Aditya Birla Sun Life AMC Limited

About the Company

Aditya Birla Sun Life AMC Limited (ABSLAMC) is one of Indias leading mutual fund assetmanagement companies. Formed as a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada, the firm blends local market expertise with global best practices. Since its inception in 1994, ABSLAMC has grown to manage assets worth over INR10 trillion, serving retail investors, corporations, and highnetworth individuals across a wide spectrum of financial products.

Key Milestones

• 1994: Company incorporated and received registration from SEBI.
• 1999: Launched first equity fund Aditya Birla Sun Life Frontline Equity Fund.
• 2005: Crossborder partnership deepened with Sun Life Financial, reinforcing product innovation.
• 2010: Introduced systematic investment plan (SIP) platform for mass market adoption.
• 2015: Surpassed INR2 trillion in assets under management (AUM).
• 2020: Became the first Indian AMC to launch a 100% ESGcompliant fund.
• 2023: Crossed the INR10 trillion AUM mark, cementing its position among the top three AMCs in India.

Product Portfolio

ABSLAMC offers a comprehensive suite that caters to different risk appetites and investment horizons.

Equity Funds

Equity-oriented schemes target capital appreciation through investments in listed companies. Notable offerings include:

• Aditya Birla Sun Life Frontline Equity Fund
• Aditya Birla Sun Life Large & MidCap Fund
• Aditya Birla Sun Life FlexiCap Fund

Debt Funds

These funds aim for stable returns with lower volatility, investing in government securities, corporate bonds, and moneymarket instruments. Key products are:

• Aditya Birla Sun Life Corporate Bond Fund
• Aditya Birla Sun Life Short Term Fund
• Aditya Birla Sun Life Dynamic Bond Fund

Hybrid Funds

Hybrid schemes blend equity and debt to balance growth and income. Examples include:

• Aditya Birla Sun Life Equity Hybrid 95
• Aditya Birla Sun Life Balanced Advantage Fund

Portfolio Management Services (PMS)

For accredited investors, ABSLAMC provides customized portfolio management, leveraging researchdriven stock selection and riskadjusted strategies.

ExchangeTraded Funds (ETFs) & Index Funds

Passive investment options track benchmark indices such as Nifty 50, Sensex, and sectorspecific indices, offering lowcost exposure.

Distribution Network

The AMC reaches investors through a multichannel approach:

• Direct online portal (Sun Life Financials Sun Direct)
• Bank branches and tieups with major Indian banks
• Wealthmanagement partners and distributors
• Digital aggregators like Groww, Zerodha, and Paytm Money

Corporate Governance & Regulatory Compliance

ABSLAMC adheres to the Securities and Exchange Board of India (SEBI) regulations regarding disclosure, risk management, and investor protection. The board comprises independent directors, and an audit committee monitors compliance with the Companies Act, 2013. The firm also publishes regular halfyearly and annual reports detailing performance, expense ratios, and portfolio holdings.

Performance Highlights

Innovation & ESG Initiatives

In line with global trends, ABSLAMC has integrated environmental, social, and governance (ESG) considerations into its investment process. The firm launched the following:

• ESGFocused Fund: First Indian mutual fund that screens investments based on ESG scores.
• Digital Advisory: AIdriven roboadvisor Birla Smart Invest for millennials.
• Sustainable Investing Framework: Incorporates climaterisk assessment for corporate bond selections.

Social Responsibility

Through the Aditya Birla Groups CSR arm, the AMC contributes to financial literacy programs, scholarships for underprivileged students, and community health initiatives. The Invest for Tomorrow campaign has educated over 2million Indians about the benefits of systematic investing.

Future Outlook

Key growth drivers projected for the next five years include:

• Increasing urbanisation and rising disposable incomes fueling demand for diversified investment products.
• Regulatory encouragement of retirementfocused schemes (e.g., NPS and EPFlinked mutual funds).
• Expansion of digital distribution channels, especially in tier2 and tier3 cities.
• Continued emphasis on ESG investing, aligning with global capital flows.

Strategically, ABSLAMC aims to cross INR15 trillion AUM by 2030, broaden its offshore presence, and launch thematic funds centred on technology, healthcare, and renewable energy.

Contact & Further Information

Investors seeking detailed scheme information, KYC procedures, or advisory services can visit the official website or reach out through the following channels:

• Website: www.adityabirlasunlife.com
• Customer Care: 18001202860 (tollfree)
• Email: investorrelations@absl.amc.in