Aditya Birla Sun Life Equity Mutual Funds

The Aditya Birla Sun Life Equity Mutual Fund is an open-ended mutual fund scheme that exhibits moderately high to high investment risks. This scheme was launched in 1029, and the main objective is to generate long-term capital gains through investment in equity and equity-related instruments of the Public Sector Undertakings sector. The minimum investment amount for this investment scheme is Rs. 500. The fund has an average expense ratio of 2.25%. This mutual fund product is ideal for those who wish to generate long-term capital growth. Let’s take a look at this scheme in detail.

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Best Mutual Funds 2024

Result Showing 1-25 of 175 Mutual Funds

    Mutual Fund Schemes
    Category
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    5Y Returns
    AUM
    (in Cr.)
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    equity
    183.27Feb 23, 2024
    27%
    ₹4,590

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    equity
    62.90Feb 23, 2024
    27%
    ₹4,590

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    equity
    62.90Feb 23, 2024
    27%
    ₹4,590

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    equity
    46.96Feb 23, 2024
    25%
    ₹4,590

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    equity
    46.96Feb 23, 2024
    25%
    ₹4,590

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    equity
    165.36Feb 23, 2024
    25%
    ₹4,590

    Add to Compare

    equity
    90.71Feb 23, 2024
    23%
    ₹870

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    equity
    43.61Feb 23, 2024
    23%
    ₹870

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    equity
    43.61Feb 23, 2024
    23%
    ₹870

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    equity
    446.76Feb 23, 2024
    23%
    ₹1,206

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    equity
    83.30Feb 23, 2024
    23%
    ₹870

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    equity
    48.72Feb 23, 2024
    22%
    ₹1,206

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    equity
    48.72Feb 23, 2024
    22%
    ₹1,206

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    equity
    26.24Feb 23, 2024
    22%
    ₹870

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    equity
    26.24Feb 23, 2024
    22%
    ₹870

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    equity
    411.40Feb 23, 2024
    22%
    ₹1,206

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    equity
    27.16Feb 23, 2024
    22%
    ₹1,206

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    equity
    27.16Feb 23, 2024
    22%
    ₹1,206

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    equity
    713.43Feb 23, 2024
    20%
    ₹4,944

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    equity
    87.13Feb 23, 2024
    20%
    ₹4,944

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    equity
    87.13Feb 23, 2024
    20%
    ₹4,944

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    equity
    83.49Feb 23, 2024
    20%
    ₹5,251

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    equity
    66.93Feb 23, 2024
    20%
    ₹5,251

    Add to Compare

    equity
    66.93Feb 23, 2024
    20%
    ₹5,251

    Add to Compare

    equity
    77.99Feb 23, 2024
    19%
    ₹5,452

    Add to Compare

    Result Showing 1-25 of 175 Mutual Funds

    Investment Objective 

    The Aditya Birla Sun Life Equity Mutual Fund mainly aims at giving investors an opportunity over the long run throughout their investment tenure. This scheme primarily deploys capital in equity and equity-related securities in accordance with the fund’s mandate detailed in the scheme information documents. The fund manager conducts a thorough analysis of the market to pick quality stocks that provide returns in line with the benchmarks of the category.

    The strategy to pick the underlying stock can be value, growth, or growth at reasonable prices. Capital appreciation is a result of an increase in the underlying stock prices over a pre-determined investment period. This can also occur once the dividends provided by the scheme are further invested in the scheme to purchase additional units of the underlying stocks. Please note that this investment scheme does not guarantee that the investment objective will be met.

    Risks Involved in Aditya Birla Sun Life Equity Mutual Funds

    The Aditya Birla Sun Life Equity Mutual Fund exhibits a moderately high to high market risk as compared to other balanced funds and debt funds. The fund value is subject to fluctuation according to the changes in the price of the underlying stock. The underlying stock value prices may be affected by changes in volume, exchange rates, interest rate, tax laws, government policies, and other economic factors.

    The scope of the risk is also dependent on portfolio diversification. Theme or sector-based Aditya Birla Sun Life Equity Mutual Fund usually has a higher investment risk than diversified equity funds. Likewise, large-cap equity funds have a lower market risk in comparison to small-cap or mid-cap funds. Investors should assess their risk-taking capability before investing in these funds.

    Return Potential of Aditya Birla Sun Life Equity Mutual Funds

    The returns from this investment scheme are correlated to the risk taken on by the investor. The Aditya Birla Sun Life Equity Mutual Fund provides higher returns than balanced or debt funds. Typically, these funds are known to provide a return of 12% over an investment horizon of five years. It is important to note that these funds do not assure steady returns, and the performance of the fund might vary from one period to the other. 

    Due to the high investment risk, an equity focussed fund might have a greater return potential as compared to a diversified portfolio. Alternatively, funds with large capitalisation units are known to provide steady returns over different market cycles. To enhance returns, the investor can consider incorporating a few small-cap or mid-cap funds into the portfolio.

    Who Should Invest in Aditya Birla Sun Life Equity Mutual Funds?

    The Aditya Birla Sun Life Equity Mutual Fund is an ideal investment choice for people who wish to gain long-term capital appreciation over an investment horizon of five years or more. Since the fund value is subject to the volatility of the market, these are meant for investors with a large appetite for risk. The high return potential of Aditya Birla Sun Life Equity Mutual Fund makes it perfect for achieving long-term financial goals like purchasing a home, retirement planning, children’s education, etc. 

    To fully realise the investment potential of Aditya Birla Sun Life Equity Mutual Fund, the individual should consider staying invested through the entire investment horizon, which usually ranges from 10 to 12 years. This would imply only investing surplus money in these schemes, which you will not require in the near future.

    Things To Consider Before Investing in Aditya Birla Sun Life Equity Mutual Funds

    Given below are some of the things you should consider before investing in the  Aditya Birla Sun Life Equity Mutual Fund:

    • Investment Objective: Your investment objective will help you determine the amount you want to invest, along with the investment duration. The equity fund is ideal to invest in for long term goals like retirement planning, purchasing property, wedding expenses, etc.
    • Investment Horizon: The Aditya Birla Sun Life Equity Mutual Fund provides optimum returns for long investment horizons of over five years. This is because these schemes are more volatile during a short investment period. If you are looking for shorter investment choices with returns, debt funds may be more suited to your needs.
    • Right Time to Invest: Should you deploy capital when the market is at a high or low? The answer is that the best time to invest in  Aditya Birla Sun Life Equity Mutual Fund is today; there is no wrong time to start investing. The earlier you start, the better your returns could be.

    Tax on Aditya Birla Sun Life Equity Mutual Funds

    If the mutual fund scheme is redeemed after one year from the purchase date, the proceedings will be liable to long-term capital gain taxation. The current tax rate stands at 10% if your long-term capital gain is over Rs. 1 lakh. If the mutual fund is redeemed one year from the purchase date, short-term capital gains tax will be applicable. The current tax rate is 15%.

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    FAQs About Aditya Birla Sun Life Equity Funds

    How is Aditya Birla Sun Life Equity Mutual Fund doing?

    The Aditya Birla Sun Life Equity Mutual Fund is an ideal choice for investors who are seeking to achieve their long-term financial goals. The fund scores fairly well on different risk parameters. This fund has the third highest Sharpe ratio amongst similar funds; this shows that it delivers more returns per risk taken.

    is Aditya Birla Sun Life Equity Mutual Fund safe?

    The Aditya Birla Sun Life Equity Mutual Fund exhibits moderately high to high investment risk. In order to negate the market volatility, the investor should stay invested throughout a horizon of over 10 years.
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