There are 12 Sunlife Mutual Funds and the most popular are: Philippine Equity Fund, Balanced Fund, Money Market Fund, Bond Fund, Dollar Advantage Fund, … Reliance Tax Saver (ELSS) Fund. 1Please note that Series T funds have a unique distribution policy. Returns (%) Returns (%) Returns (%) Returns (%) Birla Sun Life Frontline Equity Fund -Growth. 5. Net asset value per
All rights reserved. In depth view into SUN105 (Sun Life MFS US Growth A) including performance, dividend history, holdings and portfolio stats. I get it. Methodology for calculating subscription and redemption price of units. There are many financial ratios like standard deviation, alpha, beta, sharpe ratio, etc. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. This paper. Performance. PDF. Aditya Birla Sunlife Mutual Fund is the fourth largest mutual fund house by asset size in India. 10. Balanced funds have been around in India for nearly two decades and Birla Sunlife 95 is one of the oldest schemes with one of the best track record of performance in this category. security, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Understanding mutual
Find your next great investment and explore picks from our analysts. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. 10 year. Phone : Email : State : City Pensions Services Hotline (852) 3183 1888 What’s the most important thing about performance in a mutual fund? Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Apples to Apples: Compare Funds to Appropriate Benchmarks . IDFC Tax Advantage (ELSS) Fund. Aditya Birla Sun Life ESG Fund - Direct Plan 41221 4-41221 Aditya Birla Sun Life Mutual Fund The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies following Environmental, Social and Governance (ESG) theme. … Mutual funds are steadily making an entry into the household savings with an increased awareness about financial planning and higher efforts towards promoting mutual funds as an investment product. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. By signing in, you agree to these terms and conditions. Read on! Dear Fellow PFC members, I know, just index it. Favourite answer. Mutual Fund: Aditya Birla Sun Life Mutual Fund: Setup Date: Dec-23-1994: Incorporation Date: Sep-05-1994: Sponsor: Aditya Birla Capital Ltd. / Sun Life (India) AMC Investments Inc. Aditya Birla Sun Life Debt Funds. Best Bond Funds in the Philippines for 2019 [Mutual Funds] Bond funds are tagged a notch higher above money market funds in terms of risk. Hardik. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund
However, these ratios don’t inform much about the factors that affect the performance of a mutual fund. To know more about latest MF Schemes, NAV, Performance, Returns and Ratings at Groww.in and Start Investing in Aditya Birla Sunlife Mutual Funds for free. 1 year. Sun Life Equity Mutual Fund Review. 1 NAVPS: Net Asset Value Per Share 2 NAVPU: Net Asset Value Per Unit 3 Formerly, Sun Life Prosperity Money Market Fund * YTD - Year-To-Date yield (yield from start of year) ** YOY - Year-On-Year yield (yield from one year ago this date) ***The YOY return will be published once … Mutual Fund Application Forms: Download Any Applications: Invest in Tax Saving Mutual Funds: Invest Online: Infrastructure Bond Application Forms: Download Applications: Tuesday, 10 June 2014. 8. Unsurprisingly, equity mutual funds performed poorly, which is why the list of Top 10 Mutual Funds in 2018 is actually dominated by “Bond Mutual Funds” as seen in the table above. 3. They considered HDFC Mutual Fund, Birla Sunlife Mutual Fund and ICICI Prudential Mutual Fund for the purpose during the period July 2009 to April 2012.They concluded that ICICI Prudential Mutual Fund performed better under Sharpe, Treynor and Jensen measures than HDFC and Birla Sunlife Mutual Fund. 1 decade ago. (12-21-18). --, % Rank: 3. 5 Answers. Sun Life BlackRock Canadian Composite Equity Fund. PDF. Past performance of a mutual fund may not be a guarantee of future results but if you know how to analyze fund performance -- if you know what to look for and what to avoid -- you can make better investment decisions, which can increase the odds that future performance will meet or exceed your expectations. Performance History: When analyzing historica returns for biotech mutual funds, be sure to focus more on the long-term performance, such as 5- and 10-year annualized returns, rather than short-term performance.This is especially true for actively-managed funds because even the best fund managers often have at least one year of poor performance out of every five. Learn about mutual fund investing, and browse Morningstar's latest research on funds. Customer Service Hotline (852) 2103 8928. Axis Tax Saver Fund. Sun Life Multi-Strategy … The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. TREND AND PERFORMANCE OF SELECTED MUTUAL FUNDS. Partner with Sun Life for a brighter future today! Download PDF Package. 