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Aditya Birla Sun Life Equity Fund – AUM, NAV, Returns and more

Aditya Birla Sun Life Equity Fund is an Open-ended, large-cap category fund launched in 1998 by Aditya Birla Financial Services Ltd. The fund manager name is Anil Shah. The risk in this fund is average but the returns are above average. In this article, we will do a detailed analysis of the Aditya Birla Sun Life Equity Fund, we will dig deep into its AUM, NAV, Returns & more.

Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund Ranking

Crisil MF Rank2/5

Background of Aditya Birla Sun Life Equity Fund

Name of FundAditya Birla Sun Life Equity Fund
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Multi Cap
Fund ManagerAnil Shah
Launch Date1-Aug-1998

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  1. Invest in Mutual FundOpen Demat Account


Aditya Birla Sun Life Equity Fund Performance

Risk GradeAverage
Return GradeAbove Average
NAV (as on current Date)Rs. 695.94 as on Dec 14, 2018
Net Asset (as on current date)Rs. 10092.2 crore as on Nov 30, 2018

Aditya Birla Sun Life Equity Fund Portfolio Characteristics

Total Stock/Securities73
Total Bonds
Avg Market Cap (in cr)68853
Portfolio P/B Ratio2.55
Portfolio P/E Ratio24.72
3Y Earning Growth (%)14.8

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Aditya Birla Sun Life Equity Fund Composition

Equity94.75%
Debt5.62%
Cash-0.37%

Aditya Birla Sun Life Equity Fund Risk Analysis

Standard Deviation15.66
Sharpe Ratio0.5
Beta0.98
R Square0.91
Alpha1.66

Aditya Birla Sun Life Equity Fund NAV – Yearly

2018695
2017732
2016548
2015476
2014462
52 Week High (NAV)752
52 Week Low (NAV)643

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Aditya Birla Sun Life Equity Fund Returns – Yearly

2018-5.200%
201733.510%
201615.210%
20152.930%
201456.610%

Aditya Birla Sun Life Equity Fund AUM

20189696
20177901
20163204
20152391
20141574

Aditya Birla Sun Life Equity Fund Expense Ratio

2018
20172.140%
20162.250%
20152.280%
20142.560%

Aditya Birla Sun Life Equity Fund Quarterly Returns

2018 Q1-6.060%
2018 Q21.230%
2018 Q3-2.660%
2018 Q4
2017 Q114.130%
2017 Q24.530%
2017 Q34.630%
2017 Q46.960%
2016 Q1-2.600%
2016 Q29.100%
2016 Q315.180%
2016 Q4-5.870%
2015 Q15.250%
2015 Q2-2.650%
2015 Q31.100%
2015 Q4-0.630%
2014 Q18.260%
2014 Q229.340%
2014 Q33.010%
2014 Q48.580%

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Fund Weightage by Sector

1Financial (33.24%)
2FMCG (10.08%)
3Technology (9.36%)
4Metals (8.78%)
5Healthcare (6.73%)
6Automobile (5.99%)
7Energy (3.85%)
8Construction(3.73%)
9Chemicals(3.64%)
10Services (2.90)

Fund Weightage by Securities Holding

1HDFC Bank (9.13%)
2ICICI Bank (7.96%)
3Dr. Reddy’s Lab (4.75%)
4ITC (3.97%)
5Tech Mahindra (3.84%)
6Infosys (3.61%)
7Tata Steel (3.13%)
8Hindalco Inds. (2.80%)
9Tata Chemicals (2.49%)
10IndusInd Bank(2.40%)

Fund Investment Information

AMCAditya Birla Sun Life AMC Ltd.
RegistrarComputer Age Management Services Ltd.
Minimum Investment500
Minimum SIP Investment500
Exit Load1% for redemption within 365 days

Conclusion:

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 a top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.


Invest in Aditya Birla Sun Life Equity Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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