group and Sun Life Financial, Inc., are significant financial companies with a rich legacy of wealth creation and management. The Aditya Birla Group is the 3rd largest business conglomerate in India, with gross revenue in excess of $41 billion.

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. It ranks 236th on the Fortune 500 list.

ABSLMF is currently one of the largest asset management companies operating in India. With cumulative average assets under management (AUM) of Rs. 2.6 Lakh Crores as of March 31, 2023.

Aditya Birla Sun Life Mutual Fund primarily deals in four classes of funds:

i. Equity funds

ii. Income funds

iii. Debt funds

iv. ELSS funds

The primary commitment of ABSLMF is to increase mutual fund penetration in India. As of May 2019, there are over 83.2 million mutual fund folios in India, aggregating over Rs. 25.43 trillion. It has quadrupled in the past decade alone, and ABSLMF has had a defining role in it.

BSLAMC is one of the leading asset managers in India, servicing around 7.9 million investor folios with a pan India presence across 280 plus locations which include metropolises and small times alike.

ABSLMF takes an active approach to make the entire mutual fund management process straightforward and transparent to ease it for both investors and channel partners. Their portfolio of financial products and services includes sector-specific equity options, treasury and debt products, fund of fund schemes and hybrid income funds, to name a few.

Aditya Birla

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Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

  • PAN Card (Mandatory)
  • Voter ID Card
  • Driving License
  • Passport
  • Aadhaar Card
  • Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

  • Voter ID Card
  • Driving License
  • Passport
  • Ration Card
  • Aadhaar Card
  • Bank account statement or bank passbook
  • Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by Aditya Birla Sun Life Mutual Fund, please contact at the following address:

Registered Address One World Center, Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai – 400013. Branch Timing (9 am – 6 pm)
Email N.A.

Top Aditya Birla Sun Life Fund Managers

Mr. Mahesh Patil

Mr. Patil is the Co-Chief Investment Officer at Aditya Birla Sun Life AMC Limited. He has done his B.E. (Electricals), MMS Finance from JBIMS University, Mumbai, and CFA from ICFAI Institute. Moreover, he has 20 years of experience is in Fund Management, corporate finance, and equity research. Mr. Patil also worked with Reliance Infocom Ltd. as Business Strategist prior to joining Birla Sun Life AMC Limited.

Mr. Anil Shah

Mr. Shah is the Senior Fund Manager at Aditya Birla Sun Life Asset Management Company Ltd. He is a B. Com Graduate and has also done his C.A and Cost Accountant. He possesses an experience of about 24 years in Equity research and investments. Prior to joining AMC, he has worked with RBS Equities (India) Ltd. also known as ABN AMRO Asia Equities (India) Ltd.for about 15 years.

Mr. Ajay Garg

Mr. Garg is the Senior Fund Manager at Aditya Birla Sun Life Asset Management Company Ltd. His qualification includes B. E. (Electronics) and MBA (Finance). Ajay Garg comes with a total experience of about 15 years in the financial services. He has also worked with Birla Sun Life Securities Ltd. before joining BSLAMC.

Mr. Satyabrata Mohanty

Mr. Mohanty is the Head of Mixed Assets at Aditya Birla Sun Life Asset Management Company Ltd. He is a CA, CFA, and has been a part of the Birla Group since the past 17 years. His experience of about 12 years is in Finance and Research.   Mr. Mohanty has taken up the responsibilities of Fund Management in both equity and debt funds. Prior to joining BSLAMC, he worked with Aditya Birla Management Corporation Ltd. He initially joined the Aditya Birla Group as a management Trainee.

Mr. Vineet Maloo

Mr. Maloo is a Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a B. Com Graduate and also possesses a CA degree. Mr. Mallo comes with a total experience of 7 years. With his immense knowledge in Finance, He has been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited. And prior to which he has worked with Aditya Birla Management Corporation Ltd.

Mr. Milind Bafna

Mr. Milind Bafna is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He has studied BE (Chem.) and has an overall experience of about 13 years. He has worked with Motilal Oswal Financial Services and Reliance Industries Limited.

Mr. Kunal Sangoi

Mr. Sangoi is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a B. Com and CA graduate. Mr. Sangoi has an overall experience of 8 years in the Financial Markets. He has previously worked experience with Edelweiss Financial Services Limited.

Mr. Chanchal Khandelwal

Mr. Khandelwal is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a B.Com (H) graduate from Shri Ram College of Commerce, Delhi. He has also done his MBA- Finance from Xavier Institute of Management, Bhubaneshwar. Chanchal Khandelwal has an overall experience of 10 years. Out of this, he has spent 7 years with BSLAMC in Financial Markets. He also worked with Aditya Birla Retail Limited from February 2007-May 2008. Additionally, with Aditya Birla Management Corporation from December 2005- February 2007 in the field of strategy and Corporate Finance.

