scripbox logo
  • Mutual Funds
  • Aditya Birla Sun Life AMC Ltd
  • Aditya Birla Sun Life Equity Savings Fund (Dividend Payout - Annually)
Aditya Birla Sun Life Equity Savings Fund (Dividend Payout - Annually)

Aditya Birla Sun Life Equity Savings Fund (Dividend Payout - Annually)

Hybrid

Equity Savings

12.28

NAV (Nov 26)

Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years

The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

483 Cr

Medium within the category

Category View

Relatively Poor

The category has a relatively poor investment outlook

Consistency Of Performance

Poor

The historical performance of the fund has been poor

Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

Learn why choose a plan over a fund ->
  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only
Start Investing Now

Join 75,000+ smart investors who enjoy automatic investing with Scripbox

info-icon-blue

Scheme Information

Investment Objective

To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies,arbitrage opportunities and pure equity investments.

Low

risk-low-img

Moderately Low

risk-moderately-low-img

Moderate

risk-moderate-img

Moderately High

risk-moderately-high-img.svg

High

risk-high-img.svg
risk-indicator-arrow.svg

Moderately High risk

2.54 %

Expense Ratio

Nov 28, 2014

Launched (6y ago)

₹ 483

AUM in Crores

INF209KA1TT1

ISIN

No Lock-in

Lock-in

CRISIL Short Term Bond Fund TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Lovelish Solanki

Fund Manager

user-avatar

Pranay Sinha

Fund Manager

user-avatar

Satyabrata Mohanty

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-26

Top Stock Holdings

Adani enterprises ltd

9%
9%

Housing development finance corp ltd

7.9%
7.9%

Reliance industries ltd

7.6%
7.6%

Clearing corporation of india limited

6.3%
6.3%

3.45% hdfc bank limited (27/05/2021)

5.2%
5.2%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

19.9%
90%

Energy

16.7%
90%

Healthcare

9.7%
90%

Technology

5.8%
90%

Basic materials

5.3%
90%
See all sectorsright-arrow
comparison

Comparison with Hybrid Funds

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

19 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

Franklin India Dynamic Asst Allo Fund Of Funds (G)

Franklin India Dynamic Asst Allo Fund Of Funds (G)

Dynamic Asset Allocation Or Balanced Advantage

17 Years

Age

5

Track Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

25 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 245,166 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.

amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid fund (DR-A)

    Aditya Birla Sun Life Liquid fund (DR-A)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 9 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    scripmark
    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About Aditya Birla Sun Life Equity Savings Fund (DP-A)

    About Aditya Birla Sun Life Equity Savings Fund (DP-A)

    Aditya Birla Sun Life Equity Savings Fund (DP-A) is a equity savings hybrid fund and has delivered an annualised return of 6.8% over a period of 6 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Lovelish Solanki, Pranay Sinha, Satyabrata Mohanty

    Aditya Birla Sun Life Equity Savings Fund (DP-A) Investment Objective

    To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies,arbitrage opportunities and pure equity investments. However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Equity Savings Fund (DP-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Equity Savings Fund (DP-A) fund was launched on Nov 28, 2014. The NAV (Net Asset Value) of this equity savings hybrid as of 2020-11-26 is ₹ 12.28. The total AUM (Asset Under Management) of the fund as of 2020-11-27 is ₹ 482.609. The category risk of the Aditya Birla Sun Life Equity Savings Fund (DP-A) fund is Moderately High risk. The fund charges 2.54 % as expense ratio.

    Aditya Birla Sun Life Equity Savings Fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 73.2% in this asset class. The top three holdings of the fund are 9.20% govt stock 2030,adani enterprises ltd and housing development finance corp ltd

    Aditya Birla Sun Life Equity Savings Fund (DP-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Aditya Birla Sun Life Equity Savings Fund (DP-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR

    Aditya Birla Sun Life Equity Savings Fund (DP-A) Review

    Aditya Birla Sun Life Equity Savings Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Equity Savings Fund (DP-A) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator