Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 10-11-2014
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
TER: 1.11% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 631.6 Cr As on 31-03-2025(Source:AMFI)
Turn over: 755% | Exit Load: Exit load of 0.25%, if redeemed within 7 days.

21.39

7.6%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.5
Sharpe Ratio -0.05
Alpha -1.31
Beta 0.81
Yield to Maturity 6.92
Average Maturity 3.53

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 10-11-2014 7.9 10.94 7.24 10.78 7.48
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 11.45 13.22 9.78 12.93 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 10.08 13.21 9.81 11.35 8.64
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 9.54 13.43 9.91 13.96 -
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 9.5 12.36 9.03 11.2 7.11
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 9.48 14.74 10.38 12.58 8.22
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 8.8 14.37 9.41 10.25 -
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 8.53 9.78 8.11 10.44 7.86
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 8.29 12.09 8.14 10.68 6.56
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 8.22 12.88 10.42 13.1 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.25%

Others

-19.54%

Large Cap

52.58%

Mid Cap

12.72%

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