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

Aditya Birla Sun Life Equity Advantage Fund Direct Growth

Equity
Large & MidCap
Very High Risk
67.56%
1Y return
-0.82% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹739.25
Min. SIP amount₹1,000
Rating3star
Fund size₹5,927.45 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns67.6%18.6%15.5%18.8%
Category average59.0%15.2%14.8%NA
Rank with in category41012NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity5.8%
TechnologyEquity5.6%
FinancialEquity4.8%
FinancialEquity4.4%
State Bank of India
FinancialEquity4.3%
Consumer DurableEquity4.3%
TechnologyEquity4.2%
Consumer DurableEquity3.6%
ChemicalsEquity3.6%
EnergyEquity3.4%
See All

Pros and cons

info
Category: Equity Large & MidCap
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Pros

3Y Returns are higher than the category average returns
1Y Returns are higher than the category average returns
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Cons

5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.19%

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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