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RatingReturns (3Y)Risk
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15.9% · Per Annum
Moderately High
Min SIP AmountExpense RatioFund Size
1000
2.23%
₹ 7782Cr
SIP Calculator - Min ₹1000 / Month
/month invested in this portfolio
back would be worth ₹ 13,756 with returns of 33.7% Per Annum.
Trailing Returns
Sip Returns

Performance

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This FundAditya Birla Sun Life Equity Fund - Growth
terrain
Benchmark
reply_allReturns1Y3Y5YMeanStd DevSharpe
Aditya Birla Sun Life Equity Fund - Growth33.70%15.90%22.63%16.27%13.99%0.72
Nifty 50016.83%11.10%14.23%10.95%13.71%0.34
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Pros

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Cons

1. Age is more than 10 years
2. 3Y Returns are higher than the benchmark
3. 5Y Returns are higher than the benchmark
4. 10Y Returns are higher than the benchmark
1. Risk is higher compared to the benchmark
2. 1Y Returns are lower than the benchmark
assessmentComparisionReturn 3YMin SIP InvestmentMin InvestmentFund Size(Cr)Rating

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
HDFC Bank Ltd.
Financial Services
Equity
Large Cap
469.22
6.03%
ICICI Bank Ltd.
Financial Services
Equity
Large Cap
380.02
4.88%
ITC Ltd.
Consumer Goods
Equity
Large Cap
337.43
4.34%
CBLO(CCIL)
Current Assets
Money Market
--
316.94
4.07%
Vedanta Ltd.
Metals
Equity
Large Cap
301.27
3.87%
Aditya Birla Sun Life Mutual Fund
Mutual Funds
MFDebt
--
300.05
3.86%
Maruti Suzuki India Ltd.
Automobile
Equity
Large Cap
225.15
2.89%
Tata Communications Ltd.
Telecom
Equity
Mid Cap
205.29
2.64%
Dabur India Ltd.
Consumer Goods
Equity
Large Cap
204.57
2.63%
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
194.15
2.49%
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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)

₹710.86 (22-Nov-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 investment2.23%Expense Ratio
₹ 1000Min for second investment onwards₹ 1000Min SIP amount
Aditya Birla Sun Life Mutual Fund

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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Other Mutual Funds in Equity - Multi Cap Category

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Aditya Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
Address:
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone:
022 43568000
Launch Date:
23 Dec 1994
Email:
connect@birlasunlife.com