more How Floating Rate Funds Can Offer Yields in a Rising Rate … You also need to understand that, just like any other investment, the risks are inevitable when it comes to investing in mutual funds. The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five … Sun Life MFS International Value Fund, Series F – Up Capture: 1-year: 88%; 3-years: 91%; 5-years: 97%; 10-years: 93%; since inception (Oct. 1, 2010): 93%;  Down Capture: 1-year: 40%; 3-years: 49%; 5-years: 68%; 10-years: 55%; since inception (Oct. 1, 2010): 55%. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. Returns for periods longer than 1 year are annualized. With a large investor base, Aditya Birla Sun Life Mutual Fund has emerged as one of India's leading flagships of Mutual Funds business. At Sun Life Global Investments, we bring together investment research and world-class asset managers from around the globe. Money Market Growth of 10,000 investment over the years. Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. The fund house offers a range of investment options under the … It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.4% since its launch. These funds are highly recommendable if you want to earn decent returns in a short term. Ranked 7 in Money Market category. as on 22 Jan 21 DurationReturns1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 11.6% 3 Year 10% 5 Year 10.2% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis YearReturns2020 12.1% 2019 11% 2018 6.9% 2017 4.4% 2016 16.7% 2015 5.7% 2014 19.9% 2013 3.5% 2012 11.4% 2011 9.8% Fund Manager information for Aditya Birla Sun Life Government Securities Fund NameSinceTenurePranay Sinha1 Apr 173.75 Yr.Bhupesh Bameta6 Aug 200.4 Yr.Data below for Aditya Birla Sun Life Government Securities Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash5.04%Debt94.96% Debt Sector Allocation SectorValueGovernment94.96%Cash Equivalent5.04% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity 5.77% GOI 2030 Sovereign Bonds | -39%₹213 Cr21,500,000 ↑ 3,500,000 7.17% Govt Stock 2028 Sovereign Bonds | -19%₹101 Cr9,353,200 ↑ 1,500,000 7.88% GS 2030 Sovereign Bonds | -12%₹68 Cr6,000,000 ↓ -2,000,000 6.45% Govt Stock 2029 Sovereign Bonds | -7%₹36 Cr3,500,000 ↑ 500,000 8.24% Govt Stock 2027 Sovereign Bonds | -6%₹34 Cr3,000,000 ↑ 1,500,000 6.68% Govt Stock 2031 Sovereign Bonds | -6%₹31 Cr3,000,000 ↑ 3,000,000 07.65 UP SDL 2030 Sovereign Bonds | -4%₹22 Cr2,000,000 08.68 TN SDL 2028 Sovereign Bonds | -1%₹6 Cr500,000 6.19% Govt Stock 2034 Sovereign Bonds | -1%₹5 Cr500,000 ↓ -9,757,300 7.57% Govt Stock 2033 Sovereign Bonds | -0%₹2 Cr168,600, (Erstwhile Aditya Birla Sun Life Short Term Fund). With this guide, we hope that you’ll be able to come up with an informed decision as to where to best put your hard-earned money! Its Morningstar rating was 5 stars in the 10 year, 5 year and 3 year time periods. The point at which half the funds had better performance and half had worse performance is the median. In the last 4 years, Aditya Birla Sun Life Frontline Equity Fund consistently ranked in the top two performance quartiles (please see our Top Consistent Mutual Fund … Aditya Birla Sun Life Corporate Bond Fund (Erstwhile Aditya Birla Sun Life Short Term Fund) An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities. Below the line graph is a table that shows performance of Sun Life MFS Global Growth Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 14.3%, 13.9%, 14.2%, 16.3%, 18.0% and 18.0% respectively. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Investors who are planning to achieve short-term Financial goals, then debt funds can be a good option. Aditya Birla Sun Life India GenNext Fund. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. Return for 2020 was 11.9% , 2019 was 9.6% and 2018 was 7% . The MSCI All Country World Index grew to $32,347 and the Global Equity Category Average grew to $25,889 over 10 years. The source of this data is Morningstar Direct, data as at December 31, 2020. Ranked 6 in Ultrashort Bond category. as on 22 Jan 21. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. Over the same periods, the International Equity Category average was 7.2% (since inception), 7.4% (10 years), 5.9% (5 years), 4.8% (3 years), 6.5% (1 year) and 6.5% year to date. Develop investment talent. Its Morningstar rating was 5 stars in the 10 year, 5 year and 3 year time periods. By signing in, you agree to these terms and conditions. However for this article, to determine the best performing Mutual Funds in the Philippines for 2020, we’ll keep the calculations simple. DateValue31 Dec 15₹10,00031 Dec 16₹11,02431 Dec 17₹11,74331 Dec 18₹12,56531 Dec 19₹13,77131 Dec 20₹15,408 Aditya Birla Sun Life Corporate Bond Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹206,148. Ranked 4 in Government Bond category. Mutual funds Sun Life Global Investments (Canada) Inc. brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of well-diversified … The fund’s quartile rank was 1 over all periods. Aditya Birla Sun Life Government Securities Fund (Erstwhile Aditya Birla Sun Life Gilt Plus Fund - PF Plan) An Open - ended government securities scheme with the objective to generate income and capital appreciation through investments exclusively in Government Securities. DateValue31 Dec 15₹10,00031 Dec 16₹10,92431 Dec 17₹11,70931 Dec 18₹12,60331 Dec 19₹13,66931 Dec 20₹14,629 Aditya Birla Sun Life Savings Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹203,125. The source of this data is Morningstar Direct, data as of December 31, 2020. Analyse how fund performed during various bull and bear cycles. Partner with Sun Life for a brighter future today! That’s why we’ve partnered with MFS to sub-advise the Sun Life MFS funds. