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आदित्य बिड़ला सन लाइफ म्यूचुअल फंड 2022 द्वारा शीर्ष 6 सर्वश्रेष्ठ बैलेंस्ड फंड

फिनकैश »आदित्य बिड़ला सन लाइफ म्यूचुअल फंड »बैलेंस्ड फंड

आदित्य बिड़ला सन लाइफ म्यूचुअल फंड 2022 द्वारा 6 सर्वश्रेष्ठ बैलेंस्ड फंड

Updated on September 28, 2023 , 3858 views

लंबे समय से, संतुलितम्यूचुअल फंड्स निवेशकों को शानदार रिटर्न दिया है और उन्हें पूरा करने में मदद की हैवित्तीय लक्ष्यों. हाइब्रिड फंड के नाम से जाने जाने वाले ये फंड डेट और दोनों में पैसा लगाते हैंइक्विटी फ़ंड.बैलेंस्ड फंड आम तौर पर इक्विटी में अपनी पोर्टफोलियो संपत्ति का 65 - 75% तक और शेष निश्चित में रखता हैआय प्रतिभूतियां।

बिरला सन लाइफ म्यूचुअल फंड में सबसे पुरानी संतुलित योजनाओं में से कुछ रखती हैमंडी. उदाहरण के लिए, आदित्य बिड़ला सन लाइफ इक्विटी हाइब्रिड 95 फंड शानदार ट्रैक रिकॉर्ड वाली सबसे पुरानी बैलेंस्ड फंड योजनाओं में से एक है। 10 से अधिक वर्षों से, फंड ने बाजार में लगातार अच्छा प्रदर्शन किया है।

निवेशक जो इसके साथ निवेश करना चाहते हैंएएमसी, यहां बिड़ला सन लाइफ म्यूचुअल फंड द्वारा शीर्ष 6 सर्वश्रेष्ठ संतुलित फंड हैं। एयूएम जैसे कुछ महत्वपूर्ण मानकों को पूरा करके इन फंडों को शॉर्टलिस्ट किया जाता है।नहीं हैं, पिछले प्रदर्शन, आदि।

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Birla

ABSL फंड में निवेश क्यों करें?

दोनों का सर्वश्रेष्ठ

बैलेंस्ड फंड कम अस्थिर होते हैं। वे इक्विटी और . दोनों का सर्वोत्तम प्रदान करते हैंडेट फंड इक्विटी घटक के माध्यम से उच्च रिटर्न और ऋण घटक के माध्यम से स्थिरता सुनिश्चित करना।

कम/मध्य जोखिम, उच्च रिटर्न

परआधार आस्तियों के आवंटन में, संतुलित निधियों पर प्रतिफल जोखिम समायोजित किया जाता है। द्वारानिवेश मेंछोटी टोपी तथामध्यम दर्जे की कंपनियों के शेयर स्टॉक, इक्विटी लाभ बहुत अधिक हैं और संबंधित जोखिमफ़ैक्टर ऋण निवेश द्वारा नियंत्रित किया जाता है।

बेस्ट बिड़ला सन लाइफ बैलेंस्ड म्यूचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)Sub Cat.
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,156.62
↑ 3.11
₹7,2777.612.610.717.38.3-1.7 Hybrid Equity
Aditya Birla Sun Life Regular Savings Fund Growth ₹55.6067
↑ 0.05
₹1,5072.85.87.511.87.25.3 Hybrid Debt
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹82.21
↑ 0.20
₹6,8185.79.711.613.49.84.2 Dynamic Allocation
Aditya Birla Sun Life Arbitrage Fund Growth ₹23.311
↑ 0.02
₹5,2351.83.56.54.654.1 Arbitrage
Aditya Birla Sun Life Equity Savings Fund Growth ₹18.61
↑ 0.01
₹4654.37.98.89.96.6-1 Equity Savings
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

1. Aditya Birla Sun Life Equity Hybrid 95 Fund

(Erstwhile Aditya Birla Sun Life Balanced 95 Fund)

An Open ended Balanced Scheme with the objective to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Equity Hybrid 95 Fund is a Hybrid - Hybrid Equity fund was launched on 10 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Ranked 3 in Hybrid Equity category.  Return for 2022 was -1.7% , 2021 was 24.2% and 2020 was 11.7% .

