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Aditya Birla Sun Life Equity Advantage Fund Regular Growth-4.02%

67.92%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Advantage Fund Regular Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio1.88%
NAV₹537.22 (13 Apr 2021)
Fund Started24 Feb 1995
Fund Size5,004 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
67.9%
8.5%
13.4%
10.6%
Category Average
60.2%
8.8%
13.8%
-
Rank Within Category
5
13
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 67.9% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
Cons
1. Higher expense ratio - 1.91%
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.6%
Bajaj Finance Ltd.FinancialEquity5.5%
Infosys Ltd.TechnologyEquity5.3%
Larsen & Toubro Infotech Ltd.TechnologyEquity4.4%
ICICI Bank Ltd.FinancialEquity4.4%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.2%
Voltas Ltd.Cons DurableEquity3.8%
JK Cement LtdConstructionEquity3.7%
State Bank of IndiaFinancialEquity3.4%
Affle (India) Ltd.CommunicationEquity3.3%
See All

Fund Managers

Satyabrata Mohanty
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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 ₹5,004 Cr and the Latest NAV as of 13 Apr 2021 is ₹537.22.

The Aditya Birla Sun Life Equity Advantage Fund Regular Growth is rated Very 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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