Aditya Birla Sun Life AMC, often referred to as ABSLAMC, stands as a cornerstone in the Indian asset management landscape, offering a comprehensive suite of investment solutions tailored to meet diverse financial needs. As one of India’s leading asset management companies, ABSLAMC manages substantial assets under management, delivering value through disciplined investment strategies and robust risk management. The company’s commitment to fostering wealth creation for investors is evident in its wide-ranging product portfolio, which includes mutual funds, portfolio management services, alternative investment funds, and more.
The Indian mutual fund industry, where ABSLAMC plays a pivotal role, has witnessed remarkable growth, with quarterly assets under management reaching ₹67.42 lakh crores in FY25, marking a 25% increase year-over-year. ABSLAMC’s quarterly average assets under management stood at ₹3.82 lakh crores, serving over 10.61 million investor folios. The company’s strategic priorities emphasize innovation, customer-centricity, and digital transformation, making investing more accessible and efficient. Aditya Birla Sun Life AMC products and services revenue breakup reflects its strength in mutual funds, which form the core of its offerings, supplemented by passive investments and alternatives.
Business Segments and List with Comprehensive Details and Revenue Breakup %
Aditya Birla Sun Life AMC operates primarily in the asset management business, with diversified segments to cater to various investor needs. The main business segments include mutual funds, portfolio management services, alternative investment funds, offshore services, GIFT City operations, and real estate offerings. Each segment is designed to provide tailored investment solutions, backed by rigorous research and risk management.
- Mutual Funds Segment: This is the core business, managing Aditya Birla Sun Life Mutual Fund. It offers equity, debt, hybrid, and thematic funds for long-term wealth creation. The segment focuses on disciplined strategies and superior decision-making. Quarterly average AUM: ₹3.82 lakh crores. Revenue contribution: Approximately 94% (based on AUM proportion of total ₹4.06 lakh crores).
- Portfolio Management Services (PMS) Segment: Provides customized investment solutions for high-net-worth individuals. It includes equity and fixed income portfolios with sector specialists for enhanced insights. Part of alternatives, AUM: Included in ₹23,890 crores. Revenue breakup: ~5% of total operating revenue.
- Alternative Investment Funds (AIF) Segment: Offers equity, credit, and real estate AIFs. Category III AIF Trust – I and Category II AIF Trust – II. AUM: ₹23,890 crores. Revenue: ~5.9% (proportion of total AUM).
- Passive Investments Segment: Includes ETFs, index funds, and FoFs. 53 products across asset classes. AUM: ₹34,694 crores. Revenue: ~8.5% of total.
- Offshore and GIFT City Segment: Manages offshore funds and GIFT City operations for international investors, including NRIs. Flagship ABSL Global Emerging Equity Fund. Revenue from advisory fees: ~1.5% (estimated from international revenue).
- Real Estate Offerings Segment: Part of alternatives, focusing on real estate investments for diversified portfolios. Included in AIF AUM. Revenue: ~1% .
Total operating revenue: ₹1,685 crores. Aditya Birla Sun Life AMC business segments revenue breakup % is derived from AUM distribution, as management fees are primary revenue source. Mutual funds dominate, followed by alternatives and passive. The segments’ comprehensive details show ABSLAMC’s agility in capitalizing on market opportunities, with focus on innovation and customer needs. Revenue breakup ensures balanced growth, mitigating risks from any single segment.
The mutual funds segment details include launches like ABSL Quant Fund and ABSL Conglomerate Fund, targeting quantitative models and multi-industry companies. PMS segment offers tailored solutions for discerning investors. AIF segment redefines value creation with diversified portfolios. Passive segment empowers investors with optimized asset allocation. Offshore segment unlocks global opportunities via LRS. Real estate segment adds alternative advantage.
Aditya Birla Sun Life AMC business segments list with comprehensive details revenue breakup % reflects a well-diversified model, with mutual funds as the mainstay contributing the lion’s share, while emerging segments like passive and alternatives drive future growth. This segmentation strategy has resulted in highest-ever profitability, with operating profit of ₹944 crores.
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Expanding on each segment, the mutual funds business segment has shown robust growth with SIP contributions at ₹1,316 crores monthly. The PMS segment’s depth in equity and fixed income caters to HNIs. AIFs span credit and equity, with ESIC mandate testifying to institutional trust. Passive investments’ innovation-led focus has led to impressive performance. GIFT City presence enhances international revenue. Real estate offerings provide diversification.
Revenue breakup % for Aditya Birla Sun Life AMC business segments is approximately: Mutual Funds 94%, PMS 3%, AIF 2%, Passive 0.5%, Offshore/GIFT 0.3%, Real Estate 0.2%. These figures are estimated based on AUM and fee structures, highlighting the dominance of core mutual funds while building alternatives.
The business segments’ comprehensive details reveal ABSLAMC’s strategic priorities: expanding customer base, deepening penetration, scaling AUM. This multi-segment approach ensures resilience against market fluctuations, positioning ABSLAMC as a comprehensive asset manager in India.
Products or Services Offered by the Company and List (Revenue Breakup %)
Aditya Birla Sun Life AMC offers a wide array of products and services designed to meet diverse investment goals and risk appetites. The product portfolio encompasses mutual funds, portfolio management services, alternative investment funds, passive funds, offshore funds, GIFT City products, and real estate offerings. Each product is crafted with rigorous research and adaptive strategies to deliver consistent returns.
- Equity Mutual Funds: Focus on long-term capital appreciation through investments in stocks. Includes large-cap, mid-cap, small-cap, and multi-cap funds. Revenue: ~60% of total (major part of MF segment).
- Debt Mutual Funds: Provide stable income with lower risk, investing in fixed-income securities. Short-term, long-term, credit risk funds. Revenue: ~20%.
- Hybrid Mutual Funds: Blend of equity and debt for balanced growth. Revenue: ~14%.
- Thematic and Sector Funds: Target specific themes like infrastructure, banking. Launches like ABSL Nifty India Defence Index Fund. Revenue: ~5%.
- Quant Funds: Use quantitative models for data-driven decisions. ABSL Quant Fund launched in FY25. Revenue: ~1%.
- Conglomerate Funds: Invest in multi-industry companies for diversification. ABSL Conglomerate Fund. Revenue: ~1%.
- Passive Products: ETFs, index funds, FoFs for low-cost tracking. 53 products, AUM ₹34,694 crores. Revenue: 6%.
- Alternative Investment Funds: Equity, credit, real estate AIFs. Category II and III. AUM ₹23,890 crores. Revenue: 5%.
- Portfolio Management Services: Customized portfolios for HNIs. Revenue: 3%.
- Offshore and GIFT City Products: Global emerging equity funds, LRS-compliant. ABSL Global Emerging Equity Fund. Revenue: 2%.
- Real Estate Offerings: Property investments for alternative returns. Revenue: 1%.
Total revenue from operations: ₹1,685 crores. Aditya Birla Sun Life AMC products or services offered by the company list revenue breakup % is based on fee income from AUM. Equity MF dominate, followed by debt and hybrid. New launches like quant and conglomerate funds add to thematic revenue.
The products’ details show ABSLAMC’s focus on innovation, with 53 passive products and expanded alternatives. Services like PMS offer personalized advice, while offshore products cater to global investors. Revenue breakup ensures balanced portfolio, with mutual funds contributing 95%, alternatives 4%, others 1%.
Aditya Birla Sun Life AMC products and services revenue breakup % reflects the company’s strength in core MF while growing niches. This list with comprehensive details and revenue breakup demonstrates ABSLAMC’s commitment to meeting varied investor needs, driving sustained revenue growth.
The mutual fund products list includes active and passive options, with services extending to advisory and management. Revenue from equity products is higher due to higher fees, while debt provides stability. Thematic products capture emerging trends like defence and conglomerates. AIF and PMS target high-value clients, contributing premium revenue.
In FY25, product expansions like defence index fund broadened choice, aligning with market demands. The Aditya Birla Sun Life AMC products or services revenue breakup % is approximately: Equity MF 60%, Debt MF 20%, Hybrid 14%, Thematic 5%, Quant 1%, Conglomerate 1%, Passive 6%, AIF 5%, PMS 3%, Offshore 2%, Real Estate 1%. This detailed breakdown shows diversified revenue sources.
Brands Details and List (Revenue Breakup %)
Aditya Birla Sun Life is the primary brand under which all products and services are offered. The brand embodies trust, innovation, and customer-centricity, built over nearly three decades. Sub-brands include specific funds like Aditya Birla Sun Life Quant Fund, Aditya Birla Sun Life Conglomerate Fund, Aditya Birla Sun Life Nifty India Defence Index Fund, and Aditya Birla Sun Life Global Emerging Equity Fund.
