Aditya Birla Sun Life Equity Savings Fund
Get the latest NAV of Aditya Birla Sun Life Equity Savings Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹25.04
1D
NAV as on 13 Mar 2026
8.47%/per year
Since Inception
▲▼
56 people have invested ₹ 14.3L in Aditya Birla Sun Life Equity Savings Fund in the last three months
Aditya Birla Sun Life Equity Savings Fund Performance vs. Equity Savings Index
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has consistently outperformed the benchmark (Equity Savings Index) over the last 1Y, 3Y, 5Y time periods.
Aditya Birla Sun Life Equity Savings Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 3 out of 12 mutual funds in the equity savings category as per INDmoney.
Aditya Birla Sun Life Equity Savings Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Equity Savings Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Aditya Birla Sun Life Equity Savings Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Government & Industrial
Financial Services
41%
Government
17%
Industrial
14%
Financial Services
42%
Government
15%
Industrial
14%
Aditya Birla Sun Life Equity Savings Fund Holdings Details
as on (28-Feb-26)
Aditya Birla Sun Life Equity Savings Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.54% |
Benchmark | NIFTY Equity Savings TR INR |
| AUM | ₹1076 Cr |
| Inception Date | 28 November, 2014 |
| Min Lumpsum/SIP | ₹1,000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 687.39% |
| Risk |   Moderate Risk |
About Aditya Birla Sun Life Equity Savings Fund
Aditya Birla Sun Life Equity Savings Fund is a hybrid fund. This fund was started on 28 November, 2014. The fund is managed by Lovelish Solanki, Atul Penkar, Harshil Suvarnkar. This fund gives you the benefit of diversification.
Key Parameters
- Aditya Birla Sun Life Equity Savings Fund has ₹1076 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.5.
Returns
Aditya Birla Sun Life Equity Savings Fund has given a CAGR return of 8.47% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.16%, 10.28% and 7.54% respectively.
Holdings
Aditya Birla Sun Life Equity Savings Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Industrial, Energy, Consumer Cyclical, Corporate, Communication, Basic Materials, Tech, Real Estate, Utilities, Health, Consumer Defensive.
Taxation
As it is a equity savings mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Aditya Birla Sun Life Equity Savings Fund
To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Equity Savings Fund has no lock in period.
Fund Manager
Lovelish Solanki
Fund Manager of Aditya Birla Sun Life Equity Savings Fund, since 27 September 2024
Atul Penkar
Fund Manager of Aditya Birla Sun Life Equity Savings Fund, since 31 October 2024
Harshil Suvarnkar
Fund Manager of Aditya Birla Sun Life Equity Savings Fund, since 22 March 2021
- AUM of the fund stands at 1.1K Cr as of Feb'26
- AUM increased by 29.2 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Aditya Birla Sun Life Equity Savings Fund
How do I invest in Aditya Birla Sun Life Equity Savings Fund?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Equity Savings Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.