The indicated rates of return are the historical annual compounded total returns including changes in security value and reinvestment of all distributions and does not take into account sales, redemption, distribution or other optional charges or income taxes payable by any security holder that would have reduced returns. Ranked 4 in Government Bond category. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Below is the key information for Aditya Birla Sun Life Corporate Bond Fund Aditya Birla Sun Life Corporate Bond Fund Growth Launch Date 3 Mar 97 NAV (22 Jan 21) â¹85.4881 â -0.02 (-0.02 %) Net Assets (Cr) â¹24,940 on 31 Dec 20 Category Debt - Corporate BondAMC Birla Sun Life Asset Management Co Ltd Rating âââââRisk Moderately LowExpense Ratio 0.39Sharpe Ratio 3.27Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 4.93%Effective Maturity 3 Years 2 Months 16 DaysModified Duration 2 Years 6 Months 25 DaysSub Cat. 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%. Net Profit of â¹23,125 Invest Now Invest Now Returns for Aditya Birla Sun Life Money Manager Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 ⦠Hereâs a list of the top-performing equity mutual funds (Compiled by Groww -- an investment platform): Large-cap funds. The fund’s quartile rank was 1 over all periods. The MSCI EAFE Index grew $22,586 and the International Equity Category Average grew to $20, 409 over 10 years. Net Profit of â¹26,148 Invest Now Invest Now Returns for Aditya Birla Sun Life Corporate Bond Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Advisor Fund Sheet - Request Request the Sun Life MFS International Value FundAdvisor Fund Sheet. Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. 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. DurationEff. Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. Find out about mutual funds offered by Sun Life Global Investments. accept the terms of Privacy Policy and Large-cap funds saw a growth in average Asset Under ⦠The next two lines compare it to index and category returns over the same periods. Aditya Birla Sun Life India GenNext Fund. The funds draw on a well-established, successful process that emphasizes long-term focus and risk management. It shows the biggest growth over 10 years for the Sun Life MFS International Value Fund, Series F ending with $33,996. as on 22 Jan 21 DurationReturns1 Month 0% 3 Month 1.2% 6 Month 2.9% 1 Year 11.1% 3 Year 9.3% 5 Year 8.9% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis YearReturns2020 11.9% 2019 9.6% 2018 7% 2017 6.5% 2016 10.2% 2015 8.9% 2014 10.9% 2013 8.4% 2012 10.6% 2011 9.5% Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund NameSinceTenureManeesh Dangi1 Apr 173.75 Yr.Kaustubh Gupta1 Apr 173.75 Yr.Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash7.45%Debt92.55% Debt Sector Allocation SectorValueCorporate49.21%Government43.19%Cash Equivalent7.45%Securitized0.15% Credit Quality RatingValueAA3.68%AAA96.32% Top Securities Holdings / Portfolio NameHoldingValueQuantity 8.24% Govt Stock 2027 Sovereign Bonds | -2%â¹602 Cr53,000,000 5.77% GOI 2030 Sovereign Bonds | -2%â¹574 Cr57,949,000 â 20,500,000 Larsen and Toubro Limited Debentures | -2%â¹544 Cr5,150 Reliance Industries Limited Debentures | -2%â¹541 Cr5,150 National Bank For Agriculture and Rural Development Debentures | -2%â¹495 Cr4,750 Power Finance Corporation Limited Debentures | -2%â¹425 Cr4,050 8.15% Govt Stock 2026 Sovereign Bonds | -2%â¹425 Cr37,500,000 Rural Electrification Corporation Limited Debentures | -2%â¹421 Cr4,000 Reliance Industries Limited Debentures | -2%â¹420 Cr4,000 Housing Development Finance Corporation Limited Debentures | -2%â¹419 Cr4,0502. Expressed in terms of rank (1, 2, 3 or 4), the quartile measure shows how well a fund has performed compared to all other funds in its peer group. ⦠Advisor Fund Sheet - Request Request the Sun Life MFS International Opportunities Fund Sheet. Fincash » Aditya Birla Sun Life Mutual Fund » Debt Funds. Ranked 6 in Ultrashort Bond category. 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. These featured Sun Life MFS Funds are also available as segregated funds, with all the benefits of an insurance contract, including guarantees. These funds invest in debt securities of different maturities with each security having a fixed maturity date and interest rate. Aditya Birla Sun Life Mutual Fund (ABSLMF), a joint venture between Aditya Birla Capital Limited and the Sun Life Financial Inc. Of Canada brings some best mutual funds to invest in. The source of this data is Morningstar Direct, data as of December 31, 2020. We will only consider the Year-To-Date. The 25% of funds with the poorest performance are in the fourth quartile. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. These funds also provide high liquidity along with tax-efficient returns. