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Birla Sun Life Mutual fund: Overview

Birla Sun Life Asset Management Company Ltd. was formed in 1994 as a joint venture between Sun Life Financial from Canada and India’s Aditya Birla Group. Today, Birla Sun Life Mutual fund is one of India's leading fund houses of Mutual Funds business with assets of a substantial investor base.


Birla Sun Life Asset Management Company deploys a massive team of research analysts who have in-depth knowledge of the industry who are committed to chase down the best companies to invest in.  


About the Partners


The Aditya Birla Group
 

Aditya Birla Group is a US $29 billion corporation. It features in the League of Fortune 500 and is one of India's premier business houses with global presence.The Group currently operates in more than 26 countries across continents – Asia, Europe, Australia, and the Americas. The Aditya Birla Group is driven by a strong resource base of 130,000 employees, belonging to more than 40 different nationalities.


The Sun Life Financial Group
 

The Sun Life Financial Group is more than 150 years old international financial services provider with a diverse range of wealth and protection products & services to individuals as well as corporate customers. Sun Life Financial in partnership with various other key players have strong presence in a number of markets worldwide, countries from Asia, Europe, USA, Australia, South America. As per data released on 30 September 2015, the Sun Life Financial group of companies had net AUM (assets under management) of USD 846 billion. Sun Life Financial Inc. currently trades on Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges with the ticker symbol SLF.


Salient Features of Birla Sun Life Mutual fund service
 

  • Birla Sun Life Mutual Fund is reckoned in the mutual fund industry for its expertise in both equity & debt fund management.
  • The equity schemes offered at Birla Sun Life MF have time and again exceeded the industry benchmarks and generated long-term capital appreciation for its investors.
  • Each and every product offered by Birla Sun Life is innovative and crafted after in-depth research, and services rendered are backed by the highest levels of experience and expertise. 
  • Equity and debt products are offered only after fully understanding every individual needs and the portfolio manager customizes an optimal portfolio taking into account their financial goals, risk appetite, time horizon and investment outlook.
  • A research-based strategy helps investors invest in strong businesses, with high quality management and good records, yet trades at reasonable prices.​
  • The investment philosophy is designed to seek dependable and long-term results by adopting a research-based, methodical approach to investing.

Products offered by Birla Sun Life AMC

The products offered by Birla Sun Life Asset Management Company Ltd. include a wide range of investment options, such as diversified and specific sector equity schemes, various fund of fund schemes, hybrid funds and MIP (monthly income funds), various types of debt and treasury products as well as offshore funds. BSL AMC strives to provide transparent, ethical and research-based investments and wealth management services.


Various segments of products offered by Birla Sun Life are:
 

  • Regular Income products

​The Regular Income schemes intend to preserve the investor’s money along with a regular flow of income.
 

  • Wealth Creation Schemes

​These schemes are suitable for those who wants to grow their money through various equity and gold investments options which are available in a range of conservative schemes to aggressive options.
 

  • Savings Schemes

Savings schemes are focused on preserving investors’ money, offering liquidity and giving unmatched tax-efficient returns that surpass those offered by bank accounts and FDs.
 

  • Tax-Savings funds

The Tax Savings products offered by Birla Sun Life Asset Management Company Ltd help to reduce your tax burden and at the same time, aim to grow your money through equity investments.

Portfolio Management Services

The Portfolio Management Services of Birla Sun Life are a specialized service catering to for the needs of High Net-worth Individuals for managing their wealth.


The key features of Portfolio Management services are:
 

  • The customized approach makes this a hot product for all HNIs.
  • Dedicated portfolio manager are appointed to understand each investor’s needs who accordingly prepare a model portfolio depending upon his financial goals, time horizon, investment outlook.
  • The service also recommends sophisticated investment advisory services to investors, aimed at providing strong performance.
  • The Relationship Manager helps each investor with their personalized financial goals and steer a portfolio as per their requirement across various asset classes.

