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Enter a Single character of a Scheme :
21 Sep 2026 | 19:09 IST
Aditya Birla SL Equity Savings Fund-Direct (IDCW)
Summary Info
Fund Name : Aditya Birla Sun Life Mutual Fund
Scheme Name : Aditya Birla SL Equity Savings Fund-Direct (IDCW)
AMC : Aditya Birla Sun Life Mutual Fund
Type : OPEN
Category : Hybrid - Arbitrage Oriented
Launch Date : 11-Nov-14
Fund Manager : Lovelish Solanki
Net Assets:(Rs. cr) 1129.84
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 2.73 % NA
Date 25-Jun-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.39 -0.19 1.45 3.47 5.02 7.94 6.51 8.40
Category Avg 0.07 -0.46 0.88 2.96 3.09 7.77 7.38 7.96
Category Best 0.39 1.45 4.38 9.09 9.00 15.46 12.36 11.36
Category Worst -0.28 -1.52 -0.61 0.23 -2.33 5.60 5.35 3.87
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.2191 0.8782 0.9442 2.5684 0.0446
Holdings Date :31-Aug-26
Company Name% Hold
ICICI Bank 7.84
HDFC Bank 5.10
UPL 4.73
Reliance Industr 3.59
Kotak Mah. Bank 2.98
Patanjali Foods 2.76
GMR Airports 2.45
Adani Ports 2.42
SBI 2.25
Axis Bank 2.21
M & M 2.06
Bajaj Finance 2.02
One 97 1.96
Adani Enterp. 1.67
Vodafone Idea 1.65
RBL Bank 1.61
Vedanta 1.50
Bharti Airtel 1.43
UltraTech Cem. 1.15
Sun Pharma.Inds. 1.15
Larsen & Toubro 1.07
Canara Bank 1.06
Glenmark Pharma. 0.75
O N G C 0.65
Crompton Gr. Con 0.63
Natl. Aluminium 0.62
Tata Steel 0.56
Infosys 0.56
Deepak Nitrite 0.54
Indus Towers 0.52
Bajaj Finserv 0.48
Vedanta Aluminiu 0.48
ITC 0.44
NTPC 0.44
DLF 0.44
TCS 0.43
Piramal Finance. 0.43
Info Edg.(India) 0.42
SBI Funds Mgt. 0.39
Bharat Electron 0.35
Coal India 0.35
Interglobe Aviat 0.35
Hindalco Inds. 0.34
Tech Mahindra 0.34
Havells India 0.33
Gujarat Energy 0.33
Vishal Mega Mart 0.32
Capillary Tech. 0.32
Trent 0.30
Vinati Organics 0.30
DOMS Industries 0.29
Eternal 0.26
Titan Company 0.24
Container Corpn. 0.23
Biocon 0.21
Maruti Suzuki 0.21
Hind. Unilever 0.20
Tata Power Co. 0.18
Shriram Finance 0.18
Syngene Intl. 0.18
APL Apollo Tubes 0.17
NMDC 0.17
HCL Technologies 0.16
Bajaj Auto 0.16
Grasim Inds 0.15
Craftsman Auto 0.15
Hyundai Motor I 0.14
JSW Steel 0.14
Asian Paints 0.14
Power Grid Corpn 0.14
Corona Remedies 0.14
Eicher Motors 0.13
Nestle India 0.13
HDB FINANC SER 0.12
Hindustan Zinc 0.11
Apollo Hospitals 0.11
Max Healthcare 0.09
SBI Life Insuran 0.09
Jio Financial 0.09
Cipla 0.09
Dr Reddy's Labs 0.08
Tata Motors PVeh 0.08
Tata Consumer 0.08
GSPL Transmissio 0.07
HDFC Life Insur. 0.05
Tempsens Instrum 0.01
Wipro 0.00
N A B A R D 0.44
Bajaj Finance 0.44
GSEC2030 3.29
GSEC2033 1.81
GSEC2027 1.31
GSEC2029 0.49
GSEC2028 0.45
GSEC2039 0.42
GSEC2035 0.12
TREPS 3.29
Net CA & Others 0.59
Aditya Birla SL Liquid Fund - Direct (G) 4.63
Aditya Birla SL Money Market Fund - Dir (G) 3.75
Aditya Birla SL CRISIL-IBX Financial Services 3to6 1.32
Aditya Birla SL Nifty 50 ETF 0.38
Aditya Birla SL Nifty IT ETF 0.30
Nexus Select 1.29
Embassy Off.REIT 1.12
Brookfield India 0.20
Knowledge Realty 0.07
IndiGrid Trust 0.67
Indus Inf. Trust 0.48
RaajMarg Infra 0.19
Cube Highways 0.16
Cholaman.Inv.&Fn 0.55
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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