Aditya Birla Sun LifeEquityModerate Risk

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth

Current NAV₹1416.81as of 30/5/2026

AUM9235.20 Cr

AUM

9235.20 Cr

Expense Ratio

0.75%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Moderate

Volatility: 14.65 | Sharpe Ratio: 0.34

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility14.65

Sharpe Ratio0.34

Portfolio Turnover51%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Equity securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.8%

2. ICICI Bank Ltd.7.5%

3. Reliance Industries Ltd.6.2%

4. Infosys Ltd.5.8%

5. Axis Bank Ltd.5.1%

6. Larsen & Toubro Ltd.4.5%

7. Bharti Airtel Ltd.4.1%

8. Sun Pharmaceutical Industries Ltd.3.8%

9. Tata Consultancy Services Ltd.3.5%

10. State Bank of India3.2%

Overview

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth – Poora parichay aur strategy

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ek equity mutual fund hai jo ki energy sector mein invest karta hai. Iska objective hai long-term wealth creation ko promote karna through capital appreciation. Ye fund un investors ke liye suitable hai jo growth-oriented hai aur thoda risk lene ke liye tayaar hain. Is fund mein investment ki strategy hai sectoral allocation, jo ki energy aur related industries mein focused hai. Yahaan aapko growth potential milega, lekin aapko market volatility ke liye bhi tayyar rehna padega. Chaliye, ab is fund ke key features aur performance ko detail mein samajhte hain.

Performance & Analysis

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth yearly return performance

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ki yearly return performance kuch is prakar hai:

Time Period	Fund Return (%)	Benchmark Return (%)
1 Year	-2.82%	5.00% (approx)
3 Years	11.53%	12.50% (approx)
5 Years	7.29%	9.10% (approx)

Jaise ki aap dekh rahe hain, fund ne 1 saal mein -2.82% return diya hai, jo benchmark se kaafi niche hai. Lekin jab hum 3 saal aur 5 saal ki baat karte hain, toh fund ka performance thoda better hai, 11.53% aur 7.29% returns ke saath. Kya aapne socha hai ki ye performance fund manager Mahesh Patil ki strategy ka natija hai? Unhone apne tenure mein fund ko manage kiya hai aur unka experience is fund ki stability ko maintain karne mein madad karta hai. Lekin, aapko ye bhi samajhna hoga ki market volatility ke chalte returns inconsistent ho sakte hain. Isliye, long-term investors ko thoda patience rakhna hoga.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ke top holdings aur portfolio

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ki top holdings mein kuch renowned companies shamil hain, jo is fund ko majboot banati hain. Inke top 5 holdings hain: - HDFC Bank Ltd. (8.8%) - ICICI Bank Ltd. (7.5%) - Reliance Industries Ltd. (6.2%) - Infosys Ltd. (5.8%) - Axis Bank Ltd. (5.1%) Ye holdings mainly financial aur technology sectors se hain, jo ki fund ki strategy ke sath align karti hain. Is fund ki sector allocation mein energy ke alawa, banking aur technology sectors bhi shamil hain. Yahaan par aapko diversified exposure milta hai, jis se risk ko manage karne mein madad milti hai. Sectoral allocation ki wajah se investors ko stability milti hai, kyunki in sectors ki performance market conditions se thodi kam affect hoti hai. Agar aap long-term investing ke liye soch rahe hain, toh ye fund aapke portfolio ko diversify karne mein madadgar ho sakta hai.

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth risk analysis and volatility

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ka riskometer moderate hai, jo yeh dikhata hai ki is mein investment karne se moderate level ka risk involved hai. Market volatility ke saath, aapko ye fund manage karne mein thoda cautious rehna padega. Sharpe Ratio ki data available nahi hai, lekin fund ka historical performance aur risk profile se pata chalta hai ki ye fund un investors ke liye suitable hai jo thoda risk tolerate kar sakte hain. Agar aap conservative investor hain, toh shayad ye fund aapke liye utna suitable na ho. Lekin agar aap ek growth-seeking investor hain, jo ki market ke ups and downs ko manage kar sakte hain, toh ye fund aapki investing strategy ka hissa ban sakta hai.

Who Should Invest?

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth – aage kya? (long term outlook)

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ka long-term outlook thoda promising hai. Energy sector mein kai aise trends hain jo growth potential dikhate hain, jaise renewable energy aur digital transformation. Historical performance se yeh pata chalta hai ki fund ne volatility ke baad bhi consistent returns diye hain. Aane wale samay mein, agar market conditions theek rahti hain, toh historical data ke adhar par ye fund achhe returns generate kar sakta hai. Investors jo long-term SIP exposure chahte hain, unke liye ye fund ek achha option ho sakta hai. Lekin, sab kuch market ke movements par depend karega, isliye aapko thoda cautious rehna padega. Updated in May 2026, fund ki positioning aur sector exposure ko dekhte hue, aap is fund ko consider kar sakte hain.

Pros & Cons

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth – fayde aur nuksan

Pros:
- High growth potential in energy sector
- Moderate risk level, suitable for risk-tolerant investors
- Good diversification with top holdings in financials and technology
- Managed by experienced fund manager Mahesh Patil
Cons:
- 1Y return negative, may concern short-term investors
- Expense ratio of 0.75% might affect net returns
- Market volatility could impact performance

Frequently Asked Questions

Aditya Birla Sun Life Energy Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

Kya Aditya Birla Sun Life Energy Fund - Direct Plan - Growth beginner investors ke liye suitable hai?

Haan, ye fund un beginner investors ke liye suitable hai jo thoda risk tolerate kar sakte hain aur long-term growth chahte hain. Lekin, market volatility ke liye tayyar rehna hoga.

SIP lagana sahi rahega is fund mein?

Bilkul! SIP ke through investment karna aapko systematic approach dega aur market volatility ko manage karne mein madad karega. Aap maine dekha hai ki long-term investing se benefits milte hain.

Kya is fund se tax benefits mil sakte hain?

Haan, Aditya Birla Sun Life Energy Fund - Direct Plan - Growth ek equity mutual fund hai, isliye aapko long-term capital gains par tax benefits mil sakte hain. Lekin, aapko apne tax advisor se consult karna chahiye.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	-2.82%	—
3 Years	11.53%	—
5 Years	7.29%	—
Since Launch	13.3%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 11.5%

Invested: ₹956k

Gains: ₹13946k

Total Invested

₹956245.48

Total Returns

+ ₹13945889.98

Maturity Value

₹14902135.46

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 11.5% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.