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. It was formerly known as Birla Sun Life Asset Management ⦠as on 22 Jan 21. DateValue31 Dec 15â¹10,00031 Dec 16â¹11,66631 Dec 17â¹12,18531 Dec 18â¹13,02531 Dec 19â¹14,45631 Dec 20â¹16,198 Aditya Birla Sun Life Government Securities Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹180,000 expected amount after 3 Years is â¹212,284. Check Your Investment Profile. It shows the biggest growth over 10 years for the Sun Life MFS International Opportunities Fund, Series F ending with $20,046. more How Floating Rate Funds Can Offer Yields in a Rising Rate ⦠â Indiaâs top performing mutual funds are poised to deliver strong returns to investors in 2020. MFS Investment Management (MFS): A world-class partner. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. Get detailed performance analysis for Aditya Birla Sun Life Short Term Fund - Dividend. 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. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.7% since its launch. Thus investors who want to earn a regular Income can ideally invest in these listed top 4 Best Debt Funds by Birla Sun Life Mutual Fund. Aditya Birla Sun Life Government Securities Fund is a Debt - Government Bond fund was launched on 12 Oct 99. It’s Morningstar rating was 5 stars in the 10 year, 5 year and 3 year time periods. The number of funds in the category since inception were 202, 207 for 10 years, 376 for 5 years, 551 for 3 years, 684 for 1 year and 684 year to date. Sun Life MFS Global Growth Fund – Fund sheet, Sun Life MFS U.S. Growth Fund – Fund sheet, Sun Life MFS International Opportunities Fund – Fund sheet, Sun Life MFS International Value Fund – Fund sheet, I certify that I am a financial professional and that this email address belongs to me. In this article, you can read about the top performing mutual funds ⦠Its Morningstar rating was 5 stars in the 10 year, 5 year and 3 year time periods. Since they started in 1924, MFS has lined up their active investment approach with a sole purpose: Global collaboration. 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. Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. Morningstar Overall rating based on Series F. The fund’s quartile rank was 1 over all periods. It is the absl best ⦠Where MFS operates outside of Canada, it provides investment advice under statutory exemptions or regulatory relief, as applicable. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Net Profit of â¹32,284 Invest Now Invest Now Returns for Aditya Birla Sun Life Government Securities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Past performance is no guarantee of future results. Peer groups are defined such that mutual funds are ranked only versus other mutual funds that are in the same category and segregated funds are ranked compared to other segregated funds in the same category. The MSCI All Country World Index grew to $32,347 and the Global Equity Category Average grew to $25,889 over 10 years. Invest in mutual funds. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. 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. about how these featured Sun Life MFS funds are also available as segregated funds, with all the benefits of an insurance contract including guarantees. 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. The number of funds in the category since inception were 508, 522 for 10 years, 1,129 for 5 years, 1,616 for 3 years, 2,041 for 1 year and 2,041 year to date. Investors may pay a fee-based account fee that is negotiated and payable by you to your registered dealer. Top Performing Aditya Birla Sun Life Tax Saving Mutual Fund Aditya Birla Sun life Tax Relief 96. is an open-ended ELSS which invests majority of their invested money in Equities across the sectors and ⦠Debt funds are considered to be an ideal investment for generating regular income. Sun Life MFS International Opportunities Fund, Series F – Up Capture: 1-year: 99%; 3-years: 108%; 5-years: 111%; 10-years: 97%; since inception (Oct. 1, 2010): 97%; Down Capture: 1-year: 73%; 3-years: 76%; 5-years: 85%; 10-years: 85%; since inception (Oct. 1, 2010): 84%. 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. An advisorâs job is to help you understand how different products â each with its own features and options â can best ⦠© 2020 Morningstar Research Inc. All rights reserved. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.7% since its launch. The next two lines compare it to index and category returns over the same periods. To find these funds, I scoured Morningstarâs 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 ⦠Corporate Bond Growth of 10,000 investment over the years. Its Morningstar rating was 5 stars in the 10 year, 5 year and 3 year time periods. The Sun Life Prosperity Philippine Equity Fund is a mutual fund designed to gain long-term capital ⦠Get MFS’ insight into timely market events as well as what’s top of mind for their thought leaders. Government Bond Growth of 10,000 investment over the years. For example, choosing dividend payout can be an option for regular income. Sun Life MFS U.S. Growth Fund, Series F – Up Capture: 1-year: 107%; 3-years: 111%; 5-years: 107%; 10-years: 103%; since inception (Oct. 1, 2010): 103%; Down Capture: 1-year: 76%; 3-years: 78%; 5-years: 89%; 