Aditya Birla Sun Life Equity Advantage Fund Regular Growth | Pros & Cons NAV(566.47)

Aditya Birla Sun Life Equity Advantage Fund Regular Growth

Equity: Large and Mid Cap

Fund Information

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.

Very High Risk

Nifty Largemidcap 250

Benchmark

1995-02-24

Launched On

Open Ended

Type

1000

Min SIP

1000

Min Investment

6201

AUM in Crores

1.96

Expense Ratio

1.00

Exit Load

Aditya Birla Sun Life AMC Limited

Fund House

Satyabrata Mohanty

Fund Managers

Aditya Birla Sun Life Equity Advantage Fund Regular Pros & Cons

Pros

  • Aditya Birla Sun Life Equity Advantage Fund Regular Growth has over performed index in 2011-2014, 2012-2015, 2013-2016, 2014-2017 years

Cons

  • Aditya Birla Sun Life Equity Advantage Fund Regular Growth has under performed index in 2010-2013, 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Aditya Birla Sun Life Equity Advantage Fund Regular Growth is ranking 37th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Aditya Birla Sun Life Equity Advantage Fund Regular Growth 
17.9619.9912.2411.6315.3911.42
Nifty Largemidcap 250
20.1921.9315.8813.3715.8412.89

Aditya Birla Sun Life Equity Advantage Fund Regular Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Aditya Birla Sun Life Equity Advantage Fund Regular Growth 
18.52102.44-34.917.4753.13-4.56
Nifty Largemidcap 250
12.4437.59-12.3113.2824.76-1.5

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Aditya Birla Sun Life Equity Advantage Fund Regular Growth 
21.924.740.6941.06-0.39
Nifty Largemidcap 250
21.323.640.701--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2009-05-13 - 2009-05-20
23.35
2000-03-28 - 2000-04-04
-28.9
Month1999-12-04 - 2000-01-04
48.77
2000-03-06 - 2000-04-06
-39.67
Quarter1999-09-04 - 2000-01-04
132.23
2000-03-07 - 2000-07-07
-47.09
Year1999-01-04 - 2000-01-04
321.64
2000-03-06 - 2001-03-06
-66.06

