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Scheme Overview

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

(Erstwhile Aditya Birla Sun Life Advantage Fund - Regular Growth)

Category: Equity: Large and Mid Cap
Launch Date: 24-02-1995
Asset Class: Equity
Benchmark: BSE 250 Large MidCap Index
Expense Ratio: 1.87% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 638.02 Cr As on (30-09-2024)
Turn over: 50
NAV as on 04-11-2024

879.38

-5.53 (-0.6289%)

CAGR Since Inception

16.5%

BSE 250 Large MidCap Index 14.1%

PERFORMANCE of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Scheme Performance (%) Data as on - 04-11-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 29.47 8.26 16.17 13.07 16.5
Benchmark - - - - -
Equity: Large and Mid Cap 38.68 16.84 21.29 15.14 16.17

Fund Managers

Atul Penkar, Dhaval Joshi

Investment Objective

The scheme seeks to achieve long-term growth at relatively moderate levels of risk through a diversified investment approach, the investment emphasis of the scheme would be on identifying companies with sound corporate managements and prospects of good future growth.

RETURNS CALCULATOR for Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 13.91 0.43 -7.35 1.0 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ABSL Equity Advtg Reg Gr 24-02-1995 29.47 19.28 8.26 16.17 13.07
Motilal Oswal Large and MidCap Reg Gr 05-10-2019 55.47 38.09 24.29 25.55 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 48.13 30.69 19.4 20.36 15.73
Bandhan Core Equity Reg Gr 09-08-2005 46.11 31.72 21.87 23.3 15.97
Quant Large & MidCap Gr 11-12-2006 44.57 27.75 22.22 25.81 19.35
Baroda BNP Paribas Large and MidCap Reg Gr 04-09-2020 44.14 26.79 17.06 0.0 0.0
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 43.41 30.4 19.52 23.62 14.33
HSBC Large and Mid Cap Gr 03-03-2019 43.14 29.03 17.6 21.1 0.0
DSP Equity Opp Reg Gr 16-05-2000 43.04 28.59 17.84 21.11 15.95
Nippon India Vision Gr Gr 05-10-1995 42.34 27.97 18.12 21.08 12.67

Asset Allocation (%)

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)