Aditya Birla Sun Life Equity Savings Fund Regular Growth

Hybrid
Equity Savings
Moderately High Risk
6.68%
3Y annualised
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Feb 2023₹17.30
Min. SIP amountNot Supported
Rating2
Fund size₹484.73Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.9%6.7%5.8%6.9%
Category average1.9%7.8%6.2%NA
Rank with in category201912NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
Aditya Birla Sun Life Money Manager Fund Direct-Growth
FinancialMutual Fund10.3%
GMR Airports Infrastructure Ltd.ConstructionEquity6.1%
Aditya Birla Sun Life CRISIL IBX AAA Jun 2023 Index Fund Direct - Growth
FinancialMutual Fund5.7%
ICICI Bank Ltd.FinancialEquity4.5%
Reliance Industries Ltd.EnergyEquity4.4%
HDFC Bank Ltd.FinancialEquity3.8%
UPL Ltd.ChemicalsEquity3.6%
Housing Development Finance Corporation Ltd.FinancialEquity3.3%
Aditya Birla Sun Life Floating Rate Direct Fund-Growth
FinancialMutual Fund3.1%
Kotak Mahindra Bank Ltd.FinancialEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 2.25%

Inclusive of GST

Exit load

0.25% for redemption within 7 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dhaval Shah
May 2021 - Present
View details

Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Also manages these schemes

Lovelish Solanki
Dec 2014 - Present
View details

Education
He has done BMS and MMS in finance.
Experience
Prior to joining Aditya Birla Sun Life AMC Limited, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
Also manages these schemes

Harshil Suvarnkar
Mar 2021 - Present
View details

Education
Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
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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