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

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ABSL फंड में निवेश क्यों करें?
- दोनों का सर्वश्रेष्ठ
- कम/मध्य जोखिम, उच्च रिटर्न
बेस्ट बिड़ला सन लाइफ बैलेंस्ड म्यूचुअल फंड
ABSL म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?
Top 5 Funds

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

Updated on April 25, 2025 , 4581 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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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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sub Cat.
Aditya Birla Sun Life Regular Savings Fund Growth	₹65.3942 ↓ -0.22	₹1,377	3.5	3.3	10.3	8.6	12.5	10.5	Hybrid Debt
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,444.45 ↓ -13.54	₹7,193	2.1	-1.9	7.6	10.7	18.9	15.3	Hybrid Equity
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹102.37 ↓ -0.94	₹7,321	3.9	2	10.3	12.6	16.4	13	Dynamic Allocation
Aditya Birla Sun Life Arbitrage Fund Growth	₹26.3144 ↑ 0.04	₹14,236	2	3.7	7.5	6.7	5.4	7.5	Arbitrage
Aditya Birla Sun Life Equity Savings Fund Growth	₹21.45 ↓ -0.04	₹632	2.5	3	7.8	7.9	11.1	8.2	Equity Savings
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 25

1. 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 9.4% since its launch. Ranked 4 in Hybrid Debt category. Return for 2024 was 10.5% , 2023 was 9.6% and 2022 was 5.3% .

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 (25 Apr 25)	₹65.3942 ↓ -0.22 (-0.33 %)
Net Assets (Cr)	₹1,377 on 31 Mar 25
Category	Hybrid - Hybrid Debt
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.67
Information Ratio	-0.12
Alpha Ratio	0.91
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹12,856
31 Mar 22	₹14,310
31 Mar 23	₹14,672
31 Mar 24	₹16,387
31 Mar 25	₹17,944

Aditya Birla Sun Life Regular Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 25 Apr 25

Duration	Returns
1 Month	1.8%
3 Month	3.5%
6 Month	3.3%
1 Year	10.3%
3 Year	8.6%
5 Year	12.5%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.5%
2023	9.6%
2022	5.3%
2021	13.4%
2020	9.2%
2019	5.8%
2018	-2.2%
2017	15.5%
2016	13.1%
2015	5.4%

Fund Manager information for Aditya Birla Sun Life Regular Savings Fund

Name	Since	Tenure
Mohit Sharma	31 Oct 24	0.33 Yr.
Harshil Suvarnkar	22 Mar 21	3.95 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	2.87%
Equity	23.86%
Debt	72.93%
Other	0.34%

Equity Sector Allocation

Sector	Value
Financial Services	8.15%
Technology	3.07%
Energy	2.02%
Basic Materials	1.93%
Industrials	1.81%
Consumer Cyclical	1.69%
Health Care	1.61%
Real Estate	1.27%
Communication Services	1.07%
Consumer Defensive	0.92%
Utility	0.32%

Debt Sector Allocation

Sector	Value
Corporate	44.02%
Government	28.91%
Cash Equivalent	2.87%

Credit Quality

Rating	Value
AA	15.13%
AAA	84.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cholamandalam Investment And Fin. Co. Ltd Debentures \| -	4%	₹60 Cr	6,000
07.49 Tn SDL 2034 Sovereign Bonds \| -	2%	₹31 Cr	3,000,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹30 Cr	300
LIC Housing Finance Limited Debentures \| -	2%	₹30 Cr	3,000
Nuvama Wealth Finance Ltd Debentures \| -	2%	₹30 Cr	3,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	2%	₹29 Cr	232,335
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| HDFCBANK	2%	₹29 Cr	169,353
Rural Electrification Corporation Limited Debentures \| -	2%	₹26 Cr	250
Bharti Telecom Limited Debentures \| -	2%	₹25 Cr	2,500
Tata Capital Housing Finance Limited Debentures \| -	2%	₹25 Cr	2,500

2. 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 17.9% since its launch. Ranked 3 in Hybrid Equity category. Return for 2024 was 15.3% , 2023 was 21.3% and 2022 was -1.7% .

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 (25 Apr 25)	₹1,444.45 ↓ -13.54 (-0.93 %)
Net Assets (Cr)	₹7,193 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.84
Sharpe Ratio	0.13
Information Ratio	-0.79
Alpha Ratio	0.54
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
31 Mar 20	₹10,000
31 Mar 21	₹15,909
31 Mar 22	₹19,015
31 Mar 23	₹17,808
31 Mar 24	₹22,936
31 Mar 25	₹24,744

Aditya Birla Sun Life Equity Hybrid 95 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 25 Apr 25

Duration	Returns
1 Month	1.7%
3 Month	2.1%
6 Month	-1.9%
1 Year	7.6%
3 Year	10.7%
5 Year	18.9%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.3%
2023	21.3%
2022	-1.7%
2021	24.2%
2020	11.7%
2019	4.8%
2018	-5%
2017	25.9%
2016	8.9%
2015	3.4%