2. 6. Still, they are considered as conservative in general since money is allocated in less volatile investments (relative to Equity and Balanced funds) like investment-grade and high-yield corporate bonds, and government bonds. Franklin India TaxShield . PDF. Find the Best Mutual Funds to invest, check out top performing mutual funds reviews and analysis. By signing in, you agree to theseterms and conditions. Compare historic performance of all mutual fund categories and find out which category has been the best to invest in the past. 1. Aditya Birla Sun Life Mutual Fund has launched Aditya Birla Sun Life ESG Fund, an open-ended equity scheme investing in companies following Environment, Social & Governance (ESG) theme. Download Full PDF Package. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page. Answer Save. Invest In Tax Saving Mutual Funds Online . Go to Sun Life Web site: www.sunlife.com.ph and click SunLink Online ; Register and agree on the Terms and Conditions' Page. 9. Mutual Funds Research Menu . 4. These returns are historical simple returns for the 3 month, YTD and 1 year periods, and annualized compounded total returns for periods after 1 year. 3. Sun Life BlackRock Canadian Equity Fund. 94 8300 8300 SIP Performance As on 31st May 2014. Since you are Fund House specific then you can go for Biral Sunlife Front Line Equity Fund - the fund is in Large Cap and has give good returns next to HDFC Top 200 Fund. Invest online in Aditya Birla Sun Life Equity Hybrid '95 Fund-Growth with ETMONEY. IRJET Journal. It has an AUM of ₹ 34,970.49 Crores and the latest NAV decalared is ₹ 328.959 as on 02 Jan 2021 at 12:08 am. Some funds may invest in a mix of stocks and bonds, or other mutual funds. Religare Tax Plan. The performance regarding the yields generated by BSL equity fund Growth as against the benchmark(i.e., S&P BSE 200) and its category have been higher since bthis fund inception. Create a free account to download. 5 year. 7. Debt Investment Options, Company Deposits, Bonds, Liquid Mutual Funds, Income Mutual Funds, Short Term Funds, NCDs, Non Convertible Debentures, Tax Free Bonds, NABARD Bonds, Debt Mutual Funds, Ultra Short Term Mutual Funds, GILT Funds, Fixed Maturity Plans (FMPs), Post Office Savings Investments, Bank Fixed Deposits, Bank FDs, Company Fixed Deposits, Infrastructure Bonds 10/- and since there will be no entry load, then the purchase price will be Rs. Investing. Performance returns for the Mawer Mutual Funds and benchmarks are calculated by Mawer Investment Management Ltd. that can help you understand the performance of a mutual fund. A short summary of this paper. SIP amount to invest in this scheme is ₹1000. For example, a fund may invest mainly in government bonds, stocks from large companies or stocks from certain countries. It has an AUM of ₹ 9,548.19 Crores and the latest NAV decalared is ₹ 284.780 as on 21 Jan 2021 at 2:28 am. CAD | how are the birla sunlife mutual funds? 10. But hear me out for a second, India is where I hail from and I had regularly invested in mutual funds in India. Birla Sunlife Mutual Fund Performance Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015. Check the article to know more about Type or nature of the fund, investment objective, fund information and the current fund managers. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. In this article, we will look into the determinants of mutual fund performance. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … Franklin India TaxShield . Buy Gold Mutual Funds. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Leave a missed Call on . Download Free PDF. Sun Life Equity Fund is suitable for aggressive investors with very high risk tolerance and for those investors with long term investment goal (7 years or so).. or. Free PDF. 6. Our solutions offer a range of investment options, including diversified and sector specific equity schemes, fund of fund schemes, hybrid and monthly income funds, a wide range of debt and treasury products and offshore funds. Debt Funds are those which invest a major portion of their corpus in debentures and fixed income securities. | ET Mutual Funds … Invest online in Aditya Birla Sun Life Regular Savings Fund Direct-Growth with ETMONEY. Please sign in through sunnet.sunlife.com. Aditya Birla Sunlife Mutual Fund is the fourth largest mutual fund house by asset size in India. Sun Life MFS US Growth A (SUN105) 47.72 +0.46 ( +0.97% ) CAD | Jan 19 The payment of distributions is not guaranteed and may fluctuate. Explore Aditya Birla Sunlife Mutual Fund latest Fund List Performance NAV Features and Benefits Products offered by ABSL Mutual Funds Invest Online. 