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Top 8 Best Equity Funds by Aditya Birla Sun Life Mutual Fund 2023

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8 Best Equity Funds by Aditya Birla Sun Life Mutual Fund 2023

Updated on January 25, 2023 , 10635 views

Aditya Birla Sun Life Mutual Fund aims to provide wealth creation solution through equity investments over a longer term. Investors who are planning for future expenses, like children’s higher education, marriage, buying a home/car, etc., Equity Funds are the best to invest in.

Birla

Birla Sun Life also provides tax efficient returns to the investors. These funds are best suitable for investors having a moderate to high risk appetite. Investors can choose funds amongst these top 8 Best equity funds by Birla Sun Life Mutual Fund and earn healthy returns over the long-run. These top rated funds have been shortlisted by undertaking certain criteria like AUM, NAV, past performances, peer average returns, etc.

Why Invest in ABSL Equity Funds?

Some of the major benefits that equity schemes offer are:

a. Tax Benefits

ABSL Mutual Fund offers tax benefits under sec 80C to the investors. The tax saving fund name Aditya Birla Sun Life Tax Relief '96 wherein investors can plan their tax savings as well as seek advantage of long-term Capital growth.

b. Long-term Investment Goals

Investors can plan their long-term Financial goals by Investing in ABSL's equity funds. But, to accomplish these goals well, one should plan their investments for a longer duration.

c. Excellent Ratings

Many of the Aditya Birla Sun Life equity schemes have a CRISIL rating of three and above.

d. Consistent Returns

Many of the equity schemes of ABSL have delivered consistent returns over the years. Investors who want to attain good returns in these equity schemes should stay invested for a longer duration.

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Best Aditya Birla Sun Life Equity Mutual Funds

Fund3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth -2.67.50.98.16.111.5
Aditya Birla Sun Life Small Cap Fund Growth -3.63.5-5.115.52.8-6.5
Aditya Birla Sun Life Frontline Equity Fund Growth -2.14.9213.48.43.5
Aditya Birla Sun Life Tax Relief '96 Growth -3.50.3-3.964.1-1.4
Aditya Birla Sun Life Pure Value Fund Growth -2.45-0.713.90.93.5
Aditya Birla Sun Life Equity Advantage Fund Growth -6.9-1-12.58.95.2-13
Aditya Birla Sun Life India GenNext Fund Growth -62313.5115.1
Aditya Birla Sun Life MNC Fund Growth -4.8-3.7-5.73.42.9-4.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23

1. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 3 in Sectoral category.  Return for 2022 was 11.5% , 2021 was 16.8% and 2020 was 1.1% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (27 Jan 23) ₹39.02 ↓ -1.13   (-2.81 %)
Net Assets (Cr) ₹2,532 on 31 Dec 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.21
Sharpe Ratio 0.39
Information Ratio -0.04
Alpha Ratio 0.96
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,758
31 Dec 19₹11,216
31 Dec 20₹11,344
31 Dec 21₹13,251
31 Dec 22₹14,770

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -5.2%
3 Month -2.6%
6 Month 7.5%
1 Year 0.9%
3 Year 8.1%
5 Year 6.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.5%
2021 16.8%
2020 1.1%
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 157.36 Yr.
Vinod Bhat26 May 220.6 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services95.24%
Technology0.86%
Asset Allocation
Asset ClassValue
Cash1.96%
Equity98.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
18%₹449 Cr4,715,975
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
12%₹317 Cr1,972,403
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
8%₹208 Cr3,451,492
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹205 Cr2,272,499
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹141 Cr209,611
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
4%₹102 Cr6,147,307
↓ -915,929
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
4%₹93 Cr3,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
3%₹87 Cr323,254
↓ -50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
3%₹75 Cr386,891
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
3%₹73 Cr568,179
↓ -100,000

2. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 1 in Small Cap category.  Return for 2022 was -6.5% , 2021 was 51.4% and 2020 was 19.8% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (27 Jan 23) ₹50.9251 ↓ -0.73   (-1.42 %)
Net Assets (Cr) ₹2,979 on 31 Dec 22
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.63
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹7,735
31 Dec 19₹6,843
31 Dec 20₹8,197
31 Dec 21₹12,407
31 Dec 22₹11,605

