Aditya Birla Sun Life Equity Savings Fund Regular Dividend-0.08%

1Groww
-1.94%
1 Year Return
Hybrid
Equity Savings
1.0 star
6M
1Y
3Y
All

Fund Details

Aditya Birla Sun Life Equity Savings Fund Regular Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.38%
NAV11.1 (16 Aug 2019)
Fund Started28 Nov 2014
Fund Size843 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Savings Fund Regular Dividend
-1.9%
4.3%
NA
6.0%
Category Average
1.0%
5.7%
NA
-
Rank within category
14
10
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.9% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ITC Ltd.FMCGEquity7.4%
    Adani Power Ltd.EngineeringEquity6.5%
    HDFC Bank Ltd.FinancialFixed Deposits5.9%
    JSW Steel Ltd.MetalsEquity4.0%
    HDFC Bank Ltd.FinancialEquity3.7%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.1%
    IDFC First Bank Ltd.FinancialDebenture3.0%
    HDFC Bank Ltd.FinancialFixed Deposits3.0%
    Adani Enterprises Ltd.ServicesEquity3.0%
    Pfizer Ltd.HealthcareEquity2.2%
    See All

    Fund Managers

    addSatyabrata Mohanty
    Education
    Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
    Experience
    He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.
    Funds Managed
    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

    Other Details

    Aditya Birla Sun Life Equity Savings Fund Regular Dividend is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 28 Nov 2014. Satyabrata Mohanty, Lovelish Solanki, Pranay Sinha is the Current Fund Manager of Aditya Birla Sun Life Equity Savings Fund Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹843 Cr and the Latest NAV as of 16 Aug 2019 is ₹11.1.

    The Aditya Birla Sun Life Equity Savings Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. For units in excess of 15% of the investment,1% will be charged for redemption within 365 days.

    Investment Objective

    To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemesâ?? objectives will be achieved.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    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
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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