Aditya Birla Sun Life Equity Savings Fund Direct-Growth
Hybrid: Equity Savings - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Hybrid: Equity SavingsBenchmark: NIFTY Equity Savings Total Return IndexCheck Portfolio Overlap →
NAV: ₹26.06+0.00%
07 Sept 2026
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life Equity Savings Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.07% | 5.33% | 7 / 24 |
| 3Y Return | +8.16% | 9.01% | 14 / 21 |
| 5Y Return | +6.70% | 8.31% | 19 / 21 |
| 10Y Return | +7.92% | 8.78% | 9 / 12 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Equity Savings
Top funds by AUM in the Hybrid: Equity Savings category — see how Aditya Birla Sun Life Equity Savings Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Equity Savings Total Return Index
Top funds tracking the NIFTY Equity Savings Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life Equity Savings Fund Direct-Growth?
Funds similar to Aditya Birla Sun Life Equity Savings Fund Direct-Growth in the Hybrid: Equity Savings category include ICICI Prudential Equity Savings Fund Direct-Growth, Kotak Equity Savings Fund Direct-Growth, and HDFC Equity Savings Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Equity Savings Fund Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Equity Savings Fund Direct-Growth is ranked 14 out of 21 funds in the Hybrid: Equity Savings category as of 6 Sep 2026. On a 5-year return basis it ranks 19 out of 21. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Equity Savings Fund Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Equity Savings Fund Direct-Growth has an expense ratio of 1.21%. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an expense ratio of 1.13% and Kotak Equity Savings Fund Direct-Growth has 1.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Equity Savings Fund Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Equity Savings Fund Direct-Growth has an AUM of ₹1,123.48 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹16,179 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,409.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Equity Savings?
The top performing fund in the Hybrid: Equity Savings category on a 3-year basis is HSBC Equity Savings Fund Direct-Growth with a CAGR of 12.96% as of 6 Sep 2026. Aditya Birla Sun Life Equity Savings Fund Direct-Growth has delivered 8.16% CAGR over the same period, ranking 14 out of 21 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Equity Savings Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Equity Savings Fund Direct-Growth has a Sharpe ratio of 0.79 compared to the Hybrid: Equity Savings average of 0.65 as of 6 Sep 2026. It ranks 3 out of 21 funds in its category on Sharpe ratio.