Bengaluru, November 24, 2025: Aditya Birla Sun Life Insurance Company Limited (“ABSLI”), the life insurance subsidiary of Aditya Birla Capital, India’s leading diversified financial services company, today announced the launch of ABSLI Vision Retirement Solution – an innovative and flexible combo solution offering a regular stream of income post-retirement.

ABSLI Vision Retirement Solution is thoughtfully designed to meet the needs of today’s smart retirees. The solution combines the ABSLI’s Guaranteed Annuity Plus, which ensures annuity payouts for life, with ABSLI’s Wealth Infinia Plan, which provides equity-linked growth potential to stay ahead of inflation.

Furthermore, the solution offers guaranteed payouts till the age of 100, ensuring lifelong financial security, while the equity-linked portion enables systematic withdrawals of               5 percent of the fund value with the potential for higher, inflation beating returns.

Customers can choose between two premium allocation options, 60:40 or 50:50 between the annuity and market-linked components, and select their preferred pay-out frequency such as annual, semi-annual, quarterly, or monthly to suit their lifestyle and cash flow requirements. The solution also offers a comprehensive death benefit to protect the family’s legacy and provide continued financial security.

Mr. Kamlesh Rao, MD & CEO, Aditya Birla Sun Life Insurance Company Limited said, “We believe retirement should be a time to live life free from all financial worries. With Aditya Birla Sun Life’s Vision Retirement Solution, individuals can enjoy lifelong income potential that is designed to beat inflation, along with flexible premium options for lasting financial security. Featuring guaranteed annuity and equity-linked payouts, this solution empowers smart retirees to plan for tomorrow while enjoying today”.

Eligibility of the plan starts at 40 years, with a maximum entry age of 60 years for a 7-year premium payment term and 65 years for 8 or 10 year premium payment terms. The policy term is designed to last for the lifetime of the policyholder with premiums starting at ₹5 lakh annually.

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In its latest transaction, the real estate credit platform of BGO and Aditya Birla Sun Life AMC Ltd. has provided INR 350 crore in debt funding to Namo Realtech to fund its expansion in the real estate sector.

This transaction is a testament of the platform’s commitment to provide structured credit solutions to real estate partners. With the Namo Realtech deal, the platform has committed USD $100 Million across 10 deals with ~7.8 Mn sqft of area under management. With the robust deal pipeline under negotiation and a thriving Indian real estate market, the platform targets to achieve USD 1 Billion of deployed capital under this strategy by 2028.

This financing underscores the platform’s commitment to supporting high-quality real estate developments and strengthening its presence in India’s growing property sector. AZB & Partners, Quantum and Trilegal acted as advisors on the transaction.

Namo Realtech continues to expand its footprint in the Indian real estate market, with a focus on delivering high-quality residential developments. Following the success of Max Estate 360, the company is gearing up to launch its next project, a premium residential project in Gurgaon in collaboration with Max Estates, which is designed to offer contemporary living spaces with superior amenities. Namo Realtech remains committed to driving innovation in real estate and meeting the evolving needs of homebuyers.

Commenting on the funding, A Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd., said “We remain dedicated to providing strategic real estate credit solutions that foster growth and innovation in India’s property sector. India’s real estate sector has seen an increasing transformation in recent years with the help of government initiatives like GST and RERA.  The funding is a testament to our shared vision of supporting high-value projects and driving long-term value creation.”

Bharat Khanna, Head of India at BGO, commented “We are pleased to support Namo Realtech’s expansion through this funding, reinforcing our belief in India’s thriving real estate market. India’s residential market continues to show strong potential, and this transaction reflects our confidence in its sustained growth.

Mohit Jain, Managing Director at Namo Realtech, stated “This funding represents a pivotal step in strengthening our real estate business and expanding our footprint across various other strategic initiatives. As we continue to scale, this investment will allow us to accelerate our future plans with regard to new projects that  are already in the pipeline and at fairly advanced stages of discussion with other potential collaborators.”

