Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 6.03 | 7.84 | 6.18 | 6.77 |
| Average Rolling Returns(%) | 8.72 | 7.77 | 7.71 | 7.70 |
The Current NAV of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth is ₹23.36.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 0.86%
The process for redemption is
The AUM of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth is currently ₹1,130 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and UPL and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 57% 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 - Regular Plan - Growth Fund is Hybrid - Equity Savings.
Lovelish Solanki and Harshil Suvarnkar manage the Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth current PE ratio is 35.23 and PB ratio is 3.82
The asset allocation of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth is Stocks : 72.24%, Debt : 13.21% and Gold : 14.56%
The minimum SIP amount for Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth is 0.25% on or before 7 days, Nil after 7 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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