Other key factors include
 

  • Institutional quality investment management
  • No conflict of interest - neither into broking nor investment banking
  • Long term track record
  • Emphasis on proprietary research
  • Emphasis on risk management
  • Adherence to portfolio universe and Disciplined Investment Process
  • Outstanding responsiveness and comprehensive communication with clients
  • Strict internal and external compliances

Fund Managers @ Birla Sun Life Asset Management Company Ltd
 

Equity Team
 

  • Mr. Mahesh Patil- Co-Chief Investment Officer
  • Mr. Anil Shah- Sr. Fund Manager
  • Mr. Ajay Garg- Sr Fund Manager
  • Mr. SatyabrataMohanty- Head - Mixed Assets
  • Mr. Vineet Maloo- Fund Manager
  • Mr. Milind Bafna- Fund Manager
  • Mr. Kunal Sangoi- Fund Manager
  • Mr. ChanchalKhandelwal - Fund Manager
  • Mr. Dhaval Gala- Fund Manager
  • Mr. Shravan Sreenivasula- Fund Manager
  • Mr. Jayesh Gandhi- Fund Manager
  • Mr. Lovelish Solanki- Fund Manager

Debt Team
 

  • Mr. ManeeshDangi - Co-Chief Investment Officer
  • Mr. Prasad Dhonde- Fund Manager
  • Ms. Sunaina da Cunha- Fund Manager
  • Mr. Kaustubh Gupta- Fund Manager
  • Mr. Pranay Sinha- Senior Analyst – Fixed Income

Portfolio Management service
 

Vishal Gajwani - Portfolio Manager – PMS Investment
 

Vishal Gajwani has more than 9 years of experience in equity research and portfolio management. He has extensive experience of researching companies across sectors and market capitalizations. Apart from holding a Masters degree in Commerce from, he is a Gold Medalist Chartered Accountant (ICAI, India) and a CFA charter holder from the CFA. Prior to Birla Sun Life, he was associated with Reliance Portfolio Management Services as an Assistant Fund Manager and was responsible for managing equity portfolios.


Natasha Lulla - Portfolio Manager – PMS Investments


A Masters in Business Administration from MDI, Gurgaon and Gold Medalist, Natasha Lulla holds more than 8 years of experience in equity research and fund management. Before joining Birla Sun Life, she was associated with Goldman Sachs as an equity analyst.


Sunil Kamath - Dealer – PMS Investment


Sunil is a seasoned investment manager with more than 26 years of experience in Capital Markets. He has done PGDBA (Finance) and a Comprehensive program on Capital Markets conducted jointly by Mumbai University and JBIMS. Before joining Birla Sun Life Portfolio Management Services in 2010, he was working with Ford Rhodes Parks & Co., CA and later with Canbank Financial Services, and ITC Classic Finance Ltd.


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Latest NAV of Top performing products as on 16th September 2016

S.no

Scheme Name

1

Birla Sun Life Active Debt Multi-MgrFoF - Dir (D)

2

Birla Sun Life Active Debt Multi-MgrFoF - Dir (G)

3

Birla Sun Life Active Debt Multi-MgrFoF (D)

4

Birla Sun Life Active Debt Multi-MgrFoF (G)

5

Birla Sun Life Advantage Fund - Direct (D)

6

Birla Sun Life Advantage Fund - Direct (G)

7

Birla Sun Life Advantage Fund (D)

8

Birla Sun Life Advantage Fund (G)

9

Birla Sun Life Asset Allocator Multi FoF - Dir (D)

10

Birla Sun Life Asset Allocator Multi FoF - Dir (G)

11

Birla Sun Life Asset Allocator Multi FoF (D)

12

Birla Sun Life Asset Allocator Multi FoF (G)

13

Birla Sun Life Balanced '95 Fund - Direct (D)

14

Birla Sun Life Balanced '95 Fund - Direct (G)

15

Birla Sun Life Balanced '95 Fund (D)

16

Birla Sun Life Balanced '95 Fund (G)

17

Birla Sun Life Banking & Financial Services (D)

18

Birla Sun Life Banking & Financial Services (G)

19

Birla Sun Life Banking & Financial Services-Dir(D)

20

Birla Sun Life Banking & Financial Services-Dir(G)

21

Birla Sun Life Cash Manager - Direct (Div-D)(Rei)

22

Birla Sun Life Cash Manager - Direct (Div-W)

23

Birla Sun Life Cash Manager - Direct (G)

24

Birla Sun Life Cash Manager - Inst (Div-D)

25

Birla Sun Life Cash Manager - Inst (Div-W)

26

Birla Sun Life Cash Manager - Inst (G)

27

Birla Sun Life Cash Manager (Div-D)(Reinvest)

28

Birla Sun Life Cash Manager (Div-W)

29

Birla Sun Life Cash Manager (G)

30

Birla Sun Life Cash Plus - (D)

31

Birla Sun Life Cash Plus - (Div-D)

32

Birla Sun Life Cash Plus - (Div-W)

33

Birla Sun Life Cash Plus - (G)

34

Birla Sun Life Cash Plus - Direct (D)

35

Birla Sun Life Cash Plus - Direct (Div-D)

36

Birla Sun Life Cash Plus - Direct (Div-W)

37

Birla Sun Life Cash Plus - Direct (G)

38

Birla Sun Life Cash Plus - Inst (Div-D)

39

Birla Sun Life Cash Plus - Inst (Div-W)

40

Birla Sun Life Cash Plus - Inst (G)

41

Birla Sun Life Cash Plus - Retail (Div-D)

42

Birla Sun Life Cash Plus - Retail (G)

43

Birla Sun Life Cash Plus (DiscplnAdvats Plan)

44

Birla Sun Life CEF - Global Agri Plan - Direct (D)

45

Birla Sun Life CEF - Global Agri Plan - Direct (G)

46

Birla Sun Life CEF - Global Agri Plan (D)

47

Birla Sun Life CEF - Global Agri Plan (G)

48

Birla Sun Life Const Maturity 10Y Gilt (Div-Q)

49

Birla Sun Life Const Maturity 10Y Gilt (G)

50

Birla Sun Life Const Maturity 10Y Gilt-Dir (Div-Q)

51

Birla Sun Life Const Maturity 10Y Gilt-Dir (G)

52

Birla Sun Life Corporate Bond Fund - Dir (Bonus)

53

Birla Sun Life Corporate Bond Fund - Dir (D)

54

Birla Sun Life Corporate Bond Fund - Dir (G)

55

Birla Sun Life Corporate Bond Fund (Bonus)

56

Birla Sun Life Corporate Bond Fund (D)

57

Birla Sun Life Corporate Bond Fund (G)

58

Birla Sun Life CPO Fund - Series 16 - Direct (G)

59

Birla Sun Life CPO Fund - Series 16 (G)

60

Birla Sun Life CPO Fund - Series 17 - Direct (G)

61

Birla Sun Life CPO Fund - Series 17 (G)

62

Birla Sun Life CPO Fund - Series 18 - Direct (G)

63

Birla Sun Life CPO Fund - Series 18 (G)

64

Birla Sun Life CPO Fund - Series 19 - Direct (G)

65

Birla Sun Life CPO Fund - Series 19 (G)

66

Birla Sun Life CPO Fund - Series 20 - Direct (G)

67

Birla Sun Life CPO Fund - Series 20 (G)

68

Birla Sun Life CPO Fund - Series 21 - Direct (G)

69

Birla Sun Life CPO Fund - Series 21 (G)

70

Birla Sun Life CPO Fund - Series 22 - Direct (G)

71

Birla Sun Life CPO Fund - Series 22 (G)

72

Birla Sun Life CPO Fund - Series 23 - Direct (G)

73

Birla Sun Life CPO Fund - Series 23 (G)

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