Mr. Dhaval Gala

Mr.Gala is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a PGDBM – Finance, from N. L. Dalmia Institute of Management Studies and Research and BMS from Mithibai College. He has an experience of about 9 years in the field of Financial Market and 8 years in Investment Research and analysis in the Banking and Financial Service Sector. Mr.Gala joined BSLAMC in February 2011 as a part of the Research team. He has also worked with B&K Securities and J.P. Morgan Chase India Private Limited.

Mr. Lovelish Solanki

Mr. Solanki is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is an MMS and BMS in Finance. He has 7 years of experience in trading and dealing. Mr. Solanki has been an ex-employee of Edelweiss Asset Management Co. Limited. While working at Union KBC Asset Management Co. Limited, he was Equity/Equity Derivatives- trade

Mr. Mohit Sharma

Mr. Sharma is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He has done his PGDCM from IIM Calcutta and B. Tech from IIT Madras. He has been associated with Birla Sun Life Asset Management Co. Ltd. since 2015. He has about 10 years of which 7 years he has dedicated to financial markets.

Ms. Sunaina Da Cunha

Ms. Cunha is a Funds Manager at Aditya Birla Sun Life AMC Limited. She is a B.Com graduate and holds an MBA Degree from FMS, Delhi,  and CFA charter holder from CFA Institute. Virginia, USA. She has about 10 years of experience. Also,she was previously working with Aditya Birla Management Corporation Ltd since 2004

Mr. Kaustubh Gupta

Mr. Gupta is a Fund Manager at Aditya Birla Sun Life AMC Limited. He is a B.Com graduate and holds about 5 years of experience. Prior to joining BSLAMC, he has worked with ICICI Bank Treasury.

Bhupesh Bameta

Mr Bameta joined the ABSL Fixed Income team in 2017. He is currently the Fund Manager and Economist at ABSL AMC. He has more than 12 years of experience in the financial services industry. Before joining ABSL, he was with Edelweiss Securities and Quant Capital. Furthermore, Mr Bameta is an Engineering graduate from IIT-Kanpur and was All India Rank 1 in Graduate Aptitude Test in Engineering (GATE). He is also a Certified Financial Analyst (USA).

Anuj Jain

Mr Jain joined ABSL AMC in 2017 as a Senior Credit Analyst. He is currently the Fund Manager – Fixed Income Investments. He has more than 14 years of industry experience. Before joining ABSL, he was with CARE Ratings and Bank of America Continuum Solutions. Furthermore, Mr Jain holds an MBA degree from NMIMS. Also, he is a CFA Level 2 candidate.

Mohamed Irfan

Mr Irfan has been associated with ABSL AMC since 2016. He is currently the Fund Manager – Fixed Income Investments. He has more than eight years of experience in investment research, finance and strategy. Before joining ABSL, he was the Chief Economist in the Group’s Corporate Economics Cell. Also, Mr Irfan holds an MBA degree from IIM Bangalore.

Monika Gandhi

Ms Gandhi joined ABSL AMC in 2017 as a Senior Credit Analyst. She is currently the Fund Manager – Fixed Income Investments. She has more than 16 years of experience in the Banking and Financial Services Industry. Before joining ABSL, she was with IDBI Bank, where she handled project appraisal, credit evaluation and credit monitoring for Large and Mid-Corporates. Furthermore, she is a Chartered Accountant and Certified Associate of the Indian Institute of Bankers.

Mr Dhaval Shah

Mr Shah has been fund manager at ABSL AMC since 2016. Prior to joining Aditya Birla, he worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley. He is a CFA and also has done MBA from Somaiya Institute of Management Studies & Research. Moreover, he has done his B.Com from the University of Mumbai.

Mr Vinod Bhat

Mr Baht has been a fund manager at ABSL AMC since August 2019. Prior to joining ABSL, he worked with Aditya Birla Management Corporation Pvt Ltd, Ocean Park Advisors (USA), and Credit Suisse (USA). He is a CFA(USA) and holds an MBA degree from Wharton University of Pennsylvania (USA). Moreover, he has done M.S. in Industrial Engineering from Pennsylvania State University (USA). Also, he has a B.Tech degree in Mechanical Engineering from IIT Bombay.

Mr Nitesh Jain

Mr Jain has been a fund manager at ABSL AMC since May 2020. Prior to joining ABSL, he worked with Axis Capital for 11 years. Moreover, Mr Jain is a CA and CFA Charter Holder.

Mr Harshil Suvarnkar

Mr Suvarnkar is a fund manager at ABSL AMC from March 2021. He brings more than 11 years of experience in the financial services industry. Prior to joining ABSL Mutual Fund, he worked with Indiabulls Housing Finance Limited. He holds a Master’s degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS). Moreover, he has a Post-Graduate Diploma in Securities Law from Government Law College.

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