
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
+6.56%
5Y annualised
+6.56%
5Y annualised
-0.11% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹26.42
Min. SIP amount
₹100
Fund size (AUM)
1130 Cr
Expense ratio
0.54%
Launched on
28 Nov 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹26.42
Min. SIP amount
₹100
Fund size (AUM)
1130 Cr
Expense ratio
0.54%
Launched on
28 Nov 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
48.00%
Mid Cap
18.44%
Small Cap
4.60%
Others
28.95%
Sector Allocation
Bank
19.26%
Domestic Mutual Funds Units
10.14%
Government Securities
7.71%
Finance
7.21%
Fmcg
5.97%
Chemicals
5.42%
It
4.15%
Automobile & Ancillaries
3.94%
Others
34.21%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 7D, Nil after 7D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Lovelish Solanki
Present
Harshil Suvarnkar
Present
Rohit Karan
Present
Similar/Peer Fund Comparison
HSBC Equity Savings Fund(G)-Direct Plan
Edelweiss Equity Savings Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
Capitalmind Flexi Cap Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
FAQs
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