Birla Sun Life Pure Equity

Equity Fund
High Risk
Last Updated: 21 May 2026
AUM: ₹3154 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹68.07
0.68%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
  • 3 Months
  • 6 Months
  • 1 Year
  • 2 Years
  • 3 Years
  • 5 Years
  • 7 Years
  • 10 Years
  • Returns Since Inception
  • 6 M
  • 1 Y
  • 3 Y
  • 5 Y
  • 7 Y
  • 10 Y
  • RSI
11.39% Annual returns
Pure Equity
Performance Graph
As on 21 May 2026 
| Data Source - Value research
Fund Definition: To provide long-term wealth creation by actively managing portfolio through investment in selective businesses. Fund will not invest in businesses that provide goods or services in gambling, lottery /contests, animal produce, liquor, tobacco, entertainment like films or hotels, banks and fnancial institutions.

Returns (as on 21 May 2026)

Calculate Historical Returns

Calculate
Please wait.
Absolute Returns
Invest Now

About Birla Sun Life Pure Equity

Birla Sun Life Pure Equity is a Equity Funds launched on 09-03-2012, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹3154 Cr, with a Net Asset Value (NAV) of ₹68.07 (as of 21 May 2026).

Over time, Birla Sun Life Pure Equity has shown stable growth with 11.28 % CAGR over 3 years, 11.39 % CAGR over 5 years. For longer horizons, it has delivered 13.32 % CAGR over 7 years, 13.03 % CAGR over 10 years, Return Since Inception (RSI) of 14.45%, highlighting its consistent performance track record.

Highlights of Birla Sun Life Pure Equity

  • It is benchmarked against the Crisil Liquid(10),Nifty 50(90), which delivered 14.81% in the same period.
  • The fund maintains a strong allocation with Equity holding: 99.16%, ideal for long-term growth.
  • Major sector exposure includes Capital Goods holding: 23.14%, Healthcare holding: 12.83%, Energy holding: 9.98%, offering Balanced diversification.
  • It offers solid long-term growth with 13.32% returns over 7 years and 13.03% returns over 10 years.
  • Since its launch on 09-03-2012, Birla Sun Life Pure Equity has achieved a Return Since Inception (RSI) of 14.45%.
  • Managed by Birla Sun Life, Birla Sun Life Pure Equity is designed for investors seeking Balanced returns with moderate risk exposure.

More Funds from Birla Sun Life

Fund name AUM sort icon 1Y sort icon
Aditya Birla Sun Life Group Secure ₹10,427 Cr 0.42% Get Details
Birla Sun Life
Multiplier
₹5,426 Cr 10.31% Get Details
Birla Sun Life
Enhancer
₹4,989 Cr 0.02% Get Details
Aditya Birla Sun Life Group Fixed Interest ₹3,213 Cr 1.59% Get Details
Aditya Birla Sun Life Linked Discontinued Policy Fund ₹1,577 Cr 5.37% Get Details
See more plans

Asset Allocation
Equity holding
Cash holding
Debt holding

Top 10 Equity Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 3.86% 25.2% 22.61% Get Details
Tata AIA Life Multi Cap Fund 18.68% 21% 22% Get Details
Axis Max Life High Growth Fund 2.29% 25.63% 20.1% 19.11% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 2.74% 23.79% 19.83% Get Details
Tata AIA Life Whole Life Mid Cap Equity Fund 2.47% 23.63% 18.47% 18.26% Get Details
SBI Life Midcap Fund 0.65% 21.81% 18.28% Get Details
HDFC Life Discovery Fund 1.14% 21.9% 18.1% Get Details
Tata AIA Life India Consumption Fund 20.67% 17.59% 20.16% Get Details
Bandhan Life Opportunity Fund 16.87% 17.59% Get Details
Tata AIA Life Top 200 Fund 19.82% 17.26% 18.95% Get Details
See more plans

Sector Allocation
Capital Goods
23.14%
Healthcare
12.83%
Energy
9.98%
Technology
9.28%
Services
8.35%
Construction
8.09%
Communication
7.41%
Chemicals
5.79%
Consumer Discretionary
4.48%
Consumer Staples
4.13%
Automobile
2.87%
Materials
2.81%
Metals & Mining
1.21%
Others
0.43%
View more

AUM (Assets under management)
Equity:
₹3,128 Cr
Cash:
₹26 Cr
Debt:
₹0 Cr
Fund Manager(s)
Dhrumil Shah

Oversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹77,698 Cr - Get Details
SBI Life Midcap Fund ₹57,040 Cr 7.82% Get Details
ICICI Prudential Life Maximiser Fund V ₹44,796 Cr - Get Details
HDFC Life Opportunities Fund ₹34,475 Cr 3.91% Get Details
SBI Life Bond Pension II ₹28,724 Cr 0.3% Get Details
SBI Life Balanced Fund ₹20,171 Cr - Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹16,750 Cr 0.16% Get Details
SBI Life Bond Fund ₹16,641 Cr 0.69% Get Details
HDFC Life Discovery Fund ₹14,375 Cr 7.51% Get Details
Axis Max Life High Growth Fund ₹13,736 Cr 6.62% Get Details
See more plans
Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 9.82% 9.41% 11.42% Get Details
SBI Life Midcap Fund 0.65% 21.81% 18.28% Get Details
ICICI Prudential Life Maximiser Fund V 10.82% 11.18% 11.14% Get Details
HDFC Life Opportunities Fund 17.81% 14.33% 14.73% Get Details
SBI Life Bond Pension II 5.49% 4.85% 6.16% Get Details
SBI Life Balanced Fund 7.53% 7.26% 9.51% Get Details
ICICI Prudential Life Multi Cap Growth Fund 14.16% 11.81% 11.03% Get Details
SBI Life Bond Fund 5.79% 5.08% 6.52% Get Details
HDFC Life Discovery Fund 1.14% 21.9% 18.1% Get Details
Axis Max Life High Growth Fund 2.29% 25.63% 20.1% 19.11% Get Details
See more plans

Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

Top ULIP Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
Aviva Pension PSU Fund 2.9% 28.55% 25% 17.39% Get Details
Aviva PSU 2.75% 27.78% 24.5% 17.05% Get Details
PNB MetLife Mid Cap Fund 3.86% 25.2% 22.61% Get Details
Reliance Pension Energy Fund 2 7.46% 23.84% 21.31% 17.99% Get Details
Reliance Life Energy Fund 2 7.75% 23.55% 21.3% 17.92% Get Details
Reliance Life Energy Fund 1 7.34% 23.76% 21.21% 17.79% Get Details
Tata AIA Life Multi Cap Fund 18.68% 21% 22% Get Details
Axis Max Life High Growth Fund 2.29% 25.63% 20.1% 19.11% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 2.74% 23.79% 19.83% Get Details
Reliance Life Midcap Fund 2 2.56% 23.03% 19.12% 17.15% Get Details
See more plans

Investment Return Calculator (Power of Compounding)
  • One Time
  • Monthly
  • Yearly

Invest For (in Years)

1 30

Stay invested for (in Years)

1 30

Expected rate of return (in %)

1 35
 
YOU INVEST
YOU GET
Funds with High Returns (Past 7 Years)
Opportunities Fund
14.73%
Opportunities Fund
Whole Life Mid Cap Equity Fund
18.26%
Whole Life Mid Cap Equity Fund
Accelerator Mid-Cap Fund II
14.42%
Accelerator Mid-Cap Fund II
View Plans

Frequently Asked Questions
Birla Sun Life Pure Equity
Birla Sun Life Pure Equity is a Equity Funds launched on 09-03-2012. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 21 May 2026, the Net Asset Value (NAV) of Birla Sun Life Pure Equity is ₹68.07.
Birla Sun Life Pure Equity is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Pure Equity is Shariah-compliant and follows Islamic investment principles.
Birla Sun Life Pure Equity has been in the market since 09-03-2012, providing a long and reliable performance history.

To provide long-term wealth creation by actively managing portfolio through investment in selective businesses. Fund will not invest in businesses that provide goods or services in gambling, lottery /contests, animal produce, liquor, tobacco, entertainment like films or hotels, banks and fnancial institutions.
Over the past year, Birla Sun Life Pure Equity has delivered a return of approximately 0% CAGR, making it a competitive performer.
Birla Sun Life Pure Equity is benchmarked against the Crisil Liquid(10),Nifty 50(90), which delivered about 14.81% return in the same period. The fund has underperformed its benchmark in recent years.
The fund mainly invests in sectors like Capital Goods holding: 23.14%, Healthcare holding: 12.83%, Energy holding: 9.98%, which together form a major part of its portfolio allocation.
The fund primarily allocates 99.16% to Equity holding, making it Balanced in nature, depending on the fund's investment style.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2026 policybazaar.com. All Rights Reserved

Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.