Fund Manager information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Name	Since	Tenure
Chanchal Khandelwal	17 Feb 23	2.04 Yr.
Harshil Suvarnkar	22 Mar 21	3.95 Yr.
Dhaval Joshi	21 Nov 22	2.28 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	1.23%
Equity	77.8%
Debt	20.97%

Equity Sector Allocation

Sector	Value
Financial Services	22.89%
Consumer Cyclical	11.75%
Industrials	10%
Technology	8.34%
Health Care	5.53%
Basic Materials	5.25%
Consumer Defensive	5.01%
Energy	3.72%
Communication Services	3.09%
Real Estate	1.2%
Utility	1.03%

Debt Sector Allocation

Sector	Value
Corporate	14.35%
Government	6.41%
Cash Equivalent	1.38%
Securitized	0.07%

Credit Quality

Rating	Value
AA	11.36%
AAA	88.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 13 \| ICICIBANK	6%	₹446 Cr	3,700,018
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹385 Cr	2,222,004
Infosys Ltd (Technology) Equity, Since 31 May 11 \| INFY	4%	₹274 Cr	1,625,179 ↓ -27,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 18 \| RELIANCE	4%	₹255 Cr	2,128,812
Bharti Airtel Ltd (Communication Services) Equity, Since 15 Aug 21 \| BHARTIARTL	3%	₹212 Cr	1,351,340 ↓ -42,701
LIC Housing Finance Limited Debentures \| -	2%	₹161 Cr	16,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 15 Feb 22 \| SUNPHARMA	2%	₹154 Cr	965,275 ↓ -13,053
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 23 \| LT	2%	₹150 Cr	474,235
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 15 Jul 22 \| M&M	2%	₹146 Cr	566,602
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	2%	₹131 Cr	1,294,091

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 2024 was 13% , 2023 was 16.5% and 2022 was 4.2% .

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 (25 Apr 25)	₹102.37 ↓ -0.94 (-0.91 %)
Net Assets (Cr)	₹7,321 on 31 Mar 25
Category	Hybrid - Dynamic Allocation
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.36
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹14,355
31 Mar 22	₹15,854
31 Mar 23	₹16,373
31 Mar 24	₹19,928
31 Mar 25	₹21,966

Aditya Birla Sun Life Balanced Advantage Fund SIP 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 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 25 Apr 25

Duration	Returns
1 Month	2.1%
3 Month	3.9%
6 Month	2%
1 Year	10.3%
3 Year	12.6%
5 Year	16.4%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13%
2023	16.5%
2022	4.2%
2021	13.4%
2020	15.4%
2019	8.1%
2018	0.7%
2017	15.2%
2016	16.3%
2015	3.6%

Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund

Name	Since	Tenure
Harish Krishnan	31 Oct 24	0.33 Yr.
Lovelish Solanki	9 Oct 19	5.4 Yr.
Mohit Sharma	1 Apr 17	7.92 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	6.42%
Equity	70.01%
Debt	23.57%

Equity Sector Allocation

Sector	Value
Financial Services	20.76%
Industrials	8.39%
Basic Materials	7.04%
Consumer Cyclical	6.76%
Technology	6.01%
Energy	5.66%
Consumer Defensive	5.18%
Health Care	4.45%
Utility	2.26%
Real Estate	1.86%
Communication Services	1.65%

Debt Sector Allocation

Sector	Value
Corporate	14.41%
Cash Equivalent	8.47%
Government	6.31%
Securitized	0.8%

Credit Quality

Rating	Value
AA	16.29%
AAA	83.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹286 Cr	2,376,565 ↑ 120,665
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 17 \| HDFCBANK	4%	₹270 Cr	1,556,159 ↑ 116,694
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 18 \| RELIANCE	4%	₹247 Cr	2,055,296 ↓ -162,997
7.18% Govt Stock 2037 Sovereign Bonds \| -	3%	₹184 Cr	18,000,000
Infosys Ltd (Technology) Equity, Since 31 Dec 07 \| INFY	3%	₹177 Cr	1,049,362
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| KOTAKBANK	2%	₹150 Cr	785,801 ↓ -211,745
Cholamandalam Investment And Fin. Co. Ltd Debentures \| -	2%	₹143 Cr	12,660
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 17 \| 500034	2%	₹124 Cr	145,709 ↑ 19,863
7.26% Govt Stock 2033 Sovereign Bonds \| -	2%	₹123 Cr	12,000,000
Shriram Transport Finance Company Limited Debentures \| -	2%	₹120 Cr	12,000

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 6.3% since its launch. Ranked 7 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7.1% and 2022 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 (25 Apr 25)	₹26.3144 ↑ 0.04 (0.14 %)
Net Assets (Cr)	₹14,236 on 31 Mar 25
Category	Hybrid - Arbitrage
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.01
Sharpe Ratio	1.12
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,346
31 Mar 22	₹10,735
31 Mar 23	₹11,263
31 Mar 24	₹12,112
31 Mar 25	₹12,989

Aditya Birla Sun Life Arbitrage Fund SIP 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 25 Apr 25

