Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth of Aditya Birla Sun Life Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.18

Age

NA Years

Fund Manager

Satyabrata Mohanty

AuM (Rs Crores)

1364.6965

Asset Class

Hybrid-Equity

Net Asset Value:

13.42

Rating

3

Exit Load

0.01

Bench Mark

Crisil Short-Term Bond Fund Index,Nifty 50 Arbitrage TRI,S&P BSE 200 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

5.33 Times

Fund Manager Details:

Satyabrata Mohanty B.Com, C.A., CFA He has Over 12 Years of experience in Finance and Research. He has handled responsibilities across Fund Management, Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd.

Objective:

To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives 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.

Top Holdings:

  • Finance (14.39)
  • Banks (1.5)
  • IT - Software (8.9)
  • Pharmaceuticals (6.12)
  • Tobacco Products (5.3)
  • Consumer Durables (4.34)
  • Automobile (4.22)
  • Steel (3.55)
  • Infrastructure Developers & Operators (2.26)
  • Cement (1.99)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition