Momentum will aim to focus on top performers, while Quality aims for consistency through stable earnings

Bengaluru, July 21, 2025: Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has announced the launch of two new factor-based index funds – Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Aditya Birla Sun Life BSE 500 Quality 50 Index Fund. The New Fund Offers (NFO) will remain open for subscription from 21^st July 2025 to 4^th August 2025.

These launches mark a strategic extension of the asset manager’s passive investment offerings, providing retail investors with access to differentiated equity strategies anchored in quantitative and rule-based index construction. The BSE 500 Momentum 50 Index Fund aims to capture the market’s upward momentum by investing in 50 high-performing stocks from the BSE 500 universe, dynamically adjusted each quarter. It’s designed for investors with higher risk appetite looking to maximize upside capture in trending markets. It benefits from exposure to top performing stocks and sectors, and stocks with a proven return record over a 12-month horizon. In contrast, the BSE 500 Quality 50 Index Fund focuses on financially sound and stable companies with high return on equity, low financial leverage, and low accruals ratio. It is tailored for investors seeking long-term wealth creation through investments in high quality names with stable balance sheet and lower volatility in earnings. These stocks tend to perform better during market downturns and provide good upside in recovery phases.

Commenting on the twin fund launch, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd., said, “These twin fund launches are aimed at enabling investors to diversify their core equity portfolios with factor-based strategies that have proven performance across market cycles. While the Momentum Index offers exposure to higher-return opportunities in fast-growing segments of the market, the Quality Index focusses on stocks with resilient earnings and a layer of stability against drawdowns. With India poised for sustained economic growth, both strategies offer a timely and complementary approach to long-term investing. Investors may choose either fund or a combination both funds based on their investment horizon, risk tolerance, and return expectations.”

The post Aditya Birla Sun Life Mutual Fund Launches Twin Factor-Based Index Funds Focusing On Momentum & Quality appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.

Bengaluru, July 07, 2025: Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has announced the first close of its Structured Opportunities Fund – Series II, a Category II Alternative Investment Fund (AIF), raising INR 700 crores, including co-investments. The fund aims to raise INR 1,250 crores with a greenshoe option of an additional INR 1,250 crores, aiming for a total possible mobilization of INR 2,500 crores.

The fund, managed by Amit Kansal, Head Alternate Investments – Fixed Income at Aditya Birla Sun Life AMC Ltd.; focuses on performing credit opportunities, offering bespoke capital solutions across growth, strategic, and opportunistic requirements. With an emphasis on structured credit transactions for mid-to-large corporates in asset-heavy sectors like manufacturing, infrastructure and industrials, the fund seeks to build a diversified portfolio of 10–12 investments targeting mid-teens internal rate of return (IRR) range. Leveraging the extensive experience in the credit space and a robust governance framework, the fund has already deployed part of the committed capital across select opportunities in sectors such as chemicals, auto and financials. These deals are backed by well-established sponsor groups and feature strong collateral and cash flow profiles, aligning with the fund’s 4C investment philosophy – Character, Capacity, Collateral and Cashflows.

Commenting on the first close, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd., said, “The successful first close of our Structured Opportunities Fund – Series II is a strong endorsement of the trust placed in us by investors seeking attractive risk-adjusted returns in the private credit space. This maiden strategy is a natural extension of our deep investment expertise across sectors and our long-standing ecosystem relationships. With flexible drawdown structures to navigate market volatility, we have garnered strong traction across a broad investor base including institutional investors, HNIs, UHNIs and family offices and remain confident in our ability to unlock meaningful value while supporting the next wave of corporate growth.”

The post Aditya Birla Sun Life AMC Announces First Close Of ABSL Structured Opportunities Fund Series 2 appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.

Bengaluru, April 28, 2025: Aditya Birla Sun Life AMC Limited (ABSLAMC) announced its audited financial results for the quarter and year ending March 31, 2025.

The post Aditya Birla Sun Life AMC Limited (ABSLAMC) announced its audited financial results for the quarter and year ending March 31, 2025 appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.

Choti SIP will enable investors to participate with a minimum investment of Rs 250

Bengaluru, March 12, 2025: Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has announced the introduction of Aditya Birla Sun Life Choti SIP effective 5^th March 2025. Choti SIP will be available for all schemes of the fund, except Debt, Sectoral & Thematic, Small & Midcap Funds.

Choti SIP will enable investors to participate in a Systematic Investment Plan (SIP) with a minimum investment of Rs. 250. The plan requires a commitment of at least 60 instalments, though early withdrawals would be permitted. However, investors with existing investments in other Mutual Funds, SIPs (other than Choti SIP) or lumpsum investments would be ineligible for this option. Choti SIP will be available exclusively under the Growth option of the schemes, and payments can only be made through NACH or UPI auto pay.