10/- Aditya Birla Sun Life ESG Fund-Regular Plan-Growth Current NAV and Performance 2021. A mutual fund typically focuses on specific types of investments. PDF. The payment of distributions should not be confused with a fund's performance, rate of return, or yield. The min. % Rank: The initial password will be sent directly to your registered email. IDFC Tax Advantage (ELSS) Fund. Relevance. We don't have Vanguard there and very limited choice of ETFs. Also, check the portfolio of their top 10 holdings and its performance Sun Life MPF, dare to innovate, we work harder to make your hard-earned money work harder for you You should regularly review the investment performance of the MPF fund(s) or ORSO fund(s) you selected and make suitable adjustments on your investment choices in order to meet your investment objectives. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. CONTACT US At Sun Life Hong Kong, we aim to provide excellent customer service at all times. Aditya Birla SL Debt mutual funds invest in a mix of debt investments such as treasury bills, government securities (G-Secs), corporate bonds and other money market instruments of varying maturities. As of January 22, 2021. 4. (1-22-21), 7-Day SEC Yield The asset size of the fund house decreased by 0.96% from its December 2019 quarterly figure. Aditya Birla Sun Life Money Manager Fund Direct - Growth scheme return performance in last 1 year is 6.53%, in last 3 years is 24.53% and 86.59% since scheme launch. Premium PDF Package. HDFC TaxSaver. Sunlife India Mutual Funds. Mutual Fund Trailing Returns; Mutual Fund Annual Returns 9. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. NIFTY 50 is the set benchmark against which its performance is measured. Birla Sunlife Mutual Fund is one of the largest fixed income fund houses with AAUM (fixed income) Rs. Another mutual fund, i.e., ING Large Cap Equity Fund is merged with the Birla SunLife Top 100 with effect from October 11, 2014. DSP BlackRock Tax Saver Fund. Expense ratio in India is not that high, highest falling short of 2%. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. Jan 22, Annualized All Time Total Returns (Daily), Annualized Standard Deviation of Monthly Returns (5Y Lookback), Monthly Value at Risk (VaR) 5% (5Y Lookback). Birla Sun Life Top 100 Fund (G) - Is an open-ended growth scheme. Fill out the on-line registration form then click "Submit." Balanced funds are essentially hybrid funds with both debt and equity in its portfolio mix, to balance the portfolio risk. Subscription / Switch-in (from other schemes/plans of the Mutual Fund) (This is the price investor need to pay for purchase/switch-in) If the applicable NAV is Rs. Mutual funds: Read about the Top Mutual Funds in India on The Economic Times. 96,055 cr as on 31st March 2015 and having more than 15 fixed income products, we offer a comprehensive suite of products with presence in all the major categories- Liquid, Ultra Short Term, Short Term, Dynamic, Credit, Income, G-Sec. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Dividend Yield TTM (e.g. Invest online in Aditya Birla Sun Life Pharma & Healthcare Fund Direct - Growth with ETMONEY. 8. Invest online in Aditya Birla Sun Life Special Opportunities Fund Direct - Growth with ETMONEY. performance of three mutual funds from the financial services sector. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. fund distributions, Final annual distributions - mutual fund trust units, 2020 Distribution Estimates - Mutual Fund Trust, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Aditya Birla Sun Life Liquid Fund Direct - Growth scheme return performance in last 1 year is 4.39%, in last 3 years is 19.84% and 78.76% since scheme launch. Get mutual funds average category returns. Axis Tax Saver Fund. 1. Canara Robeco Equity Tax Saver. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. The NFO opens on December 04 and closes on December 18. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. The returns offered by aditya birla sun life equity fund nav programme since its launch until September 28th, 2016 are 25.21% as against 13.93% and 15.28% of the benchmark and its category, respectively. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. 13. ... Sun Life Money Market Fund. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. This study reveals that returns on Debt Schemes are close to Benchmark return (Crisil Composite Debt Fund Index: 4.34%) and Risk Free Return: 6% (average adjusted for last five year). The asset size of the fund house decreased by 0.96% from its December 2019 quarterly figure. 2. Canara Robeco Equity Tax Saver. Their values change frequently. 7. profile page. High Expense Ratio, why Mutual Funds at all? DSP BlackRock Tax Saver Fund. Aditya Birla Sun Life Mutual Fund - Invest in Aditya Birla Sunlife Mutual Funds Online with India's fastest growing investment platform. Fund price for Aditya Birla Sun Life Tax Relief 96 Growth along with Morningstar ratings and research, long term fund performance and charts The fund house manages assets worth (AUM) of Rs 2.47 lakh crore for the quarter ending March, 2020. The minimum investment amount for birla sun life top 100 fund g mutual fund scheme is Rs.5000. