Aditya Birla Sun Life Equity Advantage Fund Regular Dividend+2.15%

3
0.42%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Advantage Fund Regular Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.04%
NAV80.03 (25 Sep 2020)
Fund Started24 Feb 1995
Fund Size4,352 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Advantage Fund Regular Dividend
0.4%
-2.0%
6.5%
16.3%
Category Average
10.9%
2.7%
8.1%
-
Rank within category
13
19
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 0.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.5%
    HDFC Bank Ltd.FinancialEquity6.1%
    ICICI Bank Ltd.FinancialEquity4.6%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.7%
    Bajaj Finance Ltd.FinancialEquity3.4%
    Larsen & Toubro Infotech Ltd.TechnologyEquity3.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Info Edge (India) Ltd.ServicesEquity3.2%
    Atul Ltd.ChemicalsEquity3.1%
    Infosys Ltd.TechnologyEquity2.9%
    See All

    Fund Managers

    addSatyabrata Mohanty
    Education
    Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
    Experience
    He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.
    Funds Managed

    Aditya Birla Sun Life Equity Advantage Fund Regular Dividend Details

    Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 24 Feb 1995. Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life Equity Advantage Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹4,352 Cr and the Latest NAV as of 25 Sep 2020 is ₹80.03.

    The Aditya Birla Sun Life Equity Advantage Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days

    Investment Objective

    The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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