Duration	Returns
1 Month	1%
3 Month	2%
6 Month	3.7%
1 Year	7.5%
3 Year	6.7%
5 Year	5.4%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.5%
2023	7.1%
2022	4.1%
2021	3.8%
2020	4.1%
2019	6.2%
2018	6%
2017	5.6%
2016	6.5%
2015	7.6%

Fund Manager information for Aditya Birla Sun Life Arbitrage Fund

Name	Since	Tenure
Lovelish Solanki	15 Dec 14	10.22 Yr.
Mohit Sharma	3 Mar 25	0 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	23.73%
Equity	65.58%
Debt	10.63%
Other	0.06%

Equity Sector Allocation

Sector	Value
Financial Services	18.56%
Basic Materials	8.11%
Energy	7.38%
Industrials	7.24%
Consumer Cyclical	6.98%
Technology	4.75%
Communication Services	3.59%
Utility	3.07%
Health Care	2.62%
Consumer Defensive	1.96%
Real Estate	1.32%

Debt Sector Allocation

Sector	Value
Corporate	15.25%
Cash Equivalent	14.89%
Government	4.23%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aditya BSL Money Mgr Dir Gr Investment Fund \| -	12%	₹1,777 Cr	48,758,197
Aditya BSL FRF Dir Gr Investment Fund \| -	9%	₹1,287 Cr	37,135,768
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	4%	₹616 Cr	5,134,000 ↑ 243,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 24 \| ICICIBANK	3%	₹411 Cr	3,413,900 ↑ 765,100
Infosys Ltd (Technology) Equity, Since 31 Oct 23 \| INFY	3%	₹366 Cr	2,171,200 ↑ 188,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500295	2%	₹331 Cr	8,373,150 ↑ 770,500
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| 532215	2%	₹301 Cr	2,959,375 ↑ 162,500
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| KOTAKBANK	2%	₹272 Cr	1,431,200 ↑ 197,600
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| HDFCBANK	2%	₹265 Cr	1,526,800 ↑ 36,300
AdityaBSLCRISILIBXFiSv3-6MtDbtIdxDrGr Investment Fund \| -	2%	₹254 Cr	249,823,716

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 7.6% since its launch. Return for 2024 was 8.2% , 2023 was 11.6% and 2022 was -1% .

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 (25 Apr 25)	₹21.45 ↓ -0.04 (-0.19 %)
Net Assets (Cr)	₹632 on 31 Mar 25
Category	Hybrid - Equity Savings
AMC	Birla Sun Life Asset Management Co Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.11
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
31 Mar 20	₹10,000
31 Mar 21	₹12,966
31 Mar 22	₹13,859
31 Mar 23	₹13,810
31 Mar 24	₹15,876
31 Mar 25	₹17,026

Aditya Birla Sun Life Equity Savings Fund SIP 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 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 25 Apr 25

Duration	Returns
1 Month	1.6%
3 Month	2.5%
6 Month	3%
1 Year	7.8%
3 Year	7.9%
5 Year	11.1%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.2%
2023	11.6%
2022	-1%
2021	12.8%
2020	11%
2019	7.8%
2018	-1.7%
2017	17.3%
2016	7.6%
2015	3.8%

Fund Manager information for Aditya Birla Sun Life Equity Savings Fund

Name	Since	Tenure
Atul Penkar	31 Oct 24	0.33 Yr.
Lovelish Solanki	27 Sep 24	0.42 Yr.
Harshil Suvarnkar	22 Mar 21	3.95 Yr.

Data below for Aditya Birla Sun Life Equity Savings Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	10.5%
Equity	69.27%
Debt	18.57%
Other	1.67%

Equity Sector Allocation

Sector	Value
Financial Services	22.93%
Industrials	8.1%
Energy	7.74%
Consumer Cyclical	5.3%
Real Estate	4.92%
Communication Services	4.6%
Basic Materials	4.1%
Technology	3.52%
Consumer Defensive	3.18%
Utility	2.68%
Health Care	2.19%

Debt Sector Allocation

Sector	Value
Government	15.54%
Cash Equivalent	8.25%
Corporate	5.27%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 14 \| HDFCBANK	7%	₹48 Cr	275,172
Aditya BSL Money Mgr Dir Gr Investment Fund \| -	6%	₹38 Cr	1,046,731
Reliance Industries Ltd (Energy) Equity, Since 31 May 20 \| RELIANCE	5%	₹31 Cr	255,706 ↑ 12,500
Bharti Airtel Ltd (Communication Services) Equity, Since 15 Aug 21 \| BHARTIARTL	4%	₹28 Cr	178,174 ↑ 83,600
7.32% Govt Stock 2030 Sovereign Bonds \| -	3%	₹21 Cr	2,000,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	3%	₹20 Cr	2,000,000
GMR Airports Ltd (Industrials) Equity, Since 31 Jan 22 \| GMRAIRPORT	3%	₹20 Cr	2,947,500
State Bank of India (Financial Services) Equity, Since 15 Aug 21 \| SBIN	3%	₹19 Cr	278,909
IndusInd Bank Ltd (Financial Services) Equity, Since 28 Feb 22 \| INDUSINDBK	3%	₹19 Cr	193,564
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Jul 23 \| ADANIPORTS	3%	₹18 Cr	166,095

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