Monzy

Aditya Birla Sun Life Equity Savings Fund

Annual Returns

5Y5-Year Return
6.2%
3Y3-Year Return
7.5%
1Y1-Year Return
2.6%
  • 11 yrs 10m track record.

  • Risk band: moderately high.

Returns calculator

Your investment

In

Worst Period

7.7%

₹2,10,548

Typical Period

8.8%

₹2,31,513

Best Period

9.7%

₹2,51,731

Based on investments started between 1 Dec 2014 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹1,126.13 Cr

🏦 AUM (Fund size)

8.24%

📈 Returns since inception (p.a.)

1.21%

⭐ Yearly fund fee

₹25.65

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹100 · Lumpsum ₹5,000

1.21% Total Expense Ratio

11 yrs 10m old · Moderately High Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ Moderately High risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.