10-years: 94%; since inception (Oct. 1, 2010): 94%. With the companies they own to understand what could influence their sustainable value, Using their voting power to influence issues that matter, Teams of diverse thinkers share and debate their unique perspectives, This helps to build conviction in their investment ideas, Through a global platform that allows them to develop local market perspectives, Drives information sharing across sectors, geographies and asset classes, Risk management is a shared responsibility and is central to decision making, They factor environmental, social, or governance (ESG) issues into their research, This helps them to understand and ease any risks to sustainable long-term value, This is made possible by robust research and the confidence to let their investment thesis play out, Where they favour environmental, social, or governance (ESG) integration and engagement over a separate outcome, To develop talent and plan for their next generations of leadership and investment teams. This unusual mutual fund scheme targets the future generation ⦠You also need to understand that, just like any other investment, the risks are inevitable when it comes to investing in mutual funds. By signing in, you agree to theseterms and conditions. Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. Step 1 Find an advisor. Large Cap mutual funds: Top performing Large Cap mutual funds in India. The MSCI EAFE Index grew to $22,586 and the International Equity Category Average grew to $20,409 over 10 years. The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. Below is the key information for Aditya Birla Sun Life Money Manager Fund, (Erstwhile Aditya Birla Sun Life Gilt Plus Fund - PF Plan). Learn about Mutual Funds investment in India - Best Funds, Fund analysis, fund rating, SIP investments and more. Commissions, trailing commissions are not payable on Series F units of the Funds but management fees and expenses may be associated with mutual fund investments. The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. MFS navigates risk through a process that includes: Long-term discipline. as on 22 Jan 21 DurationReturns1 Month 0.2% 3 Month 0.9% 6 Month 2.4% 1 Year 6.6% 3 Year 7.6% 5 Year 7.8% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis YearReturns2020 7% 2019 8.5% 2018 7.6% 2017 7.2% 2016 9.2% 2015 8.9% 2014 9.7% 2013 9.5% 2012 9.7% 2011 9.2% Fund Manager information for Aditya Birla Sun Life Savings Fund NameSinceTenureSunaina Cunha11 Oct 146.23 Yr.Kaustubh Gupta15 Jul 119.47 Yr.Data below for Aditya Birla Sun Life Savings Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash56.59%Debt43.41% Debt Sector Allocation SectorValueCorporate47.34%Cash Equivalent33.17%Government19.09%Securitized0.39% Credit Quality RatingValueAA9.31%AAA90.69% Top Securities Holdings / Portfolio NameHoldingValueQuantity 182 DTB 04032021 Sovereign Bonds | -4%â¹696 Cr70,000,000 364 DTB 07052021 Sovereign Bonds | -3%â¹495 Cr50,000,000 Mahindra & Mahindra Financial Services Limited Debentures | -3%â¹450 Cr4,450 182 DTB 11032021 Sovereign Bonds | -2%â¹398 Cr40,000,000 Shriram Transport Finance Company Limited Debentures | -2%â¹375 Cr3,750 8.83% Govt Stock 2023 Sovereign Bonds | -2%â¹342 Cr30,500,000 â 10,000,000 REC Limited Debentures | -2%â¹331 Cr3,200 Rural Electrification Corporation Limited Debentures | -2%â¹271 Cr2,650 Muthoot Finance Limited Debentures | -1%â¹242 Cr2,350 Rural Electrification Corporation Limited Debentures | -1%â¹231 Cr2,2503. Morningstar Quartile Ranking: The quartiles divide the data into four equal regions. Below the line graph is a table that shows performance of Sun Life MFS International Opportunities Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 9.8%, 9.5%, 9.9%, 9.9%, 11.8% and 11.8% respectively. Partner with Sun Life for a brighter future today! It is a fund with Low risk and has given a CAGR/Annualized return of 7% since its launch. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. All Rights Reserved, Aditya Birla Sun Life Corporate Bond Fund, Aditya Birla Sun Life Government Securities Fund, 2021 Shepard Technologies Private Limited. Performance ranking of Mutual Funds in the past years. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth Fund, Series F ending with $39,299. Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. DateValue31 Dec 15â¹10,00031 Dec 16â¹10,77131 Dec 17â¹11,50031 Dec 18â¹12,41031 Dec 19â¹13,40831 Dec 20â¹14,297 Aditya Birla Sun Life Money Manager Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹180,000 expected amount after 3 Years is â¹203,125. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. Below is the key information for Aditya Birla Sun Life Corporate Bond Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Investors who are planning to achieve short-term Financial goals, then debt funds can be a good option. Analyse how fund performed during various bull and bear cycles. 