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RatingReturns (3Y)Risk
star5
17.78% · Annualized
Moderately High
Min SIP AmountExpense RatioAUM
1000
2.24%
₹ 6511Cr
SIP Calculator - Min ₹1000 / Month
/month invested in this portfolio
back would be worth ₹ 13,233 with annualized returns of 23.3%.

Performance

Returns

Pros & Cons

Holding Analysis

Top Holdings

Similar Mutual Funds

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This FundAditya Birla Sun Life Equity Fund - Growth
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Benchmark
reply_allReturns1Y3Y5YMeanStd DevSharpe
Aditya Birla Sun Life Equity Fund - Growth23.30%17.78%23.36%16.47%14.35%0.71
Nifty 50019.09%10.76%15.31%10.79%13.74%0.33
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Pros

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Cons

1. Age is more than 10 years
2. 1Y Returns are higher than the benchmark. Returns(25.99%) are 1.4x of the benchmark
3. 3Y Returns are higher than the benchmark. Returns(18.46%) are 1.5x of the benchmark
4. 5Y Returns are higher than the benchmark. Returns(23.98%) are 1.4x of the benchmark
5. 10Y Returns are higher than the benchmark. Returns(12.01%) are 1.3x of the benchmark
1. Risk is higher compared to the benchmark. Standard Deviation(14.42) is 1.0x of benchmark

Holding Analysis

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Top 10 Holdings

Sector expand_more
Instrument expand_more
Rating / Size expand_more
Value (Cr) expand_more
% Assetsexpand_more
CBLO(CCIL)
Current Assets
Money Market
--
403.01
6.70%
HDFC Bank Ltd.
Financial Services
Equity
Large Cap
297.37
4.94%
ICICI Bank Ltd.
Financial Services
Equity
Large Cap
264.94
4.40%
Vedanta Ltd.
Metals
Equity
Large Cap
250.36
4.16%
Cash
Current Assets
Cash
--
227.18
3.78%
Dabur India Ltd.
Consumer Goods
Equity
Large Cap
179.52
2.98%
Yes Bank Ltd.
Financial Services
Equity
Large Cap
179.31
2.98%
Maruti Suzuki India Ltd.
Automobile
Equity
Large Cap
176.69
2.94%
Hindustan Unilever Ltd.
Consumer Goods
Equity
Large Cap
171.13
2.84%
Tata Communications Ltd.
Telecom
Equity
Mid Cap
169.88
2.82%
SHOW ALL
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Other Details about Aditya Birla Sun Life Equity Fund

Investment Objective

Aims to provide long term capital appreciation through a portfolio with target allocation of 90 percent in equity.

Tax Implications

Returns are taxed at 15% if sold before 1 year. Zero tax post one year.

Net Asset Value (NAV)

₹710.7 (19-Sep-2017)

Scheme Information Document (SID)

Click here to read all scheme information documents on AMC website

Other plans of Aditya Birla Sun Life Equity Fund

₹ 1000Min for first investment2.24%Expense Ratio
₹ 1000Min for second investment onwards₹ 1000Min SIP amount

Aditya Birla Sun Life Mutual Fund

Asset Management Company
Anil ShahFund ManagerIf redeemed bet. 0 Day to 365 Day; Exit Load is 1%;Exit Load
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