9 Best Mutual Fund Schemes from ABSL to invest in 2019

Best Mutual Fund Schemes from ABSL to invest in 2019Best Mutual Fund Schemes from ABSL to invest in 2019


Aditya Birla Sun Life (ABSL) is the Top 3 AMC in India in terms of AUM (Assets under Management). Aditya Birla Sun Life offers some of the best mutual fund schemes that have outperformed in the last 5-10 years. If you are planning to invest in mutual fund schemes and thinking to pick-up couple of them from Aditya Birla Sun Life Funds, this article is for you. Which are the Top and Best Mutual Fund Schemes to invest from ABSL in India in 2019?

Also Read: Best SIP Plans to invest in India for 10 years

How we filtered these top performing mutual fund schemes?


Here are some of the filters we applied.

1) These Mutual Fund Schemes are part of ABSL and existing for more than 5 years tenure.

2) These mutual fund schemes have outperformed in the last 5 to 10 years time frame.

3) Mutual Fund schemes that are rated as 3 star, 4 star and 5 star by value research are considered here.

4) Some of the sector funds (no rating for them) that has outperformed also considered here.

5) These mutual fund schemes have sector funds which are high risk.

Which are the Best Mutual Fund Schemes from Aditya Birla Sun Life?


Here are the list of top performing mutual fund schemes from ABSL.

1) Aditya Birla Sun Life Banking & Financial Services Fund

2) Aditya Birla Sun Life MNC Fund

3) Aditya Birla Sun Life India GenNext Fund

4) Aditya Birla Sun Life Digital India Fund

5) Aditya Birla Sun Life Focused Equity Fund

6) Aditya Birla Sun Life Equity Fund

7) Aditya Birla Sun Life Tax Relief 96

8) Aditya Birla Sun Life Frontline Equity Fund

9) Aditya Birla Sun Life Equity Hybrid ’95 Fund

9 Best Mutual Fund Schemes from Aditya Birla Sun Life


Now let us jump in to more details.

1) Aditya Birla Sun Life Banking & Financial Services Fund


Investment Objective

The scheme aims to maximize long term capital appreciation by investing primarily in equity & equity related securities of companies engaged in banking & financial services. The scheme would invest in banks as well as NBFC’s, insurance companies, rating agencies, broking companies, etc.

Fund Snapshot

FundAditya Birla Sun Life Banking & Financial Services Fund
SectorBanking
Returns in 3mth-2%
Returns in 1 year17%
Annualised Returns in 3 years9%
Annualised Returns in 5 years16%
Annualised Returns in 10 years-
Exp Ratio2.41%
Net Assets (AUM) Rs Crs1,806
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 20% annualized returns from inception in 2013. This fund performed well and gave 16% annualized returns in the last 5 years.  This is a sector mutual fund that invests in banking and financial services sector. One should invest in such IT Sector Mutual Funds only for short term of 3-5 years. If one feels that such sector can perform well beyond that, then they can continue to invest for a couple of more years. This is one of the best banking sector mutual funds to invest in India in 2019 from ABSL.

2) Aditya Birla Sun Life MNC Fund


Investment Objective

The MF scheme would invest exclusively in securities of multinational companies in order to achieve long term growth of capital at relatively moderate levels of risk. A portion of the fund will also be invested in IPO and other primary market offerings.

Fund Snapshot

FundAditya Birla Sun Life MNC Fund
SectorMNC
Returns in 3mth7%
Returns in 1 year8%
Annualised Returns in 3 years7%
Annualised Returns in 5 years13%
Annualised Returns in 10 years17%
Exp Ratio2.12%
Net Assets (AUM) Rs Crs3,704
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 20% annualized returns from inception in 2005. This fund has outperformed and gave up to 18% annualized returns from inception in 1994. This fund performed well and gave 17% annualized returns in the last 10 years. This fund has a low beta of 0.82, hence it is less volatile compared to its benchmark. This is one of the best MNC mutual fund schemes from Aditya Birla Since Life to invest in India in 2019.

3) Aditya Birla Sun Life India GenNext Fund


Investment Objective

The mutual fund aims to invest in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next).

Fund Snapshot

FundAditya Birla Sun Life India GenNext Fund
SectorThematic
Returns in 3mth7%
Returns in 1 year19%
Annualised Returns in 3 years11%
Annualised Returns in 5 years15%
Annualised Returns in 10 years16%
Exp Ratio2.53%
Net Assets (AUM) Rs Crs1,192
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 16.5% annualized returns from inception in 2005. This fund performed well and gave 16% annualized returns in the last 10 years.  This fund has a low beta of 0.89, hence it is less volatile compared to its benchmark. We have already indicated this as one of the best Thematic mutual fund schemes from ABSL to invest in 2019 in our earlier article.

4) Aditya Birla Sun Life Digital India Fund


Investment Objective

The mutual fund aims capital growth, with a secondary objective of income generation with a focus on technology and technology dependent companies. The scheme will follow a bottom-up approach to stock picking, adopting a blend of value and growth style of investing.

Fund Snapshot

FundAditya Birla Sun Life Digital India Fund
SectorIT Sector
Returns in 3mth3%
Returns in 1 year5%
Annualised Returns in 3 years16%
Annualised Returns in 5 years12%
Annualised Returns in 10 years12%
Exp Ratio2.60%
Net Assets (AUM) Rs Crs455
Data as on 20th Oct, 2019

Why to invest?

This fund performed well and gave 12% annualized returns in the last 10 years.  This fund has a low beta of 0.68, hence it is less volatile compared to its benchmark. One should note this is a sector mutual fund that invests in IT Sector. One should invest in such IT Sector Mutual Funds only for short term of 3-5 years. If one feels that such sector can perform well beyond that, then they can invest for a couple of more years.

