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Financial Investment Awareness of Aditya Birla Mutual Funds

Miss Veenashree

Department of Management Studies, Dayananda Sagar College of Engineering. stbbaveenashree@gmail.com

ORCID ID:

Prof. Dr shreevamshi

Associate Professor Department of Management Studies, Dayananda Sagar College of Engineering

shreevamshi-mba@dayanandasagar.edu

Chapter:1

Introduction

In today’s rapidly evolving financial environment, investment awareness has become essential for effective personal financial planning. With increasing income levels, urbanization, and access to financial services, the need for individuals to make informed investment decisions is greater than ever. Mutual funds have emerged as one of the most accessible and professionally managed investment options for retail investors in India. They offer diversification, flexibility, and transparency, which appeal to a broad segment of the population.

Despite the growth in the mutual fund industry, awareness among Indian investors especially those in non-metro cities—remains relatively low. Many individuals still rely on traditional saving instruments such as fixed deposits, gold, and real estate, often due to lack of knowledge about mutual fund products or misconceptions about market risks.

Aditya Birla Sun Life Mutual Fund (ABSLMF), a joint venture between the Aditya Birla Group and Sun Life Financial (Canada), is one of India’s leading asset management companies. It offers a wide range of mutual fund schemes to suit different investor profiles and risk appetites. The company has a strong reputation in the market, but like all financial institutions, its success is closely tied to investor trust and awareness.

This study focuses on evaluating the level of awareness about financial investments, particularly mutual funds offered by Aditya Birla, among individual investors. Understanding the awareness gap and investment behaviour will help in designing strategies to enhance investor education and increase participation in mutual funds