- Aditya Birla Sun Life Mutual Fund: Core brand for MF products. Revenue: 94%.
- Aditya Birla Sun Life PMS: For portfolio management. Revenue: 3%.
- Aditya Birla Sun Life AIF: Alternative funds. Revenue: 2%.
- Aditya Birla Sun Life Passive Funds: ETFs and index. Revenue: 0.5%.
- Aditya Birla Sun Life Offshore/GIFT: International. Revenue: 0.3%.
- Aditya Birla Sun Life Real Estate: Property investments. Revenue: 0.2%.
The Aditya Birla Sun Life brand revenue breakup % is unified under the main brand, with sub-brands contributing to total. The brand’s strength lies in its association with Aditya Birla Group, known for values and Sun Life’s global expertise.
Details of brands show consistent branding across segments, with “Aditya Birla Sun Life” prefix ensuring recognition. Revenue breakup mirrors products, as brands align with offerings.
Aditya Birla Sun Life AMC brands details and list revenue breakup % emphasizes the flagship brand’s dominance, with 100% revenue under it, sub-divided by product brands.
The brand’s campaigns like “Sabse Important Plan” have boosted visibility, contributing to SIP growth. Brand equity has led to 10.61 million folios, driving revenue.
Geographical Presence and List and Revenue Breakup %
Aditya Birla Sun Life AMC has a strong pan-India presence with over 300 locations, over 80% in beyond top 30 (B30) cities. This extensive network ensures accessibility across urban and rural areas. International presence through subsidiaries in Dubai, Mauritius, Singapore, and GIFT City branch.
List of geographical presence:
- India: 300+ investor service centres, hub-and-spoke model, emerging markets channel. Focus on B30 for rural penetration. Revenue: 98%.
- Dubai: Aditya Birla Sun Life Asset Management Company Limited (DIFC). Caters to Middle East investors. Revenue: 0.5%.
- Mauritius: Aditya Birla Sun Life AMC (Mauritius) Limited. Offshore funds. Revenue: 0.5%.
- Singapore: Aditya Birla Sun Life AMC Pte. Limited. Manages India Advantage Fund, International Opportunities Fund. Revenue: 0.5%.
- GIFT City: Branch for international business, LRS-compliant products. Revenue: 0.5%.
Aditya Birla Sun Life AMC geographical presence revenue breakup % shows India’s dominance, with international contributing 2%. The pan-India network, with multi-channel strategy including virtual relationship managers and digital platforms, drives domestic revenue. International subsidiaries unlock global opportunities, adding diversified revenue.
The geographical list with details highlights ABSLAMC’s commitment to last-mile reach through emerging market model and partnerships. Revenue from B30 cities is significant, fueled by rural demand stimulation.
Aditya Birla Sun Life AMC geographical presence list revenue breakup %: India 98%, Dubai 0.5%, Mauritius 0.5%, Singapore 0.5%, GIFT 0.5%. This distribution ensures stable revenue with growth potential from international expansion.
Financial like Consolidated P&L , Balance Sheet and Cash Flow Statement in Table
Below are the consolidated financial statements for FY 2024-25 in tables.
Consolidated Profit and Loss Statement
| Particulars | Note No. | Year ended 31st March, 2025 | Year ended 31st March, 2024 |
|---|---|---|---|
| Income | |||
| Revenue from Operations | |||
| Fees and Commission income | 17 | 1,684.78 | 1,353.19 |
| Total Revenue from Operations | 1,684.78 | 1,353.19 | |
| Other Income | 18 | 301.04 | 287.39 |
| Total Income (A) | 1,985.82 | 1,640.58 | |
| Expenses | |||
| Finance Cost | 19 | 5.66 | 5.63 |
| Employee Benefit Expense | 20 | 365.19 | 320.76 |
| Fees and Commission Expense | 47.06 | 35.06 | |
| Depreciation and Amortisation Expense | 21 | 39.81 | 34.60 |
| Other Expense | 22 | 283.56 | 236.38 |
| Total Expenses (B) | 741.28 | 632.43 | |
| Profit Before Tax (C = A-B) | 1,244.54 | 1,008.15 | |
| Income Tax Expense | |||
| Current tax | 293.92 | 201.28 | |
| Short/(Excess) Provision for Current Tax related to Prior Years (Net) | 0.67 | (0.11) | |
| Deferred tax | 13 | 19.35 | 26.62 |
| Income Tax Expense (D) | 313.94 | 227.79 | |
| Profit for the year (E = C – D) | 930.60 | 780.36 | |
| Other Comprehensive Income | |||
| A Items that will not be reclassified to profit or loss | |||
| i) Re-measurement gains/(losses) on defined benefit plans | (3.41) | (0.82) | |
| ii) Income tax relating to the items that will not be reclassified to the Profit and Loss | 0.86 | 0.21 | |
| B Items that will be reclassified to profit or loss | |||
| i) Exchange difference on translation of foreign operations | 2.62 | 0.21 | |
| Other Comprehensive Income for the Year (F) | 0.07 | (0.40) | |
| Total Comprehensive Income for the Year (G = E+F) | 930.67 | 779.96 | |
| Profit for the year | |||
| Attributable to: | |||
| Owners of the Company | 930.60 | 780.36 | |
| Non-controlling interests | – | – | |
| 930.60 | 780.36 | ||
| Profit for the year | |||
| Attributable to: | |||
| Owners of the Company | 930.67 | 779.96 | |
| Non-controlling interests | – | – | |
| 930.67 | 779.96 | ||
| Earnings per share of ₹ 5 each | 27 | ||
| − Basic | 32.26 | 27.09 | |
| − Diluted | 32.18 | 27.02 |
Consolidated Balance Sheet
| Particulars | Note No. | As at 31st March, 2025 | As at 31st March, 2024 |
|---|---|---|---|
| I ASSETS | |||
| (1) Financial Assets | |||
| (a) Cash and Cash Equivalents | 3 | 43.68 | 39.10 |
| (b) Bank Balances other than (a) above | 4 | 59.73 | 45.72 |
| (c) Receivables | |||
| (i) Trade Receivables | 5 | 57.87 | 40.73 |
| (d) Investments | 6 | 3,691.69 | 3,122.17 |
| (e) Other Financial Assets | 7 | 18.75 | 14.02 |
| Total Financial Assets | 3,871.72 | 3,261.74 | |
| (2) Non-Financial Assets | |||
| (a) Current tax assets (net) | 17.68 | 17.69 | |
| (b) Property, Plant and Equipment | 8.1 | 33.99 | 29.86 |
| (c) Capital work-in-progress | 8.1 | 0.63 | 0.62 |
| (d) Intangible assets under development | 8.2 | 0.79 | 1.32 |
| (e) Other Intangible Assets | 8.2 | 14.70 | 10.88 |
| (f) Right of use Assets | 34 | 57.99 | 70.08 |
| (g) Other non-Financial Assets | 9 | 116.93 | 109.66 |
| Total Non-Financial Assets | 242.71 | 240.11 | |
| Total Assets | 4,114.43 | 3,501.85 | |
| II LIABILITIES AND EQUITY | |||
| LIABILITIES | |||
| (1) Financial Liabilities | |||
| (a) Payables | |||
| (I) Trade Payables | |||
| (i) total outstanding dues of micro enterprises and small enterprises | 10 | 0.32 | 0.04 |
| (ii) total outstanding dues of creditors other than micro enterprises and small enterprises | 10 | 67.79 | 57.58 |
| (b) Lease Liabilities | 34 | 68.06 | 79.09 |
| (c) Other Financial Liabilities | 11 | 89.99 | 66.70 |
| Total Financial Liabilities | 226.16 | 203.41 | |
| (2) Non-Financial Liabilities | |||
| (a) Current tax liabilities (net) | 2.46 | 3.46 | |
| (b) Provisions | 12 | 51.53 | 44.18 |
| (c) Deferred tax liabilities (net) | 13 | 80.72 | 61.37 |
| (d) Other non-financial liabilities | 14 | 26.69 | 20.55 |
| Total Non-Financial Liabilities | 161.40 | 129.56 | |
| (3) Equity | |||
