hybridLow risk

Aditya Birla Sun Life Equity Savings Fund - Direct Plan - GROWTH

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Aditya Birla Sun Life Mutual Fund. It's been running since 1 Dec 2014.

Latest price per unit

₹26.09

▲ 0.04% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.3k gain · 6.3% / year

Invested 3 years ago

₹1.27 L

▲ ₹27.1k gain · 8.3% / year

Invested 5 years ago

₹1.39 L

▲ ₹38.9k gain · 6.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

2.8%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.79%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year6.28%

CAGR — 3 years8.33%

CAGR — 5 years6.80%

CAGR — since launch8.50%

Volatility — 1 year (annualised)3.04%

Volatility — 3 years (annualised)2.77%

Max drawdown — 1 year-2.55%

Max drawdown — 3 years-2.55%

Sharpe ratio — 1 year (rf=6%)0.08

Sharpe ratio — 3 years (rf=6%)0.79

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: Growth
ISIN (Growth): INF209KA1TP9
ISIN (Div re-invest): —
Fund code: 132995
First price on record: 1 Dec 2014 · 2,897 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.