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Aditya Birla Sun Life Equity Advantage Fund Regular IDCW

Equity
Large & MidCap
Very High Risk
58.73%
1Y return
-0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹124.43
Min. SIP Amount₹1,000
Rating3star
Fund Size₹5,466.73 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.7%12.1%12.5%17.7%
Category average59.0%15.2%14.8%NA
Rank with in category121814NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialEquity5.8%
Infosys Ltd.TechnologyEquity5.6%
HDFC Bank Ltd.FinancialEquity4.8%
ICICI Bank Ltd.FinancialEquity4.4%
State Bank of India
FinancialEquity4.3%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity4.3%
Larsen & Toubro Infotech Ltd.TechnologyEquity4.2%
Voltas Ltd.Consumer DurableEquity3.6%
Atul Ltd.ChemicalsEquity3.6%
Gujarat Gas Ltd.EnergyEquity3.4%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.02%
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.02%

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

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
Oct 2011 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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