Portfolio

Stock NameSector% of Total Holdings
Bajaj Finance Ltd.Financials5.64
Infosys Ltd.Technology5.12
HDFC Bank Ltd.Financials5
ICICI Bank Ltd.Financials4.73
Larsen & Toubro Infotech Ltd.Technology4.06
Crompton Greaves Consumer Electricals Ltd.Consumer Durables4.04
State Bank Of IndiaFinancials3.98
Voltas Ltd.Consumer Durables3.65
Atul Ltd.Chemicals3.55
JK Cement Ltd.Construction3.45
Affle (India) Ltd.Media and Communications3.04
Gujarat Gas Ltd.Energy2.89
Info Edge (India) Ltd.Technology2.58
SRF Ltd.Diversified2.43
Axis Bank Ltd.Financials2.4
Reliance Industries Ltd.Energy2.33
PI Industries Ltd.Chemicals2.21
Mindtree Ltd.Technology2.19
The Ramco Cements Ltd.Construction2.02
Natco Pharma Ltd.Healthcare1.93
IndusInd Bank Ltd.Financials1.91
Ashok Leyland Ltd.Automobile and Ancillaries1.78
Kajaria Ceramics Ltd.Construction1.53
Honeywell Automation India Ltd.Consumer Durables1.48
Dr. Reddys Laboratories Ltd.Healthcare1.45
V-Guard Industries Ltd.Capital Goods1.42
Apollo Hospitals Enterprise Ltd.Healthcare1.4
Jubilant FoodWorks Ltd.FMCG1.38
Tata Motors Ltd.Automobile and Ancillaries1.31
Aarti Industries Ltd.Chemicals1.23
Cadila Healthcare Ltd.Healthcare1.22
Whirlpool Of India Ltd.Consumer Durables1.19
L&T Technology Services Ltd.Capital Goods1.17
Cholamandalam Investment & Finance Company Ltd.Financials1.15
Gland Pharma Ltd.Healthcare1.1
Indian Railway Catering & Tourism Corporation Ltd.Travel1.09
Avanti Feeds Ltd.FMCG1.08
ICICI Lombard General Insurance Co Ltd.Financials0.9
Polycab India Ltd.Capital Goods0.83
EPL Ltd.Consumer Durables0.77
Syngene International Ltd.Miscellaneous0.76
Ipca Laboratories Ltd.Healthcare0.72
Strides Pharma Science Ltd.Healthcare0.7
KPIT Technologies Ltd.Technology0.64
Anupam Rasayan India Ltd.Chemicals0.56
PVR Ltd.Media and Communications0.55
Route Mobile Ltd.Technology0.42
Jindal Steel & Power Ltd.Metals0.41
Reliance Industries Ltd.Energy0.32
AU Small Finance Bank Ltd.Financials0.31
Bayer CropScience Ltd.Chemicals0.01
Bajaj FinanceFinancial6.69
ICICI BankFinancial6.07
L&T InfotechTechnology4.38
Crompton Greaves Consumer ElectricalsConsumer Durable4.17
VoltasConsumer Durable3.85
SRFDiversified3.65
State Bank of IndiaFinancial3.42
MindTreeTechnology3.35
JK CementConstruction3.25
Gujarat GasEnergy2.95
InfosysTechnology2.93
Info Edge (India)Services2.7
AtulChemicals2.62
PI IndustriesChemicals2.33
HCL TechnologiesTechnology2.29
Axis BankFinancial2.14
HDFC BankFinancial2.11
Indian Railway Catering & Tourism CorporationServices1.88
Indusind BankFinancial1.83
L&T Technology ServicesEngineering1.77
The Ramco CementsConstruction1.74
Tata Consultancy ServicesTechnology1.74
Ashok LeylandAutomobile1.68
Kajaria CeramicsConstruction1.66
Aarti IndustriesChemicals1.63

AUM Yearly

YearScheme Total AumCategory Total Aum
20215065.960.00
20204900.860.00
20194951.9856920.19

Aditya Birla Sun Life Equity Advantage Fund Regular Details

Aditya Birla Sun Life Equity Advantage Fund Regular Growth is a Equity Scheme - Large & Mid Cap Fund mutual fund scheme launched by Aditya Birla Sun Life AMC Limited.This fund has been launched on 1995-02-24. Aditya Birla Sun Life Equity Advantage Fund Regular Growth currently has 6201 crores of assets under management (AUM) and has an expense ratio of 1.96 which is higher than what most other Large Cap funds charge.


Aditya Birla Sun Life Equity Advantage Fund Regular Growth has given returns of 17.96% in the last 1 year and 19.99% in the last 3 years. And since launch the fund has given 16.95% returns.


This fund invests in Equity Scheme - Large & Mid Cap Fund companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.1000.

The top holdings of the fund are Bajaj Finance Ltd. , Infosys Ltd. , HDFC Bank Ltd. , ICICI Bank Ltd. , Larsen & Toubro Infotech Ltd.

Frquently Asked Questions

1. What is the NAV of Aditya Birla Sun Life Equity Advantage Fund Regular ?

The current Net Asset Value (NAV) of the Aditya Birla Sun Life Equity Advantage Fund Regular is 566.47

2. Aditya Birla Sun Life Equity Advantage Fund Regular Rolling Returns

The 3 year rolling returns of the Aditya Birla Sun Life Equity Advantage Fund Regular :

  • Mean : 18.52%
  • Max : 102.44%
  • Min : -34.9%

3. How do I invest in Aditya Birla Sun Life Equity Advantage Fund Regular ?

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Aditya Birla Sun Life Equity Advantage Fund Regular Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.