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

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  • (-0.06%)Nav, as on 10-06-2025

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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 8.70 15.23 7.19 17.57 21.24 17.01
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 7.19 17.57 21.24 1.92 5,737.10
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 9.69 21.28 26.16 1.60 31,295.56
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 6.00 22.88 25.25 1.60 27,046.44
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 8.27 24.21 29.19 1.66 25,412.03
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 11.13 20.40 24.71 1.61 25,092.46
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 12.23 24.64 29.47 1.67 21,656.65

Fund Holdings as on 31-May-2025

  • ICICI Bank Limited

  • Reliance Industries Limited

  • JK Cement Limited

  • HDFC Bank Limited

  • Infosys Limited

  • APL Apollo Tubes Limited

  • Hindustan Petroleum Corporation Limited

  • Max Financial Services Limited

  • Axis Bank Limited

  • AU Small Finance Bank Limited

  • State Bank of India

  • Bharti Airtel Limited

  • Jindal Steel & Power Limited

  • Bharat Electronics Limited

  • Bajaj Finance Limited

  • Minda Industries Ltd

  • Hindustan Aeronautics Limited

  • Schaeffler India Limited

  • United Breweries Limited

  • WELSPUN CORP LIMITED

  • Clearing Corporation of India Limited

  • K.P.R. Mill Limited

  • Samvardhana Motherson International Limited

  • Hindalco Industries Limited

  • Coforge Limited

  • Larsen & Toubro Limited

  • Trent Limited

  • Voltas Limited

  • Gokaldas Exports Ltd

  • Fortis Healthcare Limited

  • LIC Housing Finance Limited

  • InterGlobe Aviation Limited

  • Cholamandalam Investment and Finance Company Limited

  • Chalet Hotels Limited

  • Titan Company Limited

  • Container Corporation of India Limited

  • NTPC Limited

  • TVS Motor Company Limited

  • Shriram Finance Ltd

  • Ajanta Pharmaceuticals Limited

  • Info Edge (India) Limited

  • REC Limited

  • Navin Fluorine International Limited

  • SBI Cards & Payment Services Limited

  • Mankind Pharma Ltd

  • Bajaj Finserv Limited

  • SAMHI Hotels Ltd

  • ABB India Limited

  • Jubilant Foodworks Limited

  • Varun Beverages Limited

  • Welspun Living Limited

  • Margin (Future and Options)

  • Phoenix Mills Limited

  • Sona BLW Precision Forgings Limited

  • Sunteck Realty Limited

  • Vedanta Limited

  • Tube Investments of India Limited

  • JSW Infrastructure Ltd

  • IndusInd Bank Limited

  • Muthoot Finance Limited

  • NTPC Green Energy Ltd

  • Power Mech Projects Limited

  • Eternal Limited

  • Swiggy Ltd

  • Emcure Pharmaceuticals Ltd

  • Bajaj Auto Limited

  • Tech Mahindra Limited

  • Siemens Limited

  • FSN E-Commerce Ventures Limited

  • Mahindra & Mahindra Limited

  • SIEMENS ENERGY INDIA LTD

  • Astral Limited

  • PI Industries Litmited

  • LTIMindtree Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • Finance - NBFC

  • Refineries

  • Auto Ancillary

  • IT - Software

  • Steel & Iron Products

  • Textile

  • Defence

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Finance - Others

  • Metal - Non Ferrous

  • Engineering - Construction

  • Power Generation/Distribution

  • Bank - Public

  • Telecommunication - Service Provider

  • Steel/Sponge Iron/Pig Iron

  • Automobile Two & Three Wheelers

  • Consumer Food

  • e-Commerce

  • Bearings

  • Breweries & Distilleries

  • Construction - Real Estate

  • Retailing

  • Air Conditioners

  • Electric Equipment

  • Hospital & Healthcare Services

  • Finance - Housing

  • Airlines

  • Diamond & Jewellery

  • Logistics

  • BPO/ITeS

  • Finance Term Lending

  • Chemicals

  • Finance - Investment

  • Port

  • Automobiles - Passenger Cars

  • Unspecified

  • Plastic Products

  • Pesticides & Agrochemicals

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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 ₹5,737.10 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 down ₹-0.5(-0.06%)yesterday to ₹909.31.

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 Vishal Gajwani and Dhaval Joshi.

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