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

Aditya Birla Sun Life Equity Saving IDCW Reinvest Direct Plan

NAV
₹15.3800
+0.72%
(15 Apr)
AUM
632 Cr
TER
0.62%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.9%
+6.3%
+6.3%
+6.3%
+4.8%
+3.1%
3Y
+10.9%
+11.0%
+11.0%
+11.0%
+8.1%
+4.9%
5Y
+15.5%
+13.6%
+13.6%
+13.6%
+11.7%
+10.2%
ALL
+9.1%
+9.8%
+9.8%
+9.8%
+7.8%
+7.7%
VOL
6.7%
5.9%
5.9%
5.9%
-
6.8%
TER
0.6%
0.7%
0.7%
0.7%
-
0.6%
AUM
₹624 Cr
₹8,043 Cr
₹8,043 Cr
₹8,043 Cr
-
₹632 Cr
INFO
1.36
1.66
1.66
1.66
-
1.13
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 IDCW Reinvest (DR)
₹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 28th Feb
Top holdings
HDFC Bank Ltd
7.3%
Aditya BSL Money Mgr Dir Gr
5.8%
Clearing Corporation Of India Limited
4.8%
Reliance Industries Ltd
4.7%
Bharti Airtel Ltd
4.3%
7.32% Govt Stock 2030
3.2%
7.18% Govt Stock 2033
3.1%
GMR Airports Ltd
3.1%
State Bank of India
2.9%
IndusInd Bank Ltd
2.9%
Top industry exposure
Financial Services
22.9%
Industrials
8.1%
Energy
7.7%
Consumer Cyclical
5.3%
Real Estate
4.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
671%
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