Aditya Birla Sun Life Equity Fund Overview

Mutual Fund

Aditya Birla Sun Life Equity Fund is an open-ended equity fund. This fund has launched on 27th August 1998. Aditya Birla Sun Life Equity Fund is managed by Mr.Anil Shah. The benchmark of this fund is S&P BSE TRI.

Aditya Birla Sun Life Equity Fund is performing well over the years. The last ten years, five years and three years return of this fund is 18.70%, 17.78%, and 16.13%. As this fund invests in equity stocks so the risk is moderately high for this fund. Aditya Birla Sun Life Equity Fund has given 23.14% return since it has been launched. The minimum investment for Aditya Birla Sun Life Equity Fund is Rs.1000 only. You can choose the option to invest in both Aditya Birla Sun Life Equity Fund Growth and Aditya Birla Sun Life Equity Fund Dividend. But it is advisable to invest in Aditya Birla Sun Life Equity Fund-Growth for a better return. Aditya Birla Sun Life Equity Fund is a multi-cap fund as it has 65.29% in large-cap stocks, 18.5% in mid-cap stocks and 10.78% in large-cap stocks. Investors who are ready to invest for long run Aditya Birla Sun Life Equity Mutual Fund is best for them. You have to stay invested at least three to five years for a better return. As this fund seeks long term capital growth. The expense ratio of this fund is 1.97% for Aditya Birla Sun Life Equity Fund Regular (as on 28th Feb 2019). The AUM of this fund is Rs.10,027cr. (as on 28th Feb 2019).

Top 10 holdings of Aditya Birla Sun Life Equity Fund (04/04/2019)

S.No. Name of Holding Net Assets (%)
1 HDFC Bank Limited 8.97
2 ICICI Bank Limited 8.42
3 ITC Limited 4.55
4 Clearing Corporation of India Limited 4.53
5 Tech Mahindra Limited 4.35
6 Dr. Reddy’s Laboratories Limited 4.33
7 Infosys Limited 3.62
8 Tata Steel Limited 3.46
9 Tata Chemicals Limited 2.71
10 PVR Limited 2.5

Top 5 Sectors of Aditya Birla Sun Life Equity Fund(04/04/2019)

S.No. Name of Holding Net Assets (%)
1 Bank – Private 22.14
2 IT – Software 9.87
3 Pharmaceuticals and Drugs 7.05
4 Finance – NBFC 5.53
5 Cigarettes/Tobacco 4.55

              Aditya Birla Sun Life Equity Fund

  • AUM Size- Rs.10,027cr.(as on 28th February 2019) 
  • Expense Ratio- 1.97% (28th February 2019)
  • Launch Date- 27th August 1998
  • Benchmark- S&P BSE 
  • Risk- Moderately High TRI
  • Return Since Launch- 23.14%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 5.54 16.13 17.78 18.70
S&P BSE 200 TRI 11.26 15.85 14.29 16.59
Category 4.88 13.85 15.15 17.62
Rank within Category 19 8 7 8
Number of funds in category 45 42 36 27

As on Apr 04, 2019

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