Aditya Birla Sun Life Mutual Fund

How to Invest in ASBL Mutual Funds?

Investing in Aditya Birla Sun Life (ASBL) Mutual Funds online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. For investing in Mutual Funds, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
• Now sign up to create an account: In this step, one has to create an account with Scripbox. Upon signing in, the investment details will be displayed. Here Scripbox allows investors to select the payment option. One can select “Every month SIP” or “One-time” payment options depending on their cash flow. Click on the “See Recommended Funds” button to proceed for investment.
• Check the Plan and Fund Allocation: In this step, the investor can see the list of mutual fund schemes and the allocated investment amount for each of the plans. The investor can change the mutual fund or investment amount by clicking the “I want to change Funds/ Amount” button. Click on the “Next” button to make payment.
• Bank Details and Money Transfer: Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Requirement to Invest in ASBL Mutual Funds

KYC means “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

1. Photograph
2. Pan Card
3. Address proof (Aadhar Card (Both Front & Back)/Driving  License/Passport/Voter ID Card)
4. KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
5. Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or.
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users can send “Hi” on Aditya Birla Sunlife Mutual Fund WhatsApp number 8828800033.

How to Download Aditya Birla Sun Life Mutual Fund Investment Statement?

The following steps will guide you to download your ABSL mutual fund investment statement using the Scripbox App:

• Firstly, open the Scripbox App and login into your account.
• Then, go to the ‘Profile’ tab and select the ‘Investment History’ option.
• Next, click on ‘Email Me’, and a link to download your Scripbox Investment History will be mailed.
• Finally, click on the link to download the statement in excel format.

The excel statement will have the following details:

1. Orders Tab: The sheet includes the following details: Investor Name, Date Range, Date, Fund Name, Type, Amount Invested, Units, Oder NAV, STT, Folio Number and Purpose.
2. Current Holding Tab: This sheet has the following details: Fund Name, Units, Current Value, Folio Number, and Purpose

Top Aditya Birla Sun Life Fund Managers

Fund Manager Name	Type Of Fund	Number of Schemes
Mahesh Patil	Equity	3
Anil Shah	Equity	4
Ajay Garg	Equity	7
Satyabrata Mohanty	Equity	5
Vineet Maloo	Equity	3
Milind Bafna	Equity	2
Kunal Sangoi	Equity	3
Chanchal Khandelwal	Equity	2
Dhaval Gala	Equity	2
Lovelish Solanki	Equity	9
Dhaval Shah	Equity	5
Vinod Bhat	Equity	7
Nitesh Jain	Equity	1
Mohit Sharma	Debt	7
Sunaina Da Cunha	Debt	4
Kaustubh Gupta	Debt	9
Harshil Suvarnkar	Debt	10
Bhupesh Bameta	Debt	3
Anuj Jain	Debt	1
Mohamed Irfan	Debt	1
Monika Gandhi	Debt	1

Explore: Top Mutual Fund Managers

Mr. Mahesh Patil

Mr. Patil is the Co-Chief Investment Officer at Aditya Birla Sun Life AMC Limited. He has done his B.E. (Electricals), MMS Finance from JBIMS University, Mumbai, and CFA from ICFAI Institute. Moreover, he has 20 years of experience is in Fund Management, corporate finance, and equity research. Mr. Patil also worked with Reliance Infocom Ltd. as Business Strategist prior to joining Birla Sun Life AMC Limited.

Mr. Anil Shah

Mr. Shah is the Senior Fund Manager at Aditya Birla Sun Life Asset Management Company Ltd. He is a B. Com Graduate and has also done his C.A and Cost Accountant. He possesses an experience of about 24 years in Equity research and investments. Prior to joining AMC, he has worked with RBS Equities (India) Ltd. also known as ABN AMRO Asia Equities (India) Ltd.for about 15 years.

Mr. Ajay Garg

Mr. Garg is the Senior Fund Manager at Aditya Birla Sun Life Asset Management Company Ltd. His qualification includes B. E. (Electronics) and MBA (Finance). Ajay Garg comes with a total experience of about 15 years in the financial services. He has also worked with Birla Sun Life Securities Ltd. before joining BSLAMC.

Mr. Satyabrata Mohanty

Mr. Mohanty is the Head of Mixed Assets at Aditya Birla Sun Life Asset Management Company Ltd. He is a CA, CFA, and has been a part of the Birla Group since the past 17 years. His experience of about 12 years is in Finance and Research.   Mr. Mohanty has taken up the responsibilities of Fund Management in both equity and debt funds. Prior to joining BSLAMC, he worked with Aditya Birla Management Corporation Ltd. He initially joined the Aditya Birla Group as a management Trainee.

Mr. Vineet Maloo

Mr. Maloo is a Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a B. Com Graduate and also possesses a CA degree. Mr. Mallo comes with a total experience of 7 years. With his immense knowledge in Finance, He has been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited. And prior to which he has worked with Aditya Birla Management Corporation Ltd.

Mr. Milind Bafna

Mr. Milind Bafna is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He has studied BE (Chem.) and has an overall experience of about 13 years. He has worked with Motilal Oswal Financial Services and Reliance Industries Limited.

Mr. Kunal Sangoi

Mr. Sangoi is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a B. Com and CA graduate. Mr. Sangoi has an overall experience of 8 years in the Financial Markets. He has previously worked experience with Edelweiss Financial Services Limited.

