Keeping 90% assets in equity securities and 10% in debt instruments, Birla Sun Life Equity Fund aims at generating long-term capital growth for investors. The fund also invests in IPOs, emerging sectors as well as other primary market offerings. Aditya Birla SunLife Equity Fund is an open-ended scheme and is ideal for investors with an appetite of tolerating a moderately high-risk.
|Fund Type||Open Ended|
|Benchmark||S & P BSE 200|
|Asset Size(Cr)||11018.65 (As on Mar 31, 2019)|
|Fund Manager||Anil Shah|
|Min SIP Investment||1000|
|Min Addl Investment||500|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Mirae Asset India Equity Fund (G)||10.73%||17.26%||18.15%|
|HDFC Equity Fund (G)||9.69%||16.65%||14.54%|
|Kotak Standard Multicap Fund (G)||8.15%||16.09%||18.6%|
|Canara Robeco Equity Diversified Fund (G)||8.87%||15.19%||13.71%|
|Motilal Oswal Multicap 35 Fund (G)||-3.95%||14.73%||%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Birla Sun Life Equity Fund is an open-ended growth scheme, which was initiated on August 27, 1998, by the fund managers of Birla SunLife Mutual Fund. It always seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Aditya fund scheme has adopted a top-down & bottom-up approach of investing. A portion of the BSL Equity Fund is also invested in IPOs, emerging sectors & other primary market offerings.
The Adity Birla Sun Life Equity Fund(G) falls under the ‘Diversified Equity’ category and makes an investment in the equity stocks of large-cap, mid-cap and small-cap companies in order to fetch the benefits of the whole equity market of mutual funds. It is most suitable for the investors who are seeking long-term capital growth and investments in equity and equity-related instruments. Birla sun life equity fund g offers the growth option of investment according to which, the income attributed is reinvested and is reflected in the fund. So, to get an overview of BSL Equity Fund NAV, you must have the knowledge of various aspects such as track record, asset allocation, peer comparison, ranking, etc.
The Fund programme offers many benefits to the investors which help them in making a wise investment. The advantages offered by birla sunlife equity fund programme include liquidity, flexibility, transparency and many more. Henceforth, it would help you grow your money into wealth with ease and convenience. The synopsis of the birla sun life equity fund growth scheme is mentioned below that shall help you get data specific information of this fund.
Aditya Birla Sun Life Equity Fund holds predominant position in the industry due to the substantial returns offered by the same to a large number of investors. The performance regarding the yields generated by BSL equity fund Growth as against the benchmark(i.e., S&P BSE 200) and its category have been higher since bthis fund inception. The returns offered by aditya birla sun life equity fund nav programme since its launch until September 28th, 2016 are 25.21% as against 13.93% and 15.28% of the benchmark and its category, respectively. The fund is ranked third under the Diversified Equity category by CRISIL for the quarter ended in June 2016.
Furthermore, its NAV has also been appreciating the worth of investment and creating wealth for the investors since a long time. Birla Sun Life Equity Fund amounted to Rs.587.510 as on September 28, 2016.
It is quite important to evaluate where the funds of a AMC are going to get allotted after investing the money. For that, here are some specific details as per the latest records available.
Henceforth, this scheme has the all major traits which are required by a plan to be among the best ones. You can invest your money in aditya birla sun life equity fund strategy and attain your financial goals. We recommend This Fund to our clients as we believe that this strategy will help them reach the growth, they desire for. You can invest through SIP & LUMPSUM in ABSL Equity Fund using our online services and avail the benefits for the same to grow your money into wealth, And also calculate the returns usinf SIP calculator.
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