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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

20.10

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,332 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

  • ₹ 690.920

    as on 24 Sep 2021
  • Regular - Growth

  • 11 / 26

  • ₹ 1,000

  • ₹ 5,467 Cr.

    as on 24 Sep 2021
  • 2.01%

    since 31 May 2021
  • 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 ₹ 690.920 as on 24 Sep 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.01%. 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 10.27% 18.57% 32.55% 82.49% 36.04% 26.04% 20.99% 24.68% 72.01% 53.97% 38.28% 26.09% 25.52%
Category Average 7.37% 13.24% 26.80% 71.50% 27.98% 19.32% 15.09% 17.08% 62.05% 47.01% 32.44% 20.62% 18.06%
Aditya Birla Sun Life Equity Advantage Fund 10.03%₹ 11,002 16.58%₹ 11,657 29.72%₹ 12,972 77.51%₹ 17,751 68.75%₹ 16,107 31.17%₹ 17,217 51.82%₹ 38,175 20.10%₹ 17,332 35.63%₹ 59,642 14.09%₹ 19,342 21.36%₹ 1,02,051 17.52%₹ 50,351 18.67%₹ 3,20,697
Mirae Asset Emerging Bluechip Fund 6.78%₹ 10,678 12.69%₹ 11,269 26.94%₹ 12,693 77.34%₹ 17,734 64.13%₹ 15,849 34.35%₹ 18,064 52.72%₹ 38,444 26.04%₹ 20,034 38.28%₹ 61,732 20.99%₹ 25,948 26.09%₹ 1,14,368 24.68%₹ 91,012 25.52%₹ 4,64,495
Canara Robeco Emerging Equities 7.83%₹ 10,783 14.06%₹ 11,406 28.39%₹ 12,839 71.57%₹ 17,156 63.34%₹ 15,805 33.57%₹ 17,856 50.29%₹ 37,724 22.13%₹ 18,227 35.81%₹ 59,787 18.21%₹ 23,107 23.35%₹ 1,07,063 22.54%₹ 76,484 23.18%₹ 4,09,220
Kotak Equity Opportunities Fund 5.87%₹ 10,586 10.75%₹ 11,075 22.60%₹ 12,259 63.33%₹ 16,332 52.57%₹ 15,193 27.29%₹ 16,213 42.67%₹ 35,498 20.60%₹ 17,549 31.15%₹ 56,224 15.68%₹ 20,730 20.73%₹ 1,00,498 16.99%₹ 48,104 17.89%₹ 3,07,394
Principal Emerging Bluechip Fund 6.78%₹ 10,678 11.77%₹ 11,177 27.35%₹ 12,734 73.16%₹ 17,315 62.21%₹ 15,741 31.59%₹ 17,329 49.46%₹ 37,477 20.31%₹ 17,421 34.91%₹ 59,090 16.72%₹ 21,680 22.10%₹ 1,03,893 21.59%₹ 70,782 21.65%₹ 3,76,796
Edelweiss Large & Mid Cap Fund 6.80%₹ 10,680 12.67%₹ 11,267 24.65%₹ 12,465 70.09%₹ 17,009 59.52%₹ 15,589 28.41%₹ 16,499 46.50%₹ 36,611 20.63%₹ 17,560 33.09%₹ 57,688 - - - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Equity Advantage Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    98.59%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.42%

Top Sector Holdings of Aditya Birla Sun Life Equity Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.94% ₹ 980.17 Cr.
Computers - software 13.91% ₹ 760.62 Cr.
Chemicals - speciality 8.01% ₹ 437.86 Cr.
Pharmaceuticals 7.23% ₹ 433.76 Cr.
Nbfc 6.88% ₹ 375.98 Cr.
Others 46.03% -

Top Stock Holdings of Aditya Birla Sun Life Equity Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Finance Ltd. 5.84% ₹ 319.26 Cr.
Infosys Ltd. 5.63% ₹ 307.76 Cr.
HDFC Bank Ltd. 4.79% ₹ 261.64 Cr.
ICICI Bank Ltd. 4.36% ₹ 238.56 Cr.
State Bank Of India 4.29% ₹ 234.40 Cr.
Others 75.09% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.82%
Margin 0.01%
Cash and Bank 0.00%
Net Receivables -0.41%