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HYBRID•EQUITY SAVINGS

Aditya Birla Sun Life Equity Savings Fund Direct IDCW Payout

3 Year return

10.92%
NAV on January 31, 2026
15.64
1D Returns
0%
Launched on November 2014(12 years)

Investment Details

₹100
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
18.78%₹676
Total Value ₹4,276

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,022.81 Cr.
Expense Ratio
0.54% (inclusive of GST)
Exit Load
0.25% - For redemption/switch-out of units within 7 days from the date of allotment. Nil - For redemption/switch-out of units after 7 days from the date of allotment.

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
2
Crisil
0
Morning Star
2

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Aditya Birla Sun Life Mutual Fund Manager

AP

Atul Penkar

Fund Manager since Oct 2024

HS

Harshil Suvarnkar

Fund Manager since Apr 2021

LS

Lovelish Solanki

Fund Manager since Dec 2014

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund

Asset management company

AUM
₹4,47,038.08 Cr.
No. of Schemes
244
Setup Date
September 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Sundaram Equity Savings Fund13.1334%
5
HSBC Equity Savings Fund14.5921%
3
Mirae Asset Equity Savings Fund12.5726%
3.5

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

Key Features of The Fund

5-year return
8.8813%
Expense Ratio
0.54%
Fund Manager
Atul Penkar
Fund Size
₹1022.81 Cr.
Risk Profile
Moderately High

AMC Contact Details

NameAditya Birla Sun Life Mutual Fund
Launch DateSeptember 1994
AddressOne India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact1-800-22-7000
Emailcare.mutualfunds@adityabirlacapital.com
Websitehttps://mutualfund.adityabirlacapital.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Build Investment Discipline with SIPs

SIPs instill a habit of disciplined saving. By automating your investments, you ensure consistent contributions towards your financial goals. Plan your SIP investment strategy the SIP investment calculator. This tool helps you estimate returns and stay on track with your long-term investment plan.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Equity Savings Fund Direct IDCW Payout on January 31, 2026, is ₹15.64
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Equity Savings Fund Direct IDCW Payout, is ₹1022.81 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Aditya Birla Sun Life Equity Savings Fund Direct IDCW Payout is 0.54%
The Aditya Birla Sun Life Equity Savings Fund Direct IDCW Payout was launched on November 11, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Equity Savings Fund Direct IDCW Payout is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,276 in 3Y at 10.9244% returns
SIP Date1st of every month

Your next SIP Payment will be on 1 March 2026

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