Aditya Birla Sun Life Equity Savings Fund Growth Direct Plan

Risk: Moderate
₹ 22.74
NAV (Jul 26,2024)

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is an investment option for individuals looking to grow their wealth. With a minimum investment requirement of ₹1000, this fund provides the opportunity to invest in a diverse portfolio of equity and savings instruments. As of now, the scheme's assets under management (AUM) stand at ₹531.66 crore. With a price-to-earnings (PE) ratio of 26.05 and a price-to-book (PB) ratio of 4.12, this fund offers potential growth for investors.

Aditya Birla Sun Life Equity Savings Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Equity Savings Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    26.05
  • P/B Ratio
    UM_URBAN_MONEY

    4.12
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.60%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 531.66 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,342.31 (3.42%)₹ 10,608.61 (6.09%)₹ 11,140.61 (11.41%)₹ 12,512.42 (25.12%)₹ 16,302.16 (63.02%)
₹ 30,000₹ 31,026.93 (3.42%)₹ 31,825.83 (6.09%)₹ 33,421.83 (11.41%)₹ 37,537.26 (25.12%)₹ 48,906.48 (63.02%)
₹ 50,000₹ 51,711.55 (3.42%)₹ 53,043.05 (6.09%)₹ 55,703.05 (11.41%)₹ 62,562.1 (25.12%)₹ 81,510.8 (63.02%)
₹ 80,000₹ 82,738.48 (3.42%)₹ 84,868.88 (6.09%)₹ 89,124.88 (11.41%)₹ 1,00,099.36 (25.12%)₹ 1,30,417.28 (63.02%)
₹ 1,00,000₹ 1,03,423.1 (3.42%)₹ 1,06,086.1 (6.09%)₹ 1,11,406.1 (11.41%)₹ 1,25,124.2 (25.12%)₹ 1,63,021.6 (63.02%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Aditya Birla Sun Life Money Manager Fund Growth Direct Plan6.57%
  • HDFC Bank Limited6.51%
  • Government of India6.08%
  • GMR Infrastructure Limited5.23%
  • DAYS T BILL JAN4.69%
  • Cholamandalam Investment and Finance Company Limited4.53%
  • Sun Pharmaceutical Industries Limited4.36%
  • ITC Limited3.91%
  • Kotak Mahindra Bank Limited3.57%
  • Adani Ports and Special Economic Zone Limited3.39%
  • IndusInd Bank Limited3.17%
  • Reliance Industries Limited3.08%
  • Indus Towers Limited2.88%
  • Manappuram Finance Limited2.66%
  • Zee Entertainment Enterprises Limited2.42%
  • ICICI Bank Limited2.37%
  • Canara Bank2.20%
  • GAIL India Limited1.99%
  • Mahindra & Mahindra Financial Services Limited1.88%
  • Hindustan Petroleum Corporation Limited1.70%
  • ACC Limited1.68%
  • Clearing Corporation of India Limited1.30%
  • Punjab National Bank1.22%
  • Cipla Limited1.05%
  • Larsen & Toubro Limited0.97%
  • Nexus Select Trust0.94%
  • Embassy Office Parks REIT0.93%
  • IDFC Limited0.91%
  • Steel Authority of India Limited0.89%
  • Tata Consultancy Services Limited0.89%
  • GOI SEP G SEC Strips0.83%
  • NTPC Limited0.82%
  • Vodafone Idea Limited0.77%
  • Margin Future and Options0.75%
  • GOI SEP STRIPS0.72%
  • DLF Limited0.72%
  • Tech Mahindra Limited0.72%
  • Infosys Limited0.70%
  • IDFC First Bank Limited0.59%
  • Balrampur Chini Mills Limited0.47%
  • Axis Bank Limited0.40%
  • Birlasoft Limited0.38%
  • Petronet LNG Limited0.38%
  • Bharti Airtel Limited0.38%
  • State Bank of India0.36%
  • Hindustan Unilever Limited0.36%
  • Glenmark Pharmaceuticals Limited0.33%
  • Titan Company Limited0.30%
  • EMBASSY OFFICE PARKS REIT0.28%
  • Bajaj Finance Limited0.28%
  • Trent Limited0.23%
  • Asian Paints Limited0.23%
  • HCL Technologies Limited0.22%
  • Mahindra & Mahindra Limited0.22%
  • Bharat Heavy Electricals Limited0.21%
  • Tata Consumer Products Limited0.21%
  • Bank of Baroda0.20%
  • Maruti Suzuki India Limited0.20%
  • Ambuja Cements Limited0.19%
  • Tata Motors Limited0.19%
  • Bandhan Bank Limited0.18%
  • UltraTech Cement Limited0.17%
  • Tata Steel Limited0.16%
  • Power Grid Corporation of India Limited0.15%
  • Nestle India Limited0.14%
  • Bajaj Finserv Limited0.13%
  • Godrej Consumer Products Limited0.13%
  • Hindalco Industries Limited0.13%
  • Coal India Limited0.12%
  • Oil & Natural Gas Corporation Limited0.11%
  • Grasim Industries Limited0.11%
  • Bajaj Auto Limited0.11%
  • JSW Steel Limited0.11%
  • Wipro Limited0.10%
  • Dr Reddys Laboratories Limited0.10%
  • HDFC Life Insurance Company Limited0.10%
  • SBI Life Insurance Company Limited0.09%
  • Bharat Electronics Limited0.09%
  • Britannia Industries Limited0.09%
  • Hero MotoCorp Limited0.09%
  • City Union Bank Limited0.08%
  • LTIMindtree Ltd0.08%
  • Avenue Supermarts Limited0.08%
  • Apollo Hospitals Enterprise Limited0.08%
  • Eicher Motors Limited0.08%
  • Zomato Limited0.07%
  • Divi s Laboratories Limited0.07%
  • Indian Oil Corporation Limited0.07%
  • Tata Power Company Limited0.07%
  • GOI MAR STRIPS0.07%
  • Bharat Petroleum Corporation Limited0.06%
  • Pidilite Industries Limited0.06%
  • Info Edge India Limited0.06%
  • InterGlobe Aviation Limited0.06%
  • Shree Cement Limited0.05%
  • ICICI Lombard General Insurance Company Limited0.05%
  • Siemens Limited0.05%
  • SRF Limited0.05%
  • Havells India Limited0.05%
  • Colgate Palmolive India Limited0.05%
  • Dabur India Limited0.05%
  • United Spirits Limited0.05%
  • Adani Energy Solutions Limited0.04%
  • Vedanta Limited0.04%
  • UPL Limited0.04%
  • PI Industries Litmited0.04%
  • Marico Limited0.04%
  • Piramal Enterprises Limited0.04%
  • Indian Railway Catering & Tourism Corporation Limited0.04%
  • Jindal Steel & Power Limited0.04%
  • ABB India Limited0.04%
  • Samvardhana Motherson International Limited0.03%
  • SBI Cards & Payment Services Limited0.03%
  • Torrent Pharmaceuticals Limited0.03%
  • ICICI Prudential Life Insurance Company Limited0.03%
  • Max Financial Services Limited0.03%
  • Bosch Limited0.03%
  • Berger Paints I Limited0.02%
  • Procter & Gamble Hygiene and Health Care Limited0.02%
  • Muthoot Finance Limited0.02%
  • Life Insurance Corp of India0.02%
  • Escorts Kubota Limited0.02%
  • Indian Energy Exchange Limited0.01%
  • Cash and Bank0.00%
  • Net Receivables Payables-1.11%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.68%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