Commenting on the introduction, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd, said, “our endeavour is to make systematic investing more accessible, and the introduction of Choti SIP is set to revolutionise the way investors participate in mutual funds by enabling them to start their investment journey with as little as Rs 250 on a monthly basis. By lowering the entry barrier and promoting systematic investing, Choti SIP aligns with the broader goal of financial inclusion, helping individuals take their first step towards disciplined wealth accumulation.”

The post Aditya Birla Sun Life Mutual Fund Introduces Aditya Birla Sun Life Choti SIP appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.

Business Highlights:

• ABSLAMC’s overall QAAUM including Alternate assets grew by 23% year-on-year to Rs. 4,009 billion for the quarter ending December 31, 2024. ABSLAMC Mutual Fund QAAUM also witnessed growth of 23% year-on-year to Rs. 3,839 billion.

• Equity Mutual Fund QAAUM increased by 32% year-on-year to Rs. 1,795 billion for quarter ending December 31, 2024. Equity Mutual Fund mix increased from 44% in Q3 FY24 to 47% Q3 FY25.

• Individual Monthly AAUM has increased by 19% year-on-year to Rs. 1,973 billion for December 2024. Individual mix is at 52% of Mutual Fund AUM.

• B-30 Monthly AAUM has increased by 24% year-on-year to Rs. 690 billion for December 2024. B-30 mix is at 18% of Mutual Fund AUM.

• Passive AUM stood at Rs. 316 billion as of December 31, 2024.

• ABSLAMC serviced 10.5 million folios as of December 31, 2024.

• Monthly systematic flows (including STP) witnessed growth of 38% year-on-year to Rs. 13.82 billion for December 2024 with 4.35 million accounts.

• Registered around 6,70,000 new SIPs (including STP) for the quarter ending December 31, 2024, witnessing year-on-year growth of 185%.

• Over 89,000 KYD-compliant MFDs, 350 National Distributors and 90+ Banks serviced through 300+ locations of which over 80% are in B-30 cities. 

Financial Highlights:

• Q3 FY25 Revenue from Operations is at Rs. 4.5 billion; up 30% year-on-year.

• Q3 FY25 Operating Profit is at Rs 2.6 billion; up 42% year-on-year.

• Q3 FY25 Profit Before Tax is at Rs 3.0 billion; up 14% year-on-year

• 9M FY25 Revenue from Operations is at Rs. 12.6 billion; up 27% year-on-year.

• 9M FY25 Operating Profit is at Rs 7.1 billion; up 35% year-on-year.

• 9M FY25 Profit Before Tax is at Rs 9.4 billion; up 27% year-on-year

The post Aditya Birla Sun Life AMC Limited (ABSLAMC) announced its unaudited financial results for the quarter and nine months ending December 31, 2024 appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.

Bengaluru, October 29, 2024: Aditya Birla Sun Life AMC Limited (ABSLAMC) announced its unaudited financial results for the quarter and half year ending September 30, 2024.

Business Highlights:

• ABSLAMC’s overall QAAUM including Alternate assets grew by 24% year-on-year to Rs. 4,004 billion for the quarter ending September 30, 2024. ABSLAMC Mutual Fund QAAUM also witnessed growth of 23% year-on-year to Rs. 3,833 billion.

• Equity Mutual Fund QAAUM increased by 39% year-on-year to Rs. 1,806 billion for quarter ending September 30,2024. Equity Mutual Fund mix increased from 42% in Q2 FY24 to 47% Q2 FY25.

• Individual Monthly AAUM has increased by 28% year-on-year to Rs. 2,034 billion for September 2024. Individual mix is at 53% of Total Mutual Fund AUM.

• B-30 Monthly AAUM has increased by 34% year-on-year to Rs. 711 billion for September 2024. B-30 mix is at 18% of Mutual Fund AUM.

• Passive AUM stood at Rs. 301 billion as of September 30, 2024.

• ABSLAMC serviced 10.2 million folios as of September 30, 2024.

• Monthly systematic flows (including STP) witnessed growth of 47% year-on-year to Rs. 14.25 billion for September 2024 with 4.59 million accounts.

• Registered around 11,55,000 new SIPs (including STP) for the quarter ending September 30, 2024, witnessing year-on-year growth of 443%.

• Over 86,000 KYD-compliant MFDs, 340+ National Distributors and 90+ Banks serviced through 300+ locations of which over 80% are in B-30 cities. 

Financial Highlights:

• Q2 FY25 Total Revenue is at Rs. 5.2 billion; up 33% year-on-year.

• Q2 FY25 Profit before Tax is at Rs 3.4 billion; up 42% year-on-year.

• Q2 FY25 Profit after Tax is at Rs 2.4 billion; up 36% year-on-year.

• H1 FY25 Total Revenue is at Rs. 10.0 billion; up 28% year-on-year.

• H1 FY25 Profit before Tax is at Rs 6.4 billion; up 34% year-on-year.

• H1 FY25 Profit after Tax is at Rs 4.8 billion; up 32% year-on-year.

The post Aditya Birla Sun Life AMC Limited (ABSLAMC) announced its unaudited financial results appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.