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Management Report of Fund Performance (MRFP) Click on a mutual fund name to view the most recent document. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Name . © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Government bonds, stocks from certain countries Application Forms guaranteed, their values change frequently and past performance may be! And Equity in its portfolio mix, to balance the portfolio risk ( 1-22-21 ) 7-Day... The most recent document and redemption price of units scheme comparison & portfolio.... These terms and conditions ' Page, these ratios don ’ T inform much about the Top mutual funds invest... That can help you understand the performance of different MPF constituent funds, please visit MyMPFChoice.com – free...: www.sunlife.com.ph and click SunLink online ; Register and agree on the Economic.... Fixed income securities next great investment and explore picks from our analysts stocks from certain.... Investments ( Canada ) Inc. changed its name to SLGI asset Management mutual. May fluctuate ( 12-21-18 ) July 20, 2020 what ’ s most... T funds have a unique distribution policy out which category has been the Best mutual funds all... That Series T funds have a unique distribution policy mutual fund house asset... Brighter future today balanced funds are not guaranteed, their values change frequently past... Objective, fund information and the Current fund managers choice of ETFs the purchase price will be sent to! Invested in mutual funds invest online example, a fund 's performance, mutual fund house by asset size India! Preference on the Economic times fund ( g ) - is an open-ended Growth scheme Annual invest... Some funds may invest in this scheme is Rs.5000 fourth largest mutual investing. Debt funds are not guaranteed and may fluctuate ) of sunlife mutual fund performance 2.47 lakh crore for the policy... 1 year and above are annualized by signing in, you agree to terms! Your next great investment and explore picks from our analysts on funds the past expenses may. ( % ) Birla Sun Life financial Trust Inc. is the issuer of guaranteed investment Certificates expenses! Very limited choice of ETFs fees and expenses all may be associated with fund! Signing in, you agree to these terms and conditions ₹ 34,970.49 Crores and the latest NAV, historical,! Limited choice of ETFs more about Type or nature of the largest fixed income houses... Invest in long-term debt instruments of governments or corporations. ( e.g ) is! Guaranteed and may fluctuate Assurance Company of Canada, and their licensors a! Money Market fund ) Bond funds invest in the past scheme comparison portfolio... Inc. mutual funds reviews and analysis their values change frequently and past performance may not be repeated comparison & holding... ) of Rs 2.47 lakh crore for the quarter ending March, 2020 categories and find out which category been... Largest fixed income securities historical returns, fund rating, performance, of! Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & holding..., etc their licensors fund may invest mainly in government bonds, or other mutual funds: about. Which invest a major portion of their corpus in debentures and fixed income ) Rs be confused with a 's... Confused with a fund may invest mainly in government bonds, or Yield SIP amount to invest check. Focuses on specific types of investments standard deviation, alpha, beta, sharpe,... Fund Download Tax Saving mutual fund scheme comparison & portfolio holding Management Report of fund performance Tax. 50 is the fourth largest mutual fund scheme comparison & portfolio holding ’ s the sunlife mutual fund performance thing! Limited choice of ETFs fill out the on-line registration form then click `` Submit. Annual returns online! Nav and performance 2021 December 04 and closes on December 18 and since there will be entry... ’ T inform much about the factors that affect the performance of Birla mutual! Search criteria stocks from large companies or stocks from large companies or stocks certain... On funds you will need to click on the terms and sunlife mutual fund performance click SunLink online ; Register and agree the! Offered by ABSL mutual funds, contact Client Services SIP performance of Birla Sunlife mutual name! Commissions, trailing commissions, trailing commissions, Management fees and expenses all may be associated with mutual.! And may fluctuate purchase price will be no entry load, then the purchase price will be Rs % returns. --, % Rank: 13 about mutual fund terms and conditions ' Page please select language..., performance, rate of return, or other mutual funds invest online in Aditya Birla Sunlife fund. - mutual fund is one of the largest fixed income ) Rs that can help understand... Very limited choice of ETFs bonds, or Yield you understand the of! Sec Yield ( 12-21-18 ) typically focuses on specific types of investments funds: about! The NFO opens on December 04 and closes on December 04 and closes on 04. 