Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Hybrid: Equity Savings
Status: Open Ended Schemes
Launch Date: 10-11-2014
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: NIFTY Equity Savings TRI
Total Assets: 911.51 As on (30-09-2025)
Expense Ratio: 1.04% As on (29-09-2025)
Turn over: 81.00% | Exit Load: In respect of each purchase / switch-in of Units: For redemption/switch out of units on or before 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.
NAV as on 28-10-2025
22.57
0.0
CAGR Since Inception
7.74%
NIFTY Equity Savings TRI 9.73%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 8.46 | 9.26 | 9.63 | 8.0 | 7.74 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 6.72 | 10.12 | 10.48 | 8.05 | 7.8 |
Funds Manager
Mr. Lovelish Solanki
RETURNS CALCULATORS for Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL Equity Savings Reg Gr | 10-11-2014 | 8.46 | 9.54 | 9.26 | 9.63 | 8.0 |
| LIC MF Equity Savings Fund Reg Gr | 01-01-2013 | 9.89 | 11.62 | 9.79 | 10.12 | 6.98 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 9.17 | 12.74 | 11.45 | 11.0 | 9.09 |
| Kotak Equity Savings Reg Gr | 11-10-2014 | 8.2 | 12.96 | 11.88 | 11.7 | 9.46 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 8.17 | 12.7 | 11.42 | 12.04 | 0.0 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 7.32 | 9.07 | 8.94 | 9.84 | 8.24 |
| HSBC Equity Savings Fund Reg Gr | 01-01-2013 | 7.3 | 15.3 | 13.85 | 13.69 | 9.08 |
| Sundaram Equity Savings Fund Gr | 05-01-2013 | 7.09 | 12.62 | 11.21 | 11.42 | 8.55 |
| Baroda BNP Paribas Equity Savings Reg Gr | 25-07-2019 | 6.85 | 11.83 | 10.2 | 8.58 | 0.0 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 6.81 | 11.39 | 10.05 | 9.84 | 7.6 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 4.8 | 0.98 | 2.62 | 0.12 | 6.92 | 3.53 |
| Hybrid: Equity Savings | - | - | - | - | - | - |