birla sun life mutual fund

Why should you Invest in Birla Sun Life Mutual Fund?

Birla Sun Life Mutual Funds are the best options you have in the mutual fund investments. The reason is its top performing funds and the name associated with it. The mutual fund company is a joint venture between Aditya Birla and Sun Life Finance Inc of Canada.

The Net Asset Value (NAV) of all the funds can be tracked through Birla Sun Life Mutual Fund factsheet which reaches the investor every month on the registered email ID. The factsheet is also available on the official website of Birla Sunlife in the PDF format and can be downloaded easily.

Types of Mutual Fund

Equity schemes- These are the type of scheme where the investor’s money is invested in the equity market or shares which have the potential to earn high returns. These type of investment is made on the growth stock where the returns are usually high as the growth is expected to be high. The different types of equity schemes are:

  • Equity Diversified
  • Mid Cap
  • ELSS
  • RGESS
  • Thematic
  • Sector specific
  • Flexicap
  • Special funds

Debt or Income Schemes- Here the money of the investor is invested in the interest generated securities especially the government securities and corporate bonds.

Money Market Schemes– These are the scheme in which the money is invested in short-term debts instruments issued by governments, corporate or banks.

Read Also: UTI Mutual Fund Schemes – The Symbol of Investor Trust

Hybrid scheme- As the name suggests this is the type of scheme in which the investment is made on the mixed composition of equity and debts the main aim of the scheme is to have a balance between the returns and risks. The types of hybrid scheme are as follow:

  • Balanced scheme
  • Monthly Income Plans
  • Hybrid Asset Allocation Funds
  • Asset allocation funds

Equity Linked Saving Schemes (ELSS)-

It is the scheme which is an open ended equity growth scheme. It is the type of investment which comes with the 3 year lock-in period. It also provides the benefit of tax deduction up to the amount of ₹1,50,000.

Systematic Investment Plan (SIP)-

The systematic investment plan (SIP) is the scheme which helps to accumulate wealth in a systematic way in a long period of time. SIP is the method of investment in the mutual fund schemes which are offered by the Asset management companies (AMC) through a distributor to the customer.

Birla Sun Life Mutual Funds

The mutual funds offered by Aditya Birla Sun Life Mutual Fund are one of the best mutual funds in India. If you have not yet started Mutual Fund investment, you must look at the listed mutual funds:

Equity Funds

  • Birla Sun Life Banking And Financial Services Fund
  • Birla Sun Life Midcap Fund
  • BSL Tax Relief’96 Fund- (ELSS U/S 80C Of IT ACT)
  • Birla Sun Life Equity Fund
  • Birla Sun Life Frontline Equity Fund
  • Birla Sun Life Dividend Yield Plus
  • BSL Pure Value Fund
  • Birla Sun Life Tax Plan – (ELSS U/S 80C Of IT ACT)
  • Birla Sun Life MNC Fund
  • Birla Sun Life Advantage Fund
  • Birla Sun Life India GenNext Fund
  • Birla Sun Life Index Fund
  • Birla Sun Life Top 100 Fund
  • Birla Sun Life Small & Midcap Fund
  • Birla Sun Life Manufacturing Equity Fund
  • Birla Sun Life India Opportunities Fund
  • Birla Sun Life Infrastructure Fund
  • Birla Sun Life India Reforms Fund
  • BSL Special Situations Fund
  • BSL CEF – Global Agri Plan
  • Birla Sun Life New Millennium Fund
  • BSL International Equity-Plan A
  • BSL International Equity-Plan B
  • BSL Global Real Estate Fund
  • BSL Global Commodities Fund

Debt Funds

  • Birla Sun Life Corporate Bond Fund
  • Birla Sun Life Income Plus
  • Birla Sun Life Constant Maturity 10 Year Gilt Fund
  • Birla Sun Life Short Term Fund
  • Birla Sun Life Govt. Securities Long Term
  • BSL Medium Term Plan
  • Birla Sun Life Gilt Plus – PF
  • Birla Sun Life Treasury Optimizer Plan
  • Birla Sun Life Dynamic Bond Fund
  • Birla Sun Life Floating Rate Fund – Long Term
  • Birla Sun Life Floating Rate Fund Short Term Plan
  • Birla Sun Life Savings Fund
  • Birla Sun Life Cash Plus
  • Birla Sun Life Short Term Opportunities Fund

Hybrid Funds

  • Birla Sun Life Balanced ’95 Fund
  • BSL Financial Planning FOF – Aggressive Plan
  • Birla Sun Life Monthly Income
  • Birla Sun Life MIP II – Wealth 25 Plan
  • BSL Financial Planning FOF – Prudent Plan
  • Birla Sun Life Equity Savings Fund
  • Birla Sun Life Balanced Advantage Fund
  • BSL Asset Allocator Multi Manager FoF Scheme
  • Birla Sun Life MIP
  • Birla Sun Life MIP II-Savings 5 Plan
  • BSL Financial Planning FOF – Conservative Plan
  • Birla Sun Life Enhanced Arbitrage Fund

Tax Planning

  • BSL Tax Relief’96 Fund- (ELSS U/S 80C Of IT ACT)
  • Birla Sun Life Tax Plan – (ELSS U/S 80C Of IT ACT)

DisclaimerMutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.

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