With backing from two of the leading financial institutions in India, Aditya Birla Sun Life Mutual Fund was established nearly three decades ago. As a leading AMC, it has over 8 million investor portfolios with an AUM of over ₹2,900 billion.
Present in 200+ locations across India, the AMC offers numerous investment funds, including debt, equity, index, and ETF. With its experienced investment team, AMC offers customers investment solutions for various goals, such as wealth creation, tax-saving, and income creation based on risk tolerance.
Incorporated | 23 Dec. 1994 |
Mdceo | A Balasubramanian |
Trustee | Aditya Birla Sun Life Trustee Private Limited |
Cio | NA |
Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well.
Step 1: Log in using your mobile phone number
Step 2: Under ‘Investments’, choose ‘Mutual Funds’
Step 3: Fill in basic information such as your bank account number, PAN Card number, etc.
Step 4: Start your investment journey with Bajaj Markets once your account has been activated
You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT).
Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.
PAN Card
Voter ID
Driving Licence
Passport
A team of experienced and qualified fund managers manage the company's schemes and work to deliver returns to investors.
Currently the CIO (Chief Investment Officer), Mahesh Patil has 30+ years of experience in investment and fund management. He is a recipient of India CIO of the Year, Equity by Asia Asset Management and Chairman’s Individual Award by The Aditya Birla Group. With an AUM worth over ₹3 Lakh Crores, he oversees schemes such as Aditya Birla Sun Life Frontline Equity, which registered a return of 18.56% since inception.
With experience of over 17 years in fixed income fund management, Sunaina da Cunha has been with the AMC since 2004. She is currently the Co-Head of the Fixed Income team, leading the overall credit portfolio. She is a CFA Charter Holder and has an MBA from FMS. With an AUM of over ₹45,000 Crores, she manages 13 schemes.
As a Co-Head of Equity at the AMC, Anil Shah manages and strategises for the equity portfolios. He has nearly 30 years of experience in equity markets and has worked with RBS Equities (India) Limited. With an AUM worth over ₹20,000 Crores, he manages the Aditya Birla Sun Life Flexi Cap Fund that registered a return of 20.93% since inception.
With an experience of over 17 years in investment, Kaustubh Gupta has been with the AMC since 2009 and is currently the Co-Head of the Fixed Income team. Leading the overall fixed income portfolio, he is a CA and CFA (Level 2). With an AUM of over ₹1 Lakh Crore, he manages 25+ schemes.
Currently a Senior Fund Manager, Atul Penkar joined the AMC in 2006 and has 21+ years of experience in fund management and equity research. He has previously worked with Emkay Global Financial Services Limited. With an AUM worth over ₹18,000 Crores, his top schemes include Aditya Birla Sun Life Tax Relief 96, which registered a return of 21.16% since inception.
NA | |
Phone | NA |
Address | One World Center, Tower 1, 17th Floor, Jupiter Mill Compound Senapati Bapat Marg, Elphinstone Road |
Aditya Birla Sun Life Mutual Fund offers 81 mutual fund schemes across different categories.
Investment Advisory
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
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