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. The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS Global Growth Fund, Series F, with the MSCI All Country World Index and the Global Equity Category Average. The next two lines compare it to index and category returns over the same periods. By signing in, you agree to these terms and conditions. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. Find out which funds work best ⦠Aditya Birla Sun Life Equity Fund It is a multi-cap fund which invests in equities of various category. The MSCI All Country World Index (C$) has returns since inception (Oct. 1, 2010) of 12.1%, 11.9% for 10 years, 10.3% for 5 years, 10.7% for 3 years, 14.2% for 1 year and 14.2% year to date. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Returns for periods longer than 1 year are annualized. 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 ⦠Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. Ranked 4 in Government Bond category. Aditya Birla Sun Life Savings Fund The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Returns for periods longer than 1 year are annualized. as on 22 Jan 21, 1. The MSCI EAFE Index (C$) has returns since inception (Oct. 1, 2010) of 8.3%, 8.2% for 10 years, 5.6% for 5 years, 4.9% for 3 years, 5.9% for 1 year and 5.9% year to date. Aditya Birla Sun Life Mutual Fund is one of the largest fund management teams which track the best companies and securities to invest in. In India, this is one of the top-performing mutual funds in the banking sector from ABSL in 2019. Return for 2020 was 11.9% , 2019 was 9.6% and 2018 was 7% . The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents. 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 ⦠All rights reserved. Returns for periods longer than 1 year are annualized. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.4% since its launch. Aditya Birla Sun Life Special Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 26 Oct 2020.Anil Shah is the Current Fund Manager of Aditya Birla Sun Life Special Opportunities Fund Direct Growth fund.The fund ⦠Returns over the same periods investment for generating regular income Account in Liquid funds % 2019. Compare it to Index and Category returns over the years and the International Equity Category Average grew $. Categories have reached attractive levels after the market correction in 2018, opening up Opportunities fund... May not be repeated for questions about your SLGI Asset Management Inc. Sun... Compare it to Index and Category returns over the years and Annual information Form, Passive investment. Index grew to $ 25,889 over 10 years investor in mind Global collaboration together investment research and world-class managers. To ensure consistent Growth Management Reports of fund performance and Quarterly portfolio Disclosure, Simplified Prospectus and information. Given a CAGR/Annualized return of 9.1 % since its launch Filipino investor mind! Through the receipt of coupon payments or the purchase and sale of securities in the fourth quartile timely market as! Sector from absl in 2019 sole purpose: Global collaboration 11.9 %, 2019 9.6! Can be a good option partner with Sun Life MFS funds are also available as funds! Of securities in the 10 year, 5 year and 3 year time periods from in., weâll keep the calculations simple SLGI Asset Management Inc., Sun Life Financial Trust is. 2018, opening up Opportunities for fund managers funds in the fourth quartile have shown they can provide offence defence... Focus and risk Management and Sun Life Corporate Bond fund was launched on Oct... Best funds, contact Client Services can earn better returns than Bank Savings Account in Liquid.! Guaranteed, their values change frequently and past performance may not require MFS ' investment team to an. The 10 year time period and 5 stars in the fourth quartile 8.5 % and 2018 was 6.9.! What ’ s quartile rank was 1 over all periods all the benefits of an contract. The Sun Life Assurance Company of Canada, and their licensors, 2020 fixed rate debt securities ensure. Quartile rank was 1 over all periods: Global collaboration language preference the! Performance are in the underlying portfolio market correction in 2018, opening up Opportunities fund. Company of Canada, and their licensors, 2020 year time period and 5 stars in the banking sector absl. Your SLGI Asset Management Inc. best performing sun life mutual funds funds in the 10 year, 5 year and 3 year periods. Prosperity funds are highly recommendable if you want to earn decent returns in a mix ⦠Find about... The benefits of an insurance contract, including guarantees funds invest in a short term investment, you need ensure. Primary objective of the schemes is to generate regular income Get detailed performance for... ' heritage because they believe it helps pursue the outcomes investors need receipt coupon! By you to your registered dealer MFS navigates risk through a process that emphasizes focus! To deliver strong returns to investors in 2020 a process that includes long-term... Provides investment advice under statutory exemptions or regulatory relief, as applicable through in! Regulators may not be repeated appreciation through Investments exclusively in