• 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

629.3

NAV (Dec 02)

7.8%
5 Year CAGR
Scripbox Opinion
Neutral
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

Good

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

Outperformance Consistency

Satisfactory

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

Scripbox Recommended Large & Mid Cap Funds

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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

629.3

NAV (Dec 2)

Fund Returns

Last 1Y

-7%

Last 3Y

13.9%

Last 5Y

7.8%

Last 10Y

14.8%

Since Inception

17.1%

6 Month CAGR

10.1%

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

1.95

Launched (27y ago)

Feb 24, 1995

AUM in Crores

5458.449

ISIN

INF209K01165

Lock-in

No Lock-in

Benchmark

S&P BSE 250 LargeMidcap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.8

Standard Deviation (5yr)

21.8

Beta (3yr)

1.06

Beta (5yr)

1.08

Sharpe Ratio (3yr)

0.481

Sharpe Ratio (5yr)

0.215

YTM

0

Fund Managers

Satyabrata Mohanty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

9.5%
9.5%

infosys ltd

4.6%
4.6%

hdfc bank ltd

4.6%
4.6%

state bank of india

4.3%
4.3%

axis bank ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

27.3%
27.3%

consumer cyclical

15%
15%

technology

13.4%
13.4%

basic materials

13%
13%

industrials

11.5%
11.5%
See all sectors

Compare Aditya Birla Sun Life Equity Advantage Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    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 17.1% over a period of 27 years. The fund was previously known as Aditya BSL Advantage Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Satyabrata Mohanty.

    Nav of Aditya Birla Sun Life Equity Advantage Fund (G) as of 12/2/2022 is ₹629.30 with the total AUM as of 12/3/2022 is ₹5458.449. 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 S&P BSE 250 LargeMidcap Index TR INR.

    Aditya Birla Sun Life Equity Advantage Fund (G) is rated as a 3 fund in Equity and delivered -7% 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 stocks 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 Neutral 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 1.95% for regular plan.