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
₹25.2900
+0.12%
(12 Dec)
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
+9.2%
+7.3%
+6.8%
+5.5%
+1.5%
+1.4%
3Y
+9.7%
+12.6%
+12.8%
+10.1%
+14.3%
+12.1%
5Y
+9.3%
+11.9%
+13.3%
+9.8%
+12.9%
+10.0%
ALL
+8.8%
+10.3%
+10.1%
+7.9%
+10.0%
+9.8%
VOL
6.2%
5.6%
5.9%
-
6.3%
6.2%
TER
0.5%
0.7%
0.6%
-
0.7%
0.7%
AUM
₹974 Cr
₹9,023 Cr
₹1,201 Cr
-
₹787 Cr
₹423 Cr
INFO
1.41
1.83
1.72
-
1.58
1.58
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 Oct
Top holdings
Cash Offset For Derivatives
50.6%
HDFC Bank Ltd
7.5%
ICICI Bank Ltd
5.6%
Future on HDFC Bank Ltd
5.3%
Reliance Industries Ltd
5.3%
Clearing Corporation Of India Limited
5.1%
Future on RBL Bank Ltd
4.6%
RBL Bank Ltd
4.6%
Aditya BSL Money Mgr Dir Gr
4.4%
Future on ICICI Bank Ltd
4.2%
Top industry exposure
Financial Services
31.0%
Industrials
10.6%
Energy
6.8%
Consumer Cyclical
5.0%
Technology
4.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
682%
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