Aditya Birla Sun Life Mutual Fund Launches Investor Education Campaign – Pro Portfolio

  • Campaign launched with tagline “Mutual Fund Sahi Hai, Par Ek Kaafi Nahin Hai” 
  • Consider investing in a Pro Portfolio, a combination of equity funds

New Delhi, July 14, 2022: The participation by retail investors in India’s capital markets has grown multi-fold post the widely accepted “Mutual Fund Sahi Hai” campaign. However, there is a need to build a portfolio of mutual fund schemes that can weather every market mood rather than just a single fund(s).  

Taking this thought forward, Aditya Birla Sun Life Mutual Fund has launched an investor education campaign – Pro Portfolio that aims to educate the investor base about the importance of creating a portfolio with a combination of funds that will help them tide over the volatile market conditions while remaining committed to serving the growing needs of investors in the country. A Pro Portfolio is a combination of Flexi Cap, Balanced Advantage and Large Cap fund which invests in frontline stocks, which would help create wealth in the long term. 

A large cap fund would provide exposure to the frontline stocks, flexi cap fund would allow flexibility to the fund manager to spot opportunities and invest across stock categories while the balanced advantage fund would take care of the asset allocation between equity and debt. A combination of these funds would take care of various market cycles and volatile periods.  

Commenting on the launch of the campaign, Mr. A. Balasubramanian, Managing Director, and CEO, Aditya Birla Sun Life AMC Limited said, “The combination of 3 funds – Flexi cap, Balanced Advantage and Large cap will aim to enhance returns in a bull market while managing risks in a bear market. By balancing risks and accelerating returns, the combination of funds seeks to perform well in all market cycles and helps in wealth creation in the longer run. With this campaign, we continue to aim to educate and empower investors in their quest to achieve financial independence.”

Ajay Kakar, CMO, Aditya Birla Capital Limited said, “We have built the investor education campaign by connecting life with money. Just as life sees ups and downs, so do the financial markets. In life, we depend on our many friendships to manage life’s ups and downs. Similarly, shouldn’t we have a portfolio of equity funds to manage the financial market’s ups and downs?” 

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

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About Aditya Birla Sun Life AMC Limited

Established in 1994, Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between the Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc.

ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. ABSLAMC also operates multiple alternate strategies including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds. ABSLAMC is one of the leading asset managers in India, servicing around 7.9 million investor folios with a pan India presence across 280 plus locations and a total AUM of over Rs. 3,074 billion for the quarter ending March 31, 2022, under its suite of mutual fund (excluding our domestic FoFs), portfolio management services, offshore and real estate offerings.

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