B/66, Station plaza, station road bhandup west, mumbai-400078.
Phone Number
7738669901
022-46094815
Email Address
query@wishngain.com
Project Details
Project Details
Name:Aditya Birla Sun Life Mutual Fund
Share:
Aditya Birla Sun Life Mutual Fund
Key schemes and their latest performance (as of July 2025)
Top Equity & Hybrid Schemes (3‑Year CAGR & 1‑Year Return)
Scheme Name
Category
3‑Year CAGR (%)
1‑Year Return (%)
PSU Equity Fund
Equity (PSU)
29.11
−9.17
NASDAQ 100 FoF
Equity (International)
21.81
31.45
Infrastructure Fund
Equity (Sectoral)
20.64
0.46
Nifty Midcap 150 Index Fund
Equity (Index)
20.60
4.21
Dividend Yield Fund
Equity (Value)
20.60
2.95
Pharma & Healthcare Fund
Equity (Sectoral)
18.86
6.28
Gold Fund
Equity (Gold ETF FoF)
18.43
36.33
Pure Value Fund
Equity (Value)
18.33
−0.50
Nifty Smallcap 50 Index Fund
Equity (Index)
17.62
1.34
Global Excellence Equity FoF
Equity (International FoF)
16.96
20.37
Highlighted Fund: Focused Fund (Direct, Growth)
Period
This Fund (%)
Category Avg (%)
1‑Month
0.66
1.93
3‑Months
9.85
9.83
6‑Months
7.68
6.62
1‑Year
4.92
1.92
3‑Years
19.75
22.98
5‑Years
21.47
25.38
10‑Years
13.42
14.96
SIP Growth Example: Income Fund (as of Feb 21, 2025)
SIP Start
Investment (₹)
Current Value (₹)
Annualized Return (%)
1 Year (from Feb 2024)
12,000
12,454.49
7.03
2 Years
24,000
25,867.96
7.34
3 Years
36,000
40,073.20
7.06
5 Years
60,000
70,223.55
6.22
10 Years
1,20,000
1,69,906.98
6.76
Balanced Advantage Fund: Long‑Term SIP Case Study
If you had invested ₹10,000/month in the Balanced Advantage Fund for 25 years, it would have grown to over ₹1.6 crore at a CAGR of ≈ 11.7 % :contentReference[oaicite:1]{index=1}.
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