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  • 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

13.71

NAV (Oct 13)

8.1%
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

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

Relative Size

531 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

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

13.71

NAV (Oct 13)

Fund Returns

Last 1Y
24.1%
Last 3Y
11.6%
Last 5Y
8.1%
Last 10Y
NA
Since Inception
8.5%
6 Month CAGR
10.7%
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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

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
2.52
Launched (7y ago)
Nov 28, 2014
AUM in Crores
530.407
ISIN
INF209KA1TT1
Lock-in
No Lock-in
Benchmark
CRISIL Short Term Bond Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Fund Manager

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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.

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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 305,554 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.

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  • 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)

    recommended-badge

    20.2%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5%

    6.8%

    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

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    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 8.5% over a period of 6 years. . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null

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

    The Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Nov 28, 2014. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-13 is ₹13.71. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹530.407. The category risk of the Aditya Birla Sun Life Equity Savings Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Moderately High risk. The fund charges 2.52 % as expense ratio.

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

    The fund’s highest allocation is towards Others and has invested 49.3% in this asset class. The top three holdings of the fund are , cash offset for derivatives , clearing corporation of india limited , gmr infrastructure ltd , future on gmr infrastructure ltd , margin (future and options) , future on adani enterprises ltd , adani enterprises ltd , steel authority of india ltd , future on steel authority of india ltd , infosys ltd , future on reliance industries ltd , aditya bsl money mgr dir gr , reliance industries ltd , 9.20% govt stock 2030 , hdfc bank ltd , icici bank ltd , aditya bsl liquid dir gr , housing development finance corp ltd , indiabulls housing finance ltd , future on indiabulls housing finance ltd , kotak mahindra bank ltd , shree cement ltd , bajaj finance ltd , axis bank ltd , larsen & toubro infotech ltd , jubilant foodworks ltd , vijaya diagnostic centre ltd , wipro ltd , polycab india ltd , honeywell automation india ltd , tata consultancy services ltd , tech mahindra ltd , voltas ltd , whirlpool of india ltd , v-guard industries ltd , pfizer ltd , crompton greaves consumer electricals ltd , cholamandalam investment and finance co ltd , future on hdfc bank ltd , atul ltd , 6.64% govt stock 2035 , metropolis healthcare ltd , alkem laboratories ltd , apollo hospitals enterprise ltd , ashok leyland ltd , zydus wellness ltd , future on cipla ltd , cipla ltd , united breweries ltd , tata consumer products ltd , gujarat gas ltd , escorts ltd , jk cement ltd , dr reddy's laboratories ltd , state bank of india , craftsman automation ltd , au small finance bank ltd , bharti airtel ltd , tvs motor co ltd , bayer cropscience ltd , future on jubilant foodworks ltd , pi industries ltd , net receivables / (payables) , future on tech mahindra ltd , tata motors ltd , future on tata motors ltd , home first finance co india ltd ordinary shares

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

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