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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.
 
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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

    Hybrid Scheme: Scheme that is made up of a mix of equity and debt, which can vary proportionally over time or remain fixed.

     Thematic: A thematic scheme is one that doesn’t limit itself to a specific, clearly identifiable sector but has a broader investment theme.

     Diversified: Schemes which invests across industries with only a small allocation to each individual company.

     Large-cap: Schemes with more than 80 per cent assets in large caps over the last three years.

     Sector schemes: Schemes which invest in particular sectors of the economy such as Banking , FMCG, Infrastructure Pharma, Technology, IT, Miscellaneous.

     Mid- and small-cap: Schemes with at least 60 per cent assets in small-caps and mid-caps over the last three years.

     International: Schemes with over 65 per cent assets invested abroad.

FAQs

  • 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

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