Aditya Birla Sun Life Equity Savings Fund Growth Return

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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)

1,087 Cr

Lock In Period

N/A

Expense Ratio

1.01

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

Summary

Aditya Birla Sun Life Equity Savings Fund Growth NAV is ₹22.83 as of 23 May, 2026. Aditya Birla Sun Life Equity Savings Fund Growth has delivered 28.06% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Equity Savings Fund Growth is ₹100. The AUM of Aditya Birla Sun Life Equity Savings Fund Growth is ₹1,087 Cr. The expense ratio of the fund is 1.01%, and its benchmark is BSE 200. The current exit load of the fund 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 last 1M months, Aditya Birla Sun Life Equity Savings Fund Growth has delivered -0.57% returns.

Aditya Birla Sun Life Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.570.04126.02
6M0.401.88126.02
1Y4.975.09126.02
3Y8.5916.06126.02

Portfolio Analysis

  • Equity: 64.66%
  • Debt: 32.17%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited7.06%
2. HDFC Bank Limited6.62%
3. RBL Bank Limited3.98%
4. Kotak Mahindra Bank Limited2.83%
5. Axis Bank Limited1.50%
6. IndusInd Bank Limited0.26%
7. Bandhan Bank Limited0.23%

1. Reliance Industries Limited4.24%

1. State Bank of India2.50%
2. Canara Bank1.17%

1. Mahindra & Mahindra Limited2.81%
2. Maruti Suzuki India Limited0.21%

1. GMR Airport Ltd2.62%

1. Adani Ports and Special Economic Zone Limited2.62%

1. Bharti Airtel Limited1.36%
2. Vodafone Idea Limited1.22%

1. Sun Pharmaceutical Industries Limited0.95%
2. Glenmark Pharmaceuticals Limited0.76%
3. Syngene International Limited0.22%
4. Dr. Reddys Laboratories Limited0.10%
5. Cipla Limited0.09%

1. Bajaj Finance Limited1.70%
2. Shriram Finance Ltd0.16%

1. Patanjali Foods Limited1.56%

1. Infosys Limited0.61%
2. Tata Consultancy Services Limited0.30%
3. MphasiS Limited0.22%
4. HCL Technologies Limited0.15%
5. Tech Mahindra Limited0.11%
6. Billionbrains Garage Ventures Ltd0.10%
7. Wipro Limited0.07%

1. One 97 Communications Limited1.15%

1. Adani Enterprises Limited1.11%

1. BSE Limited1.10%

1. Asian Paints Limited1.02%

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 ₹1,087 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 1.01. 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 Growth2.971524.8719
This FundInvesco India Equity Savings Fund Growth-2.980127.3898
This FundAditya Birla Sun Life Equity Savings Fund Growth4.967828.0584
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 1.01. 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 : -0.57%
  • 6 Months : 0.40%
  • 1 Year : 4.97%
  • 3 Years : 8.59%
Returns of Aditya Birla Sun Life Equity Savings Fund Growth are updated daily based on NAV of ₹ 22.83 as on May 22,2026. Since inception, the return has been 28.06%.

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 ₹1,087 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.