Fund Details
Aditya Birla Sun Life Equity Advantage Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.02% |
| NAV | ₹499.76 (27 Jan 2021) |
|---|---|
| Fund Started | 24 Feb 1995 |
| Fund Size | ₹4,901 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
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
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 1.93%
10. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.9% |
| Bajaj Finance Ltd. | Financial | Equity | 5.7% |
| Infosys Ltd. | Technology | Equity | 4.7% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 4.3% |
| Larsen & Toubro Infotech Ltd. | Technology | Equity | 4.3% |
| ICICI Bank Ltd. | Financial | Equity | 3.7% |
| Info Edge (India) Ltd. | Services | Equity | 3.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.5% |
| Voltas Ltd. | Cons Durable | Equity | 3.3% |
| Atul Ltd. | Chemicals | Equity | 3.0% |
Fund Managers
Aditya Birla Sun Life Equity Advantage Fund Regular Growth Details
Aditya Birla Sun Life Equity Advantage Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,901 Cr and the Latest NAV as of 27 Jan 2021 is ₹499.76.
The Aditya Birla Sun Life Equity Advantage Fund Regular Growth 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.
