Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan

Equity | Large & Mid Cap

(NAV as of 10/10/2024)

1023.00 (-0.33)

3Y Returns

10.32%

Min SIP

₹1000

Min Lumpsum

₹1000

Expense Ratio

1.07%

Fund Size

₹5566 Cr

Inception Date

01-Jan-13

Fund Manager

Atul Penkar

Exit Load

1% on or before 90D, Nil after 90D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P BSE Large Mid Cap TRI benchmark but its beta is more than Large & Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given less SIP returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

98.53%

Debt & Others

1.47%

Market Cap Allocation

Large Cap

50.26%

Mid Cap

31.11%

Small Cap

17.16%

Other Cap

1.47%

Sector Allocation

Banks

17.79%

Automobiles

11.56%

Internet and Technology

8.88%

Finance

7.15%

Retailing

5.06%

Top Ten Holdings

Reliance Industries Ltd

4.61%

ICICI Bank Ltd

4.57%

Infosys Ltd

3.84%

HDFC Bank Ltd

3.83%

J.K. Cement Ltd

2.16%

Investment 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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Scheme Document

https://mutualfund.adityabirlacapital.com/resources/forms

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

Similar Funds

Fund

Zi Tag

Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan

33.18%

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25.04%

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Woc Large And Mid Cap Fund-Direct Plan-Growth

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