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

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  • Net Change on 14-10-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Growth - Direct Plan 5.83 17.64 71.01 25.38 16.35 19.36
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 - Growth - Direct Plan Jan 01, 2013 71.01 25.38 16.35 1.06 6,081.96
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 73.83 30.84 22.60 0.69 21,263.17
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 70.16 28.00 20.47 0.62 11,461.17
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 58.01 25.07 17.52 0.64 8,020.47
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 69.23 24.62 17.38 0.97 7,002.35
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 70.99 23.71 16.83 1.32 5,144.64

Fund Holdings as on 30-September-2021

  • Bajaj Finance Limited

  • ICICI Bank Limited

  • Larsen & Toubro Infotech Limited

  • Crompton Greaves Consumer Electricals Limited

  • Voltas Limited

  • SRF Limited

  • State Bank of India

  • MindTree Limited

  • JK Cement Limited

  • Gujarat Gas Limited

  • Infosys Limited

  • Info Edge (India) Limited

  • Atul Limited

  • PI Industries Litmited

  • HCL Technologies Limited

  • Axis Bank Limited

  • HDFC Bank Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • IndusInd Bank Limited

  • L&T Technology Services Limited

  • The Ramco Cements Limited

  • Tata Consultancy Services Limited

  • Ashok Leyland Limited

  • Kajaria Ceramics Limited

  • Aarti Industries Limited

  • Jubilant Foodworks Limited

  • Natco Pharma Limited

  • Honeywell Automation India Limited

  • Coforge Limited

  • Gland Pharma Limited

  • Reliance Industries Limited

  • V-Guard Industries Limited

  • Sona BLW Precision Forgings Limited

  • Whirlpool of India Limited

  • Affle (India) Limited

  • POLYCAB INDIA Limited

  • Cholamandalam Investment and Finance Company Limited

  • Clearing Corporation of India Limited

  • Birlasoft Limited

  • Zomato Limited

  • METROPOLIS HEALTHCARE LIMITED

  • ICICI Lombard General Insurance Company Limited

  • Avanti Feeds Limited

  • Tata Motors Limited

  • KPIT Technologies Limited

  • EPL Limited

  • Syngene International Limited

  • Cadila Healthcare Limited

  • PVR Limited

  • Fortis Healthcare Limited

  • Anupam Rasayan India Limited

  • Strides Pharma Science Limited

  • CarTrade Tech Limited

  • Route Mobile Limited

  • ABB India Limited

  • Reliance Industries Limited

  • MTAR Technologies Limited

  • Dr. Reddys Laboratories Limited

  • Margin (Future and Options)

  • Cash and Bank

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Chemicals

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Diversified

  • Bank - Public

  • Gas Transmission/Marketing

  • BPO/ITeS

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Pesticides & Agrochemicals

  • Engineering

  • Travel Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Electric Equipment

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Refineries

  • Telecommunication - Equipment

  • Auto Ancillary

  • Cable

  • e-Commerce

  • Insurance

  • Miscellaneous

  • Plastic Products

  • Film Production, Distribution & Entertainment

  • Automobiles - Dealers & Distributors

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 01-Jan-2013 and currently has an AUM of ₹6,081.96 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 ₹7.42(0.97%)yesterday to ₹776.1.

Among its top 3 holdings the fund has exposure to Bajaj Finance 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