Below is the key information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Aditya Birla Sun Life Equity Hybrid 95 Fund
Growth
Launch Date 10 Feb 95
NAV (22 Aug 23) ₹1,156.62 ↑ 3.11   (0.27 %)
Net Assets (Cr) ₹7,277 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.66
Information Ratio 0.42
Alpha Ratio -0.67
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
30 Sep 18₹10,000
30 Sep 19₹10,306
30 Sep 20₹9,985
30 Sep 21₹14,942
30 Sep 22₹14,374
30 Sep 23₹16,279

Aditya Birla Sun Life Equity Hybrid 95 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 Equity Hybrid 95 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.6%
3 Month 7.6%
6 Month 12.6%
1 Year 10.7%
3 Year 17.3%
5 Year 8.3%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 24.2%
2020 11.7%
2019 4.8%
2018 -5%
2017 25.9%
2016 8.9%
2015 3.4%
2014 48.6%
2013 6.1%
Fund Manager information for Aditya Birla Sun Life Equity Hybrid 95 Fund
NameSinceTenure
Mahesh Patil17 Feb 230.53 Yr.
Chanchal Khandelwal17 Feb 230.53 Yr.
Harshil Suvarnkar22 Mar 212.44 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash3.84%
Equity78.05%
Debt18.11%
Equity Sector Allocation
SectorValue
Financial Services22.73%
Industrials12.26%
Consumer Cyclical10.62%
Technology8.66%
Health Care6.25%
Basic Materials5.77%
Consumer Defensive5.75%
Energy3.11%
Communication Services2.01%
Real Estate0.48%
Utility0.41%
Debt Sector Allocation
SectorValue
Corporate9.78%
Government8.28%
Cash Equivalent2.85%
Securitized1.03%
Credit Quality
RatingValue
AA14.32%
AAA85.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 13 | ICICIBANK
6%₹448 Cr4,670,949
↓ -150,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
6%₹410 Cr2,608,120
↑ 83,664
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
3%₹247 Cr1,721,867
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
3%₹224 Cr929,406
IRB InvIT Fund Units 2017-Series IV (Industrials)
Equity, Since 31 May 18 | IRBINVIT
2%₹167 Cr23,910,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹166 Cr2,952,323
↓ -969,884
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
2%₹150 Cr1,543,523
↓ -100,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 15 Feb 22 | SUNPHARMA
2%₹147 Cr1,323,328
Bharti Airtel Ltd (Communication Services)
Equity, Since 15 Aug 21 | BHARTIARTL
2%₹141 Cr1,644,041
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TITAN
2%₹126 Cr405,223

2. Aditya Birla Sun Life Regular Savings Fund

(Erstwhile Aditya Birla Sun Life MIP II - Wealth 25 Plan)

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Aditya Birla Sun Life Regular Savings Fund is a Hybrid - Hybrid Debt fund was launched on 22 May 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 4 in Hybrid Debt category.  Return for 2022 was 5.3% , 2021 was 13.4% and 2020 was 9.2% .

Below is the key information for Aditya Birla Sun Life Regular Savings Fund

Aditya Birla Sun Life Regular Savings Fund
Growth
Launch Date 22 May 04
NAV (22 Aug 23) ₹55.6067 ↑ 0.05   (0.10 %)
Net Assets (Cr) ₹1,507 on 31 Jul 23
Category Hybrid - Hybrid Debt
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.59
Information Ratio 1.66
Alpha Ratio -0.23
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,594
30 Sep 20₹10,713
30 Sep 21₹13,275
30 Sep 22₹13,811
30 Sep 23₹14,946

Aditya Birla Sun Life Regular Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Aditya Birla Sun Life Regular Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.2%
3 Month 2.8%
6 Month 5.8%
1 Year 7.5%
3 Year 11.8%
5 Year 7.2%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.3%
2021 13.4%
2020 9.2%
2019 5.8%
2018 -2.2%
2017 15.5%
2016 13.1%
2015 5.4%
2014 27.7%
2013 6.7%
Fund Manager information for Aditya Birla Sun Life Regular Savings Fund
NameSinceTenure
Dhaval Shah14 May 203.3 Yr.
Harshil Suvarnkar22 Mar 212.44 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash9.52%
Equity24.35%
Debt66.13%
Equity Sector Allocation
SectorValue
Financial Services8.33%
Industrials5.58%
Consumer Cyclical2.87%
Technology2.34%
Basic Materials1.65%
Consumer Defensive1.32%
Health Care1.3%
Communication Services0.69%
Real Estate0.28%
Debt Sector Allocation
SectorValue
Government39.87%
Corporate29.83%
Cash Equivalent5.95%
Credit Quality
RatingValue
AA11.88%
AAA88.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹65 Cr6,500,000
↑ 2,000,000
7.26% Govt Stock 2033
Sovereign Bonds | -
4%₹65 Cr6,450,000
↑ 1,000,000
8.51% Govt Stock 2033
Sovereign Bonds | -
4%₹56 Cr5,500,000
↑ 2,500,000
8.15% Govt Stock 2026
Sovereign Bonds | -
2%₹36 Cr3,500,000
Manappuram Finance Limited
Debentures | -
2%₹35 Cr350
State Bank Of India
Debentures | -
2%₹34 Cr350
5.15% Govt Stock 2025
Sovereign Bonds | -
2%₹34 Cr3,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
2%₹32 Cr337,135
Bajaj Housing Finance Limited
Debentures | -
2%₹30 Cr300
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | HDFCBANK
2%₹28 Cr177,953

