Aditya Birla Sun Life Equity Savings Fund (Direct)
Aditya Birla Sun Life Mutual Fund · benchmark: 35% Nifty 50 TRI + 65% liquid funds · 11.9 years old · AMFI code 132995
Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
B (middle of the peer group), score 55.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.2% | 3.7% | -0.5% | 11 / 22 |
| 1 year | 5.4% | 4.0% | +1.4% | 7 / 22 |
| 3 years (a year) | 8.3% | 8.2% | +0.1% | 7 / 19 |
| 5 years (a year) | 6.6% | 7.1% | -0.5% | 15 / 16 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Aditya Birla Sun Life Equity Savings Fund (Direct plan)?
₹26.33 on 6 Nov 2026 (Growth option).
What is the expense ratio of Aditya Birla Sun Life Equity Savings Fund (Direct)?
1.20% a year; the Regular plan's is 1.68%.
What return has Aditya Birla Sun Life Equity Savings Fund given over 3 years?
8.3% a year (Direct plan) over the 3 years to 6 Nov 2026, against 8.2% for its composite benchmark (35% Nifty 50 TRI + 65% liquid funds).
How is Aditya Birla Sun Life Equity Savings Fund taxed?
Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
How is Aditya Birla Sun Life Equity Savings Fund rated?
B: 8 of 19 Direct plans in Equity Savings, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.