Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 15.77 | 8 | 9.24 | 8.5 |
Average Rolling Returns(%) | 9.50 | 8.79 | 8.26 | 8.62 |
The Current NAV of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is ₹21.90.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.60%
The process for redemption is
The AUM of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is currently ₹530 Crores.
The Top three stocks are HDFC Bank, GMR Airports Infra. and Adani Ports &Special and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 36% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 72% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Lovelish Solanki and Dhaval Shah manage the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan current PE ratio is 28.86 and PB ratio is 4.38
The asset allocation of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is Stocks : 65.52%, Debt : 26.93% and Gold : 7.58%
The minimum SIP amount for Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is 0.25% on or before 7 days, Nil after 7 days