Aditya Birla Sun Life Equity Savings Fund Regular Growth+0.87%

2
3.18%
1 Year Return
Hybrid
Equity Savings
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Savings Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.55%
NAV13.97 (25 Sep 2020)
Fund Started28 Nov 2014
Fund Size506 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Savings Fund Regular Growth
3.2%
2.6%
6.1%
5.9%
Category Average
6.3%
3.8%
5.8%
-
Rank within category
5
11
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    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
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.2%
    Adani Enterprises Ltd.ServicesEquity7.0%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity5.0%
    HDFC Bank Ltd.FinancialFixed Deposits4.9%
    GOISovereignCGL3.6%
    HDFC Bank Ltd.FinancialEquity3.5%
    Honeywell Automation India Ltd.EngineeringEquity2.7%
    GOISovereignGOI Sec2.1%
    Affle (India) Ltd.CommunicationEquity1.9%
    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

    Aditya Birla Sun Life Equity Savings Fund Regular Growth Details

    Aditya Birla Sun Life Equity Savings Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹506 Cr and the Latest NAV as of 25 Sep 2020 is ₹13.97.

    The Aditya Birla Sun Life Equity Savings Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 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

    The scheme seeks to provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.

    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
    23 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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