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Aditya Birla Sun Life Equity Advantage Fund

Aditya Birla Sun Life Equity Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.58

as on 18 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,274 today.

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NAV Performance

Aditya Birla Sun Life Equity Advantage Fund performance graph for last 3 years
Performance of Aditya Birla Sun Life Equity Advantage Fund for last 3 Years

Fund Information

  • ₹ 591.390

    as on 18 Jun 2021
  • Regular - Growth

  • 11 / 26

  • ₹ 1,000

  • ₹ 4,901 Cr.

    as on 18 Jun 2021
  • 1.98%

    since 31 Dec 2020
  • 02 Jan 2013

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • aditya birla sun life mutual fund

    Show All Funds
  • Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Aditya Birla Sun Life Equity Advantage Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) aditya birla sun life mutual fund. You can also view here all other Equity funds offered by aditya birla sun life mutual fund.

Latest NAV of the fund is ₹ 591.390 as on 18 Jun 2021.

This fund has 8 years of track record. Since 31 Dec 2020 expense ratio of this fund is 1.98%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

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

List of Fund Managers of Aditya Birla Sun Life Equity Advantage Fund

  • About Satyabrata Mohanty

    Picture of Satyabrata MohantyMr. Satyabrata Mohanty has been a part of Birla group since the last 17 years. He comes with 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, Mr. Mohanty worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee. He is a CA and holds a CFA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.44% 13.54% 27.35% 75.15% 28.88% 20.51% 21.23% 22.43% 68.23% 43.36% 31.25% 22.40% 23.97%
Category Average 4.96% 9.64% 20.62% 62.72% 20.67% 13.36% 14.80% 14.66% 56.67% 36.70% 24.75% 16.54% 16.26%
Aditya Birla Sun Life Equity Advantage Fund 5.55%₹ 10,554 8.64%₹ 10,864 20.37%₹ 12,037 69.36%₹ 16,935 59.44%₹ 15,573 20.91%₹ 14,627 38.33%₹ 34,235 12.58%₹ 14,274 25.50%₹ 52,085 14.26%₹ 19,491 16.04%₹ 89,604 14.73%₹ 39,558 16.32%₹ 2,82,463
Mirae Asset Emerging Bluechip Fund 4.23%₹ 10,422 9.99%₹ 10,998 23.90%₹ 12,389 71.70%₹ 17,169 62.50%₹ 15,747 27.31%₹ 16,219 43.36%₹ 35,678 20.51%₹ 17,508 31.25%₹ 56,274 21.23%₹ 26,208 22.40%₹ 1,04,624 22.43%₹ 75,829 23.97%₹ 4,27,003
Canara Robeco Emerging Equities 5.41%₹ 10,541 9.60%₹ 10,960 19.98%₹ 11,998 64.86%₹ 16,485 56.02%₹ 15,381 23.34%₹ 15,220 39.31%₹ 34,514 15.11%₹ 15,258 27.15%₹ 53,267 18.11%₹ 23,005 18.97%₹ 96,270 20.01%₹ 62,094 21.32%₹ 3,70,002
Kotak Equity Opportunities Fund 4.06%₹ 10,406 8.63%₹ 10,863 18.34%₹ 11,834 57.36%₹ 15,735 50.27%₹ 15,053 20.82%₹ 14,604 34.77%₹ 33,231 15.43%₹ 15,385 24.94%₹ 51,692 16.07%₹ 21,080 17.39%₹ 92,623 14.81%₹ 39,841 16.34%₹ 2,82,791
Tata Large & Mid Cap Fund 5.95%₹ 10,594 7.30%₹ 10,730 18.70%₹ 11,870 59.43%₹ 15,943 53.36%₹ 15,230 20.64%₹ 14,561 35.46%₹ 33,425 16.32%₹ 15,746 25.64%₹ 52,186 14.57%₹ 19,756 17.52%₹ 92,911 14.53%₹ 38,889 15.73%₹ 2,73,649
Invesco India Growth Opportunities Fund 4.48%₹ 10,447 7.21%₹ 10,721 15.50%₹ 11,549 50.52%₹ 15,051 43.25%₹ 14,647 17.45%₹ 13,800 29.36%₹ 31,722 11.90%₹ 14,016 20.57%₹ 48,664 14.99%₹ 20,120 15.74%₹ 88,953 13.95%₹ 36,973 15.36%₹ 2,68,185

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Equity Advantage Fund as on 19 Jun 2021 are listed below:

  • Equity Holdings:

    98.11%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.85%

Top Sector Holdings of Aditya Birla Sun Life Equity Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.20% ₹ 910.85 Cr.
Computers - software 12.26% ₹ 613.23 Cr.
It enabled services – software 7.44% ₹ 372.84 Cr.
Pharmaceuticals 7.00% ₹ 350.64 Cr.
Cement 6.89% ₹ 345.02 Cr.
Others 48.21% -

Top Stock Holdings of Aditya Birla Sun Life Equity Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.63% ₹ 281.76 Cr.
Bajaj Finance Ltd. 5.46% ₹ 273.30 Cr.
Infosys Ltd. 5.32% ₹ 266.34 Cr.
Larsen & Toubro Infotech Ltd. 4.42% ₹ 221.13 Cr.
ICICI Bank Ltd. 4.40% ₹ 220.10 Cr.
Others 74.77% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.53%
Margin 0.62%
Cash and Bank 0.00%
Net Receivables -0.30%