Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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Equity Savings NAV 16.99 0.18 29 September, 2022
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth was previously known as

Aditya Birla Sun Life Equity Savings Fund - Regular Plan (G)

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 November, 2014
Benchmark NIFTY 50 Arbitrage (40), S&P BSE 200 (30), CRISIL Short-Term Bond (30)
Asset Size(Cr) 503.64 (As on 30-06-2022)
Turn over 378.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 0.25% for redemption within 7 days
Expense Ratio 2.47% (As on 31-05-2022)
Fund Manager Lovelish Solanki,Harshil Suvarnkar,Dhaval Shah

Investment Returns (As on 29 Sep, 2022)

Duration Returns Benchmark Category
1 W -1.79% -1.02% -0.19%
1 M -0.41% 2.39% 1.3%
3 M 3.98% -7.57% -2.51%
6 M -0.93% -11.33% -3.53%
1 Y -3.03% 2.07% 2.16%
2 Y 10.8% 24.48% 11.6%
3 Y 7.65% 12.85% 7.61%
5 Y 5.61% 11.55% 6.22%

Risk Mesasures (As on 29 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 0 0.31 -1.23 1.33
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 24.31%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth -3.03% 7.65% 5.61%
HDFC Equity Savings Fund - GROWTH PLAN 2.55% 9.79% 7.56%
SBI Equity Savings Fund - Regular Plan - Growth 1.72% 9.44% 7.52%
Nippon India Equity Savings Fund- Growth Plan- Growth Option -0.32% 2.04% 0.22%

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