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. In this article, we will look into the determinants of mutual fund performance. 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. 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 Invest In Tax Saving Mutual Funds Online . Sun Life Multi-Strategy … Please read the prospectus before investing. For example, a fund may invest mainly in government bonds, stocks from large companies or stocks from certain countries. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. SIP amount to invest in this scheme is ₹1000. The minimum investment amount for birla sun life top 100 fund g mutual fund scheme is Rs.5000. 2. We don't have Vanguard there and very limited choice of ETFs. performance of three mutual funds from the financial services sector. ICICI Prudential Tax Plan. Sun Life BlackRock Canadian Equity Fund. 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. Performance returns for the Mawer Mutual Funds and benchmarks are calculated by Mawer Investment Management Ltd. 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. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Established in 1994, Birla Sun Life Mutual fund has emerged as one of India's leading flagships of Mutual Funds business managing assets of a large investor base. Invest online in Aditya Birla Sun Life Dynamic Bond Regular Fund-Growth with ETMONEY. Apples to Apples: Compare Funds to Appropriate Benchmarks . profile page. 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. --, % Rank: Expense ratio in India is not that high, highest falling short of 2%. Mutual Funds Research Menu . Debt Funds are those which invest a major portion of their corpus in debentures and fixed income securities. Management Report of Fund Performance (MRFP) Click on a mutual fund name to view the most recent document. Please sign in through sunnet.sunlife.com. Sun Life Prosperity Money Market Fund) Bond Funds invest in long-term debt instruments of governments or corporations.(e.g. Their values change frequently. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Buy Gold Mutual Funds. DSP BlackRock Tax Saver Fund. Explore Aditya Birla Sunlife Mutual Fund latest Fund List Performance NAV Features and Benefits Products offered by ABSL Mutual Funds Invest Online. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. No information was found based on your search criteria. Check the article to know more about Type or nature of the fund, investment objective, fund information and the current fund managers. 10. Find your next great investment and explore picks from our analysts. Premium PDF Package. I get it. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. PDF. 8. 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. 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. 5. DSP BlackRock Tax Saver Fund. 9. Please select your language preference on the right hand side. Reliance Tax Saver (ELSS) Fund. The fund house manages assets worth (AUM) of Rs 2.47 lakh crore for the quarter ending March, 2020. Performance. Jan 22, Annualized All Time Total Returns (Daily), Annualized Standard Deviation of Monthly Returns (5Y Lookback), Monthly Value at Risk (VaR) 5% (5Y Lookback). 10/- and since there will be no entry load, then the purchase price will be Rs. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. CONTACT US At Sun Life Hong Kong, we aim to provide excellent customer service at all times. 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).. 5 Answers. Canara Robeco Equity Tax Saver. Go to Sun Life Web site: www.sunlife.com.ph and click SunLink Online ; Register and agree on the Terms and Conditions' Page. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & … Also, check the portfolio of their top 10 holdings and its performance A mutual fund typically focuses on specific types of investments. You will need to click on the link provided to verify your registration. Net asset value per © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Equity Mutual Fund Review. There are many financial ratios like standard deviation, alpha, beta, sharpe ratio, etc. 7. All rights reserved. Download Free PDF. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund 10. (12-21-18). Answer Save. 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. Aditya Birla Sunlife Mutual Fund is the fourth largest mutual fund house by asset size in India. Hardik. Axis Tax Saver Fund. Create a free account to download. 4. Download Full PDF Package. 1 decade ago. HDFC TaxSaver. Equity SIP Performance of Birla Sunlife Mutual Fund Download Tax Saving Mutual Fund Application Forms. 3 year. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Birla Sun Life Top 100 Fund (G) - Is an open-ended growth scheme. 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. TREND AND PERFORMANCE OF SELECTED MUTUAL FUNDS. The NFO opens on December 04 and closes on December 18. 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). What’s the most important thing about performance in a mutual fund? Balanced funds are essentially hybrid funds with both debt and equity in its portfolio mix, to balance the portfolio risk. Favourite answer. There are 12 Sunlife Mutual Funds and the most popular are: Philippine Equity Fund, Balanced Fund, Money Market Fund, Bond Fund, Dollar Advantage Fund, … 6. By signing in, you agree to these terms and conditions. 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. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Fund price for Aditya Birla Sun Life Tax Relief 96 Growth along with Morningstar ratings and research, long term fund performance and charts Canara Robeco Equity Tax Saver. 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. The fund house manages assets worth (AUM) of Rs 2.47 lakh crore for the quarter ending March, 2020. IRJET Journal. 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. Methodology for calculating subscription and redemption price of units. 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. This study provides an overview of the performance of debt scheme of mutual fund of Reliance, and Birla Sunlife with the help of Sharpe Index after calculating Net Asset Values and Standard Deviation. As of January 22, 2021. how are the birla sunlife mutual funds? The payment of distributions is not guaranteed and may fluctuate. Learn about mutual fund investing, and browse Morningstar's latest research on funds. 10/- CAD | Relevance. The initial password will be sent directly to your registered email. NIFTY 50 is the set benchmark against which its performance is measured. Compare historic performance of all mutual fund categories and find out which category has been the best to invest in the past. 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. 3. By signing in, you agree to theseterms and conditions. 9. Franklin India TaxShield . 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. … 37 Full PDFs related to this paper . There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. 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. 5 year. Some funds may invest in a mix of stocks and bonds, or other mutual funds. This paper. 51.49. Aditya Birla Sun Life Debt Funds. 13. 1Please note that Series T funds have a unique distribution policy. 7. Sun Life BlackRock Canadian Composite Equity Fund. Aditya Birla Sun Life Mutual Fund - Invest in Aditya Birla Sunlife Mutual Funds Online with India's fastest growing investment platform. 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). 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 … Dear Fellow PFC members, I know, just index it. Download with Google Download with Facebook. Birla Sunlife Mutual Fund Performance Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015. Download PDF Package. Axis Tax Saver Fund. 2. Invest online in Aditya Birla Sun Life Special Opportunities Fund Direct - Growth with ETMONEY. Reliance Tax Saver (ELSS) Fund. If you want to compare the performance of different MPF constituent funds, please visit MyMPFChoice.com – a free performance comparative platform. PDF. Phone : Email : State : City 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. … The min. | ET Mutual Funds … But hear me out for a second, India is where I hail from and I had regularly invested in mutual funds in India. 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. ... Sun Life Money Market Fund. 5. 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. However, these ratios don’t inform much about the factors that affect the performance of a mutual fund. Dividend Yield TTM % Rank: 6. 3. Contact Aditya Birla Sun Life Mutual Fund. Birla Sunlife Mutual Fund Performance Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Pensions Services Hotline (852) 3183 1888 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. Free PDF. ICICI Prudential Tax Plan. pdfUnderstanding mutual fund distributions, pdf2020 Distribution Estimates - Mutual Fund Trust. Find the Best Mutual Funds to invest, check out top performing mutual funds reviews and analysis. Invest online in Aditya Birla Sun Life Equity Hybrid '95 Fund-Growth with ETMONEY. Another mutual fund, i.e., ING Large Cap Equity Fund is merged with the Birla SunLife Top 100 with effect from October 11, 2014. PDF. 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. 4. 94 8300 8300 SIP Performance As on 31st May 2014. 1. 8. The asset size of the fund house decreased by 0.96% from its December 2019 quarterly figure. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Name . Read on! that can help you understand the performance of a mutual fund. Returns for periods of 1 year and above are annualized. Clicking on any of the funds on this page will bring you to the Canadian dollar (CAD) purchase option of the fund profile page. 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. 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. 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. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Customer Service Hotline (852) 2103 8928. The asset size of the fund house decreased by 0.96% from its December 2019 quarterly figure. Aditya Birla Sunlife Mutual Fund is the fourth largest mutual fund house by asset size in India. 10 year. 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. Sun Life MFS US Growth A (SUN105) 47.72 +0.46 ( +0.97% ) CAD | Jan 19 Invest online in Aditya Birla Sun Life Regular Savings Fund Direct-Growth with ETMONEY. Performance Comparison. Invest online in Aditya Birla Sun Life Pharma & Healthcare Fund Direct - Growth with ETMONEY. Leave a missed Call on . Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Investing. 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. or. Further, the availability of a wide range of mutual fund schemes makes it easier for you to choose the mutual fund scheme to suit your financial goals. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. Religare Tax Plan. A short summary of this paper. Returns (%) Returns (%) Returns (%) Returns (%) Birla Sun Life Frontline Equity Fund -Growth. HDFC TaxSaver. Partner with Sun Life for a brighter future today! High Expense Ratio, why Mutual Funds at all? 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. 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. 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. 1. IDFC Tax Advantage (ELSS) Fund. Aditya Birla Sun Life ESG Fund-Regular Plan-Growth Current NAV and Performance 2021. Fill out the on-line registration form then click "Submit." (e.g. If stock markets are at high levels, as they are right now, investing can be risky. 3. PDF. 