3. Aditya Birla Sun Life Balanced Advantage Fund

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 19 in Dynamic Allocation category.  Return for 2022 was 4.2% , 2021 was 13.4% and 2020 was 15.4% .

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

Aditya Birla Sun Life Balanced Advantage Fund
Growth
Launch Date 25 Apr 00
NAV (22 Aug 23) ₹82.21 ↑ 0.20   (0.24 %)
Net Assets (Cr) ₹6,818 on 31 Jul 23
Category Hybrid - Dynamic Allocation
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio 1.08
Information Ratio 0
Alpha Ratio 0
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
30 Sep 18₹10,000
30 Sep 19₹10,686
30 Sep 20₹10,956
30 Sep 21₹14,570
30 Sep 22₹14,629
30 Sep 23₹16,536

Aditya Birla Sun Life Balanced 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Aditya Birla Sun Life Balanced 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 22 Aug 23

DurationReturns
1 Month 0.4%
3 Month 5.7%
6 Month 9.7%
1 Year 11.6%
3 Year 13.4%
5 Year 9.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.2%
2021 13.4%
2020 15.4%
2019 8.1%
2018 0.7%
2017 15.2%
2016 16.3%
2015 3.6%
2014 27.7%
2013 5.9%
Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund
NameSinceTenure
Lovelish Solanki9 Oct 193.9 Yr.
Mohit Sharma1 Apr 176.42 Yr.
Vishal Gajwani1 Apr 221.42 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash24.22%
Equity52.23%
Debt23.55%
Equity Sector Allocation
SectorValue
Financial Services22.39%
Consumer Defensive6.9%
Consumer Cyclical6.63%
Technology6.12%
Industrials5.91%
Basic Materials4.99%
Health Care4.35%
Energy4.19%
Communication Services1.88%
Utility1.71%
Real Estate0.6%
Debt Sector Allocation
SectorValue
Cash Equivalent21.73%
Corporate18.51%
Government7.51%
Securitized0.02%
Credit Quality
RatingValue
AA43.95%
AAA56.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
7%₹486 Cr3,094,062
↑ 63,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹321 Cr3,344,805
Nifty_(28/09/2023)
- | -
4%-₹298 Cr153,700
↑ 153,700
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
3%₹228 Cr946,500
Infosys Ltd (Technology)
Equity, Since 31 Dec 07 | INFY
3%₹177 Cr1,233,700
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
2%₹159 Cr4,888,615
Tata Capital Limited
Debentures | -
2%₹147 Cr1,500
Aditya BSL Liquid Dir Gr
Investment Fund | -
2%₹133 Cr3,564,479
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC
2%₹127 Cr2,877,889
Aditya BSL FRF Dir Gr
Investment Fund | -
2%₹126 Cr4,052,573

4. Aditya Birla Sun Life Arbitrage Fund

(Erstwhile Aditya Birla Sun Life Enhanced Arbitrage Fund)

An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures).

Aditya Birla Sun Life Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 24 Jul 09. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.2% since its launch.  Ranked 7 in Arbitrage category.  Return for 2022 was 4.1% , 2021 was 3.8% and 2020 was 4.1% .

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

Aditya Birla Sun Life Arbitrage Fund
Growth
Launch Date 24 Jul 09
NAV (22 Aug 23) ₹23.311 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹5,235 on 31 Jul 23
Category Hybrid - Arbitrage
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.03
Sharpe Ratio -0.64
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-30 Days (0.5%),30 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,629
30 Sep 20₹11,123
30 Sep 21₹11,550
30 Sep 22₹11,954
30 Sep 23₹12,774

