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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

15.05

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,235 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

  • ₹ 592.280

    as on 03 Oct 2022
  • Regular - Growth

  • 8 / 26

  • ₹ 1,000

  • ₹ 6,009 Cr.

    as on 31 Dec 2021
  • 1.94%

  • 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 ₹ 592.280 as on 03 Oct 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.94%. 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 Very 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 1.75% 15.03% 12.40% 37.65% 34.90% 24.04% 18.93% 23.54% 10.94% 19.64% 24.83% 18.85% 20.01%
Category Average -2.39% 10.58% 0.04% 0.98% 26.65% 18.43% 11.70% 15.52% 1.60% 12.46% 19.19% 15.09% 14.52%
Aditya Birla Sun Life Equity Advantage Fund -3.39%₹ 9,661 9.94%₹ 10,994 -8.62%₹ 9,138 -12.50%₹ 8,750 -11.60%₹ 11,233 20.02%₹ 14,420 2.57%₹ 24,645 15.05%₹ 15,235 12.53%₹ 43,405 6.92%₹ 13,976 10.66%₹ 78,457 14.52%₹ 38,817 12.61%₹ 2,31,448
Mirae Asset Emerging Bluechip Fund -3.71%₹ 9,628 6.60%₹ 10,659 -3.40%₹ 9,660 -4.73%₹ 9,527 -4.77%₹ 11,688 25.79%₹ 15,843 8.89%₹ 26,255 20.96%₹ 17,705 18.71%₹ 47,405 14.35%₹ 19,558 16.97%₹ 91,668 21.75%₹ 71,631 20.01%₹ 3,44,583
Canara Robeco Emerging Equities -3.04%₹ 9,695 10.14%₹ 11,013 -0.43%₹ 9,957 -1.81%₹ 9,818 0.35%₹ 12,023 25.46%₹ 15,760 11.57%₹ 26,948 20.95%₹ 17,700 19.59%₹ 47,993 12.63%₹ 18,131 16.05%₹ 89,621 20.06%₹ 62,286 18.45%₹ 3,16,757
Sundaram Large And Mid Cap Fund -3.42%₹ 9,658 11.43%₹ 11,142 -2.01%₹ 9,799 -0.93%₹ 9,907 -0.09%₹ 11,994 26.01%₹ 15,899 12.32%₹ 27,142 15.76%₹ 15,520 18.07%₹ 46,983 12.33%₹ 17,886 14.43%₹ 86,134 13.91%₹ 36,794 14.50%₹ 2,56,174
DSP Equity Opportunities Fund -1.99%₹ 9,800 10.36%₹ 11,035 1.30%₹ 10,130 -3.93%₹ 9,607 1.80%₹ 12,116 25.69%₹ 15,818 10.40%₹ 26,644 16.60%₹ 15,860 17.30%₹ 46,473 10.93%₹ 16,799 14.17%₹ 85,573 15.25%₹ 41,384 14.36%₹ 2,54,269
Edelweiss Large & Mid Cap Fund -2.91%₹ 9,709 11.73%₹ 11,172 -0.02%₹ 9,998 0.32%₹ 10,031 2.89%₹ 12,187 26.74%₹ 16,083 12.88%₹ 27,287 18.93%₹ 16,828 19.65%₹ 48,035 13.31%₹ 18,681 16.00%₹ 89,525 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Equity Advantage Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    99.09%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.92%

Top Sector Holdings of Aditya Birla Sun Life Equity Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 20.00% ₹ 1,246.63 Cr.
Banks 15.25% ₹ 950.20 Cr.
Chemicals - Speciality 8.21% ₹ 510.97 Cr.
NBFC 6.26% ₹ 390.31 Cr.
IT enabled services – software 5.46% ₹ 340.07 Cr.
Others 44.82% -

Top Stock Holdings of Aditya Birla Sun Life Equity Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.95% ₹ 432.84 Cr.
Larsen & Toubro Infotech Ltd. 5.44% ₹ 338.98 Cr.
Bajaj Finance Ltd. 5.34% ₹ 332.80 Cr.
Infosys Ltd. 5.07% ₹ 316.16 Cr.
Voltas Limited 3.76% ₹ 234.26 Cr.
Others 73.44% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.11%
Margin 0.01%
Cash and Bank 0.00%
Net Receivables -0.20%