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

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  • Net Change on 12-04-2024

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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 (₹)

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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 3.72 3.48 37.81 15.34 15.79 16.07
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 - Growth - Direct Plan Jan 01, 2013 37.81 15.34 15.79 1.14 5,525.56
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 41.76 21.35 21.22 0.62 33,618.78
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 35.38 24.63 19.77 0.76 21,270.03
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 38.38 21.32 19.61 0.60 20,816.29
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 45.02 24.07 21.33 0.53 19,861.46
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 51.08 28.96 21.51 0.82 17,313.86

Fund Holdings as on 31-March-2024

  • Reliance Industries Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Sun Pharmaceutical Industries Limited

  • Larsen & Toubro Limited

  • Bharti Airtel Limited

  • Clearing Corporation of India Limited

  • JK Cement Limited

  • State Bank of India

  • Tata Motors Limited

  • Titan Company Limited

  • Fortis Healthcare Limited

  • Container Corporation of India Limited

  • REC Limited

  • United Spirits Limited

  • The Indian Hotels Company Limited

  • Phoenix Mills Limited

  • Info Edge (India) Limited

  • Trent Limited

  • TVS Motor Company Limited

  • Bharat Electronics Limited

  • Voltas Limited

  • Bharat Forge Limited

  • Sona BLW Precision Forgings Limited

  • Chalet Hotels Limited

  • Bajaj Finance Limited

  • Hindustan Aeronautics Limited

  • Hindustan Petroleum Corporation Limited

  • IndusInd Bank Limited

  • ABB India Limited

  • InterGlobe Aviation Limited

  • Schaeffler India Limited

  • Go Fashion India Limited

  • Tube Investments of India Limited

  • Minda Industries Ltd

  • Bank of India

  • Jindal Steel & Power Limited

  • Max Financial Services Limited

  • Jubilant Foodworks Limited

  • Oil & Natural Gas Corporation Limited

  • Zomato Limited

  • FSN E-Commerce Ventures Limited

  • Samvardhana Motherson International Limited

  • K.P.R. Mill Limited

  • Coforge Limited

  • Kalpataru Projects International Ltd.

  • TIMKEN INDIA LTD

  • Hindalco Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Axis Bank Limited

  • NTPC Limited

  • AU Small Finance Bank Limited

  • Shriram Finance Ltd

  • Gujarat Gas Limited

  • Kajaria Ceramics Limited

  • LTIMindtree Limited

  • GAIL (India) Limited

  • Rategain Travel Technologies Limited

  • Devyani International Limited

  • Sundram Fasteners Limited

  • JSW Infrastructure Ltd

  • Sunteck Realty Limited

  • Mahindra & Mahindra Financial Services Limited

  • Ajanta Pharmaceuticals Limited

  • Star Health & Allied Insurance Limited

  • WELSPUN CORP LIMITED

  • Clean Science & Technology Limited

  • Navin Fluorine International Limited

  • Gokaldas Exports Ltd

  • The Federal Bank Limited

  • Dalmia Bharat Limited

  • Honasa Consumer Ltd

  • Affle (India) Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Auto Ancillary

  • Bank - Public

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Pharmaceuticals & Drugs

  • Retailing

  • Cement & Construction Materials

  • Bearings

  • e-Commerce

  • Construction - Real Estate

  • Consumer Food

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • Diamond & Jewellery

  • Hospital & Healthcare Services

  • Textile

  • BPO/ITeS

  • Logistics

  • Finance Term Lending

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Forgings

  • Defence

  • Electric Equipment

  • Chemicals

  • Airlines

  • Cycles

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Oil Exploration

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Gas Transmission/Marketing

  • Ceramics/Marble/Granite/Sanitaryware

  • Industrial Gases & Fuels

  • Port

  • Fasteners

  • Insurance

  • Steel & Iron Products

  • Trading

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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 ₹5,525.56 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 ₹-5.44(-0.61%)yesterday to ₹880.71.

Among its top 3 holdings the fund has exposure to Reliance Industries 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