5) Aditya Birla Sun Life Focused Equity Fund


Investment Objective

The MF Scheme seeks to achieve long term capital appreciation by investing in up to 30 companies with long term sustainable competitive advantage and growth potential

Fund Snapshot

FundAditya Birla Sun Life Focused Equity Fund
SectorLargecap
Returns in 3mth0%
Returns in 1 year11%
Annualised Returns in 3 years8%
Annualised Returns in 5 years10%
Annualised Returns in 10 years12%
Exp Ratio2.11%
Net Assets (AUM) Rs Crs4,192
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 14% annualized returns from inception in 2005. This fund performed well and gave 12% annualized returns in the last 10 years.  This fund has a low beta of 0.87, hence it is less volatile compared to its benchmark. This is one of the Best Focussed Equity Mutual Fund Scheme from Aditya Birla Sun Life to invest.

6) Aditya Birla Sun Life Equity Fund


Investment Objective

The MF seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & the bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Fund Snapshot

FundAditya Birla Sun Life Equity Fund
SectorMulticap
Returns in 3mth1%
Returns in 1 year8%
Annualised Returns in 3 years6%
Annualised Returns in 5 years12%
Annualised Returns in 10 years12%
Exp Ratio1.94%
Net Assets (AUM) Rs Crs11,247
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 22% annualized returns from inception in 1998. This fund performed well and gave 12% annualized returns in the last 10 years.  This fund has a low beta of 0.95, hence it is less volatile compared to its benchmark. This is one of the Best Multicap Mutual Fund Schemes from ABSL AMC.

7) Aditya Birla Sun Life Tax Relief 96


Investment Objective

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.

Fund Snapshot

FundAditya Birla Sun Life Tax Relief 96
SectorELSS
Returns in 3mth3%
Returns in 1 year5%
Annualised Returns in 3 years8%
Annualised Returns in 5 years12%
Annualised Returns in 10 years11%
Exp Ratio2.06%
Net Assets (AUM) Rs Crs9,129
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 24% annualized returns from inception in 1996. This fund performed well and gave 11% annualized returns in the last 10 years.  This fund has a low beta of 0.93, hence it is less volatile compared to its benchmark. While the performance is good in the medium to long term, it is under performer in the short term due to stock market volatility. However, considering its long standing performance, this could turn to be good ELSS Mutual Fund scheme in the long term.

8) Aditya Birla Sun Life Frontline Equity Fund


Investment Objective

The MF scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective

Fund Snapshot

FundAditya Birla Sun Life Frontline Equity Fund
SectorLargecap
Returns in 3mth0%
Returns in 1 year9%
Annualised Returns in 3 years7%
Annualised Returns in 5 years9%
Annualised Returns in 10 years11%
Exp Ratio1.81%
Net Assets (AUM) Rs Crs20,692
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 20% annualized returns from inception in 2006. This fund performed well and gave 11% annualized returns in the last 10 years.  This fund has a low beta of 0.90, hence it is less volatile compared to its benchmark. This is one of the top large cap mutual fund schemes to invest in 2019 from Aditya Birla Sun Life to invest for the long term.

9) Aditya Birla Sun Life Equity Hybrid ’95 Fund


Investment Objective

The MF scheme seeks to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is an income generation and distribution of dividend.

Fund Snapshot

FundAditya Birla Sun Life Equity Hybrid '95 Fund
SectorBalanced
Returns in 3mth0%
Returns in 1 year6%
Annualised Returns in 3 years5%
Annualised Returns in 5 years9%
Annualised Returns in 10 years11%
Exp Ratio1.86%
Net Assets (AUM) Rs Crs11,674
Data as on 20th Oct, 2019

Why to invest?

This fund has outperformed and gave up to 19% annualized returns from inception in 1995. This fund performed well and gave 11% annualized returns in the last 10 years.  This fund has a low beta of 0.81, hence it is less volatile compared to its benchmark. This is one of the Best Hybrid Mutual Fund Schemes from ABSL to invest in medium to long term.

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Suresh KP

Best Mutual Fund Schemes from ABSL to invest in 2019

6 comments

  • Binoy

    Dear Sir

    Should I continue to invest SIP in ABSL focused equity fund? Now fund performance is below the bench mark. Now current value of My SIP (7000+8000 )is 5 lakhs from last 3 years. One is stopped now & started in Axis blue chip equity. Should I stop another SIP also & start in another good mutual fund.?If I stop the SIP, should I hold this amount for long term or better to switch full amount to another better fund? Please advise.

  • Neal

    Thanks for the clarification Suresh hi…much appreciated..

  • Neal

    Dear Mr.Suresh,
    Is this a sponsored post ? Why only ABSL? What about other 42 AMC’s?
    Best way is to compare all AMC and give the analysis of suitable MF schemes.first time I am seeing such articles from focussing on only one MF group, as generally barring 1-2 schemes , rest of ABSL schemes are not performing upto the mark in recent times.
    If this is sponsored post it should be clearly mentioned in the article.
    I love reading your blog and is a regular reader of the blog.however,such kind of articles will dent the confidence in the blog.
    Please clear my above doubt.thanks.
    Regards,

    • Hello Neal, This is NOT a sponsored post. Earlier I published some of the Best Mutual Funds from SBI and from ICICI through seperate articles. There are many fans who want to invest from particular AMC (last week one readers said I don’t recommend UTI funds at all), hence this article. The facts indicated in the article provide whether these are under performing or okay to invest.

      • C Nagendra Kumar

        I had the same doubt as that of Neal and thanks for clarifying. I’m regular reader of the articles for last few years and can’t digest if you confine to any specific AMC or posting sponsored posts.

        Thank you for educating us financially, unbiasly.

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