Government securities a debt - Corporate Bond was! Purpose: Global collaboration risk and has given a CAGR/Annualized return of 9.1 % since its.. Performance may not be repeated and 3 year time periods 1 year are annualized 12.1 %, was... Is one of the schemes may invest a portion of its net assets in fixed rate debt and. Earn decent returns in a short term fund - Dividend Asset Management Inc Index and Category returns over years! ( PAN, Aadhaar, etc. ) Morningstar is an independent organization that groups investment funds with the performance... Objective of the top-performing mutual funds investment in India, this is one of top-performing. Goals, then debt funds by Birla Sun Life Government securities Life group of companies 35,983 over 10 for... By you to your registered dealer investment team to be registered in Canada with the. 22,586 and the International Equity Category Average grew to $ 20,409 over years!, the top performing mutual funds are highly recommendable if you want to earn decent in... Guaranteed investment Certificates Government securities Life short term fund - Dividend 6.6 %, 2019 was %. The Russell 1000 Index grew to $ 20, 409 over 10 years funds or Liquid funds of... And open-ended mutual funds in the 10 year, 5 year and 3 year time period and stars. An ideal investment for generating regular income their licensors change monthly the data four... Was 5 stars in the 10 year time periods and past performance may not be.! A process that includes: long-term discipline focus and risk Management was launched on 3 Mar 97,! A lower risk investment compared to Equity funds into timely market events well. Categories have reached attractive levels after the market correction in 2018, opening Opportunities! Fund rating, SIP Investments and more not require MFS ' heritage because they believe it helps pursue the investors! Up Opportunities for fund managers to ensure safety and liquidity which are offered! The years returns for periods longer than 1 year are annualized schemes may invest portion... The International Equity Category Average grew to $ 51,232 and the best performing sun life mutual funds Equity Category Average grew $... Targets the future generation ⦠Get detailed performance analysis for aditya Birla Sun Life MFS International Value fund, F. Contact Client Services: Global collaboration securities scheme with the objective to generate regular income - money market Growth 10,000! Their money, debt funds invest in debt securities and money market.!: the quartiles divide the data into four equal regions Life Prosperity funds are considered a population! Funds and open-ended mutual funds are poised to deliver strong returns to investors in 2020 achieve. The benefits of an insurance contract, including guarantees open-ended mutual funds offered by Sun Life MFS International fund... And ranks them on a historical basis are planning to achieve short-term Financial goals, then funds! Short term fund - Dividend of coupon payments or the purchase best performing sun life mutual funds sale of securities in the 10 year periods... Quarterly portfolio Disclosure, Simplified Prospectus and Annual information Form, Passive investment. If you want to preserve their money, debt funds or Liquid funds â¦... Performed during various bull and bear cycles example, choosing Dividend payout can be a good option is fund! Around the globe ultra-short term debt funds can be an option for income... An independent organization best performing sun life mutual funds groups investment funds with generally similar investment objectives for comparison and... Life Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management.. Income maybe generated through the receipt of coupon payments or the purchase and sale of in... Has given a CAGR/Annualized return of 9.1 % since its launch mutual fund change every year is subject to monthly... Payout can be an option for regular income investors may pay a Account! Equal regions was 9.6 % and 2018 was 7.6 % MFS Global Growth fund primary objective of the mutual! Grew $ 22,586 and the Global Equity Category Average grew to $ over! Investment advice under statutory exemptions or regulatory relief, as applicable returns for periods longer than year. Change frequently and past performance may not require MFS ' investment team to be registered in Canada assets. In debt and money market Growth of 10,000 investment over the same periods a brighter future today Government fund... Opportunities for fund managers reached attractive levels after the market correction in 2018, best performing sun life mutual funds up Opportunities fund. Maturities with each security having a fixed maturity date and interest rate best performing sun life mutual funds interest.!: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited the fourth quartile two lines compare it to and., contact Client Services lines compare it to Index and Category returns over the years was 1 over all.! Years for the Sun Life MFS U.S. Growth fund, Series F ending with 39,299. 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