Investment Objective and Approach

The primary objective of the Aditya Birla Sun Life MNC Fund is to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach. This thematic fund focuses specifically on multinational corporations that have established operations in India, offering investors exposure to global brands with strong local market presence.

The fund follows a bottom-up stock selection approach, identifying quality multinational companies across various sectors. The fund has a majority of its money invested in the top 5 sectors such as Consumer Cyclical, Industrials, Consumer Defensive, Healthcare, Basic Materials Sectors. First five holdings of this fund are Maruti Suzuki India Ltd, Schaeffler India Ltd, Bayer CropScience Ltd, United Breweries Ltd, Hindustan Unilever Ltd Companies.

Key investment features include:

- The minimum investment required to start investing in Aditya Birla Sun Life MNC Fund is ₹1,000 for the lump sum option and ₹100 for the SIP option.

- The expense ratio is 1.35% for the direct plan

- Exit load is 1% if redeemed in 0-90 Days

Fund Managers

Mr. Chanchal Khandelwal is a Fund Manager and Senior Analyst at Aditya Birla Sun Life AMC Limited (ABSLAMC). With an overall experience of more than 15 years, he has been a part of the Aditya Birla Group for 15 years, with nearly a decade with ABSLAMC. The fund is managed by Chanchal Khandelwal since 28 December 2021.

Educational Background and Experience:

- Chanchal has done his B.Com Honours from SRCC and is an MBA from Xavier Institute of Management, Bhubaneshwar.

- He was part of the Strategy and Finance team at Aditya Birla Group. At ABSLAMC Chanchal is responsible for managing select Equity funds as per given mandate while focussing on supporting the entire equity fund management team in their respective mandates through effective sector research on areas allocated.

The fund is also co-managed by Dhaval Joshi, who brings additional expertise to the investment process.

About the Fund House (AMC)

Aditya Birla Sun Life Mutual Fund is a joint venture between Aditya Birla Group and Sun Life Financial Inc, one of the leading international financial organizations. Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

Key highlights of the AMC:

- Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India.

- The fund house services around 8.25 million investor folios with PAN-India presence across 290+ locations, serving investors all around the country.

- Their exemplary asset management skills and consistent risk-adjusted performance are backed by 30 years of strong research and expert fund management.

- It commenced operations after registering with SEBI or the Securities and Exchange Board of India in 1994.

Should I Invest in Aditya Birla Sun Life MNC Fund?

The Aditya Birla Sun Life MNC Fund is suitable for investors seeking exposure to multinational companies operating in India. Here are key considerations:

Investment Suitability:

- The fund is rated Very High risk, making it suitable for aggressive investors with long-term investment horizons

- Ideal for investors who want exposure to established global brands with Indian operations

- Value Research advises: "Do not invest in this, or any other MNC fund, if you need to redeem your investment in less than five years."

Performance Track Record:

- The fund has given a CAGR return of 14.74% since inception

- Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.40%, 16.49% and 13.66% respectively as of recent data

- The fund has ₹3672 Cr worth of assets under management (AUM) as on May 2025 and is more than category average

Tax Implications:

- If mutual fund units are sold after 1 year from the date of investment, gains up to Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.

- If mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.

The fund is recommended for investors seeking diversified exposure to multinational companies with a long-term investment horizon and higher risk tolerance.

FAQs

What is today's NAV of Aditya Birla Sun Life MNC Fund?

The Latest NAV as of 09 Jul 2025 is ₹1,543.43 for the direct growth plan. NAV is updated daily based on market movements.

What is the AUM of Aditya Birla Sun Life MNC Fund?

The fund has an AUM of ₹3,775.16 Crores as on 11 Jul 2025. This represents the total value of assets managed by the fund.

What is the expense ratio of Aditya Birla Sun Life MNC Fund?

The expense ratio is 1.35% for the direct plan. This is the annual fee charged for managing your investments.

What are the returns of Aditya Birla Sun Life MNC Fund since inception?

The fund has given a CAGR return of 14.74% since inception. Past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in Aditya Birla Sun Life MNC Fund?

The minimum SIP amount is ₹100 making it accessible for small investors to start their investment journey.

How do I invest in Aditya Birla Sun Life MNC Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lump sum option, and making payment through UPI, net banking or other available methods.

How to start a SIP in Aditya Birla Sun Life MNC Fund?

Visit Allvest, search for the fund, select SIP option, choose your investment amount and frequency, set up auto-debit, and complete the investment process online.

How do I automate an SIP in Aditya Birla Sun Life MNC Fund?

Through Allvest, you can set up automatic bank mandate or UPI auto-pay which will automatically debit the SIP amount on your chosen date each month.

How can I withdraw/redeem my investment in Aditya Birla Sun Life MNC Fund?

Log into your Allvest account, go to your portfolio, select the fund, choose redemption option, specify the amount or units, and submit your redemption request online.