Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth
- Equity Savings
- Hybrid
- Moderate Risk
Rating:
2
Key Metrics
Aum
₹1,123.48 Cr
Expense Ratio
0.86%
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 | -0.51% | -- |
| 3 Months | +2.59% | -- |
| 6 Months | +2.95% | -- |
| 1 Year | +5.55% | +5.55% |
| 2 Years | -- | +6.04% |
| 3 Years | +25.01% | +7.73% |
| 5 Years | +33.89% | +6.01% |
| Since Launch | +133.9% | +7.49% |
Holdings as on 7 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 542.18 | 48.26 |
| ICICI Bank | 87.40 | 7.78 |
| HDFC Bank | 60.84 | 5.41 |
| UPL | 57.49 | 5.12 |
| Aditya BSL Liquid Dir Gr | 51.98 | 4.63 |
| Aditya BSL Money Mgr Dir Gr | 42.08 | 3.74 |
| Reliance Industries | 41.54 | 3.70 |
| Treps | 39.49 | 3.51 |
| Patanjali Foods | 34.08 | 3.03 |
| Kotak Mahindra Bank | 31.29 | 2.78 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.47
Sharpe Ratio
3.07%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | +7.65% | +12.28% | +10.12% |
| Edelweiss Equity Savings Fund Regular Growth | +7.77% | +10.54% | +8.55% |
| Sundaram Equity Savings Fund Growth | +1.7% | +7.84% | +8.1% |
| Axis Equity Savings Fund Regular Plan Growth | +4.82% | +8.56% | +6.63% |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | +5.55% | +7.73% | +6.01% |
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 1123.48 crores & has delivered CAGR of 6.01 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.86%. 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 Cash Offset For Derivatives, ICICI Bank, HDFC Bank, UPL.
The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Misc. Transportation, Oil & Gas Operations.
Some of the similar funds are HSBC Equity Savings Growth, Edelweiss Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, Axis Equity Savings Fund Regular Plan Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth has a sharpe ratio of 0.47 & a standard deviation of 3.07%.
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 Lovelish Solanki,Harshil Suvarnkar,Rohit Karan.
The expense ratio of Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is 0.86%.
The 5 year annualized return on Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth is 6.01% & it has generated 5.55% 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 1123.48 crores.
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