| (a) Equity Share Capital | 15 | 144.24 | 144.05 |
| (b) Other Equity | 16 | 3,582.63 | 3,024.83 |
| Equity attributable to equity holders of the parent | 3,726.87 | 3,168.88 | |
| Non-Controlling Interests | – | – | |
| Total Equity | 3,726.87 | 3,168.88 | |
| Total Liabilities and Equity | 4,114.43 | 3,501.85 |
Consolidated Cash Flow Statement
| Particulars | For the year ended 31st March, 2025 | For the year ended 31st March, 2024 |
|---|---|---|
| Cash Flow from Operating activities | ||
| Profit Before Tax | 1,244.54 | 1,008.15 |
| Adjustments for: | ||
| Depreciation and Amortisation | 39.81 | 34.60 |
| Finance cost | 5.66 | 5.63 |
| Profit on Sale of Investments (net) | (100.84) | (29.29) |
| Dividend on Investments | – | (2.73) |
| Fair valuation of investments | (157.58) | (229.84) |
| Exchange differences on translating the financial statements of a foreign operation | 2.62 | 0.21 |
| Loss or (Profit) on Sale of Property, Plant and Equipment (net) | – | (0.04) |
| Share-based payments by the Company | 5.79 | 23.21 |
| Interest on Fixed Deposits and Investments | (39.08) | (20.54) |
| Rent variable adjustments | (1.09) | (1.78) |
| Operating Profit before working capital changes | 999.83 | 787.58 |
| (Increase)/Decrease in Trade Receivables | (17.14) | (16.20) |
| (Increase)/Decrease in Other Financial Assets | (16.33) | 93.05 |
| (Increase)/Decrease in Other Non-Financial Assets | (7.03) | (6.27) |
| Increase/(Decrease) in Trade Payables | 10.49 | 9.43 |
| Increase/(Decrease) in Other Financial Liabilities | 23.29 | 15.97 |
| Increase/(Decrease) in Provisions | 7.35 | 2.98 |
| Increase/(Decrease) in Other Non-Financial Liabilities | 2.74 | (17.81) |
| Cash generated from Operations | 1,003.20 | 868.73 |
| Income Tax paid (net) | (294.72) | (183.89) |
| Net cash generated from Operating activities | 708.48 | 684.84 |
| Cash Flow from Investing activities | ||
| Purchase of Property, Plant and Equipment and Intangible Assets | (31.28) | (30.61) |
| Sale proceeds from Property, Plant and Equipment and Intangible Assets | 1.02 | 0.53 |
| Interest on Fixed Deposits and Investments | 33.53 | 14.18 |
| Dividend on Investments | – | 2.73 |
| Purchase of Investments | (4,267.00) | (2,455.37) |
| Sale of Investments | 3,958.75 | 1,957.80 |
| Net cash generated/(used) in investing activities | (304.98) | (510.74) |
| Cash Flow from Financing activities | ||
| Final/Interim Dividend Paid during the year (including tax thereon) | (388.94) | (151.22) |
| Lease Liability – Interest portion (refer note 34) | (5.66) | (5.63) |
| Lease Liability – Principal portion (refer note 34) | (15.08) | (11.81) |
| Proceeds from issuance of Share Capital (refer note 15) | 10.76 | 0.05 |
| Net cash used in financing activities | (398.92) | (168.61) |
| Net Increase/(Decrease) in Cash and Cash Equivalents | 4.58 | 5.49 |
| Cash and Cash Equivalents at beginning of the year | 39.10 | 33.61 |
| Cash and Cash Equivalents at end of the period (refer Note 3) | 43.68 | 39.10 |
These financial tables provide a fully tabulated view of ABSLAMC’s consolidated P&L, balance sheet, and cash flow, showcasing strong performance with profit of ₹930.60 crores, total assets ₹4,114.43 crores, and positive cash flow from operations.
Subsidiary, Wholly-Owned Subsidiary and Associate Details
Aditya Birla Sun Life AMC has several subsidiaries, all wholly-owned at 100%, with no associates or joint ventures. The full list with details:
- Aditya Birla Sun Life AMC (Mauritius) Limited: Wholly-owned subsidiary (100%). Incorporated May 20, 1996. Manages offshore funds. Assets ₹10.18 crores, revenue ₹0.85 crores (0.05% of total revenue), profit ₹0.03 crores.
- Aditya Birla Sun Life Asset Management Company Limited (DIFC, Dubai): Wholly-owned subsidiary (100%). Incorporated November 9, 2010. Provides investment advisory to Middle East. Assets ₹11.66 crores, revenue ₹10.21 crores (0.6%), profit ₹0.39 crores.
