Home >> Blog >> Aditya Birla Mutual Fund: Top Investment Options 2025

Aditya Birla Mutual Fund: Top Investment Options 2025

Aditya Birla Mutual Fund: Top Investment Options
1. Aditya Birla Sun Life PSU Equity Fund Direct-Growth
2. Aditya Birla Sun Life Infrastructure Direct Fund-Growth
3. Aditya Birla Sun Life Dividend Yield Fund Direct-Growth
4. Aditya Birla Sun Life Mid Cap Direct Fund-Growth
5. Aditya Birla Sun Life Pure Value Direct Fund-Growth
Conclusion

Aditya Birla Mutual Fund: Top Investment Options

To increase the business of asset management by enhancing the penetration of mutual funds in the domestic market is the goal of Aditya Birla Mutual Fund. By May 2019, India had over 83.2 million mutual fund accounts with more than Rs 25.43 trillion of AUM, a figure that is 4x in a decade.

Aditya Birla Sun Life now has over 7.98 million retail investors and also operates mutual funds that have more than 41 equity schemes, 34 debt schemes, 13 hybrids, and 4 other commodities schemes as U.S. mutual funds. In this blog, some top investment options will be discussed.

Aditya Birla Sun Life mutual fund share price today is Rs.666 as of 04 Feb 2025.

1. Aditya Birla Sun Life PSU Equity Fund Direct-Growth

This fund is the best Aditya Birla mutual fund giving more than 100% returns in 3 years.

Return or Risk	Chance	Return Outperformance
20% more returns for each unit	For investors who held this fund for at least five years, it has produced an annual return of 26.59%, 70% of the time.	Produced the greatest return among Thematic PSU funds over the past five years.

Fund Details

Fund House	Aditya Birla Sun Life Mutual Fund
Launch Date	09 Dec 2019
Expense Ratio	0.55% as of Dec 31, 2024
Benchmark	BSE PSU TRI
Min. Investment	Lump- Rs.1000 and SIP- Rs.500
Risk	Very High
3 Year Returns	119.45%
Short Term Capital Gains (STCG)	20% if redeemed earlier than 12 months
Long Term Capital Gains (LTCG)	After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year

Asset Allocation of Equity

Asset	Percentage (%)
Equity	98.01%
Debt	-
Other	1.99%

Top 3 Stock Holdings

Company	Holdings
NTPC Ltd.	8.18%
Power Grid Corporation Of India Ltd.	7.84%
Oil And Natural Gas Corporation Ltd.	6.06

2. Aditya Birla Sun Life Infrastructure Direct Fund-Growth

Return or Risk	Volatility Protection	Return Outperformance
20% more returns for every unit	Ranks lower in its category	Produced the highest return in the Sectoral Infrastructure category in the last 10 years.

Fund Details

Fund House	Aditya Birla Sun Life Mutual Fund
Launch Date	01 Jan 2013
Expense Ratio	1.35% as of Dec 31, 2024
Benchmark	NIFTY Infrastructure TRI
Min. Investment	Lump- Rs.1000 and SIP- Rs.500
Risk	Very High
3 Year Returns	72.46%
Short Term Capital Gains (STCG)	20% if redeemed earlier than 12 months
Long Term Capital Gains (LTCG)	After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year

Asset Allocation of Equity

Asset	Percentage (%)
Equity	98.43%
Debt	-
Other	1.57%

Top 3 Stock Holdings

Company	Holdings
Larsen & Toubro Ltd.	5.75%
Bharti Airtel Ltd.	5.36%
NTPC Ltd.	3.53%

3. Aditya Birla Sun Life Dividend Yield Fund Direct-Growth

Return or Risk	Volatility Protection	Return Outperformance
Performing poorly	Ranks lower in protecting against volatility	Produced the highest return in the Dividend Yield category in the last 5 years.

Fund Details

Fund House	Aditya Birla Sun Life Mutual Fund
Launch Date	01 Jan 2013
Expense Ratio	1.42% as of Dec 31, 2024
Benchmark	NIFTY 500 TRI
Min. Investment	Lump- Rs.1000, SIP- Rs.500
Risk	Very High
3 Year Returns	75.75%
Short Term Capital Gains (STCG)	20% if redeemed earlier than 12 months
Long Term Capital Gains (LTCG)	After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year

Asset Allocation of Equity

Asset	Percentage (%)
Equity	98.22%
Debt	-
Other	1.78%

Top 3 Stock Holdings

Company	Holdings
Infosys Ltd.	5.95%
NTPC Ltd.	4.26%
ITC Ltd.	4.01%

4. Aditya Birla Sun Life Mid Cap Direct Fund-Growth

Return or Risk	Chance	Return Outperformance
20% more returns for every unit.	70% of the time produced an annual return of 9.38% if held for at least five years.	Given the highest return in mid-cap funds in the last 1 month.

Fund Details

Fund House	Aditya Birla Sun Life Mutual Fund
Launch Date	01 Jan 2013
Expense Ratio	1.07% as of Dec 31, 2024
Benchmark	NIFTY Midcap 150 TRI
Min. Investment	Lump- Rs.1000 and SIP- Rs.500
Risk	Very High
3 Year Returns	52.56%
Short Term Capital Gains (STCG)	20% if redeemed earlier than 12 months
Long Term Capital Gains (LTCG)	After 12 months, 12.5% tax on gains of Rs.1.25 lac + in a financial year

Asset Allocation of Equity

Asset	Percentage (%)
Equity	99.79%
Debt	-
Other	0.21%

Top 3 Stock Holdings

Company	Holdings
Fortis Healthcare Ltd.	3.78%
Torrent Power Ltd.	2.77%
Glenmark Pharmaceuticals Ltd.	2.72%

5. Aditya Birla Sun Life Pure Value Direct Fund-Growth

Return or Risk	Volatility Protection	Return Outperformance
Performing poorly than its category	Ranks lower in its category of protecting from volatility	Given the highest return in Oriented funds in the last 5 years

Fund Details

Fund House	Aditya Birla Sun Life Mutual Fund
Launch Date	01 Jan 2013
Expense Ratio	1.07% as of Dec 31, 2024
Benchmark	NIFTY 500 TRI
Min. Investment	Lump- Rs.1000 and SIP- Rs.500
Risk	Very High
3 Year Returns	62.74%

Asset Allocation of Equity

Asset	Percentage (%)
Equity	99.07%
Debt	-
Other	0.93%

Top 3 Stock Holdings

Company	Holdings
ICICI Bank Ltd.	3.55%
Infosys Ltd.	3.5%
Mahindra & Mahindra Ltd.	3.24%

Aditya Birla Sun Life Mutual Fund NAV today can be found on the official website of their mutual fund.

Conclusion

Aditya Birla Sun Life Mutual Fund has covered funds schemes that serve different risk profiles of investors. Returns from schemes are non-uniform because some grew steadily while some experienced fewer returns. The investors are required to choose a fund that correlates with their investment future objectives.

Disclaimer: Not a buy or sell recommendation. No investment advice is given. Future returns are not guaranteed by past returns. This Mutual Funds analysis is provided solely for informative purposes and should not be considered investment advice. Always conduct research and talk with a financial advisor before investing.