Mr. Chanchal Khandelwal

Mr. Khandelwal is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a B.Com (H) graduate from Shri Ram College of Commerce, Delhi. He has also done his MBA- Finance from Xavier Institute of Management, Bhubaneshwar. Chanchal Khandelwal has an overall experience of 10 years. Out of this, he has spent 7 years with BSLAMC in Financial Markets. He also worked with Aditya Birla Retail Limited from February 2007-May 2008. Additionally, with Aditya Birla Management Corporation from December 2005- February 2007 in the field of strategy and Corporate Finance.

Mr. Dhaval Gala

Mr.Gala is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is a PGDBM – Finance, from N. L. Dalmia Institute of Management Studies and Research and BMS from Mithibai College. He has an experience of about 9 years in the field of Financial Market and 8 years in Investment Research and analysis in the Banking and Financial Service Sector. Mr.Gala joined BSLAMC in February 2011 as a part of the Research team. He has also worked with B&K Securities and J.P. Morgan Chase India Private Limited.

Mr. Lovelish Solanki

Mr. Solanki is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He is an MMS and BMS in Finance. He has 7 years of experience in trading and dealing. Mr. Solanki has been an ex-employee of Edelweiss Asset Management Co. Limited. While working at Union KBC Asset Management Co. Limited, he was Equity/Equity Derivatives- trade

Mr. Mohit Sharma

Mr. Sharma is the Fund Manager at Aditya Birla Sun Life Asset Management Company Limited. He has done his PGDCM from IIM Calcutta and B. Tech from IIT Madras. He has been associated with Birla Sun Life Asset Management Co. Ltd. since 2015. He has about 10 years of which 7 years he has dedicated to financial markets.

Ms. Sunaina Da Cunha

Ms. Cunha is a Funds Manager at Aditya Birla Sun Life AMC Limited. She is a B.Com graduate and holds an MBA Degree from FMS, Delhi,  and CFA charter holder from CFA Institute. Virginia, USA. She has about 10 years of experience. Also,she was previously working with Aditya Birla Management Corporation Ltd since 2004

Mr. Kaustubh Gupta

Mr. Gupta is a Fund Manager at Aditya Birla Sun Life AMC Limited. He is a B.Com graduate and holds about 5 years of experience. Prior to joining BSLAMC, he has worked with ICICI Bank Treasury.

Bhupesh Bameta

Mr Bameta joined the ABSL Fixed Income team in 2017. He is currently the Fund Manager and Economist at ABSL AMC. He has more than 12 years of experience in the financial services industry. Before joining ABSL, he was with Edelweiss Securities and Quant Capital. Furthermore, Mr Bameta is an Engineering graduate from IIT-Kanpur and was All India Rank 1 in Graduate Aptitude Test in Engineering (GATE). He is also a Certified Financial Analyst (USA).

Anuj Jain

Mr Jain joined ABSL AMC in 2017 as a Senior Credit Analyst. He is currently the Fund Manager – Fixed Income Investments. He has more than 14 years of industry experience. Before joining ABSL, he was with CARE Ratings and Bank of America Continuum Solutions. Furthermore, Mr Jain holds an MBA degree from NMIMS. Also, he is a CFA Level 2 candidate.

Mohamed Irfan

Mr Irfan has been associated with ABSL AMC since 2016. He is currently the Fund Manager – Fixed Income Investments. He has more than eight years of experience in investment research, finance and strategy. Before joining ABSL, he was the Chief Economist in the Group’s Corporate Economics Cell. Also, Mr Irfan holds an MBA degree from IIM Bangalore.

Monika Gandhi

Ms Gandhi joined ABSL AMC in 2017 as a Senior Credit Analyst. She is currently the Fund Manager – Fixed Income Investments. She has more than 16 years of experience in the Banking and Financial Services Industry. Before joining ABSL, she was with IDBI Bank, where she handled project appraisal, credit evaluation and credit monitoring for Large and Mid-Corporates. Furthermore, she is a Chartered Accountant and Certified Associate of the Indian Institute of Bankers.

Mr Dhaval Shah

Mr Shah has been fund manager at ABSL AMC since 2016. Prior to joining Aditya Birla, he worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley. He is a CFA and also has done MBA from Somaiya Institute of Management Studies & Research. Moreover, he has done his B.Com from the University of Mumbai.

Mr Vinod Bhat

Mr Baht has been a fund manager at ABSL AMC since August 2019. Prior to joining ABSL, he worked with Aditya Birla Management Corporation Pvt Ltd, Ocean Park Advisors (USA), and Credit Suisse (USA). He is a CFA(USA) and holds an MBA degree from Wharton University of Pennsylvania (USA). Moreover, he has done M.S. in Industrial Engineering from Pennsylvania State University (USA). Also, he has a B.Tech degree in Mechanical Engineering from IIT Bombay.

Mr Nitesh Jain

Mr Jain has been a fund manager at ABSL AMC since May 2020. Prior to joining ABSL, he worked with Axis Capital for 11 years. Moreover, Mr Jain is a CA and CFA Charter Holder.

Mr Harshil Suvarnkar

Mr Suvarnkar is a fund manager at ABSL AMC from March 2021. He brings more than 11 years of experience in the financial services industry. Prior to joining ABSL Mutual Fund, he worked with Indiabulls Housing Finance Limited. He holds a Master’s degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS). Moreover, he has a Post-Graduate Diploma in Securities Law from Government Law College.

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