Aditya Birla Sun Life Arbitrage 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 Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.6%
3 Month 1.8%
6 Month 3.5%
1 Year 6.5%
3 Year 4.6%
5 Year 5%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.1%
2021 3.8%
2020 4.1%
2019 6.2%
2018 6%
2017 5.6%
2016 6.5%
2015 7.6%
2014 8.3%
2013 9.5%
Fund Manager information for Aditya Birla Sun Life Arbitrage Fund
NameSinceTenure
Lovelish Solanki15 Dec 148.72 Yr.
Pranav Gupta31 Mar 230.42 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash98%
Debt2.44%
Equity Sector Allocation
SectorValue
Financial Services29.35%
Basic Materials11.4%
Energy7.03%
Communication Services6.92%
Industrials4.07%
Health Care3.75%
Consumer Cyclical2.99%
Consumer Defensive1.8%
Technology1.79%
Utility1.52%
Real Estate0.36%
Debt Sector Allocation
SectorValue
Cash Equivalent86.16%
Government7.36%
Corporate6.92%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
22%₹1,215 Cr37,237,729
Future on HDFC Bank Ltd
Derivatives | -
8%-₹452 Cr2,860,000
↑ 160,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | HDFCBANK
8%₹449 Cr2,860,000
↑ 160,600
Future on ICICI Bank Ltd
Derivatives | -
4%-₹233 Cr2,415,000
↑ 511,700
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | ICICIBANK
4%₹232 Cr2,415,000
↑ 511,700
Reliance_(28/09/2023)
Derivatives | -
4%-₹207 Cr856,250
↑ 856,250
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
4%₹206 Cr856,250
↑ 772,000
Future on Ambuja Cements Ltd
Derivatives | -
3%-₹144 Cr3,344,400
↑ 516,600
Future on PNB Gilts Ltd
Derivatives | -
3%-₹143 Cr22,656,000
↑ 22,656,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 30 Jun 21 | 500425
3%₹143 Cr3,344,400
↑ 516,600

5. 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 28 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.4% since its launch.  Return for 2022 was -1% , 2021 was 12.8% and 2020 was 11% .

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

Aditya Birla Sun Life Equity Savings Fund
Growth
Launch Date 28 Nov 14
NAV (22 Aug 23) ₹18.61 ↑ 0.01   (0.05 %)
Net Assets (Cr) ₹465 on 31 Jul 23
Category Hybrid - Equity Savings
AMC Birla Sun Life Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.34
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
30 Sep 18₹10,000
30 Sep 19₹10,520
30 Sep 20₹10,955
30 Sep 21₹13,602
30 Sep 22₹13,276
30 Sep 23₹14,612

Aditya Birla Sun Life Equity Savings 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
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Returns for Aditya Birla Sun Life Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.3%
3 Month 4.3%
6 Month 7.9%
1 Year 8.8%
3 Year 9.9%
5 Year 6.6%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1%
2021 12.8%
2020 11%
2019 7.8%
2018 -1.7%
2017 17.3%
2016 7.6%
2015 3.8%
2014
2013
Fund Manager information for Aditya Birla Sun Life Equity Savings Fund
NameSinceTenure
Harshil Suvarnkar22 Mar 212.44 Yr.
Vishal Gajwani19 Jun 230.2 Yr.
Pranav Gupta19 Jun 230.2 Yr.

Data below for Aditya Birla Sun Life Equity Savings Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash64.91%
Equity19.82%
Debt15.27%
Equity Sector Allocation
SectorValue
Financial Services18.41%
Industrials11.6%
Technology11.27%
Consumer Defensive10.31%
Communication Services3.46%
Utility3.39%
Energy2.75%
Basic Materials2.5%
Consumer Cyclical2.44%
Health Care0.99%
Real Estate0.47%
Debt Sector Allocation
SectorValue
Cash Equivalent57.37%
Government12.69%
Corporate10.12%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Gmrinfra_(28/09/2023)
Derivatives | -
8%-₹41 Cr6,525,000
↑ 6,525,000
GMR Airports Infrastructure Ltd (Industrials)
Equity, Since 31 Jan 22 | GMRINFRA
8%₹40 Cr6,525,000
↓ -900,000
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
7%₹34 Cr1,046,731
182 DTB 18012024
Sovereign Bonds | -
5%₹24 Cr2,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 22 | ITC
5%₹24 Cr550,643
↓ -3,614
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 23 | TCS
5%₹23 Cr68,137
↑ 29,334
Future on ITC Ltd
Derivatives | -
4%-₹21 Cr472,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
4%₹20 Cr207,619
↑ 113,245
Tcs_(28/09/2023)
Derivatives | -
4%-₹20 Cr59,325
↑ 59,325
Future on Axis Bank Ltd
Derivatives | -
4%-₹18 Cr183,750
↑ 114,375

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