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Top 8 Best Equity Funds by Aditya Birla Sun Life Mutual Fund 2025

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8 Best Equity Funds by Aditya Birla Sun Life Mutual Fund 2025

Updated on June 5, 2025 , 13713 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 (%)2024 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth 17.46.317.520.624.98.7
Aditya Birla Sun Life Small Cap Fund Growth 18.1-4.97.921.829.121.5
Aditya Birla Sun Life Frontline Equity Fund Growth 120.810.91822.115.6
Aditya Birla Sun Life Tax Relief '96 Growth 13.41.19.916.21616.4
Aditya Birla Sun Life Pure Value Fund Growth 13.3-4.69.32426.818.5
Aditya Birla Sun Life Equity Advantage Fund Growth 14.2-18.41720.915.6
Aditya Birla Sun Life India GenNext Fund Growth 12.3-0.98.118.72217.5
Aditya Birla Sun Life MNC Fund Growth 14.9-34.714.313.817.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

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 17.1% since its launch.  Ranked 3 in Sectoral category.  Return for 2024 was 8.7% , 2023 was 21.7% and 2022 was 11.5% .

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 (06 Jun 25) ₹61.43 ↑ 1.43   (2.38 %)
Net Assets (Cr) ₹3,439 on 30 Apr 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.99
Sharpe Ratio 0.27
Information Ratio -0.03
Alpha Ratio -10.63
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 May 20₹10,000
31 May 21₹19,183
31 May 22₹18,820
31 May 23₹22,963
31 May 24₹27,704
31 May 25₹32,040

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 ₹556,833.
Net Profit of ₹256,833
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 6 Jun 25

DurationReturns
1 Month 5.5%
3 Month 17.4%
6 Month 6.3%
1 Year 17.5%
3 Year 20.6%
5 Year 24.9%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.7%
2023 21.7%
2022 11.5%
2021 16.8%
2020 1.1%
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 159.77 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services93.65%
Technology1.19%
Asset Allocation
Asset ClassValue
Cash5.03%
Equity94.97%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
21%₹713 Cr4,993,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
19%₹642 Cr3,336,948
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹228 Cr1,927,100
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹215 Cr248,725
↑ 15,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹185 Cr2,351,492
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
4%₹125 Cr667,972
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
3%₹104 Cr469,972
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
3%₹96 Cr1,577,227
↓ -473
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611
3%₹89 Cr1,308,861
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
2%₹61 Cr344,402

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 12.6% since its launch.  Ranked 1 in Small Cap category.  Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% .

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 (06 Jun 25) ₹85.9379 ↑ 0.59   (0.69 %)
Net Assets (Cr) ₹4,531 on 30 Apr 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio -0.26
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 May 20₹10,000
31 May 21₹21,617
31 May 22₹21,765
31 May 23₹25,522
31 May 24₹35,709
31 May 25₹37,998

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 ₹627,226.
Net Profit of ₹327,226
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 6 Jun 25

DurationReturns
1 Month 12.2%
3 Month 18.1%
6 Month -4.9%
1 Year 7.9%
3 Year 21.8%
5 Year 29.1%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.5%
2023 39.4%
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials20.27%
Consumer Cyclical18.36%
Financial Services17.95%
Basic Materials11.65%
Health Care10.44%
Consumer Defensive7.68%
Real Estate5.02%
Technology3.39%
Utility1.54%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
3%₹141 Cr230,364
↑ 56,191
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹106 Cr73,267
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹101 Cr224,193
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹97 Cr2,244,418
↓ -67,834
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹93 Cr181,892
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
2%₹89 Cr750,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹89 Cr862,251
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
2%₹87 Cr1,330,824
↑ 50,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹86 Cr459,599
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹83 Cr612,219

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 19% since its launch.  Ranked 14 in Large Cap category.  Return for 2024 was 15.6% , 2023 was 23.1% and 2022 was 3.5% .

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 (06 Jun 25) ₹525.01 ↑ 5.34   (1.03 %)
Net Assets (Cr) ₹29,220 on 30 Apr 25
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 0.25
Information Ratio 0.81
Alpha Ratio 2.47
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 May 20₹10,000
31 May 21₹16,202
31 May 22₹17,448
31 May 23₹19,667
31 May 24₹25,282
31 May 25₹28,147

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 ₹530,691.
Net Profit of ₹230,691
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 6 Jun 25

DurationReturns
1 Month 3.6%
3 Month 12%
6 Month 0.8%
1 Year 10.9%
3 Year 18%
5 Year 22.1%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.6%
2023 23.1%
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0519.55 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services34.56%
Consumer Cyclical11.72%
Technology8.52%
Industrials7.88%
Consumer Defensive7.37%
Energy6.44%
Health Care5.94%
Basic Materials4.74%
Communication Services4.52%
Utility2.56%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash4.1%
Equity95.69%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹2,443 Cr12,689,852
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,359 Cr16,528,292
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,516 Cr10,787,510
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,505 Cr10,033,663
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹1,229 Cr3,678,215
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹1,107 Cr5,937,535
↓ -422,854
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
4%₹1,082 Cr9,126,955
↑ 835,571
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹1,010 Cr4,574,639
↑ 390,632
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹791 Cr2,700,646
↓ -202,719
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹740 Cr20,868,779

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 11% since its launch.  Ranked 4 in ELSS category.  Return for 2024 was 16.4% , 2023 was 18.9% and 2022 was -1.4% .

