Aditya Birla Sun Life Equity Fund - Growth - Regular Plan

Category: Equity: Multi Cap
Launch Date: 01-08-1998
Asset Class: Equity
Benchmark: S&P BSE AllCap Total Return Index
Expense Ratio: 1.82% As on ( 31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,097.54 Cr As on ( 31-01-2020)
Turn over: 43.00
NAV as on 20-02-2020

791.92

0.61 ( 0.077% )

CAGR Since Inception

22.55%

S&P BSE AllCap Total Return Index 9.3%

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

Scheme Performance (%) Data as on - 20-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 18.75 9.02 9.85 12.83 22.55
S&P BSE Allcap TRI 13.45 9.87 7.79 10.72 9.3
Equity: Multi Cap 17.52 9.12 7.46 11.76 13.4

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 - 20-02-2020
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 01-08-1998 18.75 6.22 9.02 9.85 12.83
DSP Equity Fund - Regular Plan - Growth 29-04-1997 30.85 11.03 13.41 9.79 12.72
JM Multicap Fund - Growth option 23-09-2008 24.06 9.12 11.59 9.78 10.0
Axis Multicap Fund - Regular Plan - Growth 30-11-2017 23.86 16.16 0.0 0.0 0.0
Sahara Growth Fund-Growth 30-08-2002 23.16 8.44 9.11 6.21 8.41
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 22.5 4.59 9.46 8.22 13.39
Sahara Star Value Fund-Growth Option 14-09-2009 22.36 2.51 6.49 8.25 9.36
UTI - Equity Fund-Growth Option 05-08-2005 21.84 12.86 13.57 9.16 13.36
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 21.44 11.7 14.55 8.94 12.62
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 21.25 6.26 0.0 0.0 0.0

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

Asset Allocation (%)

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