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Aditya Birla Sun Life Balanced Advantage Fund

Aditya Birla Sun Life Balanced Advantage Fund

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The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America (US) and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term US Person under the US Securities Act of 1933, as amended) and persons of Canada.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term US Person under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Aditya Birla Sun Life Mutual Fund / Aditya Birla Sun Life AMC Limited (ABSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of ABSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.

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Aditya Birla Sun Life Arbitrage Fund ABSL Arbitrage Fund – ABSLMF

(An open ended scheme investing in arbitrage opportunities)

The investment objective of the scheme is to generate income by investing in equity and equity related instruments and take advantage of the price differentials or mis-pricing prevailing in a stock or index.

This product is suitable for investors who are seeking

Investments in equity and equity-related securities including derivatives, for taking advantage of the prevailing price differentials or mis-pricing in stock or index, in various segments i.e. cash and futures

Systematic Investment Plan – Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings

Step-up SIP This facility lets investors enhance the SIP amount during regular intervals. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay.

Multi Scheme SIP Facility- The Facility enables investors to subscribe under various Schemes through SIP using a single application form and payment instruction.

Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme

in the scheme at the time of enrollment for STP facility:

Minimum balance in the scheme at the time of enrollment should be Rs.10,000/-

Minimum balance in the scheme at the time of enrollment should be Rs.6000

Minimum balance in the scheme at the time of enrollment should be Rs.6000

Minimum balance in the scheme at the time of enrollment should be Rs.8000

For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. 1thereafter. For STP installments of Rs.1000 and above, Investors are required to instruct for minimum 6 transfers of Rs.1000 and in multiples of Re. 1 thereafter.

Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also

Fixed Withdrawal- which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals.

Appreciation Withdrawal- which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals.

For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter.

Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals

*Annualized returns are displayed for 1 year and above.

Lovelish Solanki is a Fund Manager at Aditya Birla Sun Life AMC Limited (ABSLAMC). He comes with an experience of over a decade in fund management and research, both in Equity and Debt. He has been a part of ABSLAMC since October 2014.

He was earlier associated with Union KBC Asset Management Co Limited for 4 years, as trader for the Equity and FNO Segment, while also managing the Options part of Capital protection Funds and other Close ended Schemes. Prior to Union KBC Asset Management Co Limited, he was also associated with Edelweiss Asset Management Co. Ltd for 3 years, responsible for the execution and management of Arbitrage Funds.

Lovelish has a Masters degree in Management Studies from Mumbai University with a specialisation in Finance. He is also a level 1 certified Chartered Market Technician (CMT) 2012.

Total Schemes managed by fundmanagername is fundmanagerfundcount

Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

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Aditya Birla Sun Life International Equity Fund – Plan A

Aditya Birla Sun Life International Equity Fund – Plan B

Aditya Birla Sun Life Manufacturing Equity Fund

Aditya Birla Sun Life Balanced Advantage fund

Aditya Birla Sun Life Banking and Financial Services Fund

Aditya Birla Sun Life Commodities Equity Fund – Global Agri Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund

Aditya Birla Sun Life Pharma and Healthcare Fund

Aditya Birla Sun Life Banking & PSU Debt Fund

Aditya Birla Sun Life Credit Risk Fund (Number of Segregated Portfolios- 1)

Aditya Birla Sun Life Government Securities Fund

Aditya Birla Sun Life Medium Term Plan (Number of Segregated Portfolios- 1)

Aditya Birla Sun Life Retirement Fund – The 30s Plan

Aditya Birla Sun Life Retirement Fund – The 40s Plan

Aditya Birla Sun Life Bal Bhavishya Yojna – Wealth Plan

Aditya Birla Sun Life Retirement Fund – The 50s Plan

Aditya Birla Sun Life Retirement Fund – The 50s Plus Debt Plan

Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

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0.5%: For redemption / switch-out of units within 30 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 30 days from the date of allotment

**Exit Load is NIL for units issued in Dividend Reinvestment.

Benefit from arbitrage opportunities in the market

Money Market Returns with Higher Tax Efficiency

All categories of investors try to minimise their tax outgo from investments and prefer tax efficient investment products. While there are many tax-efficient investments options, however, you need to remain invested for a certain period to get tax efficient returns.

Equity is the only asset class which spares you from paying tax if you remain invested for a year. But it comes with inherent short term volatility. What is required is an equity investment option that provides tax efficient returns for short term needs with manageable risk.

The investment in question is Aditya Birla Sun Life Arbitrage Fund. It focuses on enhancing the portfolio returns by taking advantage of price differentials in cash and derivative markets. Broadly, it works it the concept of buying at lower price from one market and selling at higher price in other market. For many, this could be a substitute for short-term bank fixed deposit (FD) since it offers you competitive returns with tax efficiency. Unlike bank FD, where you get taxed according to your tax slab. Here, it is a flat 15 percent for investment less than a year, and no tax if you hold it for a year.

The scheme aims to identify the price differentials prevailing for a stock / index in 2 market segments (cash, futures, etc). Trades are executed once the price differentials are identified. Generally, trades will be executed provided they generate returns higher than short term debt instruments (call money, money market instruments, liquid schemes, etc) net of expenses. A portion of the corpus will also be invested in direct equities, IPOs, Options, open offer and buy-back. Allocation to these strategies will be restricted to 10% of the corpus. The Fund Benchmark is Nifty 50 Arbitrage.

(An open ended scheme investing in arbitrage opportunities)

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

Aditya Birla Sun Life AMC Limited the investment manager of Aditya Birla Sun Life Mutual Fund is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada.