Aditya Birla Sun Life Equity Advantage Fund Regular IDCW

Equity
Large & MidCap
Very High Risk
20.14%
3Y annualised
-0.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Sep 2023₹115.25
Min. SIP amountNot Supported
Rating1
Fund size₹5,244.13Cr

Return calculator

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

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.0%20.1%11.2%16.7%
Category average15.2%25.5%14.5%NA
Rank with in category212418NA
Understand terms

Holdings (71)

NameSectorInstrumentAssets
FinancialEquity5.9%
FinancialEquity4.0%
EnergyEquity3.7%
FinancialEquity3.3%
TechnologyEquity3.1%
TechnologyEquity2.2%
AutomobileEquity2.1%
Capital GoodsEquity2.0%
FinancialEquity2.0%
ServicesEquity1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 1.91%

Inclusive of GST

Exit load

1% for redemption within 90 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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Satyabrata Mohanty
Oct 2011 - Present
View details

Education
Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
Experience
Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
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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