+91-22-48913909ટોચના 10 આદિત્ય બિરલા સન લાઇફ SIP મ્યુચ્યુઅલ ફંડ્સ 2022
બિરલા સન લાઈફSIP માટે એક સરસ રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. વ્યવસ્થિતરોકાણ યોજના અથવા SIP એક કાર્યક્ષમ છેનાણાકીય આયોજન સાધન કે જે તમને સમયાંતરે સંપત્તિ બનાવવામાં મદદ કરે છે. અહીં એક નિયત અંતરાલ માટે ચોક્કસ રકમનું રોકાણ કરવામાં આવે છે. તમે શરૂ કરી શકો છોરોકાણ માત્ર INR 1000 અને લાંબા ગાળે પૂરતી રકમ બનાવો. SIPમાં આ શિસ્તબદ્ધ અભિગમ તમને રોકાણ સામે હેજ કરવામાં મદદ કરે છેફુગાવો. બિરલા સન લાઇફ SIP ના કેટલાક અન્ય ફાયદાઓ છે:
- રૂપિયાની સરેરાશ કિંમત
- સંયોજન શક્તિ
- લાંબા ગાળાની સંપત્તિનું સર્જન
- સિદ્ધ કરવામાં મદદ કરે છેનાણાકીય લક્ષ્યો
રોકાણકારો આતુર છેSIP માં રોકાણ કરો, અહીં શ્રેષ્ઠ બિરલા સન લાઇફ SIP ની સૂચિ છેમ્યુચ્યુઅલ ફંડ 2022 માં રોકાણ કરવા માટે. આ ફંડ્સ એયુએમ જેવા ચોક્કસ પરિમાણો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવ્યા છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
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ઇક્વિટીમાં શ્રેષ્ઠ આદિત્ય બિરલા SIP મ્યુચ્યુઅલ ફંડ્સ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Midcap Fund Growth ₹773.34
↑ 11.45 ₹6,301 1,000 -5.1 -3.5 9.2 20.4 19.1 4.4 Aditya Birla Sun Life Pure Value Fund Growth ₹126.388
↑ 1.91 ₹6,411 1,000 -1.4 1.1 7.3 20.3 18.2 2.6 Aditya Birla Sun Life Infrastructure Fund Growth ₹91.37
↑ 1.79 ₹1,113 1,000 -7.1 -5.8 5.1 20.1 21.6 0.7 Aditya Birla Sun Life Dividend Yield Fund Growth ₹461.1
↑ 5.08 ₹1,511 1,000 1.9 5 9.1 19.6 19.9 2.3 Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth ₹35.7925
↑ 0.13 ₹13 1,000 5.9 -4.4 -3 19.4 8.7 Aditya Birla Sun Life International Equity Fund - Plan B Growth ₹28.8036
↑ 0.07 ₹93 1,000 10.3 10 13.8 18.9 9 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹31.5
↓ -0.01 ₹1,099 1,000 -6.6 -1.1 7.3 18.8 14.4 3.5 Aditya Birla Sun Life Equity Fund Growth ₹1,833.45
↑ 13.27 ₹25,098 100 -2.7 2.5 13.6 18.3 15.5 11.2 Aditya Birla Sun Life Focused Equity Fund Growth ₹146.898
↑ 1.13 ₹8,209 1,000 -0.8 4.6 13.3 17.4 14.8 10.1 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.37
↑ 0.66 ₹3,694 1,000 -1 3 22 17.1 15.6 17.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Midcap Fund Aditya Birla Sun Life Pure Value Fund Aditya Birla Sun Life Infrastructure Fund Aditya Birla Sun Life Dividend Yield Fund Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Aditya Birla Sun Life International Equity Fund - Plan B Aditya Birla Sun Life Manufacturing Equity Fund Aditya Birla Sun Life Equity Fund Aditya Birla Sun Life Focused Equity Fund Aditya Birla Sun Life Banking And Financial Services Fund Point 1 Upper mid AUM (₹6,301 Cr). Upper mid AUM (₹6,411 Cr). Lower mid AUM (₹1,113 Cr). Lower mid AUM (₹1,511 Cr). Bottom quartile AUM (₹13 Cr). Bottom quartile AUM (₹93 Cr). Bottom quartile AUM (₹1,099 Cr). Highest AUM (₹25,098 Cr). Top quartile AUM (₹8,209 Cr). Upper mid AUM (₹3,694 Cr). Point 2 Established history (23+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (22+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (11+ yrs). Oldest track record among peers (27 yrs). Established history (20+ yrs). Established history (12+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Not Rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 19.06% (upper mid). 5Y return: 18.17% (upper mid). 5Y return: 21.62% (top quartile). 5Y return: 19.87% (top quartile). 5Y return: 8.67% (bottom quartile). 5Y return: 8.98% (bottom quartile). 5Y return: 14.44% (bottom quartile). 5Y return: 15.48% (lower mid). 5Y return: 14.82% (lower mid). 5Y return: 15.59% (upper mid). Point 6 3Y return: 20.41% (top quartile). 3Y return: 20.28% (top quartile). 3Y return: 20.09% (upper mid). 3Y return: 19.58% (upper mid). 3Y return: 19.45% (upper mid). 3Y return: 18.95% (lower mid). 3Y return: 18.84% (lower mid). 3Y return: 18.27% (bottom quartile). 3Y return: 17.38% (bottom quartile). 3Y return: 17.13% (bottom quartile). Point 7 1Y return: 9.21% (upper mid). 1Y return: 7.35% (lower mid). 1Y return: 5.13% (bottom quartile). 1Y return: 9.12% (lower mid). 1Y return: -3.01% (bottom quartile). 1Y return: 13.75% (top quartile). 1Y return: 7.25% (bottom quartile). 1Y return: 13.58% (upper mid). 1Y return: 13.26% (upper mid). 