Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Aditya Birla Sun Life Asset Management Company Pte. Ltd.

One of the oldest private asset managers in India, the team has extensive experience managing assets on the ground in India. 

  • Deep history

    The company was founded in 1994, and is part of the global conglomerate, Aditya Birla Group

  • Scale

    4th largest asset management company in India with $51.6 billion1 in assets under management2

  • Trusted partner

    The partnership provides Canadian investors access to public Indian securities, previously not readily available

Investment process

The team of portfolio managers and research analysts place a strong emphasis on in-house, systematic research. They use a blended top down and bottom up process to find growth oriented companies and employ a quality growth at a reasonable price (GARP) approach to manage the funds. The manager adds value by investing in off benchmark securities that will benefit from the secular growth themes in India. 

Funds sub-advised:

Aditya Birla Sun Life Asset Management Company Pte. Ltd. 

Sun Life Aditya Birla India Fund

Invests in a diversified portfolio of large and mid-cap funds primarily located in India using bottom up investing. Sun Life Aditya Birla India Fund has a 20+ year track record3, making it the longest running India focused strategy in Canada.

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1 September 30th, 2021, in Canadian dollars.

2 Source: Association of Mutual Funds of India, September 30, 2021.

3 Series A.

Aditya Birla Capital Limited is the holding company for the financial services businesses of the Aditya Birla Group which includes the following: Aditya Birla Sun Life Asset Management Company Pte. Ltd., based in Singapore, is sub-advisor to Sun Life Excel India Fund. 

Effective July 14, 2021 Sun Life Excel India Fund was renamed Sun Life Aditya Birla India Fund.