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.
|Created||19 Oct. 2021|
|Incorporated||23 Dec. 1994|
|Trustee||Aditya Birla Capital International Trustee Company Ltd|
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.
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.
|Address||One World Center, Tower 1, 17th Floor, Jupiter Mill Compound Senapati Bapat Marg, Elphinstone Road|
Aditya Birla Sun Life Mutual Fund offers 83 mutual fund schemes across different categories.