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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.”

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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.”

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Strengthening organizational commitment to financial inclusion and long-term security, this partnership aims to enable the bank’s customers to seamlessly integrate life insurance into their financial planning ensuring protection, wealth creation and post-retirement security.

Aditya Birla Sun Life Insurance has a suite of best-in-class products and services across protection, savings, retirement, that are aligned with the unique needs and aspirations of Indians across the corporate sector as well as rural India.

This collaboration, opens a range of opportunities for both new and existing bank customers to access ABSLI’s diverse product offerings tailored to their life stages, including the recently introduced protection and savings offerings like Salaried Term Plan, Nishchit Aayush Plan, Assured Savings Plan etc.

Mr. Kamlesh Rao, MD & CEO Aditya Birla Sun Life Insurance said, “At ABSLI, we believe in empowering individuals with the right financial solutions for every stage of life. Our partnership with Equitas Small Finance Bank will help us extend our insurance expertise to more customers, ensuring they have access to robust financial protection that aligns with their aspirations. Moreover, this partnership will enable ABSLI to further expand the arch of financial inclusion and align its efforts with the industry agenda of Insurance for All by 2047.” 

Commenting on the partnership with Aditya Birla Sun Life Insurance, Mr. Murali Vaidyanathan, Senior President and Country Head, Equitas Small Finance Bank, said, “Equitas Small Finance Bank believes in building strong partnerships that deliver greater value to our customers. To add to our range of saving products across segments, we collaborate with third-party providers to offer insurance cover to our customers through open market architecture. ABSLI and Equitas will offer products that encompass diverse plans that range from protection, savings, endowment and ULIP. We hope this tie-up will enable our customers to access the depth and range of financial services without any hassle”. 

Key features  

      I.        Leading Small Finance Bank: Equitas Small Finance Bank is a key player in India’s banking sector, catering to individuals, small businesses, and underserved communities.

    II.        Simplified Access to Insurance: Customers can now avail of ABSLI’s life insurance products directly through Equitas Small Finance Bank’s extensive branch network, making the process hassle-free.

III.        Wide Range of Insurance Solutions: Equitas Bank customers will gain access to ABSLI’s life insurance products, covering protection, wealth creation, and retirement planning.

  IV.        Reaching the Underserved: With a strong presence in semi-urban and rural markets, Equitas serves millions of customers who previously had limited access to formal financial services.

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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.

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Bengaluru, March 18, 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 the Aditya Birla Sun Life CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund, an open-ended constant maturity index fund tracking the CRISIL-IBX Financial Services 9 to 12 Months Debt Index. The New Fund Offer (NFO) will remain open from 18th March 2025 to 20th March 2025.

The fund offers a distinctive opportunity for investors looking to optimize yields while maintaining a low-risk profile. With a constant maturity structure and a roll-down strategy from 9 to 12 months, the fund focuses on low-duration securities, primarily Commercial Papers, Certificates of Deposit and bonds, ensuring minimal exposure to interest rate fluctuations. It is strategically diversified, investing in a wide range of high-quality, AAA-rated issuers within the financial services sector, providing robust security and stability. The roll-down approach adds further value by holding securities for a 6-month period, potentially enhancing returns when term premiums are favourable. Additionally, being open-ended, the fund offers liquidity with flexibility for investors to enter or exit without any load, making it an attractive option for those seeking a combination of safety, flexibility, and potential return in a dynamic market.

Commenting on the new fund launch, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd, said, “Our debt passive fund offerings continue to gain strong investor traction with the 3 to 6 months debt index fund assets reaching almost Rs 3700 crore as of 15th March 2025. This reflects strong investor confidence in high-quality, short-duration fixed-income solutions. With interest rates and yields currently elevated, expectations of upcoming rate cuts could lead to lower yields, enhancing the potential for attractive returns. The financial sector’s strong fundamentals, coupled with expectations of favourable interest rate movements, make the 9 to 12 months debt index fund an opportune time for investors to participate in this space.”

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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.”

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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

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Bengaluru – 08 January, 2025: The year 2025 is poised to be one of macroeconomic turbulence, with significant policy shifts and global trade uncertainties creating a volatile environment. In the US, Trump’s return to the political stage promises a range of fiscal measures including more tax cuts, stricter immigration policies, and tariffs on imports. While these policies are expansionary and inflationary, they seem to run counter to the current macroeconomic backdrop, characterized by rising bond yields, an appreciating dollar, and concerns over fiscal deficits. With inflation projected to settle at around 2.5%, the Federal Reserve is expected to cut rates by 100 basis points, leading to a peak in bond yields and the dollar in early 2025. The economic outlook in the U.S. will be shaped by the final impacts of Trump’s policy shifts, which will become clearer through the first half of the year. The broader global growth picture remains stable but fragile, with risks to the downside, particularly as the two largest economies— the U.S. and China— face significant policy shifts, setting the stage for trade tensions and increased uncertainty.

Meanwhile, China, which is more prepared than in 2016 for a potential confrontation with the U.S., faces its own set of challenges. A reliance on exports remains a critical risk as the global economy slows. Furthermore, China’s high leverage and massive capacity overhang pose a challenge for nominal growth, potentially necessitating policy shifts focused on stimulating the local economy. Despite these pressures, the resilience of India’s macroeconomic trajectory stands out as a potential beacon of stability in an otherwise tumultuous global economic landscape. India’s economic growth is projected to decelerate to 6.5% in FY26, influenced by global uncertainties, but its medium-term outlook remains positive. Inflation is expected to moderate to 4.5%, supported by food prices, while core inflation may inch higher. The focus remains on consumption and private capital expenditure, which are expected to drive the country’s growth trajectory. However, India’s fiscal space remains limited, placing the onus on monetary policy to navigate this cyclical downturn.

India’s macroeconomic stability will require maintaining external stability amidst rising uncertainties, with a policy shift towards managing the Indian Rupee in the context of global volatility. The Reserve Bank of India’s liquidity measures—such as long-term variable reverse repos, cash reserve ratio, and open market operations—will play a crucial role in stabilizing the financial system. The 10-year Indian sovereign bond yield is expected to decline towards 6.25%-6.50% range, with fixed income expected to deliver solid returns of 8%-9%. However, the risks stemming from trade wars and potential external shocks remain a concern.

Equity markets in 2024 showed a more homogeneous performance across sectors, with most categories seeing around 20% gains, a stark contrast to the vagaries seen across categories in 2023. Corporate earnings have outpaced revenue growth over the past four years, driven by shifts from unorganized to organized sectors, balance sheet deleveraging, and turnaround stories (moving from loss making to profits). Looking ahead, profit growth is expected to align more closely with revenue growth, with corporate earnings projected to grow in the low-to-mid teens over the next three years, particularly among BSE100 companies. Despite relatively low foreign FPI positioning in India compared to other emerging markets, Indian households continue to embrace the ‘buy the dip’ mentality, driving market resilience. Large-cap valuations remain reasonable, with the Nifty-50 trading at just a 5% premium to long- term historical averages on a 1-year forward PE basis, offering an attractive risk-reward proposition. Investors should focus on dark horse sectors like private banks, energy proxies, cement, and metals, while business momentum is seen in consumer durables, IT and capital goods. Conversely, real estate, defence/PSU stocks are viewed as sell-on-rise opportunities. With interest rates expected to decline, growth stocks may outperform value in the coming months. This shift could also trigger a rotation from traditional value investments toward high-quality growth stocks, which tend to thrive in lower-rate environments. As a result, we are likely to see a resurgence in the performance of the “growth” factor, as investors seek stronger earnings potential and stability.

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