FAQ : Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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(%) 14.01 7.66 9.65 8.43
Average Rolling Returns(%) 9.44 8.80 8.23 8.64

The Current NAV of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is ₹21.67.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is currently ₹543 Crores.

The Top three stocks are HDFC Bank, GMR Airports Infra. and Adani Ports &Special and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% 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 71% 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 25.99 and PB ratio is 4.28

The asset allocation of Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is Stocks : 62.65%, Debt : 30.21% and Gold : 7.13%

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

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