1Y return: 22.00% (top quartile). Point 8 Alpha: -1.66 (lower mid). Alpha: -4.92 (bottom quartile). Alpha: -13.42 (bottom quartile). Alpha: -5.11 (bottom quartile). Alpha: -3.41 (lower mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 3.22 (top quartile). Alpha: 2.34 (top quartile). Alpha: -1.32 (upper mid). Point 9 Sharpe: -0.01 (upper mid). Sharpe: -0.08 (lower mid). Sharpe: -0.14 (bottom quartile). Sharpe: -0.19 (bottom quartile). Sharpe: -0.44 (bottom quartile). Sharpe: 0.85 (top quartile). Sharpe: -0.05 (lower mid). Sharpe: 0.41 (upper mid). Sharpe: 0.35 (upper mid). Sharpe: 0.84 (top quartile). Point 10 Information ratio: -0.60 (bottom quartile). Information ratio: 0.58 (top quartile). Information ratio: -0.18 (bottom quartile). Information ratio: 0.47 (upper mid). Information ratio: -0.10 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.82 (top quartile). Information ratio: 0.15 (upper mid). Information ratio: 0.25 (upper mid). Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Pure Value Fund
Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Dividend Yield Fund
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life International Equity Fund - Plan B
Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Banking And Financial Services Fund
An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Pure Value Fund Below is the key information for Aditya Birla Sun Life Pure Value Fund Returns up to 1 year are on An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India. Research Highlights for Aditya Birla Sun Life Infrastructure Fund Below is the key information for Aditya Birla Sun Life Infrastructure Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Dividend Yield Plus) An Open-ended growth scheme with the objective to provide capital growth and income by investing primarily in a well-diversified portfolio of dividend paying companies that have a relatively high dividend yield. Research Highlights for Aditya Birla Sun Life Dividend Yield Fund Below is the key information for Aditya Birla Sun Life Dividend Yield Fund Returns up to 1 year are on The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas. Research Highlights for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Below is the key information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Returns up to 1 year are on An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets. Research Highlights for Aditya Birla Sun Life International Equity Fund - Plan B Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B Returns up to 1 year are on The primary investment objective of the Schemes 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 Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Banking And Financial Services Fund Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (28 Jan 26) ₹773.34 ↑ 11.45 (1.50 %) Net Assets (Cr) ₹6,301 on 31 Dec 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.02 Information Ratio -0.6 Alpha Ratio -1.66 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.
Date Value Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -5% 3 Month -5.1% 6 Month -3.5% 1 Year 9.2% 3 Year 20.4% 5 Year 19.1% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 22% 2022 39.9% 2021 -5.3% 2020 50.4% 2019 15.5% 2018 -3.7% 2017 -16% 2016 44.8% 2015 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Midcap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Aditya Birla Sun Life Pure Value Fund
Aditya Birla Sun Life Pure Value Fund
Growth Launch Date 27 Mar 08 NAV (28 Jan 26) ₹126.388 ↑ 1.91 (1.53 %) Net Assets (Cr) ₹6,411 on 31 Dec 25 Category Equity - Value AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio -0.08 Information Ratio 0.58 Alpha Ratio -4.92 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.
Date Value Returns for Aditya Birla Sun Life Pure Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -3.5% 3 Month -1.4% 6 Month 1.1% 1 Year 7.3% 3 Year 20.3% 5 Year 18.2% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.6% 2023 18.5% 2022 43% 2021 3.5% 2020 34.5% 2019 15.6% 2018 -10.7% 2017 -23.5% 2016 56% 2015 9% Fund Manager information for Aditya Birla Sun Life Pure Value Fund
Name Since Tenure Data below for Aditya Birla Sun Life Pure Value Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Infrastructure Fund
Growth Launch Date 17 Mar 06 NAV (28 Jan 26) ₹91.37 ↑ 1.79 (2.00 %) Net Assets (Cr) ₹1,113 on 31 Dec 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk High Expense Ratio 2.25 Sharpe Ratio -0.14 Information Ratio -0.18 Alpha Ratio -13.42 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.
