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

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  • Net Change on 23-08-2019

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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 -3.80 -8.74 -17.36 2.38 8.96 16.73
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 200 -4.36 -7.21 -9.46 6.84 6.94 13.14
S&P BSE 200 - TRI -4.11 -6.58 -8.22 8.23 8.34 8.95

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 Feb 24, 1995 Unrated -17.36 2.38 8.96 2.03 4,767.22
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jul 09, 2010 -3.04 11.60 16.67 1.79 7,498.56
DSP Equity Opportunities Fund - Direct Plan - Growth May 16, 2000 -8.46 6.25 10.05 1.96 5,159.19
Canara Robeco Emerging Equities-Direct Plan-Growth Option Mar 11, 2005 -14.39 7.60 12.96 1.93 4,640.03
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jul 09, 1998 -7.95 4.36 5.99 1.99 3,464.79
IDFC Core Equity Fund-Direct Plan-Growth Aug 09, 2005 -12.98 5.51 7.73 2.00 2,748.93

Fund Holdings as on 31-July-2019

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Bajaj Finance Limited

  • Voltas Limited

  • State Bank of India

  • Shree Cement Limited

  • Kotak Mahindra Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Clearing Corporation of India Limited

  • The Ramco Cements Limited

  • Info Edge (India) Limited

  • RBL Bank Limited

  • Bandhan Bank Limited

  • Natco Pharma Limited

  • Larsen & Toubro Infotech Limited

  • Atul Limited

  • Titan Company Limited

  • Thermax Limited

  • Aditya Birla Fashion and Retail Limited

  • Bata India Limited

  • Infosys Limited

  • Quess Corp Limited

  • V-Guard Industries Limited

  • Nestle India Limited

  • Century Textiles & Industries Limited

  • Whirlpool of India Limited

  • Tech Mahindra Limited

  • Margin (Future and Options)

  • Dalmia Bharat Limited

  • PNB Housing Finance Limited

  • Gujarat Gas Limited

  • Bajaj Electricals Limited

  • Jubilant Foodworks Limited

  • MRF Limited

  • Gruh Finance Limited

  • L&T Technology Services Limited

  • Cholamandalam Investment and Finance Company Limited

  • Birla Corporation Limited

  • ICICI Securities Limited

  • Apollo Hospitals Enterprise Limited

  • Exide Industries Limited

  • V-Mart Retail Limited

  • Avenue Supermarts Limited

  • Strides Pharma Science Limited

  • Eris Lifesciences Limited

  • Avanti Feeds Limited

  • KEC International Limited

  • Godrej Agrovet Limited

  • Bayer Cropscience Limited

  • Chalet Hotels Limited

  • Tata Steel Limited

  • Cash and Bank

  • Karrox Technologies ** #

  • Dharti Dredging ** #

  • Net Receivables / (Payables)

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  • Bank - Private

  • Cement & Construction Materials

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • IT - Software

  • Retailing

  • Air Conditioners

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Consumer Food

  • BPO/ITeS

  • Miscellaneous

  • Chemicals

  • Diamond & Jewellery

  • Diversified

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Trading

  • Tyres & Allied

  • Engineering

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Batteries

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • IT - Education

  • Shipping

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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 ₹4,767.22 crore. Aditya Birla Sun Life Equity Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Equity Advantage Fund ended up ₹1.38(0.36%)yesterday to ₹389.08.

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

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

Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Rights

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