• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Equity Savings Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Savings Fund (Growth)

HybridEquity Savings

19.58

NAV (Mar 18)

8.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.58

NAV (Mar 18)

Fund Returns

Last 1Y
15%
Last 3Y
6.4%
Last 5Y
8.2%
Last 10Y
NA
Since Inception
7.5%
6 Month CAGR
3.8%

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.

Expense Ratio
1.11
Launched (10y ago)
Nov 28, 2014
AUM in Crores
542.632
ISIN
INF209KA1TS3
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.9
Standard Deviation (5yr)
8.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.315
Sharpe Ratio (5yr)
0.431
YTM
7.26
Fund Managers

Pranav Gupta

Fund Manager

Vishal Gajwani

Fund Manager

Harshil Suvarnkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Equity Savings Fund (Growth)70%8,94,012 1,61,4008.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-03-18

Top Stock Holdings

cash offset for derivatives

49.9%
49.9%

aditya bsl money mgr dir gr

6.5%
6.5%

clearing corporation of india limited

6.5%
6.5%

hdfc bank ltd

4.8%
4.8%

gmr airports infrastructure ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

22.6%
22.6%

industrials

11.1%
11.1%

energy

4.8%
4.8%

communication services

4.3%
4.3%

healthcare

3.8%
3.8%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,622 cr

₹ 32,429 cr

₹ 8,729 cr

₹ 741 cr

₹ 3,092 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 352,983 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.6%

5.6%

7.4%

5.7%

6.8%

5.6%

7.3%

5.7%

7.1%

Aditya Birla Sun Life Equity Savings Fund (G) Review

Aditya Birla Sun Life Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.5% over a period of 9 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Harshil Suvarnkar, Pranav Gupta, Vishal Gajwani.

Nav of Aditya Birla Sun Life Equity Savings Fund (G) as of 3/18/2024 is ₹19.58 with the total AUM as of 3/19/2024 is ₹542.632. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Equity Savings Fund (G) was launched on Nov 28, 2014. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Equity Savings Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Aditya Birla Sun Life Equity Savings Fund (G)?

Aditya Birla Sun Life Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Equity Savings Fund (G)?

You can invest in Aditya Birla Sun Life Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Equity Savings Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Equity Savings Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Equity Savings Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Equity Savings Fund (G)?

The expense ratio of the Aditya Birla Sun Life Equity Savings Fund (G) is 1.11% for regular plan.