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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

9.31

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,072 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

  • ₹ 531.930

    as on 23 Jun 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 ₹ 531.930 as on 23 Jun 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% 1.76% 12.40% 37.65% 31.63% 21.61% 18.93% 23.54% -5.38% 18.30% 20.59% 15.30% 19.67%
Category Average -3.62% -9.30% -10.98% 0.43% 24.97% 13.15% 9.93% 15.49% -16.19% 8.64% 14.36% 11.51% 13.18%
Aditya Birla Sun Life Equity Advantage Fund -5.59%₹ 9,440 -16.57%₹ 8,342 -21.34%₹ 7,865 -9.95%₹ 9,004 -29.48%₹ 9,990 20.51%₹ 14,522 -0.32%₹ 23,921 9.31%₹ 13,072 8.42%₹ 40,873 6.40%₹ 13,638 7.37%₹ 72,253 14.64%₹ 39,256 11.56%₹ 2,18,824
Mirae Asset Emerging Bluechip Fund -3.92%₹ 9,607 -9.77%₹ 9,023 -11.95%₹ 8,805 -1.73%₹ 9,827 -17.13%₹ 10,859 27.29%₹ 16,202 9.15%₹ 26,321 16.45%₹ 15,810 16.83%₹ 46,159 13.31%₹ 18,681 15.09%₹ 87,519 22.40%₹ 75,623 19.67%₹ 3,38,278
Canara Robeco Emerging Equities -3.25%₹ 9,674 -9.08%₹ 9,092 -12.59%₹ 8,741 -0.56%₹ 9,943 -16.22%₹ 10,921 26.18%₹ 15,922 8.83%₹ 26,238 14.86%₹ 15,169 15.85%₹ 45,520 11.05%₹ 16,894 13.00%₹ 83,127 20.02%₹ 62,100 17.55%₹ 3,01,778
Sundaram Large And Mid Cap Fund -3.54%₹ 9,646 -11.61%₹ 8,839 -13.97%₹ 8,603 1.51%₹ 10,150 -17.85%₹ 10,809 24.15%₹ 15,413 8.13%₹ 26,057 11.04%₹ 13,703 12.75%₹ 43,542 10.29%₹ 16,326 10.90%₹ 78,902 14.28%₹ 38,042 12.99%₹ 2,36,283
DSP Equity Opportunities Fund -3.22%₹ 9,678 -8.19%₹ 9,181 -10.94%₹ 8,905 -5.79%₹ 9,420 -18.27%₹ 10,780 22.07%₹ 14,901 6.16%₹ 25,554 12.10%₹ 14,099 12.40%₹ 43,323 9.54%₹ 15,775 10.63%₹ 78,378 15.33%₹ 41,681 13.03%₹ 2,36,742
Edelweiss Large & Mid Cap Fund -3.83%₹ 9,617 -10.46%₹ 8,954 -11.75%₹ 8,825 -1.56%₹ 9,843 -16.40%₹ 10,909 25.89%₹ 15,848 8.37%₹ 26,119 13.30%₹ 14,557 14.32%₹ 44,537 11.34%₹ 17,113 12.27%₹ 81,634 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Equity Advantage Fund as on 25 Jun 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%