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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 March 19, 2023 , 3377 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 Regular Savings Fund Growth ₹52.4548
↑ 0.11
₹1,585-0.70.62.612.96.75.3 Hybrid Debt
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹1,009.67
↑ 5.63
₹7,046-4-5-6.119.46.6-1.7 Hybrid Equity
Aditya Birla Sun Life Arbitrage Fund Growth ₹22.5834
↓ -0.01
₹4,2891.62.84.744.84.1 Arbitrage
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹74.26
↑ 0.31
₹6,386-2.4-13.517.18.44.2 Dynamic Allocation
Aditya Birla Sun Life Equity Savings Fund Growth ₹17.09
↑ 0.06
₹451-1.8-1.4010.55.8-1 Equity Savings
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Mar 23

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 9.2% 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 (21 Mar 23) ₹52.4548 ↑ 0.11   (0.20 %)
Net Assets (Cr) ₹1,585 on 28 Feb 23
Category Hybrid - Hybrid Debt
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.46
Information Ratio 0.49
Alpha Ratio 0.05
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
28 Feb 18₹10,000
28 Feb 19₹9,960
29 Feb 20₹10,402
28 Feb 21₹12,014
28 Feb 22₹13,387
28 Feb 23₹13,801

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 ₹357,992.
Net Profit of ₹57,992
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 21 Mar 23

DurationReturns
1 Month -0.6%
3 Month -0.7%
6 Month 0.6%
1 Year 2.6%
3 Year 12.9%
5 Year 6.7%
10 Year
15 Year
Since launch 9.2%
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 202.72 Yr.
Harshil Suvarnkar22 Mar 211.87 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash14.21%
Equity25.02%
Debt60.77%
Equity Sector Allocation
SectorValue
Financial Services8.72%
Industrials4.18%
Consumer Cyclical3.77%
Technology2.1%
Basic Materials1.96%
Consumer Defensive1.77%
Health Care1.59%
Communication Services0.92%
Debt Sector Allocation
SectorValue
Corporate34.08%
Government25.95%
Cash Equivalent13.27%
Securitized1.68%
Credit Quality
RatingValue
AA10.06%
AAA89.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sikka Ports & Terminals Limited
Debentures | -
4%₹56 Cr560
↓ -90
Bajaj Housing Finance Limited
Debentures | -
3%₹49 Cr500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
2%₹38 Cr434,635
8.15 11/24/2026 12:00:00 Am
Sovereign Bonds | -
2%₹36 Cr3,500,000
7.27 4/8/2026 12:00:00 Am
Sovereign Bonds | -
2%₹35 Cr3,500,500
Manappuram Finance Limited
Debentures | -
2%₹35 Cr350
5.15 11/9/2025 12:00:00 Am
Sovereign Bonds | -
2%₹33 Cr3,500,000
State Bank Of India
Debentures | -
2%₹33 Cr350
Aditya BSL FRF Dir Gr
Investment Fund | -
2%₹30 Cr1,015,641
HDFC Bank Limited
Debentures | -
2%₹30 Cr30

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 17.8% 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 (21 Mar 23) ₹1,009.67 ↑ 5.63   (0.56 %)
Net Assets (Cr) ₹7,046 on 28 Feb 23
Category Hybrid - Hybrid Equity
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.83
Information Ratio -0.28
Alpha Ratio -7.83
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
28 Feb 18₹10,000
28 Feb 19₹9,603
29 Feb 20₹9,598
28 Feb 21₹12,035
28 Feb 22₹14,306
28 Feb 23₹13,649

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 ₹357,992.
Net Profit of ₹57,992
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 21 Mar 23

