Aditya Birla Sun Life Equity Fund Growth - Latest NAV ₹692.14, Returns, Performance & Portfolio

Aditya Birla Sun Life Equity Fund Growth

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    6.33%
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    (+4.87)692.14

Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 2,000 invested monthly becomes Rs. 9.66 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years9.94%
5 Years6.33%
3 Years0.21%
1 Year3.36%
6 Months-12.04%
Fund Details
ISININF209K01AJ8
RiskModerately High risk
Fund TypeMulti-Cap
NAV692.14
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd8.97%
ICICI Bank Ltd7.79%
Bharti Airtel Ltd6.7%
Infosys Ltd4.62%
Dr Reddy's Laboratories Ltd4.3%
Sun Pharmaceuticals Industries Ltd4.08%
Kotak Mahindra Bank Ltd3.8%
ICICI Lombard General Insurance Co Ltd3.07%
Reliance Industries Ltd2.65%
HCL Technologies Ltd2.54%

About Aditya BSL Equity Fund

Being an open-ended equity fund, the scheme seeks to generate long term capital appreciation and regular income through 90% investment in equities and 10% in money market and debt securities.

Pros and Cons of Aditya BSL Equity Fund

This scheme is suitable for investors seeking:

  • Long term capital appreciation and growth.
  • The fund invests in equity and money market securities.
  • Driven by long term fundamentals focuses on stocks.

Fund Information and Statistics of Aditya BSL Equity FundFund Information and Statistics of Aditya BSL Equity Fund

Inception/ Launch Date

The Aditya BSL Equity Fund was launched on 27 August 1998, by Birla Sun Life Mutual Fund.

Risk Level

The objective of the scheme will be achieved there is no such assurance. The returns of the scheme are also not assured. The investment of this fund is subject to market risk such as liquidity risk, trading volume, settlement risk including the possible loss of principal. The value of the units may go up and down with the fluctuation of interest rates of the securities.

Redemption

The scheme offers redemption of units at NAV based prices on all business days. The fund dispatch the redemption proceeds within 10 business days from the date of receipt of redemption request.

Fund Manager

Mr.Anil Shah is the fund manager of Aditya BSL Equity Fund since October 2012.

Entry/ Exit Load

The entry load is NIL for investing in this scheme. The exit load of 1% is applicable on redemption of the units within 365 days from the date of allotment of the units.

Tax benefits of investing in Aditya BSL Equity Fund

Long term capital gains in excess of Rs 1 lakh are taxed at the rate of 10%. The short term capital gains are taxed at the rate of 15%.

About Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund is also known as Aditya Birla Sun Life Mutual Fund. It is a joint venture between Sun Life Financial Inc. of Canada and Aditya Birla Group. To suit investors need across risk categories it offers a variety of mutual fund products. It provides fund of fund schemes, specific equity schemes, debt and treasury products, hybrid and monthly income funds and offshore funds.

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Frequently Asked Questions

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 2,000 invested monthly becomes Rs. 9.66 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns