Return

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  • 1Y
  • 3Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

1,047 Cr

Lock In Period

N/A

Expense Ratio

1.04

Benchmark

BSE 200

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.

Summary

Latest details for Aditya Birla Sun Life Equity Savings Fund Growth include a 22.81 NAV as of Mar 02,2026 and returns since inception of 32.91%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Equity Savings Fund Growth AUM is ₹1,047 Cr, with a lock-in of N/A years, expense ratio of 1.04%, and benchmark BSE 200. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.79% returns, against a category average of -0.00% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.79-0.00126.02
6M3.392.54126.02
1Y9.386.73126.02
3Y9.9515.50126.02

Portfolio Analysis

  • Equity: 66.88%
  • Debt: 30.16%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Limited6.65%
2. ICICI Bank Limited6.16%
3. RBL Bank Limited3.67%
4. Axis Bank Limited2.22%
5. Kotak Mahindra Bank Limited2.05%
6. IndusInd Bank Limited0.21%
7. Bandhan Bank Limited0.19%

1. Reliance Industries Limited4.73%

1. State Bank of India4.71%

1. Bharti Airtel Limited2.19%
2. Vodafone Idea Limited1.39%

1. Infosys Limited1.47%
2. Tata Technologies Ltd0.42%
3. Tata Consultancy Services Limited0.40%
4. MphasiS Limited0.27%
5. Billionbrains Garage Ventures Ltd0.25%
6. HCL Technologies Limited0.22%
7. Tech Mahindra Limited0.14%
8. Wipro Limited0.09%

1. Mahindra & Mahindra Limited2.79%
2. Maruti Suzuki India Limited0.24%

1. GMR Airport Ltd2.65%

1. Adani Ports and Special Economic Zone Limited2.33%

1. Larsen & Toubro Limited2.03%

1. Sun Pharmaceutical Industries Limited0.60%
2. Glenmark Pharmaceuticals Limited0.37%
3. Syngene International Limited0.23%
4. Cipla Limited0.09%
5. Dr. Reddys Laboratories Limited0.09%

1. One 97 Communications Limited1.21%

1. Bajaj Finance Limited1.03%
2. Shriram Finance Ltd0.18%

1. ITC Limited1.11%

1. Vedanta Limited0.72%
2. NMDC Limited0.17%
3. Coal India Limited0.13%

About Fund

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 ₹1,047 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 1.04. 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.

Peer Comparison

Fund Name1Y3Y
This FundTata Equity Savings Fund - Growth6.881732.5526
This FundAditya Birla Sun Life Equity Savings Fund Growth9.37832.907
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 1.04. 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 : 0.79%
  • 6 Months : 3.39%
  • 1 Year : 9.38%
  • 3 Years : 9.95%
Returns of Aditya Birla Sun Life Equity Savings Fund Growth are updated daily based on NAV of ₹ 22.81 as on Mar 02,2026. Since inception, the return has been 32.91%.

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 ₹1,047 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.
Min Inv Amount: ₹500