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. MaturityAditya Birla Sun Life Corporate Bond Fund Growth ₹85.4881 ↓ -0.02 ₹24,9401.22.911.19.311.94.93%2Y 6M 25D3Y 2M 16Dadd_shopping_cartAditya Birla Sun Life Savings Fund Growth ₹419.385 ↑ 0.00 ₹16,5400.92.46.67.673.89%5M 23D6M 11Dadd_shopping_cartAditya Birla Sun Life Money Manager Fund Growth ₹282.687 ↑ 0.03 ₹9,5480.926.47.46.63.75%5M 12D5M 12Dadd_shopping_cartAditya Birla Sun Life Government Securities Fund Growth ₹63.5834 ↑ 0.05 ₹54611.911.61012.15.92%6Y 2M 5D8Y 7M 2Dadd_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. Complete your Registration and KYC Process. (If you want to skip to the latest list of best performing mutual funds, simply head over to the section “Top 10 Best Mutual Funds … An Open - ended government securities scheme with the objective to generate income and capital appreciation through investments exclusively in Government Securities. Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. It is the absl best … Aditya Birla Sun Life Government Securities Fund is a Debt - Government Bond fund was launched on 12 Oct 99. Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. All Rights Reserved, Aditya Birla Sun Life Corporate Bond Fund, Aditya Birla Sun Life Government Securities Fund, 2021 Shepard Technologies Private Limited. It’s Morningstar rating was 5 stars in the 10 year, 5 year and 3 year time periods. Ranked 1 in Corporate Bond category. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Morningstar Quartile Ranking: The quartiles divide the data into four equal regions. These funds also provide high liquidity along with tax-efficient returns. Enter your email to receive a digital copy of the Advisor materials for the featured investment funds (check all that apply): 1 MFS Investment Management or MFS refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. have entered into a sub-advisory agreement. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth Fund, Series F ending with $39,299. Ratings and/or ranking information is subject to change monthly. Thus, debt funds a lower risk investment compared to Equity Funds. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. MFS believes the collective expertise of their teams brings them to better investment decisions through: Actively manage risk: Have conviction in the businesses you own. All rights reserved. Morningstar Rating: The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Learn about Mutual Funds investment in India - Best Funds, Fund analysis, fund rating, SIP investments and more. Return for 2020 was 7% , 2019 was 8.5% and 2018 was 7.6% . In this article, you can read about the top performing mutual funds … Aditya Birla Sun Life Equity Fund It is a multi-cap fund which invests in equities of various category. Of the top 10 mutual funds, six are bond funds, three are balanced funds, and one is a money market fund.And only the top three have posted double-digit returns. These funds also provide high liquidity along with tax-efficient returns. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. Advisor Fund Sheet - Request Request the Sun Life MFS International Value FundAdvisor Fund Sheet. Upload Documents (PAN, Aadhaar, etc.). Ranked 4 in Government Bond category. Ranked 1 in Corporate Bond category. Get MFS’ insight into timely market events as well as what’s top of mind for their thought leaders. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, National Bank For Agriculture and Rural Development, Rural Electrification Corporation Limited, Housing Development Finance Corporation Limited, Mahindra & Mahindra Financial Services Limited, Shriram Transport Finance Company Limited, National Bank For Agriculture And Rural Development, Adani Ports and Special Economic Zone Limited. Over the same periods, the Global Equity Category average was 9.7% (since inception), 9.6% (10 years), 8.3% (5 years), 8.3% (3 years), 12.5% (1 year) and 12.5% year to date. Here’s a list of the top-performing equity mutual funds (Compiled by Groww -- an investment platform): Large-cap funds. Philam Bond Fund, Inc. is number one with a return of 11.54%, followed by Sun Life’s Prosperity Bond Fund and Prosperity GS Fund. Below the line graph is a table that shows performance of Sun Life MFS Global Growth Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 14.3%, … Below is the key information for Aditya Birla Sun Life Government Securities Fund Aditya Birla Sun Life Government Securities Fund Growth Launch Date 12 Oct 99 NAV (22 Jan 21) ₹63.5834 ↑ 0.05   (0.07 %) Net Assets (Cr) ₹546 on 31 Dec 20 Category Debt - Government BondAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆Risk ModerateExpense Ratio 1.18Sharpe Ratio 1.89Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-90 Days (0.5%),90 Days and above(NIL) Yield to Maturity 5.92%Effective Maturity 8 Years 7 Months 2 DaysModified Duration 6 Years 2 Months 5 DaysSub Cat. Over the same periods, the International Equity Category average was 7.2% (since inception), 7.4% (10 years), 5.9% (5 years), 4.8% (3 years), 6.5% (1 year) and 6.5% year to date. 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