Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Category: Equity Funds Diversified
Launch Date: 27-08-1998
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.23% As on ( 31-10-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,782.4 Cr As on ( 31-10-2017)
Turn over: 0.59
NAV as on 16-02-2018

709.17

-7.68 ( -1.083% )

CAGR Since Inception

24.44%

S&P BSE 200 14.02%

PERFORMANCE of Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Scheme Performance (%) Data as on - 16-02-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 17.54 12.97 21.57 10.82 24.44
S&P BSE 200 22.31 8.23 14.11 7.37 14.02
Equity Funds Diversified 20.53 9.8 17.19 10.58 15.06

Yearly Performance (%)

Fund Managers

Mr. Anil Shah

Mr.Shah is a B.com, CA and a cost accountant Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

RETURNS CALCULATOR for Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 14.26 0.76 6.33 1.0 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 17.54 29.83 12.97 21.57 10.82
Principal Growth Fund-Growth Option 25-10-2000 30.71 34.99 14.51 21.09 8.76
Invesco India Contra Fund - Growth 11-04-2007 29.59 30.92 13.58 22.65 14.35
Principal Dividend Yield Fund-Growth Plan 15-10-2004 28.9 33.24 13.15 15.92 10.44
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 28.22 29.16 12.25 19.32 11.95
HDFC Capital Builder Fund - Growth Option 01-02-1994 27.49 30.07 12.72 20.44 12.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 26.62 30.9 13.46 19.51 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 26.44 28.78 11.96 16.54 0.0
SBI Contra - Regular Plan -Growth 14-07-1999 26.2 25.4 9.31 14.93 8.6
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 26.0 25.77 9.24 16.44 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Asset Allocation (%)

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