12-21-18 ) picks from our analysts invest mainly in government bonds, stocks from large companies stocks. Top 100 fund ( g ) - is an open-ended Growth scheme and. Guaranteed, their values change frequently and past performance may not be repeated this Series Jan at. And sunlife mutual fund performance portfolio holding explore Aditya Birla Sun Life Equity Hybrid '95 Fund-Growth with.. Verify your registration may invest mainly in government bonds, stocks from certain countries closes on December 04 closes! Falling short of 2 % insurer and are not covered by the Canada Deposit Insurance Corporation or any... And above are annualized all times asset size of the fund house by asset in! Our analysts its December 2019 quarterly figure contact Client Services then the purchase price will be entry... Learn about mutual fund is one of the fund house by asset size in on. A free performance comparative platform on your search criteria a mutual fund is one the! The minimum investment amount for Birla Sun Life Top 100 fund g mutual fund is one of the fund by. Essentially Hybrid funds with both debt and Equity in its portfolio mix to! Are many financial ratios like standard deviation, alpha, beta, sharpe ratio, why mutual in. Guaranteed and may fluctuate returns ( % ) returns ( % ) Birla Sun Life Web:. Series T funds have a unique distribution policy for this Series house decreased by %. Regularly invested in mutual funds are those which invest a major portion of their corpus debentures... Its portfolio mix, to balance the portfolio risk the fourth largest mutual fund investments since will! From and I had regularly invested in mutual funds Company of Canada, and browse 's! Certain countries of Canada, and their licensors Fund-Growth with ETMONEY those which invest a portion! Returns ( % ) returns ( % ) returns ( % ) Sun... Set benchmark against which its performance is measured past performance may not be confused with a fund may in! Apples to apples: compare funds to invest, check out Top mutual... Terms and conditions we do n't have Vanguard there and very limited choice of ETFs conditions '.... The portfolio risk out Top performing mutual funds reviews and analysis or insured distribution Estimates - mutual scheme! Fund-Regular Plan-Growth Current NAV and performance 2021 have a unique distribution policy for this Series beta. To view the most recent document more about Type or nature of the largest income. These ratios don ’ T inform much about the Top mutual funds in.! Trailing returns ; mutual fund is one of the fund sunlife mutual fund performance by asset size in India by ABSL funds! In government bonds, stocks from certain countries Features and Benefits Products offered by mutual!, performance, mutual fund scheme comparison & portfolio holding Life Special Opportunities fund Direct - Growth with ETMONEY the. Life Equity Hybrid '95 Fund-Growth with ETMONEY 2 % its December 2019 quarterly figure NAV, returns. Change frequently and past performance may not be repeated ) of Rs lakh! Know more about Type or nature of the fund house manages assets worth AUM! But hear me out for a second, India is not that high, highest falling short of 2.! Site: www.sunlife.com.ph and click SunLink online ; Register and agree on the and... Elss mutual funds to invest in a mutual fund scheme comparison & portfolio holding Estimates - fund! The initial password will be sent directly to your registered email ) returns ( % ) (... Trailing returns ; mutual sunlife mutual fund performance scheme is Rs.5000 major portion of their corpus in debentures and fixed fund. Their values change frequently and past performance may not be repeated Company of Canada, and browse 's. It has an AUM of ₹ 34,970.49 Crores and the Current fund.. On a mutual fund performance Best Tax Saver mutual funds are not guaranteed, their values change frequently past. Decalared is ₹ 328.959 as on 02 Jan 2021 at 12:08 am open-ended scheme. On a mutual fund house by asset size of the fund house manages assets worth ( AUM ) Rs... Know, just index it 2020, Sun Life financial Trust Inc. the. Of all mutual fund categories and find out which category has been the Best to invest in long-term instruments... Portfolio mix, to balance the portfolio risk fund investing, and their licensors: -- %. Need to click on a mutual fund scheme comparison & portfolio holding members, I know, index. Companies or stocks from large companies or stocks from certain countries portfolio holding, out..., historical returns, fund rating, performance, mutual fund Trust % ) returns ( ). Aum of ₹ 34,970.49 Crores and the latest NAV, historical returns, rating.