- Aditya Birla Sun Life Asset Management Company Pte. Ltd. (Singapore): Wholly-owned subsidiary (100%). Incorporated January 25, 2010. Manages India Advantage Fund, International Opportunities Fund. Assets ₹80.64 crores, revenue ₹33.19 crores (2%), profit ₹5.50 crores.
- India Advantage Fund Limited (IAFL): Step-down subsidiary of Singapore entity (100% management shares, no beneficial interest). Offers collective investment schemes. Revenue breakup not included as no beneficial interest.
- International Opportunities Fund – SPC: Step-down subsidiary (100% management shares). Offshore fund.
- India Yield Advantage Fund VCC: Step-down subsidiary (100% management shares). Incorporated June 11, 2024.
Aditya Birla Sun Life AMC subsidiary wholly-owned subsidiary and associate details % list every with details revenue breakup % shows international subsidiaries contributing ~2.65% to total revenue, with Singapore leading. Domestic operations dominate, but subsidiaries enable global reach. No associates.
The subsidiaries’ details include financials from AOC-1, with Mauritius 0.05%, Dubai 0.6%, Singapore 2%. Step-down subsidiaries’ revenue belongs to investors, not ABSLAMC. This full list with revenue breakup highlights strategic international diversification.
Information about Physical Properties (Offices, Plants, Factories, etc.) and List
As a financial services company, ABSLAMC has no plants or factories, focusing on offices and investor service centres. Physical properties include:
- Registered Office: One World Center, Tower 1, 17th Floor, Jupiter Mills, Senapati Bapat Marg, Elphinstone Road, Mumbai – 400013.
- 300+ investor service centres across India, with 80% in B30 cities.
- Branch offices in major cities like Delhi, Bangalore, Chennai, Kolkata.
- International offices: Dubai (DIFC), Mauritius, Singapore, GIFT City branch.
The list of physical properties emphasizes office-based operations, with energy-efficient designs like LED lights and waste management. No manufacturing facilities, as business is service-oriented.
Aditya Birla Sun Life AMC physical properties offices plants factories etc list includes the Mumbai headquarters and nationwide centres for investor servicing. International properties support global operations.
Board of Directors Details and List Every Director with Details
The Board of Directors at Aditya Birla Sun Life AMC comprises experienced professionals guiding strategic decisions. List with details:
- Mrs. Vishakha Mulye: Non-Executive Director. CEO of Aditya Birla Capital. Chartered Accountant with 3+ decades in banking. Leads “One ABC” strategy.
- Mr. Sandeep Asthana: Non-Executive Director. Country Head India for Sun Life Financial. 29+ years in insurance and asset management. Chemical Engineer, PGDM from IIM Lucknow.
- Mr. Manjit Singh: Non-Executive Director. President Sun Life Asia. 25+ years in finance. Chartered Accountant, CFA, MBA.
- Mr. A. Balasubramanian: Managing Director & CEO. 30+ years in mutual funds. Advanced Management Programs from IIM Bangalore and Harvard. BSc Mathematics, MBA.
- Mr. Ramesh Abhishek: Independent Director. Retired IAS, former DPIIT Secretary. Master’s in Business Administration, International Politics, Public Administration.
- Mr. Navin Puri: Independent Director. 30+ years in banking. Chartered Accountant, MBA.
- Mr. Sunder Rajan Raman: Independent Director. Former SEBI Whole-Time Member, Chairman Canara Bank. Master’s in Economics, Law graduate.
- Mr. Supratim Bandyopadhyay: Independent Director. Former PFRDA Chairman. Chartered Accountant.
- Ms. Anita Ramachandran: Independent Director. HR consultant, founder Cerebrus. MBA from Jamnalal Bajaj.
Aditya Birla Sun Life AMC board of directors details list every director with details shows a mix of executive, non-executive, and independent directors, ensuring diverse expertise in finance, governance, and strategy.
Shareholding Details
As of March 31, 2025, shareholding pattern:
- Promoters and Promoter Group: 74.90% (Aditya Birla Capital 44.94%, Sun Life (India) AMC Investments 29.96%).
- Public: 25.10% (Mutual Funds 6%, FPI 5.32%, Insurance 3.9%, AIF 1.28%, Bodies Corporate 1.13%, others).
Total shares: 28,84,89,286. Aditya Birla Sun Life AMC shareholding details show promoter dominance with increasing public float post-MPS compliance.
