Aditya Birla Sun Life Pension Fund is a wholly owned subsidiary of Aditya Birla Sun Life Insurance Company Limited and was incorporated in 2015. It is headed by Mr. Sashi Krishnan who has an experience of 30 years in mutual funds and insurance industry. Currently, Aditya Birla Sun Life Pension Fund provides the highest return on NPS Corporate Bonds on 1-year basis (both Tier 1 and Tier 2) and ranks among the top 3 funds for NPS Equity (both Tier 1 and Tier 2).
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Aditya Birla Sun Life Pension Fund NPS Tier 1 Account
| Returns/Scheme | Equity | Corporate Bonds | Government Bonds | Alternative Assets | Average Return* |
| 1 Year | 18.30% | 4.50% | -1.74% | 7.06% | 7.02% |
| 3 Years | NA | NA | NA | NA | NA |
| 5 Years | NA | NA | NA | NA | NA |
| Since Inception | 19.49% | 7.39% | 2.83% | 6.93% | 9.90% |
*Average return reflects the return earned on a scheme with equal allocation in Equity, Corporate Bonds and Government Bonds, with nothing invested in the Alternative Asset class considering its recent inclusion as a scheme category.
Aditya Birla Sun Life Pension Fund NPS Tier 2 Account
| Returns/Scheme | Equity | Corporate Bonds | Government Bonds | Average Return* |
| 1 Year | 18.25% | 3.62% | -2.49% | 6.46% |
| 3 Years | NA | NA | NA | NA |
| 5 Years | NA | NA | NA | NA |
| Since Inception | 19.34% | 5.21% | -0.01% | 8.18% |
*Average return reflects the return earned on a scheme with equal allocation in Equity, Corporate Bonds and Government Bonds.
The Management
Sashi Krishnan
Mr. Sashi Krishnan is the CEO cum CIO (Chief Investment Officer) of Aditya Birla Sun Life Pension Fund and hold and experience of 30 years in the mutual fund and insurance industry.
Portfolio Details of Aditya Birla Sun Life Pension Fund
Aditya Birla Sun Life Pension Fund NPS Tier 1 Account
The value of total assets under management (AUM) for NPS Tier 1 is Rs. 55.32 crore.
| Details/Scheme | Equity | Corporate Bonds | Government Bonds | Alternative Assets |
| Scheme Inception Date | May 9, 2017 | May 15, 2017 | ||
| Asset Under Management (AUM) | Rs. 27 crore | Rs. 14 crore | Rs. 14 crore | Rs. 32 lakh |
| Top 5 Holdings | RIL, Maruti, HDFC Bank, L&T | 9.30% L&T INFRA DEBT FUND 2024, 11.40% FULLERTON,
8.45% SUNDARAM FINANCE 2028, 9.35% REC 2022, 9.00% LICH 2023 |
7.73% GOI 2034, 8.15% GOI 2026,
7.59% GOI 2029, 8.26% GOI 2027, 7.06 % GOI 10.10.2046 |
UTI Liquid MF |
| Weightage of Top 5 Holdings | 29.26% | 26.23% | 39.82% | 100% |
| Top 3 Sectors | Finance, Automobiles, Oil & Gas | Financial services, Power, Liquid mutual funds | Government securities, Liquid mutual fund | Liquid mutual funds |
Aditya Birla Sun Life NPS Tier 2 Account
The value of total assets under management (AUM) for NPS Tier 2 is Rs. 8 crore.
| Details/Scheme | Equity | Corporate Bonds | Government Bonds |
| Scheme Inception Date | May 9, 2017 | ||
| Asset Under Management (AUM) | Rs. 4 crore | Rs. 2 crore | Rs. 2 crore |
| Top 5 Holdings | RIL, Maruti, HDFC
Bank, L&T, ITC |
UTI Liq MF, 9.80% L&T Finance 2022, 8.80% IRFC 2030, 9.25% EXIM
2022, 9.00% LIC 2023 |
UTI Liquid MF, 6.57%
GOI 2033, 7.40% GOI 09.09.2035, 7.73% GOI 2034,8.28% GOI 2027 |
| Weightage of Top 5 Holdings | 28.07% | 27.44% | 43.72% |
| Top 3 Sectors | Finance, Automobiles, Oil & Gas | Liquid mutual funds, Finance, Power | Liquid mutual funds, Government securities |
*All above details are as on September 25, 2018.