Date Value Returns for Aditya Birla Sun Life Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -5.3% 3 Month -7.1% 6 Month -5.8% 1 Year 5.1% 3 Year 20.1% 5 Year 21.6% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.7% 2023 23.9% 2022 44.5% 2021 8.9% 2020 44.8% 2019 12.3% 2018 -3.8% 2017 -22.1% 2016 52.7% 2015 1.6% Fund Manager information for Aditya Birla Sun Life Infrastructure Fund
Name Since Tenure Data below for Aditya Birla Sun Life Infrastructure Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Aditya Birla Sun Life Dividend Yield Fund
Aditya Birla Sun Life Dividend Yield Fund
Growth Launch Date 26 Feb 03 NAV (27 Jan 26) ₹461.1 ↑ 5.08 (1.11 %) Net Assets (Cr) ₹1,511 on 31 Dec 25 Category Equity - Dividend Yield AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.19 Information Ratio 0.47 Alpha Ratio -5.11 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.
Date Value Returns for Aditya Birla Sun Life Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0.4% 3 Month 1.9% 6 Month 5% 1 Year 9.1% 3 Year 19.6% 5 Year 19.9% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.3% 2023 18.2% 2022 40.3% 2021 5.2% 2020 36.2% 2019 16.1% 2018 3.5% 2017 -14.6% 2016 33.2% 2015 2.6% Fund Manager information for Aditya Birla Sun Life Dividend Yield Fund
Name Since Tenure Data below for Aditya Birla Sun Life Dividend Yield Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Growth Launch Date 7 Nov 08 NAV (28 Jul 23) ₹35.7925 ↑ 0.13 (0.37 %) Net Assets (Cr) ₹13 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.44 Information Ratio -0.1 Alpha Ratio -3.41 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.
Date Value Returns for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 8.6% 3 Month 5.9% 6 Month -4.4% 1 Year -3% 3 Year 19.4% 5 Year 8.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Name Since Tenure Data below for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Aditya Birla Sun Life International Equity Fund - Plan B
Aditya Birla Sun Life International Equity Fund - Plan B
Growth Launch Date 31 Oct 07 NAV (28 Jul 23) ₹28.8036 ↑ 0.07 (0.23 %) Net Assets (Cr) ₹93 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.85 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.
Date Value Returns for Aditya Birla Sun Life International Equity Fund - Plan B
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 4.2% 3 Month 10.3% 6 Month 10% 1 Year 13.8% 3 Year 18.9% 5 Year 9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B
Name Since Tenure Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Growth Launch Date 31 Jan 15 NAV (27 Jan 26) ₹31.5 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹1,099 on 31 Dec 25 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.26 Sharpe Ratio -0.05 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.
Date Value Returns for Aditya Birla Sun Life Manufacturing Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4.9% 3 Month -6.6% 6 Month -1.1% 1 Year 7.3% 3 Year 18.8% 5 Year 14.4% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.5% 2023 25% 2022 32.5% 2021 -1.4% 2020 22.1% 2019 26.3% 2018 -4% 2017 -12.9% 2016 41.7% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (28 Jan 26) ₹1,833.45 ↑ 13.27 (0.73 %) Net Assets (Cr) ₹25,098 on 31 Dec 25 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.41 Information Ratio 0.82 Alpha Ratio 3.22 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.
Date Value Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -3.4% 3 Month -2.7% 6 Month 2.5% 1 Year 13.6% 3 Year 18.3% 5 Year 15.5% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.2% 2023 18.5% 2022 26% 2021 -1.1% 2020 30.3% 2019 16.1% 2018 8.5% 2017 -4.1% 2016 33.5% 2015 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Data below for Aditya Birla Sun Life Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (28 Jan 26) ₹146.898 ↑ 1.13 (0.78 %) Net Assets (Cr) ₹8,209 on 31 Dec 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.35 Information Ratio 0.15 Alpha Ratio 2.34 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.
Date Value Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -1.9% 3 Month -0.8% 6 Month 4.6% 1 Year 13.3% 3 Year 17.4% 5 Year 14.8% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 18.7% 2022 23% 2021 0.4% 2020 26.7% 2019 16% 2018 11.3% 2017 -4.1% 2016 30.9% 2015 6.7% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. 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 (28 Jan 26) ₹63.37 ↑ 0.66 (1.05 %) Net Assets (Cr) ₹3,694 on 31 Dec 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.84 Information Ratio 0.25 Alpha Ratio -1.32 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.
Date Value Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2.2% 3 Month -1% 6 Month 3% 1 Year 22% 3 Year 17.1% 5 Year 15.6% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 8.7% 2022 21.7% 2021 11.5% 2020 16.8% 2019 1.1% 2018 14.9% 2017 -2.4% 2016 47.6% 2015 15.7% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
એબીએસએલ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.
તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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Research Highlights for Aditya Birla Sun Life Midcap Fund