Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
3Y Annualised
9.95%
0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.54%
0.08% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 4 months
5 years 1 months
9 years 7 months
Fund info
Fund size
₹911.51 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.0025%
In respect of each purchase / switch in of Units. Any redemption in excess of the above limit shall be subject to the following exit load For redemption / switch out of units within 7 days from the date of allotment 0.25% of applicable NAV For redemption /switch out of units after 7 days from the date of allotment Nil Exit Load is NIL for units issued in Reinvestment of IDCW.
Risk Profile
Moderate Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Baroda BNP Paribas Equity Savings Fund Direct Growth
2nd
Baroda BNP Paribas Equity Savings Fund Direct Pyt of Inc Dis cum Cap Wdrl
3rd
Baroda BNP Paribas Equity Savings Fund Direct Reinvst of Inc Dis cum Cap Wdrl
4th
Baroda BNP Paribas Equity Savings Fund Regular Growth
5th
Baroda BNP Paribas Equity Savings Fund Regular Pyt of Inc Dis cum Cap Wdrl
146th
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
Fund Managers
About Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 10 years, having been launched on 2014-11-28. Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth has ₹911.51 Cr worth of assets under management (AUM) as of Tue Oct 28 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth as of Tue Oct 28 2025 is ₹25.04. The fund has an expense ratio of 0.54%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth returns for the last 1 year are 8.96%. Since launch, it has delivered 8.77% average annual returns.
The Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth has the majority of its money invested in Financial Services, null, Energy, Consumer Cyclical sectors.
Top 5 Holdings of Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth.
- HDFC Bank Ltd: 7.34%
- ICICI Bank Ltd: 5.72%
- Future on HDFC Bank Ltd: 5.13%
- Reliance Industries Ltd: 4.89%
- Aditya BSL Money Mgr Dir Gr: 4.38%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2014-11-28 |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address |
Tax Implications of Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
AllocationEquity Savings
3Y CAGR
9.95%
expense ratio
0.54%
fund size
₹911.51 Cr
EquityEquity - Consumption
3Y CAGR
16.56%
expense ratio
0.77%
fund size
₹6362.98 Cr
AllocationConservative Allocation
3Y CAGR
10.44%
expense ratio
0.93%
fund size
₹1539.01 Cr
EquityELSS (Tax Savings)
3Y CAGR
16.51%
expense ratio
0.97%
fund size
₹15174.87 Cr
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2734.09 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


