Aditya Birla Sun Life Equity Savings Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹1,123 Cr

Lock In Period

N/A

Expense Ratio

1.66

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(%)
1M0.99-0.02126.02
6M2.621.64126.02
1Y6.255.03126.02
3Y7.9312.73126.02

Portfolio Analysis

  • Equity: 73.70%
  • Debt: 24.76%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.7.78%
2. HDFC Bank Ltd.5.41%
3. Kotak Mahindra Bank Ltd.2.78%
4. Axis Bank Ltd.2.10%
5. RBL Bank Ltd.1.60%

1. UPL Ltd.5.12%

1. Reliance Industries Ltd.3.70%

1. State Bank of India2.19%
2. Canara Bank1.05%

1. Bharti Airtel Ltd.1.57%
2. Vodafone Idea Ltd.1.51%

1. Patanjali Foods Ltd.3.03%

1. GMR Airports Ltd.2.77%

1. Sun Pharmaceutical Industries Ltd.1.16%
2. Glenmark Pharmaceuticals Ltd.0.68%
3. Corona Remedies Ltd.0.25%
4. Biocon Ltd.0.22%
5. Syngene International Ltd.0.17%
6. Cipla Ltd.0.10%
7. Dr. Reddy's Laboratories Ltd.0.08%

1. Mahindra & Mahindra Ltd.2.29%
2. Maruti Suzuki India Ltd.0.22%
3. Hyundai Motor India Ltd.0.14%

1. Adani Ports and Special Economic Zone Ltd.2.59%

1. Bajaj Finance Ltd.2.00%
2. Shriram Finance Ltd.0.17%

1. Vedanta Ltd.1.43%
2. Coal India Ltd.0.36%
3. NMDC Ltd.0.16%

1. Nexus Select Trust1.29%
2. Embassy Office Parks Reit0.25%
3. Brookfield India Real Estate Trust0.20%
4. Knowledge Realty Trust0.07%

1. Adani Enterprises Ltd.1.77%

1. Infosys Ltd.0.56%
2. Capillary Technologies India Ltd.0.44%
3. Tata Consultancy Services Ltd.0.43%
4. HCL Technologies Ltd.0.17%
5. Tech Mahindra Ltd.0.12%
6. Wipro Ltd.0.00%

1. National Aluminium Company Ltd.0.57%
2. Vedanta Aluminium Metal Ltd.0.50%
3. Hindalco Industries Ltd.0.33%

1. One 97 Communications Ltd.1.36%

1. Larsen & Toubro Ltd.1.05%
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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 ₹1,123 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 1.66. 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 NameRatingsAUMExpense Ratio
Invesco India Equity Savings Fund Growth1291 CR2.99
DSP Equity Savings Fund Growth53,464 CR1.96
Aditya Birla Sun Life Equity Savings Fund Growth21,123 CR1.66
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundInvesco India Equity Savings Fund Growth0.217624.4868
This FundDSP Equity Savings Fund Growth2.84425.5599
This FundAditya Birla Sun Life Equity Savings Fund Growth6.2525.7235
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 1.66. 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 : 0.99%
  • 6 Months : 2.62%
  • 1 Year : 6.25%
  • 3 Years : 7.93%
Returns of Aditya Birla Sun Life Equity Savings Fund Growth are updated daily based on NAV of ₹ 23.46 as on Aug 28,2026. Since inception, the return has been 25.72%.

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 ₹1,123 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.