Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.33
• Std Deviation 4.88%
• Tracking Error 0.00%

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 542.63 crores & has delivered CAGR of 8.27% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.11%. 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 & Good respectively.

The top holdings of the fund include Cash Offset For Derivatives, Clearing Corporation Of India Limited, Aditya BSL Money Mgr Dir Gr & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Misc. Transportation, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are Sundaram Equity Savings Fund Growth, Mirae Asset Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Franklin India Equity Savings Fund Regular 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 0.33 & a standard deviation of 4.88%.