Top 7 Aditya Birla Mutual Fund Schemes to Invest in 2022
Finance

Top 7 Aditya Birla Mutual Fund Schemes to Invest in 2022

Ganesh Sinha
Ganesh Sinha
7 min read

Aditya Birla Sunlife Mutual Fund has become one of the top companies in the Indian mutual fund industry because of its sizable investor base. This fund company provides several investment alternatives in the debt, balanced, as well as equity fund categories.

Top 7 Mutual Fund Schemes in 2022

Here are the top 7 Aditya Birla Sunlife Mutual Funds to invest your hard-earned money in 2022:

Aditya Birla Sun Life Digital India Fund - Regular Plan-Growth

Category: Thematic

Net Asset Value: Rs. 109.88 (as on 21.07.2022)

Allocation:

This fund invests 92.08% of its assets in domestic equities, among which 61.73% are large-cap companies, 10.79% are mid-cap shares, and 12.52% are small-cap shares.

Who should invest?

Investors that are well-versed in macro trends of the market and who favour placing selective bets in order to earn larger returns than other equity funds. Even while the market as a whole is doing well, these investors should still be prepared for the prospect of moderate to significant losses in their assets.

Aditya Birla Sun Life India GenNext Fund - Regular Plan-Growth

Category: Thematic

Net Asset Value: Rs. 133.65 (as on 21.07.2022)

Allocation:

This fund invests in domestic equities to the tune of 96.7 per cent, with large-cap stocks accounting for 50.13 per cent of the total, mid-cap stocks for 22.44 per cent, and small-cap stocks for 8.51 per cent. The fund's debt investments total 0.01 per cent, of which 0.01 per cent are low-risk securities.

Who should invest?

Investors that are well-versed in macro trends and who favour placing selective bets in order to earn larger returns than other equity funds. Even while the market as a whole is doing well, these investors should still be prepared for the prospect of moderate to significant losses in their assets.

Aditya Birla Sun Life Midcap Fund - Regular Plan – Growth

Category: Mid Cap

Net Asset Value: Rs. 444.88 (as on 21.07.2022)

Allocation:

The fund invests 96.21% of its assets in domestic equities, from which 4.76 % is invested in large-cap companies, 61.85 % is invested in mid-cap stocks, and 9.09 % is invested in small-cap stocks.

Who should invest?

Investors seeking large profits who want to hold their investments for at least three to four years. These investors must also be prepared for the risk of experiencing modest losses on their assets at the same time.

Aditya Birla Sun Life Dividend Yield Fund - Regular Plan – Growth

Category: Dividend Yield

Net Asset Value: Rs. 237.57 (as on 21.07.2022)

Allocation:

This fund invests 85.86% of its assets in domestic equities, from which 28.11% are small-cap companies, 16.57% are mid-cap stocks, and 40.42% are large-cap shares.

Who should invest?

Investors that have an in-depth understanding of macrotrends favour placing selected bets for better returns than other equity funds. Even while the market as a whole is doing well, these investors should still be prepared for the prospect of moderate to significant losses in their assets.

Aditya Birla Sun Life Small Cap Fund - Regular Plan-Growth

Category: Small Cap

Net Asset Value: Rs. 48.8416 (as on 21.07.2022)

Allocation:

This fund invests 93.14 per cent of its assets in domestic equities, with 3.44 per cent in large-cap companies, 8.23 per cent in mid-cap stocks, and 51.86 per cent in small-cap stocks.

Who should invest?

Investors willing to invest capital for at least three to four years expect very significant yields. At the same moment, these investors should always be prepared for moderate to high losses in the investment.

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan-Growth

Category: Thematic

Net Asset Value: Rs. 18.50 (as on 21.07.2022)

Allocation:

The fund invests 87.49 per cent of its assets in domestic equities, with 42.67 per cent in large-cap companies, 30.7 per cent in mid-cap stocks, and 8.98 per cent in equities.

Who should invest?

Investors with advanced knowledge of macrotrends who like to make targeted bets for greater returns than other Equity funds. Simultaneously, these investors should also be prepared for moderate to large losses in their investments, even if the general market is performing well.

Aditya Birla Sun Life Infrastructure Fund - Regular Plan-Growth

Category: Thematic

Net Asset Value: Rs. 45.14 (as on 21.07.2022)

Allocation:

The fund invests 96.16 per cent of its assets in domestic equities, with 36.15 per cent in large-cap companies, 19.16 per cent in mid-cap stocks, and 31.39 per cent in small-cap equities.

Who should invest?

Investors with extensive knowledge of market macrotrends who like to make targeted bets for greater returns than other Equity funds. Simultaneously, these investors also should be prepared for moderate to large losses in their investments, even if the general market is performing well.

The Bottom Line

The consistency and reliability of the Aditya Birla Sunlife Mutual Fund have made it a top Indian mutual fund company. But investors are advised to carefully research its offerings before investing in any of its funds.

References:

https://www.fincash.com/l/best-birla-sun-life-mutual-fund-schemeshttps://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-digital-india-fund/MAC025https://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-india-gennext-fund/MBS087https://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-midcap-fund/MBS027https://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-dividend-yield-fund/MBS030https://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-small-cap-fund-regular-plan/MBS104https://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-manufacturing-equity-fund-regular-plan/MBS1999https://www.moneycontrol.com/mutual-funds/nav/aditya-birla-sun-life-infrastructure-fund/MBS094 

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