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

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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 (₹)

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  • 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 -2.48 11.35 -10.74 16.00 8.41 15.23
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 250 LargeMidCap Index - TRI -3.85 9.43 -0.94 17.89 12.84 11.04

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 -10.74 16.00 8.41 1.10 5,570.52
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -2.95 21.88 15.83 0.69 23,509.79
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 0.31 22.41 14.39 0.59 14,948.82
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 4.40 20.26 14.00 0.59 10,842.43
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 10.08 21.95 15.22 1.10 7,731.80
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 -2.07 17.59 12.42 0.93 7,091.85

Fund Holdings as on 31-August-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • State Bank of India

  • Axis Bank Limited

  • JK Cement Limited

  • PI Industries Litmited

  • Larsen & Toubro Infotech Limited

  • Gujarat Gas Limited

  • Crompton Greaves Consumer Electricals Limited

  • Bajaj Finance Limited

  • Divi's Laboratories Limited

  • Atul Limited

  • Ashok Leyland Limited

  • ABB India Limited

  • Kajaria Ceramics Limited

  • SRF Limited

  • Cholamandalam Investment and Finance Company Limited

  • The Ramco Cements Limited

  • Aarti Industries Limited

  • Sona BLW Precision Forgings Limited

  • Voltas Limited

  • Honeywell Automation India Limited

  • KPIT Technologies Limited

  • Titan Company Limited

  • Jubilant Foodworks Limited

  • Coforge Limited

  • Sun Pharmaceutical Industries Limited

  • TVS Motor Company Limited

  • Fortis Healthcare Limited

  • L&T Technology Services Limited

  • Schaeffler India Limited

  • Trent Limited

  • POLYCAB INDIA Limited

  • Godrej Consumer Products Limited

  • Page Industries Limited

  • United Spirits Limited

  • MindTree Limited

  • Gland Pharma Limited

  • Endurance Technologies Limited

  • Bharti Airtel Limited

  • Minda Industries Ltd

  • MTAR Technologies Limited

  • Whirlpool of India Limited

  • Rolex Rings Limited

  • Craftsman Automation Ltd

  • Birlasoft Limited

  • Avanti Feeds Limited

  • Clearing Corporation of India Limited

  • ICICI Lombard General Insurance Company Limited

  • PVR Limited

  • SBI Life Insurance Company Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Anupam Rasayan India Limited

  • Affle (India) Limited

  • United Breweries Limited

  • Net Receivables / (Payables)

  • One 97 Communications Limited

  • MphasiS Limited

  • Life Insurance Corp of India

  • Syngene International Limited

  • Strides Pharma Science Limited

  • FSN E-Commerce Ventures Limited

  • Tarsons Products Limited

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  • Bank - Private

  • IT - Software

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Refineries

  • Bank - Public

  • Chemicals

  • Finance - NBFC

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Bearings

  • Consumer Food

  • Hospital & Healthcare Services

  • Automobiles-Trucks/Lcv

  • Insurance

  • Electric Equipment

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Breweries & Distilleries

  • Air Conditioners

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Automobile Two & Three Wheelers

  • Cable

  • Household & Personal Products

  • Retailing

  • Miscellaneous

  • Textile

  • Telecommunication - Service Provider

  • Engineering

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • e-Commerce

  • Telecommunication - Equipment

  • Plastic Products

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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 01-Jan-2013 and currently has an AUM of ₹5,570.52 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 ₹-8.74(-1.34%)yesterday to ₹644.02.

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