Investment Details and List Every Passive Investment Details %
ABSLAMC’s investments as per note 6:
- Mutual Funds: ₹2,875.80 crores (76.4% of total investments).
- Debt Securities: ₹697.06 crores (18.5%).
- Equity Instruments: ₹17.61 crores (0.5%).
- Subsidiaries: ₹74.25 crores (2%).
- Alternative Investment Funds: ₹101.22 crores (2.7%).
Passive investments list details %: Included in mutual funds and AIFs, with passive AUM ₹34,694 crores, but specific passive investment details % of total investments ~8.5% based on AUM.
Aditya Birla Sun Life AMC investment details list every passive investment details % shows diversified portfolio, with MF dominating.
Company History
Aditya Birla Sun Life AMC Limited has a rich history spanning nearly three decades, establishing itself as one of India’s premier asset management companies. Incorporated on September 5, 1994, the company began its journey as an investment manager, focusing on delivering value through disciplined strategies and rigorous risk management. The partnership between the Aditya Birla Group and Sun Life Financial, a global financial services leader, has been instrumental in shaping ABSLAMC’s growth trajectory. This joint venture combines the Aditya Birla Group’s deep understanding of the Indian market with Sun Life’s international expertise in asset management.
From its early days, ABSLAMC has been at the forefront of the mutual fund industry in India. The company launched Aditya Birla Sun Life Mutual Fund, which quickly gained popularity for its diverse product offerings catering to various risk appetites and investment horizons. Over the years, ABSLAMC expanded its portfolio to include portfolio management services, alternative investment funds, offshore funds, and real estate offerings. Key milestones include registration with SEBI under the Mutual Funds Regulations in 1996, becoming one of the first private sector mutual funds in India.
The company’s history is marked by consistent innovation and adaptation to market changes. In the post-global financial crisis era, ABSLAMC strengthened its risk management framework and focused on long-term value creation. The launch of systematic investment plans and investor education campaigns like “Sabse Important Plan” democratized investing, bringing mutual funds to a broader audience. ABSLAMC’s entry into passive investments and alternatives further diversified its revenue streams, with passive AUM reaching ₹34,694 crores by March 2025.
A significant chapter in ABSLAMC’s history was its initial public offering in October 2021, listing on NSE and BSE. This move not only provided liquidity to shareholders but also enhanced the company’s visibility and credibility in the capital markets. Post-IPO, ABSLAMC achieved the minimum public shareholding requirement of 25% through offer for sale by promoters, demonstrating compliance with SEBI regulations.
Throughout its history, ABSLAMC has upheld the values of integrity, commitment, passion, seamlessness, and speed, inspired by Mr. Aditya Vikram Birla. The company’s evolution from a domestic mutual fund player to an international asset manager with presence in GIFT City, Dubai, Mauritius, and Singapore reflects its global ambitions. Aditya Birla Sun Life AMC company history is a testament to its resilience, having navigated economic cycles, regulatory changes, and market volatilities while maintaining steady growth in assets under management.
The company’s track record includes managing total quarterly assets under management of ₹4.06 lakh crores as of March 2025, supported by a diversified product portfolio. Historical performance shows consistent profitability, with operating revenues reaching ₹1,685 crores in FY25, the highest ever. ABSLAMC’s history of dividend payments, including ₹24 per share for FY25, underscores its shareholder-friendly approach.
Looking back, ABSLAMC’s history is intertwined with India’s economic liberalization and the growth of the mutual fund industry. From less than 5% population participation in mutual funds to aiming for higher penetration, the company has played a pivotal role in financial inclusion. Future chapters in ABSLAMC’s history will likely focus on digital transformation, sustainable investing, and expanding alternative assets, continuing its legacy of innovation and value creation.
Aditya Birla Sun Life AMC company history reveals a journey of strategic partnerships, product innovation, and customer focus. The collaboration with Sun Life brought global best practices, while the Aditya Birla Group’s strong domestic presence provided a solid foundation. Key historical events include the launch of flagship funds like ABSL Global Emerging Equity Fund and the expansion into GIFT City for overseas investments. The company’s history of securing mandates like the ESIC mandate highlights its institutional recognition and expertise.
In summary, ABSLAMC’s history is one of steady evolution, from a nascent asset manager to a market leader managing multi-lakh crore AUM. The Aditya Birla Sun Life AMC company history revenue breakup over years shows consistent growth, driven by increasing retail participation and SIP inflows. As India poised for continued economic growth, ABSLAMC’s historical strengths position it well for future success in the asset management industry.
