Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

1,076 Cr

Lock In Period

N/A

Expense Ratio

1.02

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 22.52 NAV as of Mar 20,2026 and returns since inception of 31.73%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Equity Savings Fund Growth AUM is ₹1,076 Cr, with a lock-in of N/A years, expense ratio of 1.02%, 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 -1.70% returns, against a category average of -2.24% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.70-2.24126.02
6M0.72-0.09126.02
1Y7.143.55126.02
3Y9.6212.20126.02

Portfolio Analysis

  • Equity: 66.07%
  • Debt: 30.93%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Limited7.95%
2. ICICI Bank Limited7.37%
3. RBL Bank Limited3.82%
4. Kotak Mahindra Bank Limited2.48%
5. Axis Bank Limited2.18%
6. IndusInd Bank Limited0.22%
7. Bandhan Bank Limited0.21%

1. Reliance Industries Limited4.59%

1. Mahindra & Mahindra Limited3.24%
2. Maruti Suzuki India Limited0.42%

1. Bharti Airtel Limited2.03%
2. Vodafone Idea Limited1.28%

1. GMR Airport Ltd2.77%

1. Adani Ports and Special Economic Zone Limited2.43%

1. Infosys Limited0.55%
2. Tata Technologies Ltd0.37%
3. Tata Consultancy Services Limited0.33%
4. Billionbrains Garage Ventures Ltd0.23%
5. MphasiS Limited0.22%
6. HCL Technologies Limited0.18%
7. Tech Mahindra Limited0.10%
8. Wipro Limited0.07%

1. Sun Pharmaceutical Industries Limited0.64%
2. Glenmark Pharmaceuticals Limited0.38%
3. Syngene International Limited0.20%
4. Dr. Reddys Laboratories Limited0.10%
5. Cipla Limited0.09%

1. Larsen & Toubro Limited1.35%

1. Bajaj Finance Limited1.07%
2. Shriram Finance Ltd0.18%

1. One 97 Communications Limited1.16%

1. ITC Limited1.05%

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 ₹1,076 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 1.02. 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 FundHDFC Equity Savings Fund - Growth5.050131.0883
This FundAditya Birla Sun Life Equity Savings Fund Growth7.142931.733
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 1.02. 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 : -1.70%
  • 6 Months : 0.72%
  • 1 Year : 7.14%
  • 3 Years : 9.62%
Returns of Aditya Birla Sun Life Equity Savings Fund Growth are updated daily based on NAV of ₹ 22.52 as on Mar 20,2026. Since inception, the return has been 31.73%.

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 ₹1,076 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