Aditya Birla Sun Life Equity Advantage Fund Regular Growth-1.77%

1Groww
-17.10%
1 Year Return
Equity
Large & Mid Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Equity Advantage Fund Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.03%
NAV398.82 (08 Jul 2019)
Fund Started23 Feb 1995
Fund Size4,767 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Equity Advantage Fund Regular Growth
-17.1%
2.4%
9.1%
16.7%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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
    30
    with -17.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    3. 10Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.1%
    HDFC Bank Ltd.Financial ServicesEquity7.8%
    ICICI Bank Ltd. Financial ServicesEquity7.0%
    State Bank of IndiaFinancial ServicesEquity3.4%
    Axis Bank Ltd.Financial ServicesEquity3.3%
    Voltas Ltd.ConstructionEquity3.3%
    Tata Steel Ltd.MetalsEquity3.3%
    RBL Bank Ltd.Financial ServicesEquity3.2%
    Natco Pharma Ltd.PharmaEquity3.2%
    CBLO(CCIL)Current AssetsMoney Market2.8%
    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

    Other Details

    Aditya Birla Sun Life Equity Advantage Fund Regular Growth is a Equity Mutual Fund Scheme launched by Birla Sun Life Mutual Fund. This scheme was introduced to investors on 23 Feb 1995. Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life Equity Advantage Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹4,767 Cr and the Latest NAV as of 08 Jul 2019 is ₹398.82.

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

    Investment Objective

    Aims to achieve long term growth of capital at relatively moderate levels of risk through a diversified research based investment approach

    Tax Implications

    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 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
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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