Founders Details
Mr. Aditya Vikram Birla is the inspirational founder figure for Aditya Birla Sun Life AMC, whose values of integrity, commitment, passion, seamlessness, and speed continue to guide the company. We live by his values, as stated in the annual report. Although not the direct founder, his legacy as the patriarch of the Aditya Birla Group laid the foundation for the company’s establishment in 1994. The group, under his vision, expanded into financial services, leading to the formation of ABSLAMC as a joint venture with Sun Life Financial.
Kumar Mangalam Birla, son of Aditya Vikram Birla, took over the reins and further strengthened the group’s position in asset management. As Chairman of Aditya Birla Group, he has been instrumental in the strategic direction of ABSLAMC until his resignation as Non-Executive Director in April 2023. His leadership emphasized innovation and customer-centricity, key to ABSLAMC’s success.
The actual founding of ABSLAMC involved the collaboration between Aditya Birla Group and Sun Life Financial, with key executives like A. Balasubramanian playing pivotal roles from the beginning. A. Balasubramanian, current Managing Director and CEO, joined in 1994 and has been with the company since inception, rising to CIO in 2006 and CEO in 2009. His expertise as a stalwart in the mutual fund industry has been crucial in building ABSLAMC.
Sun Life (India) AMC Investments Inc., the co-founder entity, brought international expertise, with representatives like Sandeep Asthana and Manjit Singh on the board. The founders’ vision was to create a premier asset management company combining local market knowledge with global best practices.
Aditya Birla Sun Life AMC founders details reveal a blend of visionary leadership and operational excellence. The founders focused on creating long-term value for investors, emphasizing disciplined investment strategies and robust risk management. This founding philosophy has resulted in ABSLAMC managing ₹4.06 lakh crores in AUM, serving 10.61 million folios.
The founders’ commitment to financial inclusion is evident in initiatives like Choti SIP and investor education campaigns. Aditya Birla Sun Life AMC founders details revenue breakup isn’t directly applicable, but the founding joint venture structure has contributed to revenue growth through diversified products.
In essence, the founders of ABSLAMC, through the Aditya Birla Group and Sun Life, set a strong foundation based on values and expertise, driving the company’s success in the competitive asset management space. The legacy continues with current leadership upholding these founding principles.
Parent Company Details
Aditya Birla Sun Life AMC has two major promoters acting as parent-like entities: Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. ABCL held 44.94% stake as of March 2025, while Sun Life held 29.96%, totaling 74.9% promoter shareholding.
ABCL is the holding company of the financial services businesses of the Aditya Birla Group, providing comprehensive solutions across loans, investments, insurance, and payments. As of March 2025, ABCL and its subsidiaries/JVs/associates manage aggregate AUM of over ₹5.11 lakh crores with a consolidated lending book of ₹1.47 lakh crores. ABCL’s role as parent has provided ABSLAMC with strategic direction, shared resources, and synergies in financial services.
Sun Life (India) AMC Investments Inc., part of Sun Life Financial, a leading international financial services organization, brings global expertise in asset management. The partnership with Sun Life has enabled ABSLAMC to access international best practices and expand offshore offerings.
Although ABSLAMC does not have a direct holding company, the promoters function as parent entities, influencing governance and operations. The Aditya Birla Sun Life AMC parent company details if there is revenue breakup isn’t directly from parent, but synergies contribute to overall performance.
The parent entities’ support has been crucial in ABSLAMC’s growth, from IPO in 2021 to achieving MPS in 2024 through OFS. Future plans align with parents’ focus on digital transformation and inclusive growth.
Aditya Birla Sun Life AMC parent company details highlight a strong backing from diversified financial conglomerates, ensuring stability and growth opportunities in the asset management sector.
Future Investment Plan
ABSLAMC’s future investment plans focus on expanding alternative investment funds, particularly private credit, attracting HNIs and family offices. Innovation in sustainable, digital-first, and thematic funds like quant and conglomerate. Enhance passive offerings with new index funds. Grow GIFT City operations for overseas investments via LRS. Invest in digital transformation for seamless investor journey. Scale SIPs through education campaigns. Aditya Birla Sun Life AMC future investment plan aims for sustained growth in AUM and customer base, leveraging technology and policy reforms.
