Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth

₹ 933.86

NAV (May 02)

20.754%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Scheme Information

Investment Objective

The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Expense Ratio
1.19 %
Launched
-
AUM in Crores
5410.4
ISIN
INF209K01VH8
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.5
Beta
1
Sharpe Ratio
0.1
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

ICICI Bank Ltd.

4.05%
4.05%

Infosys Ltd.

3.91%
3.909%

HDFC Bank Ltd.

3.36%
3.357%

Reliance Industries Ltd.

2.87%
2.872%

Larsen & Toubro Ltd.

2.16%
2.156%
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Allocation by Sector

Financial

24.64%
24.644509%

Services

12.56%
12.562317%

Metals & Mining

8.26%
8.256829%

Automobile

7.62%
7.621655%

Technology

6.5%
6.499705%
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Frequently Asked Questions

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