10.41%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.74%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.40%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.80%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

8.44%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

8.17%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

7.50%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

6.49%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

23.75%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

19.88%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

18.76%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

17.75%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

17.48%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.05%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

15.07%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.96%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

11.69%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

10.98%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

12.06%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

11.56%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

11.45%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.56%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.36%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.29%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

8.33%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.97%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

7.29%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.76%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

11.28%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.86%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.53%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.72%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.46%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.88%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

8.68%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.04%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.44%

Show all Funds

Fund Managers

PG

Mr. Pranav Gupta

Mr. Pranav Gupta has over 4 years of experience in capital market across segments such as derivative sales trading and Alternative Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was part of the Alternate Research and Strategy department at Centrum Broking Limited and has also worked with OHM Stock Broker Pvt. Ltd

VG

Mr. Vishal GajwaniFund Manager

He has over 15 years of experience in Equity Research and Portfolio Management. He joined Aditya Birla Sun Life AMC Limited in March 2013 as a Portfolio Manager. Prior to joining ABSLAMC, he worked as a Research Analyst and Assistant Portfolio Manager with Nippon Life India Asset Management Limited.

HS

Mr. Harshil SuvarnkarFund Manager - Fixed Income

Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.

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Compare with similar Funds

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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UTI Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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HDFC Equity Savings Fund - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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Kotak Equity Savings Fund - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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ICICI Prudential Equity Savings Fund - Cumulative

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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PGIM India Equity Savings Fund - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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Bandhan Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

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HSBC Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

vs

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

vs

Union Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan

vs

LIC MF Equity Savings Fund - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan?

The Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is a moderate risk mutual fund that offers growth opportunities for investors.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan as of Jul 26,2024?

The current NAV of the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan as of Jul 26,2024 is INR 22.74.

What are the returns generated by the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan has delivered returns of 13.45%, 8.16%, and 9.61% over the past 1 year, 3 years, and 5 years respectively.

What is the expense ratio associated with the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan?

The Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan has a low expense ratio of 0.6%.

What is the minimum investment amount required for the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan?

The minimum investment amount for the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan is INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan?

Yes, SIP (Systematic Investment Plan) is available for the Aditya Birla Sun Life Equity Savings Fund - Growth - Direct Plan with a minimum monthly investment of INR 1000.

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