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -1.4%
3 Month -3.6%
6 Month 3.5%
1 Year -5.1%
3 Year 15.5%
5 Year 2.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani1 Apr 220.75 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical20.57%
Industrials20.18%
Financial Services13.24%
Basic Materials12.22%
Consumer Defensive8.35%
Technology6.95%
Health Care6.71%
Communication Services3.24%
Real Estate2.99%
Utility0.18%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
4%₹118 Cr382,585
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
3%₹78 Cr1,431,021
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
2%₹69 Cr451,140
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹66 Cr223,165
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | VIPIND
2%₹64 Cr892,526
↓ -26,421
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹63 Cr1,072,811
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 532215
2%₹63 Cr693,565
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
2%₹57 Cr1,254,587
↑ 74,017
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Aug 16 | INOXLEISUR
2%₹54 Cr997,500
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹53 Cr174,891

3. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 14 in Large Cap category.  Return for 2022 was 3.5% , 2021 was 27.9% and 2020 was 14.2% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (27 Jan 23) ₹341.76 ↓ -5.15   (-1.48 %)
Net Assets (Cr) ₹22,063 on 31 Dec 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.03
Information Ratio -0.26
Alpha Ratio -1.41
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,709
31 Dec 19₹10,452
31 Dec 20₹11,938
31 Dec 21₹15,269
31 Dec 22₹15,809

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.1%
3 Month -2.1%
6 Month 4.9%
1 Year 2%
3 Year 13.4%
5 Year 8.4%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0517.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services38.17%
Technology12.12%
Consumer Cyclical9.44%
Consumer Defensive7.03%
Energy6.37%
Health Care5.94%
Industrials5.78%
Basic Materials5.77%
Communication Services4.64%
Utility1.62%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash1.64%
Equity98.35%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,150 Cr22,563,782
↓ -390,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
8%₹1,726 Cr10,558,042
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹1,688 Cr10,497,547
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,277 Cr4,677,005
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
4%₹1,017 Cr11,282,986
↑ 487,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹932 Cr4,491,365
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹800 Cr9,421,191
↓ -109,450
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹701 Cr11,639,470
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹578 Cr2,147,908
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹494 Cr4,409,692

4. Aditya Birla Sun Life Tax Relief '96

An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities

Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.6% since its launch.  Ranked 4 in ELSS category.  Return for 2022 was -1.4% , 2021 was 12.7% and 2020 was 15.2% .

Below is the key information for Aditya Birla Sun Life Tax Relief '96

Aditya Birla Sun Life Tax Relief '96
Growth
Launch Date 6 Mar 08
NAV (27 Jan 23) ₹39.36 ↓ -0.65   (-1.62 %)
Net Assets (Cr) ₹13,728 on 31 Dec 22
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.37
Information Ratio -1.5
Alpha Ratio -5.76
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,546
31 Dec 19₹9,954
31 Dec 20₹11,467
31 Dec 21₹12,922
31 Dec 22₹12,737

Aditya Birla Sun Life Tax Relief '96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Aditya Birla Sun Life Tax Relief '96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -4.5%
3 Month -3.5%
6 Month 0.3%
1 Year -3.9%
3 Year 6%
5 Year 4.1%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.4%
2021 12.7%
2020 15.2%
2019 4.3%
2018 -4.5%
2017 43.2%
2016 3.4%
2015 9.2%
2014 54.6%
2013 9.1%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Atul Penkar31 Dec 211 Yr.
Dhaval Gala1 Apr 220.75 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services33.72%
Consumer Cyclical15.98%
Industrials12.76%
Health Care10.83%
Basic Materials9.11%
Technology7.36%
Energy5.5%
Consumer Defensive4.1%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,143 Cr11,997,072
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
6%₹824 Cr3,060,149
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | HONAUT
6%₹795 Cr190,645
Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY
6%₹785 Cr4,798,905
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
6%₹782 Cr2,861,934
↓ -335,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
5%₹733 Cr4,556,719
↑ 160,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
4%₹552 Cr2,662,082
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
3%₹480 Cr1,036,366
↓ -82,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | 532215
3%₹454 Cr5,038,621
↑ 350,000
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | 520056
3%₹443 Cr813,728

5. Aditya Birla Sun Life Pure Value Fund

An Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund was launched on 27 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 15 in Value category.  Return for 2022 was 3.5% , 2021 was 34.5% and 2020 was 15.6% .

