Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth
- Equity Savings
- Hybrid
- Moderate Risk
Explore On
Rating:
3
Key Metrics
Aum
₹1,029.46 Cr
Expense Ratio
1.02%
Exit Load
0.25%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
28 Nov 2014
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.09% | -- |
| 3 Months | -0.65% | -- |
| 6 Months | +0.62% | -- |
| 1 Year | +5.32% | +5.32% |
| 2 Years | -- | +6.89% |
| 3 Years | +28.08% | +8.6% |
| 5 Years | +41.81% | +7.24% |
| Since Launch | +127.6% | +7.45% |
Holdings as on 13 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 79.32 | 7.70 |
| HDFC Bank | 70.53 | 6.85 |
| Reliance Industries | 47.66 | 4.63 |
| RBL Bank | 37.26 | 3.62 |
| Mahindra & Mahindra Ltd | 31.84 | 3.09 |
| Kotak Mahindra Bank | 28.62 | 2.78 |
| State Bank of India | 27.03 | 2.62 |
| GMR Airports | 25.07 | 2.43 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.77
Sharpe Ratio
3.28%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Equity Savings Fund Regular Growth | +6.36% | +10.65% | +9.17% |
| Sundaram Equity Savings Fund Growth | +1.03% | +9.44% | +9.47% |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | +5.32% | +8.6% | +7.24% |
| Axis Equity Savings Fund Regular Plan Growth | +2.11% | +8.86% | +7.96% |
| Nippon India Equity Savings Growth | +2.44% | +6.72% | +7.14% |
Results are calculated on CAGR basis
About Fund
To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.
The Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth has an AUM of 1029.46 crores & has delivered CAGR of 7.24 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.02%. The minimum investment in Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries, RBL Bank.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Misc. Transportation, Auto & Truck Manufacturers.
Some of the similar funds are Edelweiss Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth, Axis Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth. Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.77 & a standard deviation of 3.28%.
FAQs
According to the morning star rating Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth has a Low risk & Moderate return.
Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is managed by Atul Penkar,Lovelish Solanki,Harshil Suvarnkar,Rohit Karan.
The expense ratio of Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is 1.02%.
The 5 year annualized return on Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is 7.24% & it has generated 5.32% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is 1000 Rs.
Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth has an AUM of 1029.46 crores.
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