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

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Fund Overview Growth | Regular Plan

  • Fund House

  • 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 0.13 0.80 -7.83 14.04 7.44 17.05
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 250 LargeMidCap Index - TRI 1.52 3.80 9.05 19.09 13.71 11.53

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 -7.83 14.04 7.44 1.95 5,458.45
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 1.96 20.64 14.42 1.72 23,690.65
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 3.48 20.52 12.32 1.82 15,580.76
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 10.85 19.10 12.92 1.78 11,370.29
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 12.36 21.84 13.56 1.91 8,594.34
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 Unrated 10.82 21.75 13.22 2.18 7,518.60

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • State Bank of India

  • Axis Bank Limited

  • Reliance Industries Limited

  • JK Cement Limited

  • PI Industries Litmited

  • Bajaj Finance Limited

  • Larsen & Toubro Infotech Limited

  • Gujarat Gas Limited

  • KPIT Technologies Limited

  • Divi's Laboratories Limited

  • SRF Limited

  • ABB India Limited

  • Atul Limited

  • Kajaria Ceramics Limited

  • Sun Pharmaceutical Industries Limited

  • Ashok Leyland Limited

  • The Ramco Cements Limited

  • Titan Company Limited

  • TVS Motor Company Limited

  • Coforge Limited

  • POLYCAB INDIA Limited

  • Cholamandalam Investment and Finance Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • Jubilant Foodworks Limited

  • Sona BLW Precision Forgings Limited

  • Honeywell Automation India Limited

  • Aarti Industries Limited

  • Trent Limited

  • Bharat Forge Limited

  • United Spirits Limited

  • L&T Technology Services Limited

  • Fortis Healthcare Limited

  • MindTree Limited

  • Bharti Airtel Limited

  • Page Industries Limited

  • Rolex Rings Limited

  • Schaeffler India Limited

  • Craftsman Automation Ltd

  • Godrej Consumer Products Limited

  • Anupam Rasayan India Limited

  • Bharat Electronics Limited

  • MTAR Technologies Limited

  • Endurance Technologies Limited

  • Avenue Supermarts Limited

  • Minda Industries Ltd

  • Voltas Limited

  • Gland Pharma Limited

  • METROPOLIS HEALTHCARE LIMITED

  • PVR Limited

  • Avanti Feeds Limited

  • SBI Life Insurance Company Limited

  • Birlasoft Limited

  • Affle (India) Limited

  • Tarsons Products Limited

  • Reverse Repo

  • United Breweries Limited

  • Clearing Corporation of India Limited

  • One 97 Communications Limited

  • Life Insurance Corp of India

  • Strides Pharma Science Limited

  • Margin (Future and Options)

  • FSN E-Commerce Ventures Limited

  • Aarti Pharmalabs Ltd

  • Devyani International Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Chemicals

  • Finance - NBFC

  • Refineries

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Retailing

  • Bearings

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Consumer Food

  • Hospital & Healthcare Services

  • Diversified

  • Breweries & Distilleries

  • Electric Equipment

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • Diamond & Jewellery

  • Cable

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Forgings

  • Telecommunication - Service Provider

  • Textile

  • Household & Personal Products

  • Engineering

  • Insurance

  • Air Conditioners

  • Miscellaneous

  • Film Production, Distribution & Entertainment

  • e-Commerce

  • Telecommunication - Equipment

  • Plastic Products

  • Unspecified

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Fund Manager

  • Cash

  • Equity

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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 ₹5,458.45 crore. Aditya Birla Sun Life Equity Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 250 LargeMidCap Index - TRI as secondary index.

The NAV of Aditya Birla Sun Life Equity Advantage Fund ended down ₹-3.22(-0.52%)yesterday to ₹620.62.

Among its top 3 holdings the fund has exposure to ICICI 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