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

Formerly Aditya BSL Advantage Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Advantage Fund (Growth)

EquityLarge & Mid Cap

822.66

NAV (May 17)

16%
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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Large & 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

822.66

NAV (May 17)

Fund Returns

Last 1Y
34%
Last 3Y
14.3%
Last 5Y
16%
Last 10Y
14.7%
Since Inception
17.3%
6 Month CAGR
17%

Scheme Information

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.

Expense Ratio
1.92
Launched (29y ago)
Feb 24, 1995
AUM in Crores
5745.663
ISIN
INF209K01165
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14
Standard Deviation (5yr)
20.9
Beta (3yr)
0.98
Beta (5yr)
1.03
Sharpe Ratio (3yr)
0.616
Sharpe Ratio (5yr)
0.543
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Atul Penkar

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 (Growth)70%10,92,933 3,60,32116%
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 2024-05-17

Top Stock Holdings

icici bank ltd

4.2%
4.2%

reliance industries ltd

3.8%
3.8%

hdfc bank ltd

3.5%
3.5%

infosys ltd

3%
3%

bharti airtel ltd

2.1%
2.1%
See all holdings

Allocation by Sector

consumer cyclical

26.4%
26.4%

financial services

22.8%
22.8%

industrials

16.5%
16.5%

basic materials

7.2%
7.2%

energy

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 368,502 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.7%

5.8%

7.4%

5.9%

6.8%

5.8%

7.3%

5.9%

7.1%

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 17.3% over a period of 29 years. The fund was previously known as Aditya BSL Advantage Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Atul Penkar, Dhaval Joshi.

Nav of Aditya Birla Sun Life Equity Advantage Fund (G) as of 5/17/2024 is ₹822.66 with the total AUM as of 5/19/2024 is ₹5745.663. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Equity Advantage Fund (G) was launched on Feb 24, 1995. The category risk of the fund is Very High Risk.

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 LargeMidcap 250 TR INR.

Aditya Birla Sun Life Equity Advantage Fund (G) is rated as a 1 fund in Equity and delivered 34% 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)?

Aditya Birla Sun Life Equity Advantage Fund (G) 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?

As per Scripbox experts, Aditya Birla Sun Life Equity Advantage Fund (G) is a Not Recommended fund. You can investAditya Birla Sun Life Equity Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment 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 1.92% for regular plan.