DurationReturns
1 Month -2.7%
3 Month -4%
6 Month -5%
1 Year -6.1%
3 Year 19.4%
5 Year 6.6%
10 Year
15 Year
Since launch 17.8%
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 Yr.
Chanchal Khandelwal17 Feb 230 Yr.
Harshil Suvarnkar22 Mar 211.87 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash5.27%
Equity76.97%
Debt17.76%
Equity Sector Allocation
SectorValue
Financial Services21.1%
Industrials10.51%
Consumer Cyclical10.49%
Technology9.73%
Basic Materials8.7%
Health Care6.89%
Consumer Defensive4.43%
Energy2.54%
Communication Services2.04%
Utility0.54%
Debt Sector Allocation
SectorValue
Corporate11.3%
Government6.85%
Cash Equivalent3.92%
Securitized0.97%
Credit Quality
RatingValue
AA12.26%
AAA87.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 13 | ICICIBANK
7%₹514 Cr6,173,248
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
5%₹352 Cr2,192,247
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹299 Cr5,402,106
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
4%₹299 Cr1,948,645
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 19 | ULTRACEMCO
3%₹195 Cr275,722
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
3%₹183 Cr775,406
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
2%₹169 Cr1,934,123
LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 20 | LTIM
2%₹158 Cr361,592
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 15 Feb 22 | SUNPHARMA
2%₹156 Cr1,506,928
IRB InvIT Fund Units 2017-Series IV (Industrials)
Equity, Since 31 May 18 | IRBINVIT
2%₹155 Cr23,910,000

3. 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 6.1% 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 (21 Mar 23) ₹22.5834 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹4,289 on 28 Feb 23
Category Hybrid - Arbitrage
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 0.99
Sharpe Ratio -1.74
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
28 Feb 18₹10,000
28 Feb 19₹10,590
29 Feb 20₹11,291
28 Feb 21₹11,660
28 Feb 22₹12,145
28 Feb 23₹12,679

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 ₹340,450.
Net Profit of ₹40,450
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 21 Mar 23

DurationReturns
1 Month 0.3%
3 Month 1.6%
6 Month 2.8%
1 Year 4.7%
3 Year 4%
5 Year 4.8%
10 Year
15 Year
Since launch 6.1%
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 148.14 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash98.14%
Debt2.39%
Equity Sector Allocation
SectorValue
Financial Services26.02%
Basic Materials10.56%
Industrials9.3%
Energy5.84%
Consumer Cyclical5.49%
Real Estate3.08%
Communication Services3.04%
Utility2.89%
Health Care2.58%
Consumer Defensive2.41%
Technology1.34%
Debt Sector Allocation
SectorValue
Cash Equivalent87.59%
Corporate7.96%
Government4.88%
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
25%₹1,076 Cr34,459,499
Reliance_(23/02/2023)
Derivatives | -
4%-₹179 Cr754,750
↑ 754,750
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
4%₹178 Cr754,750
↑ 24,750
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
4%-₹166 Cr2,690,625
↓ -101,250
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 19 | ADANIPORTS
4%₹165 Cr2,690,625
↓ -101,250
Future on HDFC Bank Ltd
Derivatives | -
3%-₹149 Cr701,400
↑ 138,150
Future on Kotak Mahindra Bank Ltd
Derivatives | -
3%-₹137 Cr786,400
↑ 158,400
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | KOTAKBANK
3%₹136 Cr786,400
↑ 158,400
Icicibank_(23/02/2023)
Derivatives | -
3%-₹130 Cr1,552,600
↑ 1,552,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | ICICIBANK
3%₹129 Cr1,552,600

4. 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 (21 Mar 23) ₹74.26 ↑ 0.31   (0.42 %)
Net Assets (Cr) ₹6,386 on 28 Feb 23
Category Hybrid - Dynamic Allocation
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.08
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
28 Feb 18₹10,000
28 Feb 19₹10,098
29 Feb 20₹10,813
28 Feb 21₹13,033
28 Feb 22₹14,231
28 Feb 23₹14,886

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 ₹376,357.
Net Profit of ₹76,357
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 21 Mar 23

