HybridEquity SavingsDirect · Growth
Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth
Aditya Birla Sun Life · Scheme 132995
₹26.18▼ 0.08%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
8.8%
Risk level
Moderate
Min SIP
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Benchmark
Nifty Equity Savings Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.24% |
| 3 Months | +2.83% |
| 6 Months | +3.15% |
| 1 Year | +7.25% |
| 3 Years (CAGR) | +8.76% |
| 5 Years (CAGR) | +7.44% |
| 10 Years (CAGR) | +8.42% |
| Since Launch | +8.59% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns33
Consistency66
Risk-adjusted31
Downside protection87
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.4%
- ✓ Volatility: 6% annualised
- ✓ Max drawdown: -18%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +8.8%
- • 5Y CAGR: +7.4%
- • Beat category: beat category in 30% of windows
- • Sharpe ratio: 0.35
Risk metrics
Sharpe ratio
0.35
Sortino ratio
0.38
Volatility
6.09%
Max drawdown
-17.79%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.