DG
Dhaval GalaFund Manager Since 26 Aug 2015
EquitySector - Financial Services
Aditya Birla Sun Life Banking & Financial Services Direct Growth
3Y Annualised
18.49%
0.12% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.23%
0.12% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 1 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹3248.48 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
For redemption / switch out of units on or before 30 days from the date of allotment 1.00% of applicable NAV. For redemption / switch out of units after 30 days from the date of allotment Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About Aditya Birla Sun Life Banking & Financial Services Direct Growth
Aditya Birla Sun Life Banking & Financial Services Direct Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 11 years, having been launched on 2013-12-14. Aditya Birla Sun Life Banking & Financial Services Direct Growth has ₹3248.48 Cr worth of assets under management (AUM) as of Fri May 09 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Banking & Financial Services Direct Growth as of Mon May 05 2025 is ₹65.98. The fund has an expense ratio of 1.09%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Banking & Financial Services Direct Growth returns for the last 1 year are 11.05%. Since launch, it has delivered 18.00% average annual returns.
The Aditya Birla Sun Life Banking & Financial Services Direct Growth has the majority of its money invested in Financial Services sectors.
Top 5 Holdings of Aditya Birla Sun Life Banking & Financial Services Direct Growth.
- ICICI Bank Ltd: 20.73%
- HDFC Bank Ltd: 18.78%
- Axis Bank Ltd: 6.54%
- Bajaj Finance Ltd: 6.44%
- State Bank of India: 5.58%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-12-14 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Banking & Financial Services Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.97%
expense ratio
0.61%
fund size
₹631.60 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
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expense ratio
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fund size
₹5612.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.70%
expense ratio
1.02%
fund size
₹1377.21 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
13.06%
expense ratio
1.03%
fund size
₹14461.85 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2206.08 Cr
FAQs
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