Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Equity Advantage Fund Direct IDCW

Aditya Birla Sun Life Equity Advantage Fund Direct IDCW

Equity
Large & MidCap
Very High Risk
25.55%
3Y annualised
-1.90% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹200.23
Min. SIP amount₹1,000
Rating3star
Fund size₹6,081.96 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns69.1%25.6%15.8%19.0%
Category average59.0%15.2%14.8%NA
Rank with in category11514NA
Understand termsinfo

Holdings (56)

NameSectorInstrumentAssets
FinancialEquity6.7%
FinancialEquity6.1%
TechnologyEquity4.4%
Consumer DurableEquity4.2%
Consumer DurableEquity3.8%
DiversifiedEquity3.7%
State Bank of India
FinancialEquity3.4%
TechnologyEquity3.3%
ConstructionEquity3.3%
EnergyEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.06%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Satyabrata Mohanty
Jan 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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