• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Equity Advantage Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Advantage Fund (G)

EquityLarge & Mid Cap

885.36

NAV (Oct 30)

16.508%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Satisfactory

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

Downside Protection Measure

Poor

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

Scripbox Recommended Large and Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

885.36

NAV (Oct 30)

Fund Returns

Last 1Y
31.8%
Last 3Y
8.9%
Last 5Y
16.5%
Last 10Y
13.4%
Since Inception
17.1%
6 Month CAGR
9.1%

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
1.87%
Launched
-
AUM in Crores
6380.2
ISIN
INF209K01165
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14
Beta
1
Sharpe Ratio
0.5
YTM
-
Fund Managers

Atul Penkar

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Equity Advantage Fund (G)70%11,07,752 3,75,14016.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-06

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%
See all holdings

Allocation by Sector

Financial

21.52%
21.524051%

Services

13.12%
13.116127%

Energy

10.46%
10.456341%

Automobile

9.99%
9.98724%

Capital Goods

8.7%
8.697131%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.4%

7.4%

5.5%

5.3%

6.5%

7.4%

6.5%

7.9%

5.8%

7.2%

Aditya Birla Sun Life Equity Advantage Fund (G) Review

Aditya Birla Sun Life Equity Advantage Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 17.05%. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Atul Penkar, Dhaval Joshi.

Nav of Aditya Birla Sun Life Equity Advantage Fund (G) as of 10/30/2024 is ₹885.36 with the total AUM as of 10/31/2024 is ₹6380.19. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.

The minimum SIP amount for Aditya Birla Sun Life Equity Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Equity Advantage Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.

Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 31.81% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Equity Advantage Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Equity Advantage Fund (G)?

It is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Equity Advantage Fund (G)?

You can invest in Aditya Birla Sun Life Equity Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Equity Advantage Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Equity Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Equity Advantage Fund (G) good to invest in?

According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Equity Advantage Fund (G)?

The expense ratio of the Aditya Birla Sun Life Equity Advantage Fund (G) is 1.87% for regular plan.

What is the NAV of Aditya Birla Sun Life Equity Advantage Fund (G)?

Today's Aditya Birla Sun Life Equity Advantage Fund (G) NAV is ₹885.36.