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Aditya Birla Sun Life Mutual Fund · Hybrid: Equity Savings
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 1.01%Inception · 10-11-2014
NAV
₹22.79
-0.35% · as of 29-05-2026
Since inception
7.43%
CAGR
Benchmark (inception)
9.11%
CAGR
Fund size
₹1,087 Cr
AUM
Expense ratio
1.01%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +7.43% CAGR vs benchmark +9.11%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.70%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.85%
Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan4.93%
RELIANCE INDUSTRIES LIMITED EQ4.63%
Aditya Birla Sun Life Money Manager Fund - Growth - Direct Plan3.99%
Clearing Corporation of India Limited3.88%
RBL BANK LIMITED EQ3.62%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.09%
Kotak Mahindra Bank Limited2.78%
STATE BANK OF INDIA EQ NEW RE. 1/-2.62%
Sector allocation
Financial Services31.95%
Oil, Gas & Consumable Fuels6.37%
Services4.94%
Automobile and Auto Components4.07%
Telecommunication3.09%
Metals & Mining2.98%
Consumer Durables1.84%
Information Technology1.78%
Consumer Services1.66%
Healthcare1.64%
Riskometer
LowVery High
Moderate
What if you'd SIP'd here?
@ 7.4% p.a.₹10,000
10 years
Projected value
₹17,83,393
Invested: ₹12,00,000
Gained: ₹5,83,393
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Lovelish Solanki, Mr. Atul Penkar, Mr. Harshil Suvarnkar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
132998
ISIN (Growth)
INF209KA1TS3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Equity Savings funds
HSBC Equity Savings Fund Reg Gr
₹35.96
1Y
+10.9%
3Y
+13.3%
5Y
+11.1%
WhiteOak Capital Equity Savings Fund Reg Plan Gr
₹11.18
1Y
+6.8%
3Y
+0.0%
5Y
+0.0%
Edelweiss Equity Savings Reg Gr
₹26.37
1Y
+6.4%
3Y
+10.6%
5Y
+9.0%
Kotak Equity Savings Reg Gr
₹26.94
1Y
+4.7%
3Y
+10.0%
5Y
+9.5%
Mirae Asset Equity Savings Reg Gr
₹20.74
1Y
+3.8%
3Y
+9.9%
5Y
+8.8%
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