Aditya Birla Sun Life Equity Savings Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

1,122 Cr

Lock In Period

N/A

Expense Ratio

1.68

Exit Load

In respect of each purchase / switch-in of Units:For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV.For redemption/switch out of units aer 7 days from the date of allotment: Nil.

Benchmark

BSE 200

Aditya Birla Sun Life Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.911.799.52
6M2.564.7412.76
1Y5.486.5114.32
3Y7.8618.3347.93

Portfolio Analysis

  • Equity: 71.58%
  • Debt: 25.31%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited8.44%
2. HDFC Bank Limited7.02%
3. RBL Bank Limited4.23%
4. Kotak Mahindra Bank Limited2.80%
5. Axis Bank Limited1.95%
6. Bandhan Bank Limited0.23%
7. IndusInd Bank Limited0.21%

1. Patanjali Foods Limited4.25%

1. Reliance Industries Limited4.01%

1. Bharti Airtel Limited2.02%
2. Vodafone Idea Limited1.68%

1. State Bank of India2.33%
2. Canara Bank1.06%

1. Adani Ports and Special Economic Zone Limited2.77%
2. JSW Infrastructure Ltd0.36%

1. GMR Airport Ltd2.95%

1. Mahindra & Mahindra Limited2.69%
2. Maruti Suzuki India Limited0.22%

1. Sun Pharmaceutical Industries Limited1.08%
2. Glenmark Pharmaceuticals Limited0.67%
3. CORONA Remedies Ltd0.27%
4. Syngene International Limited0.20%
5. Dr. Reddys Laboratories Limited0.10%
6. Cipla Limited0.09%

1. Bajaj Finance Limited1.77%
2. Shriram Finance Ltd0.17%

1. National Aluminium Company Limited0.56%
2. Vedanta Aluminium Metal Ltd0.50%
3. Hindalco Industries Limited0.32%

1. Adani Enterprises Limited1.36%

1. Infosys Limited0.50%
2. Tata Consultancy Services Limited0.37%
3. HCL Technologies Limited0.13%
4. Tech Mahindra Limited0.10%
5. Billionbrains Garage Ventures Ltd0.09%
6. MphasiS Limited0.02%
7. Wipro Limited0.00%

1. Vedanta Limited0.63%
2. Coal India Limited0.38%
3. NMDC Limited0.16%

1. One 97 Communications Limited1.16%

About Fund Aditya Birla Sun Life Equity Savings Fund Growth

Aditya Birla Sun Life Equity Savings Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹1,122 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 1.68. Under the expert guidance of Lovelish Solanki ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Lovelish Solanki

Mr. Lovelish Solanki holds MMS (Finance) and BMS (Finance) He has an overall experience of over 7 years in Trading and Dealing. Prior to joining Birla Sun Life AMC, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.

Peer Comparison

Fund Name1Y3Y
This FundFranklin India Equity Savings Fund Growth3.506522.4464
This FundInvesco India Equity Savings Fund Growth-2.44424.269
This FundAditya Birla Sun Life Equity Savings Fund Growth5.482625.4987
This FundEdelweiss Equity Savings Fund Growth7.026434.5287
This FundHSBC Equity Savings Fund Growth11.436244.0985

Aditya Birla Sun Life Equity Savings Fund Growth FAQs

Aditya Birla Sun Life Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Equity Savings Fund Growth is 1.68. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 0.91%
  • 6 Months : 2.56%
  • 1 Year : 5.48%
  • 3 Years : 7.86%
Returns of Aditya Birla Sun Life Equity Savings Fund Growth are updated daily based on NAV of ₹ 23.28 as on Jul 21,2026. Since inception, the return has been 25.50%.

You can invest in Aditya Birla Sun Life Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Equity Savings Fund Growth is ₹1,122 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.