Our Opinion
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Our Opinion
Riskometer
Moderate
₹22.6500 0.22%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Equity Savings Fund - Regular Plan
|
|
|
Moderate
|
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1.02 |
|
 |
|
Low to Moderate
|
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0.97 |
||
 |
|
Moderately High
|
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1.74 |
||
|
|
Moderately High
|
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1.88 |
||
|
|
Moderate
|
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1.50 |
₹1,076 Cr
0.25 (7)
1,000
1
100
6
About Aditya Birla Sun Life Equity Savings Fund - Regular Plan
Aditya Birla Sun Life Equity Savings Fund - Regular Plan is a hybrid mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on November 28, 2014, it is currently managed by Atul Penkar, Lovelish Solanki and Harshil Suvarnkar. The fund has an expense ratio of 1.02% with an overall AUM (Assets Under Management) of ₹1,076 Cr.
Aditya Birla Sun Life Equity Savings Fund - Regular Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.
Suitability
Equity Savings funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Equity Savings Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Equity Savings Fund - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Equity Savings Fund - Regular Plan, is ₹22.6500 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Aditya Birla SL Liquid Direct-G |
4.69
|
|
Aditya Birla SL Money Manager Direct-G |
3.80
|
|
Union Bank of India CD 19/01/2027 |
2.19
|
|
National Bank For Agriculture & Rural Development CD 19/01/2027 |
2.19
|
|
Export-Import Bank Of India CD 01/03/2027 |
2.17
|
Over the past five years, Aditya Birla Sun Life Equity Savings Fund - Regular Plan has delivered an annualised return of 7.21% as of 19-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Equity Savings Fund - Regular Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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