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 (06 Jun 25) ₹60.11 ↑ 0.66   (1.11 %)
Net Assets (Cr) ₹14,818 on 30 Apr 25
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.04
Information Ratio -1.25
Alpha Ratio 0.26
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹14,563
31 May 22₹14,154
31 May 23₹15,105
31 May 24₹19,908
31 May 25₹21,758

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 ₹458,689.
Net Profit of ₹158,689
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 6 Jun 25

DurationReturns
1 Month 6.8%
3 Month 13.4%
6 Month 1.1%
1 Year 9.9%
3 Year 16.2%
5 Year 16%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.4%
2023 18.9%
2022 -1.4%
2021 12.7%
2020 15.2%
2019 4.3%
2018 -4.5%
2017 43.2%
2016 3.4%
2015 9.2%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Dhaval Shah31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services30.59%
Consumer Cyclical14.32%
Health Care10.57%
Industrials8.56%
Technology7.94%
Basic Materials7.5%
Consumer Defensive6.49%
Energy6.44%
Communication Services3.96%
Utility1.36%
Real Estate0.66%
Asset Allocation
Asset ClassValue
Cash1.62%
Equity98.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,304 Cr9,137,798
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹965 Cr5,015,495
↑ 1,100,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY
5%₹712 Cr4,749,292
↑ 117,863
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | 532215
4%₹600 Cr5,060,879
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL
4%₹587 Cr3,146,277
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
4%₹528 Cr3,760,426
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | 532843
4%₹524 Cr7,646,735
State Bank of India (Financial Services)
Equity, Since 31 Jan 22 | SBIN
3%₹381 Cr4,828,465
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
2%₹368 Cr1,101,782
↓ -200,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 11 | SUNPHARMA
2%₹361 Cr1,971,900

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 15.8% since its launch.  Ranked 15 in Value category.  Return for 2024 was 18.5% , 2023 was 43% and 2022 was 3.5% .

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 (06 Jun 25) ₹125.48 ↑ 1.44   (1.16 %)
Net Assets (Cr) ₹5,826 on 30 Apr 25
Category Equity - Value
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio -0.26
Information Ratio 0.29
Alpha Ratio -5.85
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 May 20₹10,000
31 May 21₹18,266
31 May 22₹18,327
31 May 23₹21,832
31 May 24₹31,574
31 May 25₹34,134

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 ₹584,107.
Net Profit of ₹284,107
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 6 Jun 25

DurationReturns
1 Month 8.8%
3 Month 13.3%
6 Month -4.6%
1 Year 9.3%
3 Year 24%
5 Year 26.8%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.5%
2023 43%
2022 3.5%
2021 34.5%
2020 15.6%
2019 -10.7%
2018 -23.5%
2017 56%
2016 9%
2015 4.2%
Fund Manager information for Aditya Birla Sun Life Pure Value Fund
NameSinceTenure
Kunal Sangoi22 Sep 222.69 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Pure Value Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services24.82%
Industrials15.96%
Basic Materials13.11%
Consumer Cyclical10.61%
Technology9.45%
Health Care6.63%
Utility5.94%
Energy5.61%
Consumer Defensive2.64%
Real Estate2.54%
Communication Services1.46%
Asset Allocation
Asset ClassValue
Cash1.23%
Equity98.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 21 | RELIANCE
4%₹210 Cr1,494,620
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹202 Cr1,415,384
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
3%₹195 Cr1,648,388
↑ 117,046
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 24 | 532755
3%₹188 Cr1,254,076
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 532555
3%₹188 Cr5,290,232
↑ 338,822
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | MINDACORP
3%₹168 Cr3,452,478
↓ -250,000
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Dec 21 | 532144
3%₹162 Cr2,108,205
↓ -48,220
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN
3%₹148 Cr2,423,027
Infosys Ltd (Technology)
Equity, Since 31 May 22 | INFY
2%₹142 Cr947,766
↑ 68,897
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
2%₹139 Cr760,066
↓ -118,060

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 17% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2024 was 15.6% , 2023 was 26.9% and 2022 was -13% .

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 (06 Jun 25) ₹903.96 ↑ 10.03   (1.12 %)
Net Assets (Cr) ₹5,491 on 30 Apr 25
Category Equity - Large & Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio -0.11
Information Ratio -2.02
Alpha Ratio -3.2
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 May 20₹10,000
31 May 21₹17,354
31 May 22₹17,247
31 May 23₹18,886
31 May 24₹24,884
31 May 25₹26,650

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 ₹505,644.
Net Profit of ₹205,644
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 6 Jun 25

DurationReturns
1 Month 7.6%
3 Month 14.2%
6 Month -1%
1 Year 8.4%
3 Year 17%
5 Year 20.9%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.6%
2023 26.9%
2022 -13%
2021 38.3%
2020 18.3%
2019 8.9%
2018 -13.7%
2017 41.8%
2016 8.5%
2015 5.2%
Fund Manager information for Aditya Birla Sun Life Equity Advantage Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Equity Advantage Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services27.46%
Consumer Cyclical20.5%
Industrials12.84%
Basic Materials12.17%
Energy5.34%
Health Care4.72%
Technology4.32%
Communication Services3.45%
Consumer Defensive2.85%
Utility2.16%
Real Estate1.82%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
5%₹277 Cr1,943,767
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
3%₹168 Cr1,198,240
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
3%₹156 Cr810,161
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT
3%₹150 Cr294,012
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
2%₹134 Cr894,616
↓ -320,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
2%₹130 Cr1,100,146
↑ 51,663
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 29 Feb 24 | HINDPETRO
2%₹125 Cr3,303,402
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 24 | APLAPOLLO
2%₹124 Cr764,939
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 24 | LT
2%₹119 Cr355,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 540611
2%₹117 Cr1,728,116
↑ 400,000

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 16.7% since its launch.  Ranked 8 in Sectoral category.  Return for 2024 was 17.5% , 2023 was 25.2% and 2022 was 5.1% .

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 (06 Jun 25) ₹213.98 ↑ 2.06   (0.97 %)
Net Assets (Cr) ₹5,967 on 30 Apr 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.2
Information Ratio -0.5
Alpha Ratio -0.41
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 May 20₹10,000
31 May 21₹15,595
31 May 22₹17,234
31 May 23₹19,829
31 May 24₹25,260
31 May 25₹27,965

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 ₹518,033.
Net Profit of ₹218,033
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 6 Jun 25

DurationReturns
1 Month 2.9%
3 Month 12.3%
6 Month -0.9%
1 Year 8.1%
3 Year 18.7%
5 Year 22%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.5%
2023 25.2%
2022 5.1%
2021 29.7%
2020 14.6%
2019 14.6%
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Chanchal Khandelwal26 Aug 159.77 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical34.28%
Consumer Defensive26.94%
Financial Services19.63%
Communication Services7.15%
Health Care5.75%
Industrials2.86%
Basic Materials1.87%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash0.95%
Equity99.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 17 | BHARTIARTL
5%₹325 Cr1,741,475
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
5%₹274 Cr1,920,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
4%₹265 Cr6,221,581
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹209 Cr8,981,229
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 12 | MARUTI
3%₹193 Cr157,137
↑ 5,470
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
3%₹185 Cr958,750
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
3%₹182 Cr620,478
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | 500251
3%₹174 Cr336,348
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 540376
3%₹158 Cr375,885
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | HINDUNILVR
3%₹154 Cr656,226
↑ 30,000

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 15.3% since its launch.  Ranked 22 in Sectoral category.  Return for 2024 was 17.2% , 2023 was 23.1% and 2022 was -4.8% .

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 (05 Jun 25) ₹1,348.12 ↑ 7.41   (0.55 %)
Net Assets (Cr) ₹3,417 on 30 Apr 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.22
Information Ratio -0.75
Alpha Ratio -0.65
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 May 20₹10,000
31 May 21₹13,555
31 May 22₹13,283
31 May 23₹13,806
31 May 24₹18,790
31 May 25₹19,519

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 ₹426,080.
Net Profit of ₹126,080
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 6 Jun 25

DurationReturns
1 Month 9%
3 Month 14.9%
6 Month -3%
1 Year 4.7%
3 Year 14.3%
5 Year 13.8%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.2%
2023 23.1%
2022 -4.8%
2021 11.9%
2020 11.6%
2019 4.7%
2018 -4.6%
2017 38%
2016 -3.6%
2015 17.6%
Fund Manager information for Aditya Birla Sun Life MNC Fund
NameSinceTenure
Chanchal Khandelwal28 Dec 213.43 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life MNC Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical26.43%
Consumer Defensive19.1%
Industrials18.15%
Health Care14.07%
Basic Materials8.62%
Financial Services7.66%
Technology4.24%
Asset Allocation
Asset ClassValue
Cash0.43%
Equity99.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 09 | MARUTI
6%₹201 Cr164,321
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | UBL
4%₹142 Cr655,315
↓ -19,500
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 06 | SCHAEFFLER
4%₹124 Cr357,589
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
4%₹121 Cr258,065
↓ -10,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 10 | HINDUNILVR
3%₹118 Cr505,695
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 05 | GLAXO
3%₹114 Cr385,742
↓ -11,328
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | UNITDSPR
3%₹112 Cr716,421
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 06 | 500480
3%₹104 Cr357,631
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Aug 09 | PGHH
3%₹103 Cr72,485
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Sep 07 | HONAUT
3%₹100 Cr28,880

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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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