DurationReturns
1 Month -1.6%
3 Month -2.4%
6 Month -1%
1 Year 3.5%
3 Year 17.1%
5 Year 8.4%
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 193.32 Yr.
Mohit Sharma1 Apr 175.84 Yr.
Vishal Gajwani1 Apr 220.84 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash23.12%
Equity54.85%
Debt22.03%
Equity Sector Allocation
SectorValue
Financial Services22.76%
Energy7.05%
Technology6.61%
Consumer Defensive6.2%
Consumer Cyclical5.64%
Industrials5.56%
Basic Materials5.42%
Health Care3.01%
Utility2.25%
Communication Services1.74%
Real Estate0.59%
Debt Sector Allocation
SectorValue
Corporate21.9%
Cash Equivalent18.15%
Government5.09%
Credit Quality
RatingValue
AA34.9%
AAA65.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
6%₹364 Cr1,546,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹303 Cr3,637,762
↓ -60,900
Nifty_(23/02/2023)
- | -
4%-₹285 Cr160,350
↑ 160,350
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
4%₹256 Cr1,599,401
↓ -148,500
Reliance_(23/02/2023)
Derivatives | -
3%-₹214 Cr903,000
↑ 903,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 07 | INFY
3%₹188 Cr1,223,700
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 16 | HDFC
2%₹160 Cr608,900
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
2%₹153 Cr4,888,615
State Bank of India (Financial Services)
Equity, Since 31 Oct 20 | SBIN
2%₹149 Cr2,692,002
5.22 6/15/2025 12:00:00 Am
Sovereign Bonds | -
2%₹144 Cr15,000,000

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 6.7% 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 (21 Mar 23) ₹17.09 ↑ 0.06   (0.35 %)
Net Assets (Cr) ₹451 on 28 Feb 23
Category Hybrid - Equity Savings
AMC Birla Sun Life Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio -0.69
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
28 Feb 18₹10,000
28 Feb 19₹9,915
29 Feb 20₹10,878
28 Feb 21₹12,342
28 Feb 22₹13,136
28 Feb 23₹13,251

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 ₹349,120.
Net Profit of ₹49,120
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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 21 Mar 23

DurationReturns
1 Month -1.5%
3 Month -1.8%
6 Month -1.4%
1 Year 0%
3 Year 10.5%
5 Year 5.8%
10 Year
15 Year
Since launch 6.7%
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
Lovelish Solanki26 Aug 157.44 Yr.
Dhaval Shah7 May 211.74 Yr.
Harshil Suvarnkar22 Mar 211.87 Yr.

Data below for Aditya Birla Sun Life Equity Savings Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash50.26%
Equity42.8%
Debt6.94%
Equity Sector Allocation
SectorValue
Financial Services23.21%
Industrials12.09%
Basic Materials8.84%
Consumer Cyclical7.18%
Energy4.3%
Consumer Defensive3.56%
Technology3.16%
Health Care2.44%
Communication Services1.47%
Debt Sector Allocation
SectorValue
Cash Equivalent44.58%
Corporate8.27%
Government4.3%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
11%₹50 Cr1,604,740
Gmrinfra_(23/02/2023)
Derivatives | -
6%-₹29 Cr7,425,000
↑ 7,425,000
GMR Airports Infrastructure Ltd (Industrials)
Equity, Since 31 Jan 22 | GMRINFRA
6%₹28 Cr7,425,000
Aditya BSL FRF Dir Gr
Investment Fund | -
5%₹25 Cr857,548
↑ 338,547
Reliance_(23/02/2023)
Derivatives | -
4%-₹20 Cr84,250
↑ 84,250
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE
4%₹20 Cr84,250
Future on UPL Ltd
Derivatives | -
4%-₹19 Cr244,400
UPL Ltd (Basic Materials)
Equity, Since 15 Dec 22 | UPL
4%₹19 Cr244,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹18 Cr221,800
↓ -10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | HDFCBANK
4%₹16 Cr101,750
↓ -10,000

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