Below is the key information for Aditya Birla Sun Life Pure Value Fund

Aditya Birla Sun Life Pure Value Fund
Growth
Launch Date 27 Mar 08
NAV (27 Jan 23) ₹71.5433 ↓ -1.74   (-2.38 %)
Net Assets (Cr) ₹4,037 on 31 Dec 22
Category Equity - Value
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 0.02
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹7,653
31 Dec 19₹6,834
31 Dec 20₹7,901
31 Dec 21₹10,623
31 Dec 22₹10,993

Aditya Birla Sun Life Pure Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for Aditya Birla Sun Life Pure Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.1%
3 Month -2.4%
6 Month 5%
1 Year -0.7%
3 Year 13.9%
5 Year 0.9%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
2021 34.5%
2020 15.6%
2019 -10.7%
2018 -23.5%
2017 56%
2016 9%
2015 4.2%
2014 99%
2013 5.4%
Fund Manager information for Aditya Birla Sun Life Pure Value Fund
NameSinceTenure
Kunal Sangoi22 Sep 220.27 Yr.

Data below for Aditya Birla Sun Life Pure Value Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services31.34%
Basic Materials15.25%
Industrials13.16%
Technology13.11%
Consumer Cyclical6.53%
Health Care5.12%
Consumer Defensive3.12%
Real Estate2.86%
Energy2.45%
Utility2.22%
Communication Services1.36%
Asset Allocation
Asset ClassValue
Cash3.11%
Equity96.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
6%₹267 Cr4,435,043
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹211 Cr2,216,493
LTIMindtree Ltd (Technology)
Equity, Since 31 May 22 | LTIM
4%₹165 Cr341,797
↓ -01
The Federal Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | FEDERALBNK
4%₹164 Cr12,477,927
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
3%₹130 Cr1,446,927
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 20 | 532755
3%₹118 Cr1,097,150
↓ -150,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 22 | M&MFIN
3%₹113 Cr5,271,026
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 21 | RELIANCE
2%₹101 Cr369,908
Ramkrishna Forgings Ltd (Industrials)
Equity, Since 31 Mar 18 | 532527
2%₹101 Cr4,570,554
Infosys Ltd (Technology)
Equity, Since 31 May 22 | INFY
2%₹98 Cr598,522
↑ 100,000

6. Aditya Birla Sun Life Equity Advantage Fund

(Erstwhile Aditya Birla Sun Life Advantage Fund)

An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk through a diversified research based investment approach.

Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap fund was launched on 24 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2022 was -13% , 2021 was 38.3% and 2020 was 18.3% .

Below is the key information for Aditya Birla Sun Life Equity Advantage Fund

Aditya Birla Sun Life Equity Advantage Fund
Growth
Launch Date 24 Feb 95
NAV (27 Jan 23) ₹571 ↓ -8.93   (-1.54 %)
Net Assets (Cr) ₹5,216 on 31 Dec 22
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -1.02
Information Ratio -0.67
Alpha Ratio -18.76
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,628
31 Dec 19₹9,397
31 Dec 20₹11,117
31 Dec 21₹15,371
31 Dec 22₹13,376

Aditya Birla Sun Life Equity Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Aditya Birla Sun Life Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -5.2%
3 Month -6.9%
6 Month -1%
1 Year -12.5%
3 Year 8.9%
5 Year 5.2%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -13%
2021 38.3%
2020 18.3%
2019 8.9%
2018 -13.7%
2017 41.8%
2016 8.5%
2015 5.2%
2014 60.1%
2013 7.2%
Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
NameSinceTenure
Satyabrata Mohanty17 Oct 1111.22 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services28.2%
Consumer Cyclical16.26%
Technology15.05%
Basic Materials12.68%
Industrials10.62%
Health Care5.45%
Consumer Defensive3.81%
Energy3.26%
Communication Services1.65%
Utility1.51%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
10%₹544 Cr5,712,805
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹320 Cr1,990,172
↑ 324,416
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
6%₹311 Cr1,903,936
↑ 287,159
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹268 Cr2,969,850
↑ 507,187
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹249 Cr4,133,488
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 18 | LTIM
4%₹210 Cr433,697
↑ 34,999
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
4%₹196 Cr636,742
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
3%₹177 Cr649,120
↓ -50,938
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 19 | PIIND
3%₹156 Cr446,577
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹124 Cr184,724

7. Aditya Birla Sun Life India GenNext Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 8 in Sectoral category.  Return for 2022 was 5.1% , 2021 was 29.7% and 2020 was 14.6% .

