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RatingReturns 1YRisk
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17.54%
Moderately High
Min SIP AmountExpense RatioFund Size
1000
2.24%
₹ 8538Cr
SIP Calculator - Min ₹1000 / Month
per month invested in this mutual fund for the last
would be worth ₹ 12,937 with returns of 17.54% per annum.
Trailing Returns
Sip Returns

Performance

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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 Fund17.54%12.97% p.a.21.54% p.a.15.81%13.94%0.69
Nifty 50016.83%11.10% p.a.14.23% p.a.10.95%13.71%0.34
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Pros

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Cons

1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. 3Y Returns are higher than the benchmark
5. 5Y Returns are higher than the benchmark
6. 10Y Returns are higher than the benchmark
Found nothing so far.
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
CBLO(CCIL)
Current Assets
Money Market
--
653.27
7.48%
HDFC Bank Ltd.
Financial Services
Equity
Large Cap
520.38
5.96%
ICICI Bank Ltd.
Financial Services
Equity
Large Cap
416.23
4.77%
Vedanta Ltd.
Metals
Equity
Large Cap
378.11
4.33%
ITC Ltd.
Consumer Goods
Equity
Large Cap
358.23
4.10%
Hindustan Unilever Ltd.
Consumer Goods
Equity
Large Cap
269.07
3.08%
Maruti Suzuki India Ltd.
Automobile
Equity
Large Cap
260.76
2.99%
Dabur India Ltd.
Consumer Goods
Equity
Large Cap
228.01
2.61%
Tata Chemicals Ltd.
Chemicals
Equity
Mid Cap
219.70
2.52%
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
209.18
2.39%
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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. 10% tax post one year on returns above 1 Lac.

Net Asset Value (NAV)

₹709.17 (16-Feb-2018)

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

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