HybridEquity SavingsDirect · Growth
Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth
Aditya Birla Sun Life · Scheme 132995
₹26.10▼ 0.04%NAV · 2026-09-18
Average FundScore
AUM
₹1,124 cr
Expense ratio
1.22%
3Y CAGR
8.6%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: Satyabrata Mohanty, Lovelish Solanki, Pranay SinhaExit load: Exit load of 0.25%, if redeemed within 7 days.
Average · 55/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.4%
- ✓Volatility: 6% annualised
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.34) — took on risk without enough payoff.
- •3Y CAGR: +8.6%
- •5Y CAGR: +7.2%
FundScore breakdown
55/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.