Aditya Birla Sun Life Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Equity Saving Growth Direct Plan

NAV
₹25.2700
+0.00%
(30 Jan)
AUM
974 Cr
TER
0.54%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.4%
+9.5%
+9.3%
+9.3%
+8.1%
+6.3%
3Y
+12.6%
+12.6%
+14.6%
+10.4%
+13.2%
+10.2%
5Y
+11.7%
+11.0%
+12.7%
+8.9%
+12.7%
+9.4%
ALL
+12.0%
+9.8%
+9.9%
+8.7%
+9.9%
+7.8%
VOL
7.4%
4.8%
6.3%
6.2%
5.8%
-
TER
0.4%
0.6%
0.7%
0.5%
0.7%
-
AUM
₹1,865 Cr
₹1,195 Cr
₹786 Cr
₹974 Cr
₹1,207 Cr
-
INFO
1.62
2.06
1.57
1.40
1.70
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Cash Offset For Derivatives
52.3%
HDFC Bank Ltd
7.3%
Clearing Corporation Of India Limited
6.4%
Future on HDFC Bank Ltd
5.2%
ICICI Bank Ltd
5.1%
Reliance Industries Ltd
5.0%
Future on RBL Bank Ltd
4.0%
RBL Bank Ltd
4.0%
Aditya BSL Money Mgr Dir Gr
4.0%
Future on ICICI Bank Ltd
3.8%
Top industry exposure
Financial Services
31.4%
Industrials
10.5%
Energy
6.9%
Technology
5.4%
Consumer Cyclical
4.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
689%
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund 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.
Fund manager(s)
Atul Penkar
Lovelish Solanki
Harshil Suvarnkar

FAQs