Aditya Birla Sun Life Equity Savings Fund - Direct - Growth
A Hybrid Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
9.64%
Expense Ratio
0.52%
as of 01/03/2026
AUM
₹440.94 Cr
Qtr End: Dec 25
NAV
₹25.45
as of 17/04/2026
3Y Returns (CAGR)
9.64%
Expense Ratio
0.52%
as of 01/03/2026
AUM
₹440.94 Cr
Qtr End: Dec 25
NAV
₹25.45
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.47% | 1.91% | 4.54% |
| 6M | 1.80% | 3.63% | 3.49% |
| 1Y | 6.98% | 6.98% | 2.89% |
| 3Y | 31.80% | 9.64% | 2.77% |
| 5Y | 48.40% | 8.21% | 4.54% |
Scheme Details
- Launch Date
- 11/11/2014
- Fund Age
- 11.4 years
- Minimum Investment
- ₹5,000
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Equity Savings Fund - Direct - Growth | 11.93% | 0.62% | ₹376.66 |
| Mirae Asset Equity Savings Fund - Direct - Growth | 11.74% | 0.41% | ₹862.28 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - Growth | 9.64% | 0.52% | ₹440.94 |
| LIC MF Equity Savings Fund - Direct - Growth | - | 2.33% | ₹10.77 |
| Kotak Equity Savings Fund - Direct - Growth | 11.74% | 0.69% | ₹3,134.96 |
| Baroda BNP Paribas Equity Savings Fund - Direct - Growth | 10.50% | 1.40% | ₹42.71 |
| Sundaram Equity Savings Fund - Direct - Growth | 11.78% | 0.75% | ₹176.98 |