Below is the key information for Aditya Birla Sun Life India GenNext Fund

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (27 Jan 23) ₹137.44 ↓ -1.45   (-1.04 %)
Net Assets (Cr) ₹3,279 on 31 Dec 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 0.07
Information Ratio -0.05
Alpha Ratio -2.72
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,845
31 Dec 19₹11,278
31 Dec 20₹12,924
31 Dec 21₹16,766
31 Dec 22₹17,619

Aditya Birla Sun Life India GenNext Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.9%
3 Month -6%
6 Month 2%
1 Year 3%
3 Year 13.5%
5 Year 11%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.1%
2021 29.7%
2020 14.6%
2019 14.6%
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
2013 4.8%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Chanchal Khandelwal26 Aug 157.35 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services28.04%
Consumer Defensive24.84%
Consumer Cyclical24.8%
Communication Services6.49%
Health Care4.53%
Basic Materials4.15%
Industrials3.67%
Real Estate1.39%
Asset Allocation
Asset ClassValue
Cash2.09%
Equity97.91%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
7%₹229 Cr2,398,884
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
5%₹178 Cr5,224,382
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 17 | BHARTIARTL
4%₹127 Cr1,497,061
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
4%₹124 Cr769,986
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | HINDUNILVR
3%₹116 Cr430,320
↑ 42,441
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹104 Cr1,150,000
↑ 50,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 12 | MARUTI
2%₹68 Cr75,507
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 May 18 | 532978
2%₹62 Cr383,600
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
2%₹61 Cr314,148
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | 500800
2%₹60 Cr737,042

8. Aditya Birla Sun Life MNC Fund

An Open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach.

Aditya Birla Sun Life MNC Fund is a Equity - Sectoral fund was launched on 27 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 22 in Sectoral category.  Return for 2022 was -4.8% , 2021 was 11.9% and 2020 was 11.6% .

Below is the key information for Aditya Birla Sun Life MNC Fund

Aditya Birla Sun Life MNC Fund
Growth
Launch Date 27 Dec 99
NAV (27 Jan 23) ₹893.28 ↓ -8.01   (-0.89 %)
Net Assets (Cr) ₹3,322 on 31 Dec 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio -0.65
Information Ratio -1.07
Alpha Ratio -8.56
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,538
31 Dec 19₹9,990
31 Dec 20₹11,146
31 Dec 21₹12,474
31 Dec 22₹11,871

Aditya Birla Sun Life MNC Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Aditya Birla Sun Life MNC Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.5%
3 Month -4.8%
6 Month -3.7%
1 Year -5.7%
3 Year 3.4%
5 Year 2.9%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -4.8%
2021 11.9%
2020 11.6%
2019 4.7%
2018 -4.6%
2017 38%
2016 -3.6%
2015 17.6%
2014 70.9%
2013 10.2%
Fund Manager information for Aditya Birla Sun Life MNC Fund
NameSinceTenure
Kunal Sangoi28 Dec 211.01 Yr.
Chanchal Khandelwal28 Dec 211.01 Yr.

Data below for Aditya Birla Sun Life MNC Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Defensive21.04%
Consumer Cyclical19.57%
Industrials18.43%
Health Care15.04%
Financial Services11.44%
Basic Materials10.77%
Technology2.94%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 07 | HONAUT
8%₹257 Cr61,587
↓ -1,800
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | 532843
7%₹224 Cr7,734,145
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
6%₹193 Cr417,204
↓ -49,355
ICRA Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICRA
5%₹176 Cr399,073
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Nov 13 | GILLETTE
5%₹170 Cr331,500
↓ -27,727
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Aug 09 | PGHH
5%₹168 Cr118,296
↓ -18,976
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 11 | BATAINDIA
5%₹155 Cr902,916
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 10 | HINDUNILVR
4%₹148 Cr552,448
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 06 | SCHAEFFLER
4%₹146 Cr544,935
↓ -11,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 09 | MARUTI
4%₹141 Cr157,321

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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