Aditya Birla Sun Life Mutual Fund

Wealth Creation

Wealth Creation

Debt Mutual Funds
These schemes seeks to provide tax efficient return on your capital through equity investments over a longer term. Could be Ideal for investors who are planning for future expenses, like Children's higher education, marriage, Retirement etc. Available in the range of aggressive to conservative options to suit the needs of the investor.
 

What are wealth solutions?

Our Wealth Creation Solutions seek to provide tax efficient return on your capital through equity investments over a longer term.

Who can benefit from Wealth Creation Solutions?

These solutions can be ideal for investors who are planning for future expenses, like higher education of children, marriage, buying a home etc. These Solutions are available in the range of aggressive to conservative options to suit the needs of the investor.

Fund Categories

    Aggressive Hybrid: Investing predominantly in stocks/equity. Allocation Equity 65-80% & Debt 20-35%

     ETF: Invests min 95% in securities of a particular index

     FOF: Invests in a portfolio of other mutual fund schemes.The ready basket of funds reduces the investors burden to invest, allocate and rebalance between various funds.

     Index: Invests min 95% in securities of a particular index

     Dividend Yield: Invests 65% or more in dividend yield stocks or stocks that pay periodic dividends

     Focused: Invests in maximum of 30 stocks

     Large & Midcap: Invests at least 35% in large and mid cap stocks each

     Largecap: Invests 80% or more in large cap stocks ie top 100 stocks as ranked by total market capitalisation

     Midcap: Invests 65% or more in mid cap stocks ie the 101st to 250th stocks as ranked by total market capitalisation

     Multicap: Minimum 65% investment in stocks / equity across large cap, midcap and small cap stocks

     Sectoral: Minimum 80% investment in stocks/equities of a particular selected sector of the economy

     Smallcap: 65% or more in small cap stocks ie the stocks ranked 251st stock and onward by total market capitalisation

     Thematic: Minimum 80% investment in stocks/equity following a particular selected unique theme

     Value: Minimum 65% investment in stocks/equity following value style of investment

  • What are Industry Specific Equity Funds?

    Sector or Industry Specific Equity Funds are those that track specific areas of the economy, such as industries or sectors; e.g., discount retailers or property and casualty insurance groups. This can be appealing for those who want to invest their money in certain types of businesses, which may not be a bad idea given that certain industries have disproportionately produced high returns for owners.

  • What are Private Equity Funds?

    Private Equity Funds are those that invest in privately held companies that don't trade on the stock market. They may setup a limited liability company, infuse millions, or even billions, raise money by issuing bonds, and then acquire businesses; management believes it can improve.

  • What are the different types of Equity Funds?

    • Large Cap Equity Funds • Mid-Cap Equity Funds • Small-Cap Equity Funds • Diversified Equity Funds • Sectoral Funds

  • Why invest in Equity Mutual Funds?

    • Has low costs, as measured by the expense ratio and lack of sales load • Has little to no turnover in the underlying portfolio • Matches up with your investing strategy or philosophy • Is broadly diversified • Has portfolio managers that invest a majority of their net worth in the same assets alongside you, putting their money where their mouth is • Has a clearly defined mission so that you understand the types of assets it acquires, the reason it acquires them, and the reason it sells them • Has a history of steady portfolio management.

  • What are Large Cap, Mid-Cap and Small-Cap Funds?

    • Large Cap Equity Funds are those that invest in companies with a large market capitalization. • Mid Cap Equity Funds are those that invest in companies with a medium market capitalization. • Small Cap Equity Funds are those that invest in companies with a small market capitalization.

Funds Under Equity Solutions

*Select Category. You can change the field basis your investment objective.

Here’s what we found for you You can compare up to 3 funds.

Funds are bucketed on various parameters.
*Annualized returns are displayed for 1 year and above.
Annual return for 2017 will be added shortly.
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