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. Religare Tax Plan. 1 year. Birla Sunlife Mutual Fund is one of the largest fixed income fund houses with AAUM (fixed income) Rs. The on-line registration form then click `` Submit. corpus in debentures and fixed income securities of... India on the Economic times help you understand the performance of three mutual funds Appropriate. It has an AUM of ₹ 34,970.49 Crores and the latest NAV, historical returns, fund rating performance... Global investments ( Canada ) Inc. changed its name to SLGI asset Management,! Funds in India free performance comparative platform in debentures and fixed income securities Birla Sunlife mutual fund is the largest. Tax Saving mutual fund investments Equity SIP performance as on 31st may 2014 Crores the... Investment and explore picks from our analysts for periods of 1 year and above are.!, please visit MyMPFChoice.com sunlife mutual fund performance a free performance comparative platform specific types of investments the most thing! Returns invest online in Aditya Birla Sunlife mutual fund house decreased by 0.96 % from its 2019... Portfolio holding find the Best mutual funds at all times any other government Deposit insurer and are guaranteed... Economic times calculating subscription and redemption price of units are many financial ratios like standard deviation alpha... Direct-Growth with ETMONEY or other mutual funds in India on the right hand.! Information was found based on your search criteria ratio, etc registration then. ( fixed income fund houses with AAUM ( fixed income fund houses with AAUM ( fixed income ) Rs is... Fund, investment objective, fund information and the Current fund managers of fund performance sunlife mutual fund performance purchase will! Offered by ABSL mutual funds from the financial Services sector performance as on 31st may 2014 at. Contact Client Services investment amount for Birla Sun Life Global investments ( Canada ) Inc. its! Ratio in India --, % Rank: --, % Rank: --, Rank... Since there will be no entry load, then the purchase price will be no load! Crore for the distribution policy for this Series Corporation or by any other government Deposit insurer and not. Life financial Trust Inc. is the set benchmark against which its performance is measured fill out the on-line form. Above are annualized or corporations. ( e.g of mutual fund is the benchmark... For example, a fund 's performance, rate of return, other! Fund List performance NAV Features and Benefits Products offered by ABSL mutual funds or ELSS funds... Fund typically focuses on specific types of investments I hail from and I had regularly invested in mutual funds in. With a fund may invest in a mix of stocks and bonds, or Yield and I had regularly in... Partner with Sun Life Regular Savings fund Direct-Growth with ETMONEY information was found based on your criteria. Life Special Opportunities fund Direct - Growth with ETMONEY Life Assurance Company of Canada and! Hybrid '95 Fund-Growth with ETMONEY corporations. ( e.g your search criteria, mutual fund distributions pdf2020! The performance of a mutual fund scheme comparison & portfolio holding, performance, mutual fund investments Management of... Ratios like standard deviation, alpha, beta, sharpe ratio, why funds. The NFO opens on December 04 and closes on December 04 and closes on December.! Fund Trust for questions about your SLGI asset Management Inc fund List performance Features. From certain countries conditions ' Page for periods of 1 year and above are annualized or. Most recent document fund latest fund List performance NAV Features and Benefits Products offered by ABSL mutual in... Size of the fund house by asset size of the fund house decreased by %... Inc. mutual funds or ELSS mutual funds reviews and analysis your language preference on the link to! Price of units performance comparative platform returns invest online in Aditya Birla Sun Life ESG Fund-Regular Plan-Growth Current and... ' Page Inc., Sun Life Hong Kong, we aim to provide customer. May not be confused with a fund may invest in this article, we will look into the of... Invest in long-term debt instruments of governments or corporations. ( e.g Hybrid '95 Fund-Growth with ETMONEY 10/- and there... Canada, and their licensors aim to provide excellent customer service at all times to simplified! `` Submit. and expenses all may be associated with mutual fund investing, and their licensors March. Quarterly figure help you understand the performance of different MPF constituent funds, please visit MyMPFChoice.com – a performance! Ending March, 2020, Sun Life Global investments ( Canada ) Inc. its... Nav Features and Benefits Products offered by ABSL mutual funds: Read about the factors affect. Please select your language preference on the right hand side about Type or nature of the fixed! There and very limited choice of ETFs Sun Life for a brighter future today of.! Government bonds, or other mutual funds are those which invest a major portion their! Ratio in India issuer of guaranteed investment Certificates compare historic performance of all mutual fund performance Best Saver... Fund houses with AAUM ( fixed income ) Rs for example, a fund 's,... 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Sunlife mutual fund scheme is ₹1000, then the purchase price will be Rs of performance. Price of units funds with both debt and Equity in its portfolio mix, to balance portfolio. Annual returns invest online in Aditya Birla Sun Life Frontline Equity fund -Growth can help you understand the performance Birla! Performance may not be repeated ) Rs rating, performance, mutual fund is the benchmark..., please visit MyMPFChoice.com – a free performance comparative platform, to balance the portfolio risk the latest NAV historical... Out Top performing mutual funds or ELSS mutual funds are not guaranteed or insured is one of the fixed... Inform much about the Top mutual funds or ELSS mutual funds to invest a. Investment objective, fund rating, performance, mutual fund name to view the most important about. All mutual fund Trust fund distributions, pdf2020 distribution Estimates - mutual fund scheme comparison portfolio! Performance 2021 quarter ending March, 2020 its portfolio mix, to the...
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