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Aditya Birla Sun Life Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
28 Nov 2014
11.1 years ago
Lock-in Period
No lock-in
NAV
as of 19 Dec 2025
₹25.29
+0.0396% (0.10)
AUM
₹921 Cr
Expense ratio
0.54%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 7D
0.25%
If units sold after 7D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Energy
Technology
Consumer Cyclical
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,93,236 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Harshil Suvarnkar
Experience: 4.74 yrs • Total AUM: 3,83,200 Cr
Lovelish Solanki
Experience: 11.01 yrs • Total AUM: 2,02,762 Cr
Atul Penkar
Experience: 3.97 yrs • Total AUM: 7,413 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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