Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Category: Equity: Multi Cap
Launch Date: 27-08-1998
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.96% As on ( 31-08-2019)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,246.99 Cr As on ( 30-09-2019)
Turn over: 35.0
NAV as on 16-10-2019

706.92

1.11 ( 0.157% )

CAGR Since Inception

22.3%

S&P BSE 200 TRI 11.41%

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

Scheme Performance (%) Data as on - 16-10-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 4.92 5.92 11.25 11.44 22.3
S&P BSE 200 TRI 7.88 9.82 9.59 9.88 11.41
Equity: Multi Cap 7.41 7.1 9.48 11.06 12.05

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.

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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: Multi Cap - - - - - -

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

Period
Data as on - 16-10-2019
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 4.92 -0.01 5.92 11.25 11.44
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 20.39 0.0 0.0 0.0 0.0
JM Multicap Fund - Growth option 23-09-2008 17.48 4.04 10.31 12.44 8.38
DSP Equity Fund - Regular Plan - Growth 29-04-1997 17.02 5.51 9.45 11.11 11.42
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 12.13 5.23 6.62 5.62 6.55
SBI Magnum Multicap Fund - Regular Plan -Growth Option 16-09-2005 11.69 3.23 9.05 12.84 11.2
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 11.23 6.32 10.47 9.77 11.54
Kotak Standard Multicap Fund - Growth 11-09-2009 10.23 4.43 9.54 12.7 12.81
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 10.01 0.0 0.0 0.0 0.0
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 9.93 0.91 0.0 0.0 0.0

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

Asset Allocation (%)

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