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Equity Savings

Aditya Birla Sun Life Equity Savings Fund · Direct · Growth

Aditya Birla Sun Life Mutual Fund

NAV

₹25.6500

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+6.08%
3Y
+8.76%
5Y
+7.54%
Since Inception
+8.50%

SIP returns (XIRR)

1Y
+5.41%
3Y
+7.56%
5Y
+7.95%
Since Inception
+8.49%

Performance Comparison

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Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryEquity Savings
Launch Date28 Nov 2014
AMFI Code132995
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹10
Exit LoadFor units in excess of 15% of the investment 1% will be charged for redemption within 365 days

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Holding% NAV

Investment Objective

Aditya Birla Sun Life Equity Savings Fund · Direct · Growth by Aditya Birla Sun Life Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.

About This Fund

Aditya Birla Sun Life Equity Savings Fund · Direct · Growth is a Equity Savings mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 11 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations