How can I check my Birla Sun Life fund value?
Go to the official website of Aditya Birla Sun Life Insurance. Navigate to the “Where Do I” section on the website. Click on “Know Your Funds” and then select the type of fund details you want to check. On the dashboard or summary page, you should be able to view the fund value of your policy.
- Sign in to my Sun Life.
- Under Investments, click my financial centre.
- Under Quick links, choose Balances.
- Analyse Fund Performance vs Benchmark Performance.
- Check the Expense Ratio of Funds.
- Study Fund History.
- Check the Strength of the Portfolio.
- Check Portfolio Turnover Ratio (PTR)
- Compare The Maturity Period of Funds.
- Compare Risk-Adjusted Returns.
You can call the company's customer service department and request them to provide an update on your policy status. When you call the customer service, it is better to keep the policy number ready with you. You may reach Aditya Birla Sun Life customer care on 1800 270 7000 (toll free).
You can sign in to the AMC's website or apps. You will be provided with details regarding the mutual fund transaction history, balance, and more using the folio number. If you don't consider yourself a tech-savvy person, you can always visit the AMC's office to check the mutual fund statement by folio number.
Net Asset Value Formula
The NAV of a mutual fund is calculated by subtracting the total liabilities from its total assets. Since NAV is typically expressed on a unit price basis, i.e. per share, NAV must be divided by the total number of units outstanding.
In life insurance, the total fund value is the sum of all the money paid to a policyholder in premiums and dividends over a specific period. It is also referred to as the death benefit.
The surrender value of Aditya Birla Sun Life Insurance policy is calculated as a single premium multiplied by 75% of the outstanding term to the total term.
Birla Sun Life Mutual Fund Customer Care Toll Free NumberIn case you have a query, calling up the dedicated contact centre of Birla Sun Life Mutual Fund is perhaps the simplest option. For those calling from within India, investors have two toll-free numbers that they can use – 1800-22-7000 and 1800-270-7000.
Just send 'Hi' from your registered mobile number to ABSLMF WhatsApp Number 8828800033 for: Quick & easy steps to complete Lumpsum, SIP journeys and know your payment status. Get Portfolio Details, account statement, capital gain statement & more.
What app can check mutual fund status?
myCAMS brings digital convenience to manage your Mutual Fund investments. Enjoy one view of your portfolio across 19 Mutual Funds in multiple dimensions, transact to purchase, redeem or switch, open new folio, subscribe to NFO, start SIP in just 7 days with digiSIP.
How does this facility work? Give a missed call on 8506936767 from your registered mobile number. You may prefix “+91” to the number if you are not able to get through or if you are dialing from a registered international mobile number. You will hear a message acknowledging receipt of your missed call.
The fund value is typically mentioned in statements or reports provided by the insurance company. If you can't find the information in your policy documents, visit Aditya Birla Sun Life Insurance Company's official website to know your fund value. Then click on the customer login portal under the Login button.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.55% & 16.36%. The Aditya Birla Sun Life Focused Fund comes under the Equity category of Aditya Birla Sun Life Mutual Funds.
Give a missed call on +91 8976096036 from registered mobile number against your folio to get SMS for your portfolio valuation.
The total market value of all positions in the account, including Core, minus any outstanding debit balances and any amount required to cover short option positions that are in-the-money. The account equity, as a percentage of the total market value of positions in your account.
The Philippine Stock Index Fund is a long-term investment outlet that allows you to diversify your money in a mix of domestic stocks. The Fund aims to mirror the performance of the Philippine Stock Exchange Index (PSEi).
This is the amount of coverage of an insurance policy. This is also called as "Sum Assured". In most cases, the Face Amount is also the death benefit, but there are policies in which the death benefit is expressed as a certain percentage of the Face Amount. E.g. Death Benefit = 200% of the Face Amount.
Under Guaranteed surrender value, if an insurer wants to end the policy before the policy's maturity, he/she is paid with a specific amount called the Guaranteed Surrender Value. According to the LIC brochure: Guaranteed Surrender Value = 30% X Total premiums paid.
- Step 1: Receive the Maturity Claim Intimation. ...
- Step 2: Fill out the Maturity Claim Discharge Form. ...
- Step 3: Submit the Necessary Documents. ...
- Step 4: Receipt of the Maturity Amount.
Is it good to invest in Aditya Birla Sun Life?
Safety: Birla Sun Life has a very impressive track record and it strives consistently for the safety of the investor's money. Steady Income: Birla Sun Life Mutual Fund offers a good channel for a steady Income. Building up Wealth: It is a good option for a gradual wealth creation over a period of time.
You must accomplish and submit the completed form, requirements, and original copy(-ies) of stock certificate(s) or certificate(s) of participation, if issued, through any of our Mutual Fund (MF) Representatives, Client Service Centers, or our e-mail at RequestSLAMCI@sunlife.com.
1. The investor has the right to discontinue SIP at any time he/she so desires by sending a written request 30 calendar days in advance of the immediate next due date to any of the offices of Aditya Birla Sun Life Mutual Fund or its Authorized Collection Centres. On receipt of such request SIP will be terminated.
Reason(s) for the surrender of the policy, along with the surrender form, need to be submitted to the nearest official branch of Aditya Birla Sun Life Insurance. This surrender form can be downloaded online from the official website of the company. Else, one can also get it from any of the branches of Aditya Birla.
NEW DELHI: Shares of Aditya Birla Capital, which is the holding company for the group's financial services businesses including mutual funds, tanked 5 per cent after reports of mismanagement and corruption at the company.
