• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A)

HybridEquity Savings

13.67

NAV (Jan 17)

8.8%
5 Year CAGR
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

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

Relative Size

544 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
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.

  • 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

No single fund can achieve what a plan can. Learn why

Historical NAV

13.67

NAV (Jan 17)

Fund Returns

Last 1Y

13.8%

Last 3Y

11.4%

Last 5Y

8.8%

Last 10Y

NA

Since Inception

8.3%

6 Month CAGR

6.3%

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.

Expense Ratio

2.48

Launched (8y ago)

Nov 28, 2014

AUM in Crores

543.809

ISIN

INF209KA1TT1

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dhaval Shah

Fund Manager

user-avatar

Harshil Suvarnkar

Fund Manager

user-avatar

Lovelish Solanki

Fund Manager

user-avatar

Satyabrata Mohanty

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 301,874 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Focused Equity Fund (G)
    Aditya Birla Sun Life Focused Equity Fund (G)

    19.7%

    15%

    4.7%

    7.1%

    4.7%

    7.2%

    4.7%

    6.8%

    4.6%

    6.7%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap 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

    Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.3% over a period of 7 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Shah, Harshil Suvarnkar, Lovelish Solanki, Satyabrata Mohanty.

    Nav of Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) as of 17/01/2022 is ₹13.67 with the total AUM as of 18/01/2022 is ₹543.809. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) was launched on Nov 28, 2014. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A)?

    How to invest in Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A)?

    What is the minimum sip amount of Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A)?

    Is Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) good to invest in?

    What is the expense ratio of the Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A)?