ABSL Equity Savings Fund - Regular Plan - Growth

Fund Returns

NAV Rs. 13.93 -0.36 %
(as on Dec. 6, 2019)
1 yr Return 8.96 %
3 yr. Return 6.97 %
5 yr. Return 6.87 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 13.93 -0.36 %
(as on Dec. 6, 2019)
8.96 % 6.97 % 6.87 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 789.92 cr.
Category Hybrid | Equity Savings Fund
Fund Manager Lovelish Solanki
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark S&P BSE 200 Tri(30%) + Crisil Short Term Bond Fund Index(30%)+ Nifty 50 Arbitrage Index(40%)
Risk Profile Balanced
Risk Rating 5 / 10

Investment Information

Min. Investment Rs. 1000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 2.43 %
Exit load Nil upto 15% of units, For reamaining investemnts 1% on or before 365D, Nil after 365D

Investment Objective

To provide capital appreciation and income distribution to the investors by using a blend of equityderivatives strategies, arbitrage opportunities and pure equity investments. The scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.58 6.64 3.1 8.96 6.97 6.87
Rank Within Category 17 36 None 77 26 None

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 789.92 cr.
Category Hybrid | Equity Savings Fund Fund Manager Lovelish Solanki
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark S&P BSE 200 Tri(30%) + Crisil Short Term Bond Fund Index(30%)+ Nifty 50 Arbitrage Index(40%)
Risk Profile Balanced Risk Rating 5 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 1000.00 Rs. 1000.00 2.43 % Nil upto 15% of units, For reamaining investemnts 1% on or before 365D, Nil after 365D

Investment Objective

To provide capital appreciation and income distribution to the investors by using a blend of equityderivatives strategies, arbitrage opportunities and pure equity investments. The scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.58 6.64 3.1 8.96 6.97 6.87
Rank Within Category 17 36 None 77 26 None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
ABSL Equity Savings Fund - Regular Plan - Growth 8.96 6.97 6.87 789.92
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 14.32 15.93 11.27 624.72
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 10.88 13.07 10.58 1,048.85
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 13.36 12.82 - 2,808.50
HDFC Balance Advantage Fund - Growth Option 8.38 11.9 7.65 44,109.84
SBI Equity Hybrid Fund - Regular Plan -Growth 14.08 11.48 9.88 30,906.44

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/