July 17, 2026
mayank
Aditya Birla (ABSL) Equity Savings Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 25.87 |
| NAV Bonus (Rs.) | — |
| NAV IDCW Half Yearly (Rs.) | 15.45 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Equity Savings TRI |
| AUM Rs. | 1,122 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.45% |
| 1 Year Return (%) | 5.94 |
| 3 Year Return (%) | 8.49 |
| 5 Year Return (%) | 7.40 |
| 10 Year Return (%) | 8.53 |
| Return Since Launch | 8.51% |
Suitable For Which Investors?
Equity Savings funds are suitable for investors:
1. Looking to invest about one third each in equity, debt and arbitrage
2. Aiming for moderately higher returns than fixed deposits, with limited volatility
3. Looking to generate regular income
4. With 3-5 year investment horizon
Note:
• Invest preferably through SIP
Fund’s Investment Strategy:
The scheme seeks to provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.
Fund Manager:
1) Lovelish Solanki
Education: He has done BMS and MMS in finance.
Experience: Prior to joining Aditya Birla Sun Life AMC Limited, he was Equity /Equity Derivatives – Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
2) Rohit Karan
Education: PGDM, IIM Ahmedabad, Bachelor of Technology, IIT Kanpur
Experience: Prior to joining the Aditya birla SL AMC, he was associated with Tara Capital Partners Private Ltd, ICICI Prudential AMC (Alternates), ARJ Securities, Franklin Templeton Alternatives, DSP Blackrock Investments and Reliance Industries Limited
3) Harshil Suvarnkar
Education: Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience: Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 7 days |
Basic Details of Aditya Birla (ABSL) Equity Savings Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 28-Nov-14 |
| Return Since Launch | 8.51% |
| Benchmark | NIFTY Equity Savings TRI |
| Riskometer | Moderate |
| Type | Open-ended |
| Assets | 1,122 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.45% |
| (As on 30-Jun-2026) | |
| Risk Grade | Below Average |
| Return Grade | Below Average |
| Turnover | 700.00% |
Aditya Birla (ABSL) Equity Savings Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Equity Savings Dir | 2.01 | -0.04 | 1.17 | 1.81 | 2.09 | 5.94 | 8.49 | 7.40 | 8.99 | 8.53 |
| Hybrid: Equity Savings | 1.81 | 0.14 | 1.26 | 2.17 | 2.14 | 4.66 | 9.33 | 8.70 | 9.56 | 9.03 |
| Rank within category | 7 | 24 | 11 | 15 | 9 | 5 | 15 | 18 | 14 | 9 |
| Number of funds in category | 24 | 24 | 24 | 24 | 24 | 22 | 21 | 21 | 19 | 12 |
Peer Comparison of Aditya Birla Equity Savings Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Equity Savings Dir | 3 out of 5 stars | 5.94 | 8.49 | 7.40 | 0.45 | 1,122 | 8.51 | 0.25 (7) | 11Y 7M | 700.00 |
| ICICI Pru Equity Savings Dir | 4 out of 5 stars | 3.13 | 7.51 | 7.79 | 0.43 | 16,500 | 8.23 | 0.25 (7) | 11Y 7M | 41.00 |
| Kotak Equity Savings Dir | 4 out of 5 stars | 5.67 | 10.74 | 10.64 | 0.57 | 10,223 | 9.91 | 1.00 (90) | 11Y 9M | 31.52 |
| DSP Equity Savings Dir | 4 out of 5 stars | 3.16 | 9.28 | 8.40 | 0.59 | 3,513 | 9.43 | — | 10Y 3M | 11.00 |
| Edelweiss Equity Savings Dir | 5 out of 5 stars | 7.75 | 11.75 | 10.09 | 0.54 | 1,444 | 9.81 | 0.25 (30) | 11Y 9M | 62.00 |
Aditya Birla (ABSL) Equity Savings Fund Portfolio Analysis
| Number of Stocks | 86 |
| Number of Bonds | 14 |
| Average Maturity (yrs) * | 1.90 |
| Top 10 Holdings | 44.81% |
| Portfolio P/B Ratio | 2.61 |
| Portfolio P/E Ratio | 19.86 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,05,563 | 2,88,058 |
| Large (%) | 73.42 | 78.99 |
| Mid (%) | 16.61 | 13.22 |
| Small (%) | 9.97 | 8.12 |
| Fund | Category | |
| Number of Securities | 148 | 129 |
| Macaulay Duration (yrs) | 1.60 | 2.32 |
| Average Maturity (yrs) | 1.90 | 3.22 |
| Yield to Maturity (%) 7.37 | 7.17 | |
| Avg Credit Rating | GOI/Cash | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR
https://mutualfund.adityabirlacapital.com/portal/investor/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks