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Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Equity Savings
  • NAV
    : ₹ 14.75 0.48%
    (as on 13th December, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High
This Scheme
VS
  • Nifty 50
  • NA
  • NA
  • Gold
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Returns (NAV as on 13th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 06-Dec-19 10027.20 0.27% - 0.44% 21/24
1 Month 13-Nov-19 10054.50 0.55% - 0.73% 17/24
3 Month 13-Sep-19 10565.90 5.66% - 3.72% 2/23
6 Month 13-Jun-19 10329.10 3.29% - 2.60% 12/22
YTD 01-Jan-19 10805.90 8.06% - 4.24% 9/22
1 Year 13-Dec-18 10877.60 8.78% 8.78% 7.67% 10/20
2 Year 13-Dec-17 10925.90 9.26% 4.53% 5.42% 14/16
3 Year 13-Dec-16 12682.70 26.83% 8.24% 7.72% 9/15
5 Year 12-Dec-14 14750.00 47.50% 8.07% 7.60% 5/11
Since Inception 28-Nov-14 14750.00 47.50% 8.01% 7.35% 12/24

SIP Returns (NAV as on 13th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 13-Dec-18 12000 12703.55 5.86 % 11.02 %
2 Year 13-Dec-17 24000 25696.8 7.07 % 6.71 %
3 Year 13-Dec-16 36000 39531.68 9.81 % 6.17 %
5 Year 12-Dec-14 60000 72590.08 20.98 % 7.55 %
 

Tax Treatment

Portfolio (Updated on 01st Jan,1970)

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 29th November, 2019)

  • Standard Deviation

    High volatility
    5.39vs3.09
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.32vs0.18
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.04vs0.03
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
PGIM India Equity Savings Fund - Direct Plan - Growth NA 35.66 1.13 5.46 4.28 11.56 9.18
ICICI Prudential Equity Savings Fund - Direct Plan - Growth NA 1480.89 1.00 4.12 4.55 10.88 8.39
Mahindra Dhan Sanchay Equity Savings Yojana - Direct plan - Growth NA 229.89 1.24 5.37 3.66 10.35 0.00
SBI Equity Savings Fund - Direct Plan - Growth NA 1620.79 0.83 4.94 3.33 9.97 8.78
Axis Equity Saver Fund - Direct Plan - Growth NA 812.85 0.50 4.44 3.67 9.54 10.31
DSP Equity Savings Fund - Direct Plan - Growth NA 860.45 0.39 5.24 3.29 9.38 8.26
Sundaram Equity Savings Fund - Direct Plan - Growth NA 150.03 0.96 4.31 3.64 9.36 0.00
Kotak Equity Savings Fund - Direct Plan - Growth NA 1868.68 0.71 4.67 3.87 9.00 9.35
Union Equity Savings Fund - Direct Plan - Growth NA 208.29 0.73 4.14 3.75 8.95 0.00
Tata Equity Savings Fund - Direct Plan - Growth NA 138.70 0.71 3.50 2.40 8.47 6.45

More Funds from Aditya Birla Sun Life Mutual Fund

Out of 150 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 5 is/are ranked 4 * , 9 is/are ranked 3 * , 8 is/are ranked 2 * , 6 is/are ranked 1 * , and 121 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Aditya Birla Sun Life Liquid Fund - Direct Plan - Growth 1 40444.90 0.44 1.37 3.08 6.91 7.04
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan - Growth 1 21255.46 1.84 7.76 1.71 8.89 11.67
Aditya Birla Sun Life Corporate Bond Fund - Direct Plan - Growth 3 17605.40 0.37 1.70 4.46 9.91 7.68
Aditya Birla Sun Life Savings Fund - Direct Plan - Growth 4 15871.30 0.53 1.75 4.13 8.82 7.86
Aditya Birla Sun Life Equity Fund - Direct Plan - Growth 3 11857.60 2.64 8.94 3.44 9.41 12.00
Aditya Birla Sun Life Money Manager Fund - Direct Plan - Growth 3 11144.63 0.50 1.59 3.90 8.39 7.72
Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct Plan - Growth 2 10834.87 1.37 5.15 0.74 5.79 8.37
Aditya Birla Sun Life Low Duration Fund - Direct Plan - Growth 3 10347.01 0.46 1.90 4.52 9.38 8.14
Aditya Birla Sun Life Tax Relief 96 - Direct Plan - Growth 3 9997.63 2.57 9.39 3.65 6.21 13.87
Aditya Birla Sun Life Banking & PSU Debt Fund - Direct Plan - Growth 3 9758.01 0.20 1.57 4.80 10.29 7.40

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