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

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  • 1.43 %Nav, as on 04-12-2023

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  • Net Change on 04-12-2023

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  • Assets (Cr.)

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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 (₹)

  • 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 - Regular Growth 8.42 5.05 16.85 15.43 13.70 17.11
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - 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 16.85 15.43 13.70 1.92 4,980.66
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 19.32 20.75 19.19 1.59 28,103.78
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 15.38 18.81 17.01 1.65 17,563.09
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 15.97 23.16 17.57 1.71 15,648.67
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 21.36 21.38 18.18 1.66 15,260.53
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 27.09 28.01 19.64 1.78 11,883.08

Fund Holdings as on 31-October-2023

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • State Bank of India

  • Infosys Limited

  • Clearing Corporation of India Limited

  • Bajaj Finance Limited

  • POLYCAB INDIA Limited

  • JK Cement Limited

  • Go Fashion India Limited

  • Bharti Airtel Limited

  • Titan Company Limited

  • Tata Motors Limited

  • Coforge Limited

  • Bharat Forge Limited

  • TVS Motor Company Limited

  • United Spirits Limited

  • Sun Pharmaceutical Industries Limited

  • The Federal Bank Limited

  • Fortis Healthcare Limited

  • REC Limited

  • Axis Bank Limited

  • Bharat Electronics Limited

  • LTIMindtree Ltd

  • Trent Limited

  • Schaeffler India Limited

  • Jindal Steel & Power Limited

  • Jubilant Foodworks Limited

  • The Ramco Cements Limited

  • Minda Industries Ltd

  • ABB India Limited

  • InterGlobe Aviation Limited

  • Kajaria Ceramics Limited

  • IDFC First Bank Limited

  • Honeywell Automation India Limited

  • Affle (India) Limited

  • The Indian Hotels Company Limited

  • Poonawalla Fincorp Limited

  • Phoenix Mills Limited

  • Samvardhana Motherson International Limited

  • Devyani International Limited

  • Ashok Leyland Limited

  • Container Corporation of India Limited

  • Mahindra & Mahindra Financial Services Limited

  • Crompton Greaves Consumer Electricals Limited

  • Hindustan Aeronautics Limited

  • VIP Industries Limited

  • Gokaldas Exports Ltd

  • Manappuram Finance Limited

  • Sona BLW Precision Forgings Limited

  • IndusInd Bank Limited

  • Aarti Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Star Health & Allied Insurance Limited

  • Chalet Hotels Limited

  • TIMKEN INDIA LTD

  • Rolex Rings Limited

  • Kalpataru Projects International Ltd.

  • Atul Limited

  • Rategain Travel Technologies Limited

  • Navin Fluorine International Limited

  • FSN E-Commerce Ventures Limited

  • Clean Science & Technology Limited

  • HDFC Life Insurance Company Limited

  • MTAR Technologies Limited

  • Sunteck Realty Limited

  • JSW Infrastructure Ltd

  • Anupam Rasayan India Limited

  • Balrampur Chini Mills Limited

  • Craftsman Automation Ltd

  • Mahindra & Mahindra Limited

  • One 97 Communications Limited

  • Bank of Baroda

  • Honasa Consumer Ltd

  • SAMHI Hotels Ltd

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Bank - Public

  • Chemicals

  • Auto Ancillary

  • Bearings

  • Retailing

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Cable

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Insurance

  • Forgings

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Finance Term Lending

  • Engineering - Industrial Equipments

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • Ceramics/Marble/Granite/Sanitaryware

  • Airlines

  • BPO/ITeS

  • Consumer Durables - Electronics

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Defence

  • Household & Personal Products

  • Textile

  • Engineering - Construction

  • e-Commerce

  • Engineering

  • Port

  • Sugar

  • Automobiles - Passenger Cars

  • Fintech

  • Trading

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  • 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 ₹4,980.66 crore. Aditya Birla Sun Life Equity Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Equity Advantage Fund ended up ₹10.34(1.43%)yesterday to ₹735.33.

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 Atul Penkar .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111