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
SIP ₹100 & Lump. ₹1000
₹1,116 Cr
N/A
1.69
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 a er 7 days from the date of allotment: Nil.
BSE 200
Aditya Birla Sun Life Equity Savings Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.35 | -0.26 | 126.02 |
| 6M | 0.83 | 1.61 | 126.02 |
| 1Y | 2.17 | 3.09 | 126.02 |
| 3Y | 7.09 | 11.61 | 126.02 |
Portfolio Analysis
- Equity: 75.00%
- Debt:
- Others
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 ₹1,116 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 1.69. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India Equity Savings Fund Growth | 1 | 268 CR | 2.97 |
| UTI Equity Savings Fund Growth | 4 | 804 CR | 2.06 |
| Aditya Birla Sun Life Equity Savings Fund Growth | 2 | 1,116 CR | 1.69 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Equity Savings Fund Growth | -3.337 | 21.8866 |
| This FundUTI Equity Savings Fund Growth | -0.868 | 22.6582 |
| This FundAditya Birla Sun Life Equity Savings Fund Growth | 2.1681 | 22.8191 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
Aditya Birla Sun Life Equity Savings Fund Growth FAQs
- 1 Month : -0.35%
- 6 Months : 0.83%
- 1 Year : 2.17%
- 3 Years : 7.09%
