Aditya Birla Sun Life Equity Advantage Fund - Growth - Regular Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 10.91 14.87 11.06 2.10 10.16 17.23
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 11.06 2.10 10.16 2.04 4,380.33
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 16.63 9.02 16.20 1.77 11,928.63
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 19.30 6.60 12.74 1.94 6,126.38
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 8.50 3.92 11.10 1.93 4,869.42
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 12.99 6.63 11.89 1.98 3,884.93
Invesco India Growth Opportunities Fund - Growth Aug 09, 2007 6.08 6.25 11.15 1.96 3,018.01

Fund Holdings as on 31-October-2020

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Bajaj Finance Limited

  • Crompton Greaves Consumer Electricals Limited

  • Larsen & Toubro Infotech Limited

  • Info Edge (India) Limited

  • Atul Limited

  • Voltas Limited

  • Kotak Mahindra Bank Limited

  • The Ramco Cements Limited

  • ICICI Bank Limited

  • JK Cement Limited

  • PI Industries Litmited

  • Natco Pharma Limited

  • HCL Technologies Limited

  • Dr. Reddy's Laboratories Limited

  • Gujarat Gas Limited

  • Affle (India) Limited

  • SRF Limited

  • Apollo Hospitals Enterprise Limited

  • IPCA Laboratories Limited

  • Ashok Leyland Limited

  • MindTree Limited

  • Shree Cement Limited

  • HDFC Life Insurance Company Limited

  • Axis Bank Limited

  • Whirlpool of India Limited

  • IndusInd Bank Limited

  • ICICI Lombard General Insurance Company Limited

  • Tech Mahindra Limited

  • Clearing Corporation of India Limited

  • Cadila Healthcare Limited

  • Jubilant Foodworks Limited

  • Net Receivables / (Payables)

  • Divi's Laboratories Limited

  • Honeywell Automation India Limited

  • Avanti Feeds Limited

  • Kajaria Ceramics Limited

  • V-Guard Industries Limited

  • Cipla Limited

  • Bandhan Bank Limited

  • EPL Limited

  • Syngene International Limited

  • Aarti Industries Limited

  • L&T Technology Services Limited

  • Strides Pharma Science Limited

  • Cholamandalam Investment and Finance Company Limited

  • ICICI Securities Limited

  • Bayer Cropscience Limited

  • Reliance Industries Limited

  • Margin (Future and Options)

  • Cash and Bank

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Refineries

  • Finance - NBFC

  • Chemicals

  • BPO/ITeS

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Insurance

  • Miscellaneous

  • Consumer Food

  • Trading

  • Telecommunication - Equipment

  • Diversified

  • Hospital & Healthcare Services

  • Automobiles-Trucks/Lcv

  • Consumer Durables - Electronics

  • Ceramics/Marble/Granite/Sanitaryware

  • Electric Equipment

  • Plastic Products

  • Engineering

  • Finance - Stock Broking

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Fund Manager

  • Cash

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About Aditya Birla Sun Life Equity Advantage Fund

Scheme Analysis

Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 24-Feb-1995 and currently has an AUM of ₹4,380.33 crore. Aditya Birla Sun Life Equity Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of Aditya Birla Sun Life Equity Advantage Fund ended up ₹6.31(1.36%)yesterday to ₹468.96.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Aditya Birla Sun Life Equity Advantage Fund is managed by Satyabrata Mohanty .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111